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Product: Popdock
Industries: All/Horizontal
Product Website
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Popdock allows you to bring all your Dynamics GP data together to get the detail you need without waiting on IT. With the full SmartList suite included in the Popdock plans you have all the SmartList-level flexibility in Popdock, but for all your apps.Pricing/Buying Information
Please Contact CAL for Pricing Information
With Popdock, you can:
- Use an intuitive interface to add as many filters as you’d like and work with GP data
- Combine other data with GP data
- Share data with people in your company that you don’t necessarily want logging into Dynamics GP
Access your existing SmartLists via Popdock and share.
One common question that often comes up from our Dynamics GP customers is, “Can I use the SmartLists I already built with my Dynamics GP data?” The answer is “Yes.” You can access and work with all your SmartLists that you created with eOne’s SmartList Builder or using SmartList Designer in Popdock.
The benefit of using your existing SmartLists in Popdock is that they can be accessed efficiently right along with all your other favorite reports and shared with more users in an intuitive interface to filter, group/subgroup, search, drill down, and see related data.
Combine GP with other data and create custom reports.
One of the most powerful features of Popdock is being able to combine data and add restrictions, variables, and calculation. Join, merge, compare, and summarize data across GP tables and with other cloud and on-premises applications you use.
Some examples of combining Dynamics GP data include:
CRM + GP:
- Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter, etc
- ROI & spend related to campaigns
- Commission reporting
Exception reports:
- Any place where data may be missing
- Data not integrated between GP and your other apps
GP + Legacy system data reportingNew ERP + GP as a legacy system reportingEmbed GP data in your other apps.
Making relevant data convenient is important for user adoption. End-users need efficiency to drive value for their task. Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of Dynamics GP data, a very popular use case is embedding Dynamics GP transactions in CRM on the related customer’s account record. This information is helpful for your team to efficiently access as they work with your customers.
With Popdock widgets, you can Virtually Integrate any Dynamics GP data with other apps. Learn more about different ways to present data where your team works.
Lists
Connect to the Dynamics GP data you need. These are just a few of the default lists that come with the Dynamics GP connector:
Take any of these out-of-the-box lists, modify them, or simply use them as a”template” to create new favorites that suit what you need.
Details
Details allow you to see more information related to the record, which can be related data (for example, seeing detailed lines on header records) or cross referencing data from other apps (for example, shipping status related to an order). Here are details that are available to see with the Dynamics GP Connector:
- Service Calls: Lines, Notes, & Attachments
- RMAs: Lines, Notes, & Attachments
- Technicians: Service Calls
- Contracts: Lines, Notes, & Attachments
- RTVs: Lines, Notes, & Attachments
- Service Types: Service Calls
- Items: Quantities, Pricing, Inventory Transactions, Purchase Receipts, Notes, & Attachments
- Equipment: Equipment Logs
- Miscellaneous: Miscellaneous Logs
- Miscellaneous Logs: Lines & Distributions
- Equipment Logs: Lines & Distributions
- Employee Expenses: Lines & Distributions
- Contracts: Projects
- Timesheets: Lines & Distributions
- Payables Transactions: Distributions, Notes, & Attachments
- Receivings Transactions: Line Items
- Vendors: Addresses, Purchase ORders Payables Transactions, Notes, & Attachments
- Purchase Orders: Line Items, Notes, & Attachments
- Customers: Addresses, Sales Orders, Receivables Transactions, Notes, & Attachments
- Receivables Transactions: Distributions, Customer, Notes, & Attachments
- Sales Transactions: Line Items, Customer, Notes, & Attachments
- Salespeople: Customers
- Sales Territory: Customers
Technical Details & The GP Gateway
Popdock allows you to create lists that include data from multiple tables and multiple sources, if you’d like. With the Dynamics GP connector, you can provide access to data from any Dynamics GP table or eConnect. Learn how to set up the Dynamics GP connector here.
To safely connect to your Dynamics GP environment, we recommend setting up the Popdock Gateway for Dynamics GP.
More Information Coming Soon