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

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

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.

10. Copy and Paste Header Data in SQL Server Management Studio - [Tip #10 of 50 MORE Tips] While not technically a GP tip, feel free to trade this idea for favors from your DBA. Buried deep in SQL Server Management Studio 2005 and greater is a setting that forces copy and paste to include the headers of the data being copied. This makes for easy copy and paste from SQL to Excel and most DBA's don't know it exists.

9. Custom Links - [Tip #46 of 50 Tips] Custom links provide the option to tie websites to master record values in Dynamics GP. For example, when entering a bank transaction, a quick click on the Checkbook ID opens the banks website for the Checkbook in use, allowing a user to validate today's balance.

8. Separate Depreciation posting - [Tip #22 of 50 Tips] The simple act of separating the posting of asset additions, retirements and depreciation saves so much pain down the road that it should be a standard ...

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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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