Custom Links – Change Which App is Used When Making a Phone Call

In earlier posts for the Custom Link series, I shared how you can setup a custom link to invoke a phone call using Skype for Business... directly from within Microsoft Dynamics GP! In this article, I will be sharing a quick update on how to switch from Skype for Business to Microsoft Teams. Generally businesses … Continue reading Custom Links – Change Which App is Used When Making a Phone Call

MBS Podcast #005: Packing for a Conference

Conference season for ERP professionals is right around the corner... or perhaps it's already here, and that means a lot of travel!!  Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing! Don't forget to subscribe via iTunes I hope you enjoy it! Title/Link … Continue reading MBS Podcast #005: Packing for a Conference

Jet Basics – Connecting the Data Source

Now that Jet Basics is installed, it's time to connect to the Dynamics GP Data Source. GP Data can be both on site (on premises) or in the cloud (Remote Data Service). Below is a quick guide on how to connect to your data source! From within Excel, click on the Jet Ribbon and then … Continue reading Jet Basics – Connecting the Data Source

Jet Basics – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource - not only to see what Jet Basics does, but how the reports are built! Many of those sample reports rely on something called 'Friendly Names'. Friendly names are names that properly describe the … Continue reading Jet Basics – GP Update Utility

Jet Basics – How do I install it?

Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel. Financial Reporting for Dynamics GP... if you export it to Excel from Management Reporter, why not just START in Excel, right? Here is how to install Jet Basics. Double Click on the … Continue reading Jet Basics – How do I install it?

Jet Basics – What is it and how do I get it?

Jet Basics is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports.  It lives in excel and connects directly to your Dynamics GP database.  It's FREE...  interested?  YES PLEASE!! This quick write up walks through how to get the Jet Basics add-in and get it installed in … Continue reading Jet Basics – What is it and how do I get it?