Dynamics GP is bursting at the seems with tons of functionality just waiting to get utilized and in this blog series, I will explore the custom links feature.
“Custom Links” is a feature available on many windows in GP and can be a huge help for folks by adding, well… Custom Links to those windows 🙂 (Teaser: I will show you how to add Inventory Item Images and how to add links to track shipments!)
In this series, I will cover all the available functionality and also share some very cool use cases that you might be able to incorporate in your organization today!
Custom Links are setup under Administration/Setup/Company/Custom Links
This will open up your Custom Links setup window. In the setup window you can add, modify, remove or edit custom links.
Each Custom Link is a link to data stored on the Internet Information window for a specific record. Once a custom link is created, it is available pretty much anywhere that the record type has a ‘drill down’ like link available. For example, if I were to setup a custom link to an employee photo, I can get to it anywhere the employee master record is ‘drillable’.
The system gives us the ability to add custom links to: Checkbooks, Credit Cards, Currency, Customers, Employees, Exchange Rates, Items, Salespersons, Tracking Numbers and Vendors.
Below is a listing of Custom Link setup blog posts, I’ve taken some of my favorite use cases and walk through them – by ‘Prompt’ type. In each I include some examples – if you have any other cool uses, please post comments and share them!
Tracking Shipments Custom Links
I hope this is helpful! Check them out and let me know how you use this to save time!!
Thanks for reading!
Microsoft MVP, Business Solutions