Home sweet home!  It’s a beautiful place.  Its where we feel most comfortable & spend most of our time.  The same can (& should!) be said about your ERP.  The homepage in Dynamics GP has access to everything you need in the click of a button.

Managers are always interested in quick easy access to reports.  The Dynamics GP homepage offers various metrics to the user the second they log in.  Click on the pencil icon to the right of the word Metrics on your desktop to modify what metrics will display.  Although there are dozens to choose from, my fav five are:

• Top 5 Customers by YTD Sales
• Top 10 Items by Sales Amount for the Past 30 Days
• Receivables Aging
• Payables Aging
• Gross Profit for the Past 12 Months

Scroll through your metrics using the < & > keys for instant access to the reports you desire.

Try these other tips to help make your homepage a one-stop shop for all your GP needs:

• Right click on the navy blue banner at the top of the screen to create graphical shortcuts
• Click on the pencil icon to the right of the Quick Links heading for one-click access to your favourite windows
• Click the ‘Customize this page …’ button to change layout of your homepage
• Select the following  icon to add or remove windows from your desktop & even configure shortcuts:

There is a reason we put pictures of loved ones on our desks … we like things our own way.  No matter how small the tweak, we all like being individuals.  Dynamics GP has some great features to let users view & access information how they want.  From one’s homepage, users can access an invoicing screen by selecting Transactions & then Sales at the top of the window or they can select to view the Sales module from the bottom left corner of the screen.

Users should also check out the User Preferences screen under the Microsoft Dynamics GP heading at the top of the screen.  Accounts Receivable will love being able to have invoices automatically selected when they enter the Sales Transaction Entry screen.  Users can also modify text to display in various colours & styles.  Feel free to make your link fields display as Pink if you like, its all up to you!

If you are currently running on Microsoft Dynamics GP Version 9 you may be fighting with the decision to upgrade to Version 10.  There are some great arguments to why you should upgrade to the newer system but those upgrades may not be worth your time and money expense.

The first thing users want to know is:  How does it look?  Current users won’t waste time becoming familiar with the layout because the Home Page & Toolbars are reminiscent of Version 9.  Differences will be noticed in the address bar, status bar & navigation buttons.

The newest version of GP makes it really easy for all users to locate windows using the navigation buttons.  The navigation buttons allow for faster & more direct access to different windows.  These come in handy when trying to find the location of an unknown window, allowing the user to look through the directory path instead of clicking through multiple screens.

The introduction of Action Panes further streamline business processes.  These allow users to preview & filter data without the need to open multiple windows.  For role specific tasks this feature will greatly speed up routine procedures.

Managers now have greater ability to review the outlook of the organization in greater detail.  With Microsoft Dynamics GP 10, budgeting has become more flexible & now allows the user to budget for multiple fiscal years, integrating budgets from various business units.