Many Dynamics GP users don’t realize you can customize the toolbar at the top of the screen to include shortcuts to the areas in Dynamics GP you use the most. For example, if you work in AP, you don’t need items on your tool bar related to other tasks. You can change the names of the shortcuts and customize to show not just icons but helpful text too. And this toolbar will show up no matter where you are in Dynamics GP. In this video, Amber Bell, Dynamics GP training expert for CAL Business Solutions will show you how to customize the Dynamics GP toolbar specifically for your everyday needs.

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This is Amber Bell from CAL Business Solutions.  Today’s topic is how to customize the Dynamics GP toolbar.

So, the toolbar is the section here at the top of your screen and when you first log in. A lot of people will just have this toolbar and they don’t know what it is and they don’t use it.  So we’re going to talk about what comes up, how to change it and make it work for you.

So, my user is really a payables person.  You’ll see that on all my shortcuts and what I’m seeing though unfortunately is just a bunch of things for financial.  So I want to change that.  What I can do is right click right over the blue bar and I can turn off financial and I’m going to right click over that bar and I’m going to pick purchasing.  Now what I don’t like is how each of those are just a little icon and I have to wait and mouse over it to tell me what it is.  So we’re going to customize it even further.  If you don’t like the right clicking, you can actually click right here where it says layout.  If I mouse over it looks like a big grey letter L. That will let you go into the toolbars and also customize them that way.  So, it’s either right clicking or clicking that layout button, going to toolbars and going down to customize.

So, right now I only have turned on the ones that have an asterisk next to them.  So, I have main on and I have purchasing on.  So, we’re going to go to purchasing and I don’t work with purchase orders so I’m going to delete that.  And I’m going to add vendor maintenance because I have to add all the new vendors. So I’m going to click on cards, purchasing and vendor and click okay. Then I also want to change the name for this one, so we’re going to modify the selection and change the name and call this AP transaction entry.

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By CAL Business Solutions, Connecticut Dynamics GP Partner