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Make Life Easier for Yourself with Microsoft Dynamics GP 10: Five Habits to Break in the New Year

by Mark Polino
Director of Client Services, Fastpath, Integrated Business Group

A new year brings New Year's resolutions. When it comes to using Microsoft Dynamics GP 10, you should be seeking to leverage important features to smooth your company's functioning, and improve productivity over the coming year. Here are five areas to pay attention to-with a focus on discontinuing certain steps in Dynamics GP.

1. Stop using Smartlists simply to send data to Excel. Smartlist is a great feature for ad hoc reporting. However, a lot of people create Smartlists just to be able to export the data to Excel. Well, in Dynamics GP 10, that's a waste of resources.  Learn to use the new Excel Reports and Excel Report Builder features instead. New Excel reporting functionality allows for live Excel connections to the data in GP. This means that users don't have to keep re-sending the Smartlist to Excel every time that data is updated. The Excel sheet updates automatically.

2. Stop using the old menus and use the new Home Screen menus. Many people bemoaned the loss of the little push pin to be able to hold open a menu palette when there were many things to do on that menu.  Well, the new home page menus allow you to see all the menu choices available for an area of the system. Stop pulling down drop down menus. Simply pick the area of the system that you want using the navigation menu on the left. Then the whole center area fills in with all the menu choices for that area. So for the New Year, quit dropping your menus and just use the big Home Screen.

3. Stop managing client installs and use Terminal Services.

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About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a former Microsoft MVP (2007-2018) for Business Solutions. He is the author or coauthor of 5 books related to Microsoft Dynamics GP.  Mark also maintains the Dynamics GP focused website DynamicAccounting.net. He speaks and writes regularly about ERP related topics. Mark has been a controller and CFO for a division of a publicly traded company and he has  worked as a consultant implementing ERP solutions. Mark holds additional certifications including Certified Information Technology Professional (CITP), Certified in Financial Forensics (CFF) , Chartered Global Management Accountant (CGMA). Dynamics Credentialed Professional for Dynamics GP 2015 (Core Install and Core Financials), Xero Certified. He holds a bachelor's degree in accounting from the University of Central Florida and an MBA from Rollins College. Mark lives with his family in Florida.

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