Best of the Best: Top Ten Tips for Microsoft Dynamics GP

I had the privilege of presenting again at Convergence last month. Roughly 1,600 people saw at least one of my 50 Tips or 50 MORE Tips for Dynamics GP presentations. All of the sessions got great reviews. If you missed the presentations, you can still pick up the tips at DynamicAccounting.net, but it's not as much fun as seeing it live.

For MSDynamicsWorld.com, I've been given the opportunity to take those 100 tips and highlight what I think are the 10 best. Details for all of these tips are included in the presentations, so go grab those after you read this.

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About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a Microsoft MVP 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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Honorable mentions

From the original 'Tips', I always like to reiterate #6, "Check Posting Types Before Year End", to GP users since it is easy, quick, reusable in subsequent years, and certainly better than finding out (after the fact) that a G/L account record posting type setting is wrong (see KB #864913, btw).

From the 'More Tips' list, one cannot say enough about #36, the Excel Report Builder, which became a superb reality in GP v10 FP1, mid-way thru 2008. If the out-of-the-box refreshable Excel workbooks that RTM'd with GP v10 weren't enough in and of themselves, the ability to supplement them and also easily replicate any existing SmartList Builder query (or vice-versa, for that matter) into an ERB report is awesome indeed. Now those who do not have a GP client at their fingertips have considerably fewer reasons to clamor for one since their access to real-time data is so much improved with this functionality.

OK, so maybe these two didn't make your 'Top 10' listing, but they are certainly worth some attention here, thus this comment. As I departed Atlanta on that final evening, I noted the buzz coming out of Convergence 2010 was extremely positive, to say the least. Undoubtedly, highly energized sessions like your dual '50 Tips' presentations contributed mightily to that buzz, so congrats on your uniquely superb contributions to this space as they are appreciated. I'm not sure how you're going to top this next year, my friend, but I'm sure you're already pondering some ideas... Thanks, Bob

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