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Archive for the ‘Microsoft Office Integration’ Category

2 scenarios to Connect Office 365 SharePoint Online and Dynamics ERP.

In this post, “Playing Nice in the Sandbox”, our own local New England tech guru, John Dooley, raises the question – How Can you use on premise Microsoft Dynamics ERP software with Office 365? Office 365 offers a range of services from to email via Exchange, to Lync to SharePoint Online in the Cloud. What [...]

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Microsoft Excel Tip: Quick Math without Formulas

Download and Print: Quick Math Without Formulas If you want to do math with Excel, your only choice is to write formulas, right? Wrong! Get familiar with Excel’s Paste Function dialog box, and learn how to perform a variety of basic math operations without a single formula. Here is a scenario: Your Company’s product price [...]

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GP Annual Physical-Several Tools to Help You Diagnose the Health of Your GP System

 Download and Print: GP Annual Physical – Several Tools to Help You Diagnose the Health of Your GP System What is a GP Annual Checkup? Your annual physical examination can be a source of reassurance that you’re as healthy as you feel – or it can feel like an alarm system to catch health problems [...]

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Microsoft Excel Tip: Control Key for Quick Navigation

Use the Ctrl-Key for Quick Navigation When you want to move quickly to the left, right, top, or bottom cell in a data set, just press Ctrl and one of the arrow keys. Let’s say you want to select the cells in the current row of the dataset, but only the cells with numbers, not [...]

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Microsoft Excel Tip: Delete A Table Without Losing The Data or Table Formatting

Download and Print: Microsoft Excel Tip: Delete A Table Without Losing Data or Formatting After you create a table in Microsoft Office Excel, you might not want to keep working with the table functionality that it includes. Or you might want a table style without the table functionality. To stop working with your data in [...]

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Microsoft Excel Tip: Keyboard Shortcut

Microsoft Office Excel – Keyboard Shortcut ENTERING ARGUMENTS To quickly enter the arguments for a function, type =, the name of the function, then Ctrl + A. Excel opens the Function Arguments dialog box (see Figure 1, captured after entering =Average). If you’ve forgotten the syntax of the arguments, type =, the name of the [...]

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Microsoft Dynamics GP Tip: Using Budget Template in GP (Exporting & Importing)

  Download and Print: Microsoft Dynamics GP-Import/Export a Blank Budget EXPORTING A BLANK BUDGET Go to Financial>>Cards>>Budget Choose New Then Using Budget Wizard for Excel     NEXT Fill in an ID for this budget For Frx budgets make sure that the budget name if it has a space use and underline 2010_Budget Name the [...]

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Microsoft Dynamics GP Tip: FRx Linked to an External Excel Spreadsheet

Download and Print: FRx Linked to an External Spreadsheet This example is available in FRx sample data:  IS_Dynamics_WKS We are going to go through how to create a link to an external worksheet (used when each row links externally). In this exercise we will be using the /CPO (current Period Offset) which means Your spreadsheet [...]

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Microsoft Dynamics GP Tip: SmartList Export Solutions

Download and Print: Microsoft Dynamics GP – SmartLists Export Solutions Export Solutions are not a new feature. They will work for GP versions 8 and 9. They can be a very powerful way to report on data by allowing you to export information to Excel or Word and have the information Pre-Formatted and allows formulas [...]

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Microsoft Dynamics GP Tip: Using SmartList to Find Out Who, What and When

Download and Print: Microsoft Dynamics GP – SmartLists to Find Out Who, What, and When The tip this month was inspired by a recent support session I spent with a customer. I am surprised that I still find people that say they “don’t really use SmartList”. Those of you that I have had the chance [...]

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