All posts by Suzie Turner

02

Apr'13

How to Customize your Home Page in Dynamics GP

To allow users to function in a more meaningful environment, a user is capable of customizing their own Home Page. You are allowed, on the Home Page window, to add and remove content layout and modify the layout of your home page and even change the home page role.

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27

Feb'13

NAV 2013 New Cash Flow Forecasting Module

Understanding the cash inflows and outflows is the key to running a successful business. Measurement of cash flow is not always easy. NAV 2013 provides tools to make this easier. You create periodic calculation of the forecasted operational revenues and expenses to calculate the cash surplus or the cash deficit. The forecast allows you to incorporate values from the General Ledger, Sales and Marketing, Purchase and Service modules.

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20

Feb'13

How to Create an Advanced Filter on Multiple Records

User can benefit from utilizing the Advanced Filter functionality within NAV to parse a large amount of data into a manageable subset. Each list view within NAV provides users the opportunity to set Advanced Filters. To begin make use of this functionality; navigate to any list view in NAV. For this example, we will Navigate to the Customer List.

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15

Feb'13

How to Search for Any Page, Report, or View in NAV

Many times a user may not know exactly where in the NAV application a specific Report, Page or View in NAV is located.

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10

Feb'13

How to Export data to Excel from a List View

One of the many features of NAV is the automated integration with Excel. All users can benefit from this feature when needing a set of data in Excel for either analysis or review. To begin making use of this functionality, navigate to any list view in NAV. For this example, we will Navigate to the Customer List.

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08

Feb'13

How to Filter List Page in Dynamics GP

Users can benefit from utilizing the Filter option within GP to parse a large amount of data into a manageable subset. Each list view within GP provides users the opportunity to set Filters. To begin, making use of this functionality; navigate to any list view in GP. For this example, we will Navigate to the Customer List.

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Questions?

Email [email protected] with any questions you have pertaining to this course.