Author Ren Bellu guides learners through the menu and navigation of Dynamics GP. He shows you how to create your own custom menu using quick links on your homepage.
- [Narrator] Navigating in Microsoft Dynamics GP is quick, and easy and I'm going to show you how you can do that. When you first log in to Microsoft Dynamics GP you'll notice that in the navigation pane you are at the Home page. Well, the Home page has lots of handy-dandy windows on it but most of these, users don't use. For instance, "connecting" connects you out to the internet, but you're normally connected through running Internet Explorer or another web browser.
So, what I recommend to users is to customize this page. When you click here you can unclick some of these less than useful windows from your homepage. So I turn off "To do", I turn off the "Connect" and I just leave "Quick Links" and "My Reports" hit "Okay" and you can move these around just click on it and drag it. Quick Links, acts as you're own personal menu.
So for instance, one of the things I do if I'm an accounts payable person I may open the Vendor Master file a lot, the "Vendor Card" as it's called and instead of having to navigate through "Cards, Purchasing, Vendor" which is a little bit slower or even clicking in the navigation pane under "purchasing" and then going to "Cards, Vendor". If I want to have a quick link I click on "Home" and under "Quick Links" if I put the cursor of the top bar of that window a pencil appears.
I click on the pencil to change the details! I can now add a Microsoft Dynamics window. Now, I'm looking at the same menu structure that is above here, here and I can get to any window Dynamics GP. So for instance, I want to see the cards for purchasing for the vendor. I hit okay, and now it's added a vendor menu item which I can move up to the top or wherever I'd like to place that.
I can even click on modify and change the name "Vendor Card" or maintenance, or whatever makes sense to me and I hit "okay". Now notice it doesn't appear on the "Quick Links" menu yet. You have to click off on the navigation pane somewhere else and click back, and now there it is. And that's a way that you can very quickly create your own menu of the things you commonly use and clean up this area. And lastly, I just wanted to say rather than going through here laboriously pulling in each menu item what I like to do is go to the navigation pane and click and I get all of the menu items in that module laid out in a way that makes sense: transactions, cards, reports.
You'll notice that whether you're in purchasing or in sales you have that same layout. Transactions, which are your financial transactions your setup records, your master files and down here your setup for that module.
- Using SmartLists to extract data from Dynamics GP
- Entering journal entries
- Running reports
- Entering inventory
- Creating new companies
- Uploading budgets
- Merging accounts
- Entering sales orders and billing your customers
- Using Integration Manager
- Defining security tasks and roles