Tips on How Microsoft Dynamics GP integrates with Microsoft Office Products including Excel and Word.
Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps
Microsoft Dynamics GP and Excel are a match made to [...]
Microsoft Dynamics GP Tip: Using the Excel Budget Wizard for GP Templates (Exporting & Importing)
There is a better way to do budgets in Microsoft [...]
Dynamics GP Tip: Fix Error That Word Document Templates Will Not Email or Print
Have you received the Dynamics GP Print Error? Recently, many [...]
Microsoft Excel Keyboard Shortcuts and More Free eBooks
Everyone loves a shortcut. Eric Ligman, Microsoft Director of Sales [...]
Microsoft Dynamics GP Tip: How to Open a .CSV or .TXT from Dynamics GP in Excel
When you receive a .csv or .txt file, how do [...]
Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?
The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.
Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps
Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.
Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP
Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.
Dynamics GP Video Tip: Live Refreshable Excel Reports from Microsoft Dynamics GP
Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.
Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel
One of our distribution clients using Microsoft Dynamics GP would [...]
Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities
Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.
Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers
Microsoft Dynamics GP was built to work with Microsoft Dynamics Excel. In this short video you will learn how to: Create a PivotTable, Quickly reproduce Pivot table background data and Insert and use Slicers to filter data from Microsoft Dynamics GP.
Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data
Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.
Dynamics GP Video Tip: Setting Up A Pivot Table Using the Microsoft Dynamics GP Live Excel Feed
Finance professionals love Excel charts, especially fancy pivot charts and [...]
Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time
Today’s financial reports are out of date almost before they are sent out. Microsoft Dynamics GP with Microsoft Office Data Connection for Excel 2007 is the answer. Excel users within your organization can have secure access to up-to-date live reports from your Microsoft Dynamics GP accounting software – all the time.
Microsoft Excel Tip: Quick Math without Formulas
If you want to do math with Excel, your only [...]
Microsoft Excel Tip: Control Key for Quick Navigation
Use the Ctrl-Key for Quick Navigation When you want to [...]
Microsoft Excel Tip: Delete A Table Without Losing The Data or Table Formatting
After you create a table in Microsoft Office Excel, you [...]
Microsoft Excel Tip: Keyboard Shortcut
ENTERING ARGUMENTS To quickly enter the arguments for a function, [...]
Microsoft Dynamics GP Tip: FRx Linked to an External Excel Spreadsheet
This example is available in FRx sample data: IS_Dynamics_WKS We [...]
Microsoft Dynamics GP Tip: SmartList Export Solutions
Export Solutions are not a new feature. They will work [...]
Microsoft Dynamics GP Tip: Using SmartList to Find Out Who, What and When
The tip this month was inspired by a recent support [...]
Microsoft Dynamics GP Tip: Excel Auto Fill
You can use the Auto-Fill feature to format worksheets [...]
Microsoft Dynamics GP Tip: Using Microsoft Templates
Microsoft has an extensive online library of templates that you [...]
Microsoft Dynamics GP Tip: Using Auto Filters in Excel
I love Excel. I also love how easy it is [...]
