CAL Business Solutions Team
CAL Business Solutions
 
 

Video Tips

Dynamics GP Video Tip: How to Merge Customer Accounts

What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)

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Dynamics GP Video Tip: How to Change Customer IDs

In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.

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Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.

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Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’

All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.

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Dynamics GP Video Tip – How To Clean Up Page Layouts in MICROSOFT Dynamics GP

You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.

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Dynamics GP Video Tip – How to Copy Home Page Settings in MICROSOFT Dynamics GP 2015

In this tip you will see how Microsoft Dynamics GP 2015 now enables you to copy user security and home and area page settings when adding new users or when updating existing users.

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Dynamics GP Video Tip: How to Simplify the Dynamics GP Home Page For New Users

When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.

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Dynamics GP Video Tip: Easily Find Records and Transactions in Microsoft Dynamics GP

It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.

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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.

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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.

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Dynamics GP Video Tip: The Fastest Way to Build an AP Check Batch in Microsoft Dynamics GP

Watch this video tip to find out and then see how fast you can build an AP (Accounts Payable) Check Batch in Microsoft Dynamics GP.

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Dynamics GP Video Tip: How to Take Screen Shots in Microsoft Dynamics GP

There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.

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SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.

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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.

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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.

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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.

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Dynamics GP Video Tip: How to Easily Generate a List of Unreconciled Bank Transactions

There are two ways to easily generate a list of unreconciled bank transactions in Microsoft Dynamics GP. This video tip will show you both options so you can choose which one is easiest for you. You can also read the written instructions for the SmartList option in the post Microsoft Dynamics GP Tip: SmartList of […]

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Dynamics GP Video Tip: How to Restore the Traditional Dynamics GP Menu Bar

A change you will notice right away in Microsoft Dynamics GP 2013 R2 is the new Action Pane versus the traditional Menu Bar. But not everyone likes change. So you can easily edit the settings to restore the old familiar Microsoft Dynamics GP menu bar. Watch the video demo below or download the written step […]

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Dynamics GP Video Tip: How to Create a Dynamics GP SmartList Favorite and Reminder

SmartList for Microsoft Dynamics GP is an excellent tool. And you can be even more productive when you learn how to create and edit a SmartList favorite and SmartList reminder. In this video we show how to set up a SmartList favorite and reminder. The example used in Microsoft Dynamics GP is to track 1099 […]

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Dynamics GP Video Tip: Using the Built In Help Features in Microsoft Dynamics GP

What do you do when you need help with a function in Microsoft Dynamics GP? Call your power user, go it an online forum or just throw your hands up and go get a coffee? Those options may work, but a faster and more productive option is to use the built in help features within […]

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Dynamics GP VideoTip: Setting Up A Pivot Table Using the Microsoft Dynamics GP Live Excel Feed

Finance professionals love Excel charts, especially fancy pivot charts and tables. But there is nothing worse than an Excel chart that is out of date.  In this video, Amber Bell, Dynamics GP training expert for CAL Business Solutions will show you how set up a pivot table using the Dynamics GP Live Excel Feed feature. […]

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Dynamics GP WOW Moments: Using SmartList to Find Data Fast

See Microsoft Dynamics GP SmartLists in action. SmartLists help you to quickly find the information you need within your accounting software and then easily use that information in Microsoft Office Excel and Microsoft Office Word.

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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.

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Dynamics GP WOW Moments: 3 Steps to Writing a Collections Letter

The tight integration between Dynamics GP and Microsoft Office Word make it easy to prepare professional customer and vendor letters from your ERP system.  Learn how to prepare a customized collections letter in 3 quick steps.

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Dynamics GP Video Tip: How to Customize the Navigation Pane in Microsoft Dynamics GP

You might recognize that the Microsoft Dynamics GP screens look similar to Outlook. You are likely use to customizing the navigation pane in Outlook, but did you realize you can do it in Dynamics GP too? In this video Amber Bell, Dynamics GP training expert for CAL Business Solutions will show you how to customize […]

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Dynamics GP Video Tip: Using Navigation Lists in Microsoft Dynamics GP

Are you taking advantage of the power of Navigation Lists in Microsoft Dynamics GP? In this video, Amber Bell, Dynamics GP training expert for CAL Business Solutions will show you how to use and customize the Navigation Lists in Microsoft Dynamics GP to make them a powerful tool in help you work smarter and faster.  […]

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Dynamics GP Video Tip: How to Customize the Microsoft Dynamics GP Toolbar

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 […]

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Dynamics GP Video Tip: Using My Reports Feature – How to Customize the Home Page Part 4

One thing users love about Microsoft Dynamics GP is the strong financial reporting. You can use the “My Reports” feature on the Microsoft Dynamics GP home page to make sure your favorite reports are always at your fingertips. The reports that show on your home page are based on your user role. But you can […]

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Dynamics GP Video Tip: Using Reminders and Tasks – How to Customize the Home Page Part 3

Microsoft Dynamics GP can help you stay organized with to do lists and reminders. Part 3 in this series about customizing the Dynamics GP home page shows you how to set up and use reminders and tasks. You can set up one time or reoccurring tasks for yourself, or assign tasks to other users.  These […]

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Dynamics GP Video Tip: Editing Quick Links – How to Customize the Home Page Part 2

The Quick Links on the Microsoft Dynamics GP home page are meant to be helpful. But what if the ones shown are links you don’t use and you feel you are always hunting for the links you do need every day? In this video, Amber Bell, Dynamics GP training expert for CAL Business Solutions will […]

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