Chapter 1. Personalizing Dynamics GP

In this chapter, we start with recipes for users of Microsoft Dynamics GP where we will look at ways of:

  • Improving visibility by setting required fields to bold and red
  • Getting faster access to data with the shortcut bar.
  • Reducing clicks with start-up shortcuts
  • Personalizing the Home page by selecting the right role
  • Further personalizing the Home page by customizing the layout
  • Speeding access to data with Quick Links
  • Rearranging navigation to make it easier
  • Jumping to the right location with breadcrumbs
  • Managing personal reports with My Reports
  • Viewing open items with the Task List
  • Visualizing information with Business Analyzer on the Home page
  • Accessing accounts faster with favorites in lookups
  • Cleaning up the mess by fixing AutoComplete errors