Office Smart Tags for Dynamics GP

The other day, I presented a demo of GP to a prospective client. While showing SmartLists, and exporting to Excel, I showed the Smart Tag feature. They really liked it!

Most of our clients don't use it, but it's a good way to extend the GP data beyond the GP users group, and it's accessible through Excel and Word.


Here's a summary of the feature.

There are seven Microsoft Dynamics GP smart tags. The following table
lists the smart tags and the types of data recognized in Microsoft Dynamics
GP applications.



This is a section of the Excel spreadsheet created from the SmartList export. You can see that in Excel, the values the Smart Tag Manager has identified as Dynamics GP information are indicated with a small mark in the lower, right hand corner of the cell (Smart Tag indicator).

This is a customer list, so if you click on the Smart Tag actions button you will get these options; a selection of special "view" screens, GP inquiry screens, or SmartLists.

This is an example of a view item.

Select a View menu item to retrieve related information from a Microsoft
Dynamics GP company database and display the information in a separate
viewer window. Four categories of information can be displayed for all data
recognized and labeled by Microsoft Dynamics GP smart tags.
• Master record
• Summary
• Transaction
• Note

The other two types of information are:

Open items
Select an Open menu item to open a Microsoft Dynamics GP inquiry,
maintenance, or transaction window related to the data that has been
recognized and labeled.

Open SmartList items
Select an Open SmartList menu item to open the Microsoft Dynamics GP
SmartList window and view search results related to the data that has been
recognized and labeled.

The software and documentation are available on CustomerSource.