Business Intelligence and Reporting

Use SQL Views to Create SmartLists

This video shows you how to create a new SmartList using SmartList Builder using a SQL View. The SQL View used in this video was copied and pasted from victoriayudin.com. There are a number of GP bloggers that provide useful SQL Queries that you can easily use in your own system. This video shows on example.

Simple SmartList Builder – One Table

This video shows a simple example of using SmartList Builder to create a new Smartlist using one table. This video shows how to create a SmartList to show the PO request items from a MRP run.

SmartList Builder – Two Tables

This video shows a simple example of how to join two tables to create a SmartList using SmartList Builder.

Simple Dashboard in Dynamics GP Using Excel

This video shows you how to quickly create a dashboard using Excel and the standard Excel Reports in Dynamics GP.

Analysis Cubes with Dynamics GP

This video shows you an example of how to use the Analysis Cubes function in Dynamics GP to provide enhanced analysis and reporting on your GP data.

SSRS Report Builder with Dynamics GP

This video shows an example of how to use SQL Server Reporting Services with Dynamics GP.

Excel Report Builder in Dynamics GP

Excel Report Builder is an easy to use tool in Dynamics GP that will let you easily report on information in GP.

Bar Chart KPIs in Business Portal with Dynamics GP

This video shows how to create a Bar Chart Key Performance Indicator in Business Portal. This KPI charts open accounts payable for the current period and the previous period.

Alert KPIs in Business Portal with Dynamics GP

This video shows how to create an Alert Key Performance Indicator in Business Portal. This KPI includes results and graphical indicators for three cash accounts.

List KPIs in Business Portal with Dynamics GP

This video shows how to create a List Key Performance Indicator in Business Portal. The KPI includes a list of four KPI's that display data individually for four separate salespeople.

Getting Started with KPIs in Business Portal with Dynamics GP

Business Portal 4.0 with Dynamics GP includes several sample Key Performance Indicators that you can use to display information from your GP system, in Business Portal. This video shows you how to use the sample KPI's and adjust them for your individual company, and how to add KPI web parts to Business Portal.

SmartList Export Solutions in Dynamics GP

The Export Solution functionality in SmartLists with Dynamics GP allows you to easily extract information from Dynamics GP, and then add additional formatting in Excel to add value to the information. You can have graphs, pivot tables, calculated fields, and sophisticated formatting added to your GP data automatically.

Match 1 or More in SmartLists

This video shows you a quick example of how to modify the search criteria in SmartLists so that multiple search criteria will be evaluated as "OR" statements rather than "AND" statements

Publishing Refreshable Excel Reports

This video shows you how to generate refreshable Excel reports from Dynamics GP, and then publish them to SharePoint and make them accessible in Outlook. Refreshable Excel reports allows you to format the resulting report, add graphs, etc. to a spreadsheet, and creates a connection to the data in GP that can be refreshed at anytime.

How to Install Office Smart Tag Manager for Dynamics GP

This video shows how to do a simple install of the Office Smart Tag Manager for Dynamics GP. Smart Tags allows access to selected ERP data for people within your organization that don't normally access GP.

Migrate Smartlist Builder Reports to Excel Report Builder Reports

This video shows how easy it is to migrate your SmartLists Builder reports to refreshable Excel Report Builder reports.

Deploying the Excel Report Integration in Dynamics GP

Microsoft Dynamics GP contains predefined Microsoft Excel reports and data connections that you can deploy to a server. These reports and data connections must be deployed before they can be used.

CRM

More Complex Workflow in CRM

This video shows a workflow that spans 30 days, send e-mail messages and checks to verify that the workflow is valid for the contact.

Email Templates & Quick Campaigns

This video shows an example of how to create a Quick Campaign in Dynamics CRM, using an e-mail template and a marketing list.

Creating a Simple Workflow in Dynamics GP

This video shows how to create a simple workflow in Dynamics CRM, attached to a lead, that automatically creates an e-mail message, and an activity to track an initial phone call to the lead.

Using the Outlook Interface

This video shows the basic use of the Outlook interface for Dynamics CRM 4.0. The Outlook interface helps improve user adoption of Dynamics CRM, and facilitates the use of CRM functionality.

Add a QuickList

This video shows how I made simple customizations to solve one of the problems I was having in CRM. I created one customized field, one view, and one simple workflow.

Distribution

Dynamics GP 2010 - Word Forms

This video demonstrates the new Word Forms functionality in Dynamics GP 2010. What you'll really like about Word Forms is the ability to create standard GP forms using the rich functionality of Microsoft Word, and the ability to have as many different form templates as you wish and the ability to assign them to specific customers or vendors, or groups of customers or vendors.

Adding Extender Data to a KPI/Metric on the GP Home Page

GP 2010 includes the functionality to allow you to easily add data collected in an Extender Form, to the GP Home Page.  This video demonstrated hot to create a SQL View in Extender, create a simple chart in SQL Server Reporting Services, and display the chart on the GP Home Page.

Drill-through to GP Screens from Reports

GP 2010 includes drill-through functionality to 23 different GP screens, invoked for specific GP fields. This video shows how to incorporate this function into an existing SQL Server Reporting Services report that is being utilized on the GP Home Page. In this video the Customer Maintenance screen is opened from a customer balance detail report.

User Defined KPI's and Graphs on the Home Page Using SQL Server Reporting Services

This video shows how easy it is to create a new report in SQL Server Reporting Services and have it delivered to the Home Page in Dynamics GP 2010.

