1. How to improve how you use Microsoft Dynamics gp
Presented by
Amber J. Bell – Training Dynamo, LLC
Tweet During today’s #GPUGPortland, #GPUGSummit

2. Welcome and Introduction
Started working with Microsoft Dynamics GP (Great Plains) in 1999
Named GPUG All-Star in 2016
Dynamics Credentialed Professional
Item Writer for Dynamics Credentialing Tests (focusing on Core Financials and Distribution Series)
GPUG Academy Instructor

3. Photo Credit: GPUG Magazine
My Inspiration

4. Agenda Navigation Lists Excel Reports Letter Writing Assistant
SmartList Export Solutions

5. Navigation Lists
Action Pane
Information Pane
Filter Options

6. Main Differences between Navigation Lists and SmartLists
Navigation Lists include ACTIONS!
Navigation Lists have an INFORMATION PANE

7. Common Issues with Navigation Lists
Common Issue #1: Errors when opening
These windows do not look at GP User Security!
Fix: Grant SQL Security to the users.
Common Issue #2: Too slow!
Fix 1: Manually Uncheck Business Analyzer under “Show/Hide”
Fix 2: Uncheck “Business Analyzer” under Customize when creating new Navigation List.
Fix 3: Run SQL Scripts to Hide for ALL Users.

8. SQL Scripts to Hide Business Analyzer
Step 1 Remove it from existing NAV lists:
Use DYNAMICS go
update DYNAMICS..SY07225 set FactBoxVisible = 0
Optional Step 2 – Remove from future ‘save as’ navigation lists:
CREATE TRIGGER
dbo.Update_SY07225_FactBoxVisible ON dbo.SY07225 AFTER INSERT AS
Update SY07225 SET FactBoxVisible = 0
Credit to Shawn Dorward
(GPUG All-Star from InterDyn Artis) and Jeff LaPointe
(found his post below)

9. How Does Microsoft Decide Which Features to Add or Improve?

10. Microsoft Dynamics GP Roadmap
7/31/2018
Microsoft Dynamics GP Roadmap
2014 H2
2015 H1
2017 H2
2018 H2
2019 +
2016 H1
2016 H2
GP 2015
GP 2015 R2
GP 2016
GP 2016 R2
GP 2018
GP Next
GP Next
Service Based Architecture (SBA)
Functionality
Identity Management 2.0
Workflow 2.0
BA on multi- platforms (Windows, Apple & Android)
All in One Doc Viewer
AP Inv Approval
Time Mgmt App
Automated Provisioning for Azure
Top feature requests
Enhanced user experience for Web Client
Multiple browser & device support for Web Client
Workflow 3.0
PowerBI: Odata 1.0
Top feature requests
Power BI: Odata 2.0
Home Page Refresh
Web Client Evolution
Top Features Requested by Customers
Workflow 4.0
Doc Attach
Finc/HR Optimization
Power Suite
Top feature requests
Top features requested by customers
Ongoing Development
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. connect.Microsoft.com/dynamicssuggestions

12. Vote for Option to Disable Business Analyzer

13. Demo #1: Using Navigation Lists to Run Trial Balance Reports

14. Demo #2: Using Navigation List to Print/Receive PO’s

15. Demo #3 Using Navigation Lists to Add/Remove Process Holds

16. Excel Reports

17. Excel Reports Quick Install
Same Security as SSRS or Business Analyzer Reports
You don’t need GP open to refresh
Great intro to “BI” Reporting
Use SQL Views to create new reports
SmartList Designer can now Publish new reports
SmartList Builder (eOne Solutions) includes Excel Report Builder

18. Use SQL Views + SmartList Designer to Create Awesome Reports in Minutes
SQL Views can be used by SmartList Designer (FREE) or SmartList Builder (available from eOne Solutions)
Can you copy and paste? Do you have access to SQL (or know someone who does)? Then you can use SQL Views.
Download AWESOME SQL Views for FREE from

19. Loading a SQL View How To Load a SQL View Click New Query
Paste the SQL script
Use the Drop-down to select the company Database.
Click Execute
THAT’S IT!

20. SmartList Designer + SQL Views

21. Letter Writing Assistant

22. Modifying Letter Writing Assistant Reports

23. Vote for Email Integration for Letter Writing Assistant

24. SmartList Export Solutions
Works on really old versions of GP
Automatically Format, Add Subtotals, Page Numbers, etc. to SmartList exports

25. Creating SmartList Export Solutions
In Excel: File > Options > Customize Ribbons > Check Developer Ribbon
In GP:
Create: SmartList Favorite
Save: Favorite
Export: To Excel
In Excel:
Record: Macro(s)
Save File As: Macro Enabled Template
Tip: If you receive an error Document Not Found, the path to your file is too long. Move the Excel Macro Enabled Template to another folder.
In GP: SmartList > SmartList > Export Solutions
Assign: Macros

26. Amber J. Bell Training Dynamo, LLC
Phone: (203)
Website:
LinkedIn: linkedin.com/in/amberjbell
Facebook: trainingdynamo