ERP Consultant Blog

Microsoft Dynamics GP Updates - SmartLists, Excel, and Power BI

Written by John Peace | Thu, Oct 05, 2017

Microsoft Dynamics GP Updates SmartLists, Excel, and Power BI to Help Save Time and Money

Microsoft Dynamics GP is designed to be easy to use and empower your people to be more productive. Microsoft ensures you have a long-term investment with the ability to scale to accommodate growth. Recent Microsoft Dynamics GP updates with SmartLists, Excel and Power BI are good examples of Microsoft's commitment to improving ease of use and constant improvement. Microsoft Dynamics GP delivers the insight you need to respond quickly in the ever-changing world of business. 

5 Microsoft Dynamics GP Updates – SmartLists, Excel, and Power BI

1. SmartList Designer - SmartLists created in SmartList Designer have default columns defined in the SmartList Options window
All the columns that are included in new SmartLists that are created in the SmartList Designer will be displayed in the SmartList Options window by default. From the Options window, you can include or exclude columns from the default view. You can also change order in which the columns display.
Prior to this change, new SmartLists could not have default columns defined in the SmartList Options window.
2. Export numbers to Excel, formatted as numbers - When a report is exported to Excel, numbers will now be formatted as numbers. Prior to this change, numbers were formatted as text in Dynamics GP reports that were exported to Excel.
3. Power BI reports can be added to home pages - A new web part has been added to Home Pages that allow users to easily add Power BI Reports to their workspace. To display a report, check the Power BI box, and then click the blue arrow to go into the Power BI Details window. This window will show you the available reports that you can add to your Home Page.
Once you’ve added reports you will have a Power BI section added to the home page. You can scroll through the available reports here. You can expand the size of the window to be larger or smaller as needed. Clicking on a report will launch the report in your browser, as long as Pop-up blocker is disabled. You can’t modify the reports within the Power BI window on the GP Home Page.
4. Budget import exception report - When you import a budget from Excel, an exception report will list accounts that aren’t set up in General Ledger, as well as any duplicates that are found in the import file. You can use Transaction Entry windows to edit the transactions to use existing accounts, or create the accounts that are listed on the exception report.
5. Create SmartList from the Favorite using SmartList Designer - You can create a new SmartList from a favorite using SmartList Designer. And you can do so without having to remove extra columns from the default SmartList. Currently when you create a copy of a SmartList it takes the default SmartList and uses that to make the new one. With this enhancement, you can create a copy from a favorite which has different columns (usually less) than the default.
 

As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics GP. We don’t just install and configure the software—we train your accounting staff to use it to create the reports – so they can analyze data as needed. Our solutions give both technical and non-technical employees the information required to do their jobs well—wherever they are, in whatever application they choose to use. Take the next step toward growth with Microsoft Dynamics GP to gain simplicity, value with Microsoft Dynamics GP. Contact us at Accountnet to learn more (212) 244-9009.

Accountnet

As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software – we train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions give both technical and non-technical employees the information they need to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step towards growth with Microsoft Dynamics GP. Contact us at Accountnet to learn more.


If your growing business need more functionality and it’s costing you too much to run your current system like QuickBooks, contact us. Learn how other organizations have used Microsoft Dynamics GP to lower IT costs. Contact Accountnet, Inc. www.accountnet.com, 212-Dynamics or 212-244-9009. John Peace is happy to discuss how Microsoft Dynamics can help your organization beyond tomorrow.

 

Photo courtesy of freedigitalphotos.net by tiramisustudio.