Category: Favorites

Dynamics GP & Power BI – What it does and how to use it – New for GP2018

Dynamics GP has had a few iterations of its Power BI integration over the years.  I was very excited to see Power BI functionality in GP – this started with ~Dynamics GP 2016.  Despite my excitement, I found it hard to ‘get on board’ as the functionality was limited and somewhat unreliable.  Microsoft heard our case and delivered many changes with Dynamics GP 2018.  The Power BI and Dynamics GP friendship has been renewed and I think you will really like it!

I have implemented this for a few businesses who use Dynamics GP… they LOVE IT, and so do I!  This blog is meant to outline how this functionality works in GP and in Power BI.  There is a lot to cover… and to keep our “millennial” attention spans primed, I broke this into a few blog posts.

Some of this is already available from other sources, but for my own reference, I wanted to create a series so I can easily reference it all in one place… as I learn more, I will update these blogs accordingly.

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GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!

Microsoft Dynamics GP has a great feature that captures posting processes that have issues or get interrupted.  This is EXTREMELY helpful and helps protect GP users against many different reasons a batch would fail to post.

Normally we go into Batch Recover (Microsoft Dynamics GP>Tools>Routines>Batch Recovery) for two reasons:  We either receive an error when the batch tries posting (that we notice) or, at month end, when things aren’t necessarily making sense when reviewing our financials or our reconciliations.

Here is a tip to help make sure that postings that go to ‘Batch Recovery’ are noticed much sooner than month end, and helps save us tons of time!

Continue reading “GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!”

GP #LifeHacks 117: How to Quickly Resolve Navigation List Errors

Navigation Lists in GP are pretty powerful but often ignored for just a few simple reasons.

Either users are not aware of them, or they get errors when trying to open Navigation Lists so they just give up and never circle back to them.

GPLifeHack 117 Image 2If you fall into the former group, Navigation Lists can be found by visiting a module within Microsoft Dynamics GP and looking in the left margin (Navigation Pane).

Navigation Lists can save you tons of valuable time by performing many tasks right from within the list itself.  For example, if you wanted to put a few vendors on ‘hold’, or approve multiple workflow documents at once, you could do this right from the list window.


“Focus Shawn!  Tell us more on Navigation Lists in another blog, for today, we want to learn how to fix that pesky error!”  Ok, Ok 🙂 Onto the fix.

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