When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.
It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.
Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.
Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.
Watch this video tip to find out and then see how fast you can build an AP (Accounts Payable) Check Batch in Microsoft Dynamics GP.
There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.
One of our distribution clients using Microsoft Dynamics GP would [...]
One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.
This is a great tip for those vendors for whom [...]
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.
Several of our customers have asked this question recently, so [...]
Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.
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.
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.
There are two ways to easily generate a list of [...]
Watch a Video Demo: Microsoft Dynamics GP Video Tip: SmartList [...]
Now that Management Reporter (MR) has replaced FRx for Microsoft [...]
A change you will notice right away in Microsoft Dynamics [...]
Watch Video Demo: Microsoft Dynamics GP Tip: Changes to Menu [...]
CustomerSource is an amazing wealth of knowledge for Microsoft Dynamics [...]
Every Dynamics GP users should have access to CustomerSource. You [...]
Every Microsoft Dynamics GP user should visit the CustomerSource website [...]
Our Year End Resources webpage at https://www.calszone.com/client-resources/year-end-resources/ has been updated [...]
If you are unhappy with your Microsoft Dynamics GP partner [...]
As a Dynamics GP user you already own Microsoft SQL [...]
SmartList for Microsoft Dynamics GP is an excellent tool. And [...]
What do you do when you need help with a [...]
Finance professionals love Excel charts, especially fancy pivot charts and [...]
See Microsoft Dynamics GP SmartLists in action. SmartLists help you to quickly find the information you need within your accounting software and then easily use that information in Microsoft Office Excel and Microsoft Office Word.
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.
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