Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

Microsoft Dynamics GP is an enterprise resource planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively. "Microsoft Dynamics GP 2013 Cookbook" picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP 2013 system. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Further personalizing the Home page by customizing the layout


The customization possible on the Home page has been enhanced further in Microsoft Dynamics GP from the options that were available in Microsoft Dynamics GP 2010.

A default two column layout will be loaded when the Home page role is selected but can be customized by the user.

How to do it...

To change a user's Home page role, complete the following steps:

  1. On the Home page, click on the Customize this Page link in the upper right corner.

  2. The content being displayed can be amended in the top Mark content to display section. To disable a piece of content, such as Connect, unmark the checkbox and click on OK and this section will be removed from the Home page.

  3. The expansion buttons, represented by horizontal blue arrows, allow additional criteria to be defined. Business Analyzer has an additional option, Show All, which will show all of the selected Business Analyzer reports on the Home page.

  4. The three available Column Layouts can be selected by marking the required radio button.

  5. The final customization option available is the Column Stack option, which controls the display of Home page sections when one is maximized by moving the remaining small windows to the top, bottom, right, or left.

  6. A section is maximized by clicking on the Maximize/Multicolumn Mode button (a square containing four arrows pointing outwards from the center).

  7. Once the desired customization options have been selected, click on the OK button.

There's more...

In Microsoft Dynamics GP 2010, sections on the Home page were reorganized within the Customize this page… window. In both the Microsoft Dynamics GP 2013 Desktop client and Web client, reorganization is accomplished on the Home page itself by using the mouse to drag and drop the section in the same way you would for a window.

The Home page will automatically shuffle the other sections around as the selected one is being moved. When placed in the required position release the mouse button and the section will click into place.

See also

  • The Managing personal reports with My Reports recipe

  • The Visualizing information with Business Analyzer on the Home page recipe

  • The Speeding up navigation lists by disabling Business Analyzer recipe in Chapter 10, Maintaining Dynamics GP