How to Set Up Your Dynamics GP Home Page to Work For You!
When you log into Dynamics GP, the first page you see is your user’s home page. Remember back to when you first logged into GP
July 17, 2017
Tag: Custom
Using CRM Client Extensions in Your Server Side Plug-Ins and Custom Workflow Activities
If you’re a beginner, or maybe even somewhat experienced, CRM developer doing a server side plug-in, or in particular, a custom workflow activity for the
September 1, 2016
Improve Your Custom Software with Test Driven Development
In this blog, I would like to discuss a topic that is often overlooked and not because of lack of available literature, there is tons of materials and books available, but because it really has to do with a state of mind, an open mind and realizing the benefits in the long run. Working as a software developer for the past 14 years has given me a lot of situations and food for thought on how to improve and deliver software that is high quality and well tested.
January 26, 2015
How to Add a ‘GO TO’ to a Custom Smartlist
When you open a SmartList and double-click on a line item Great Plains will take you to the transaction screen that is associated with that specific line item. This is a functionality within SmartList called a “GoTo”. This function works for all standard GP SmartLists.
October 22, 2014
Custom CRM Reports with External Data
Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.
October 2, 2014
