GP with Excel/Word Tips

Tips on How Microsoft Dynamics GP integrates with Microsoft Office Products including Excel and Word.

Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

By | 2016-08-12T11:30:38+00:00 August 12th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.

By | 2016-08-05T15:46:58+00:00 August 5th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP

Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.

By | 2015-01-16T19:25:50+00:00 January 16th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP 2013, Dynamics GP 2013 R2, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP

Dynamics GP Video Tip: Live Refreshable Excel Reports from Microsoft Dynamics GP

Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.

By | 2015-01-09T19:14:45+00:00 January 9th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP 2013, Dynamics GP 2013 R2, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Dynamics GP Video Tip: Live Refreshable Excel Reports from Microsoft Dynamics GP

Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

One of our distribution clients using Microsoft Dynamics GP would [...]

By | 2014-11-26T20:11:08+00:00 November 26th, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.

By | 2014-11-06T10:49:02+00:00 November 6th, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers

Microsoft Dynamics GP was built to work with Microsoft Dynamics Excel. In this short video you will learn how to: Create a PivotTable, Quickly reproduce Pivot table background data and Insert and use Slicers to filter data from Microsoft Dynamics GP.

By | 2014-10-23T10:08:43+00:00 October 23rd, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers

Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data

Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.

By | 2014-10-07T14:14:16+00:00 October 7th, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data

Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time

Today’s financial reports are out of date almost before they are sent out. Microsoft Dynamics GP with Microsoft Office Data Connection for Excel 2007 is the answer. Excel users within your organization can have secure access to up-to-date live reports from your Microsoft Dynamics GP accounting software – all the time.

By | 2013-05-30T07:42:33+00:00 May 30th, 2013|CAL ERP Tips & Tricks Blog, Dynamics GP Demo Videos, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time