Custom Links – Adding Custom Links for Employees

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Employees

Custom Links for Employees can be pretty helpful, indeed!  We can link directly to folders holding employee documents or even open an employee photo!

Let’s take a look at this together!

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Custom Links – Adding Custom Links for Checkbooks, Credit Cards and Currency

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Checkbooks, Credit Cards and Currency

Custom links for these three areas are pretty straight forward.  This option allows us to add shortcuts, by master ID, to websites pertinent to that ID.  We can also add links to files!  Let’s look at this more together.

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Custom Links – Adding Custom Links for Customers

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Customers

Custom Links for customers is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.

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Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve the error:

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message…  Unable to connect to the Power BI site.  Contact your system administrator.

reached out to me with this roadblock, and I’m glad she did!  I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!

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SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD

As part of a SmartList Search series (which can be found here), we will discuss advance search requirements AND using wildcards.

Wildcards are available in the SmartList search.  They are a few that I know of… someone once told me there were others but I have yet to figure that out… if I have missed any, leave a comment below and TEACH ME!!!

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SmartList Search Options – Using basic search requirements AND Field comparisons!

As part of a SmartList Search series (which can be found here), we will discuss how to use the search window for basic search requirements.  Requirements can go beyond basic, don’t worry, we talk about that too!

Basic Search Options

Each SmartList can be filtered… and they can be filtered by multiple values.  Each filter criteria is called a Search Definition.  There are 4 available in the SmartList search.  For example, if I wanted a list of GL Transactions for account 000-1100-00, I can do that, but I can also add additional criteria.  How about GL Transactions for account 000-1100-00 AND only those transactions that posted on May 31, 2017.  I can do that too.

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SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

As part of a SmartList Search series (which can be found here), we will discuss the search options available in the search window.

Search options are found at the bottom of the SmartList search window.  There are two options available; Maximum Records and Search Type.  In addition to these two options, I will also talk about the three buttons below the search options (Clear All, Columns, Order By).

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GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!

Smartlists are a linear list of your data.  You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.

With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.

A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that?  Let’s take a look at the options for basic and advanced search functionality.

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MBS Podcast #003: Meeting dos and don’ts – I’m sorry, I was on mute.

Meeting dos and donuts… I mean don’ts.

MBS Podcast 003


Today we’ll be talking about Conference Calls and meetings. Listen in as we talk about do’s and don’ts for attending and managing calls and meetings. Don’t be surprised if we get off topic, while we make each other laugh.


Is the third time the charm?? Maybe not… either way, welcome to our third episode!

Our first two episodes have been HUGE hits!  Click the link below to listen or find us on your favorite podcast app!  With literally tens of people tuning in to our first two episodes, I can feel the fame sinking in!  We have had requests for more episodes from folks all around the country…  like Springfield, Illinois (or Missouri… or wherever Springfield really is…) and even from the WHITE HOUSE!  Yes, my neighbor has a white house… like I said, TENS of listeners!

In our third episode, we get a little off topic, as usual – so be sure to join us and hear about the shirtless delivery driver who has to pee a lot!  Ok, that’s a stretch, but we do have some fun with this one so check it out!

I had a lot of fun chatting with Belinda and Mark about this topic.  They won’t admit it, but I feel certain they had fun too!  After all, hanging out with me is always a blast!  At least that’s what I tell myself… do you agree?  Yes, I do.

Do you have any interesting or funny conference call stories?  Post them in the comments below!

I hope you enjoy it!


Title/Link Meeting dos and don’ts – I’m sorry, I was on mute!
Podcast Number 003
Release Date 05/11/2018
Our Sponsor InterDyn Artis

Shawn Dorward

Microsoft MVP, Business Solutions

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Dimension Analysis for MDA – SQL View for Dynamics GP

Earlier I wrote about how to use MDA for dimension analysis rather than Analytical Accounting.  You can find that blog here.

To continue that thought, I have created a SQL view to help users get that dimensional analysis data easily!  The script captures commonly used data – if you feel I am missing something, please let me know and I will try to add it to the view for others.  I also like to push this data to Excel and Power BI – take a look at the Excel Report and Power BI reports I created at the bottom of this post!

The script below should be run against your company database – you can then use it to build a smartlist.  Instructions for adding the view to a smartlist using Smartlist Designer are included with GP LifeHacks #137.

Here is the view:

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