Requisition Management Setup in Dynamics GP

Requisition Management in Dynamics GP is a simple way to automate the requisition process in your organization. It is easy to setup and easy to use. This video addresses the setup and configuration options for Requisition Management in Business Portal.

Using Sales Quotes for Forecasts and MRP in Dynamics GP

This video shows how you can use sales quotes to maintain and manage sales forecasts in Dynamics GP. The sales quotes can also be a driver for the MRP process.

Using Sales Kits to Track Actual Variable Costs in Dynamics GP

This video shows an easy way to track actual costs that may vary from order to order. This shows basic Dynamics GP functionality and can be easily setup and used.

Sales Documents via E-mail

This quick video shows the new document e-mail functionality in GP 2010. It's really pretty easy to set up and use. Take a look at it, and try it out.

Extended Pricing

This video shows an example of how to use the Extended Pricing module in Dynamics GP. The Extended Pricing module allows you to set up time sensitive pricing and tends to be more customer oriented that the basic pricing in GP.

Matching Landed Cost Invoices to Receipts

This is a quick video that shows you how to enter vendor invoices with landed cost items and match them to the purchase receipts on which the landed costs were charged.

Creating New Contracts from SOP

This video shows you how to create new contracts in the Contract Administration module in Dynamics GP, directly from the Sales Order Processing module.

Advanced Distribution Pick, Pack, and Ship

The Advanced Distribution module in Dynamics GP allows you to set up a "Pick", "Pack", and "Ship" procedure in your organization, to better control the distribution process. This video shows an example of how this functionality can be used.

Advanced Cross-Ship with Returns

Cross-ship returns can be correctly processed with Returns Management in Dynamics GP.

Inventory Cycle Counts

This video shows you how easy it is to process inventory cycle counts in Dynamics GP. Set up a Stock Count Schedule, start the count, and enter the results.

Requisition Management Processing

Requisition Management is an easy to deploy and easy to use part of Dynamics GP that allows you to quickly automate your organization's requisition process. This video shows how a typical requisition process is handled in the system.

Financial Management & Control

Combine budgets in Dynamics GP 11.0

Shows you how to combine multiple budgets into one.

Field Level Security in Dynamics GP

Field Level Security in Dynamics GP allows you to add security restrictions to existing forms. This video shows how to simple hide a specific field from a specific user or group of users.

Management Reporter - Report Wizard

This video shows the easy steps of going through the Management Reporter Report Wizard. This is a good first step in getting

Using SharePoint to Assist with Monthly Closing in Dynamics GP

This video shows a simple example of how SharePoint can be used to help an accounting department control and collaborate on monthly closing tasks.

Dashboards Using GL Summaries & Excel

This video shows how to quickly create a dashboard that pulls information from the Dynamics GP general ledger and displays it as three separate graphs on one worksheet.

Revenue / Expense Deferral

This video shows an example of how to use the Revenue / Expense Deferral module in Dynamics GP to defer sales revenue over a 36 month period from the SOP module, using a deferral profile.

Collections Management

This video shows some of the features of the Collections Management module in Dynamics GP. The Collections Management module can assist you in managing your accounts receivable, to improve cash flow and reduce delinquent accounts. The module includes features that allow you to easily and quickly respond to your customers' requests, and to document your collection efforts; so that your accounts receivable are properly managed and controlled.

Example of Analytical Accounting

This video shows a very simple example of how to use Analytical Accounting in Dynamics GP.

Account Rollup Inquiry

This video shows you how to set and use the Account Rollup Inquiry function in Dynamics GP. This function allows you to summarize multiple accounts and easily analyze summary and detail information related to the accounts.

Cash Flow Forecast

This is a quick video that shows you how to set up and use the Cash Flow Forecast screen in Dynamics GP. This screen will give you forecast cash positions based on existing data in GP, and allow you to easily drill down to the detail records.

Budget Import / Export

Dynamics GP includes an easy to use budget import and export function that utilizes Excel. It allows you to easily create new budgets and update existing budgets in Dynamics GP. Make sure to create a simple FRx report to validate that all your budget information was imported properly to GP.

Manufacturing

Multiple Site MRP Calculations

This video shows an example of how Dynamics GP can be used to manage forecasted demand and suggested supply for separate locations.

Make a Martini

This short video shows how to easily use the Manufacturing module in Dynamics GP. With a simple bill of material, a router, and a manufacturing order, the Manufacturing module can be used to create finished good items, and relieve component inventory.

Sales Forecasting & MRP

This video shows an example of how to use the Sales Forecasting module in Dynamics GP to set demand for finished goods in the system, and then use the MRP module to calculate suggested Manufacturing Orders and Purchase Orders.

Navigation and System Features

Letter Writing Assistant in Dynamics GP

This training video shows you how to use the Letter Writing Assistant in Dynamics GP to create custom Word templates that can be used to create Word documents from SmartList data.

GL Transaction Integration Using Integration Manager

This is a quick training video showing how to create a simple general journal integration using Integration Manager for Dynamics GP.

How to Create a Simple Extender Window in Dynamics GP

Extender is an optional module in Dynamics GP. With it, users can easily create custom screens to hold and store additional information in GP.

Match 1 or More in SmartLists

This training video shows you a quick example of how to modify the search criteria in SmartLists so that multiple search criteria will be evaluated as "OR" statements rather than "AND" statements.

MOSS Collaboration

Bar Chart KPIs in Business Portal with Dynamics GP

This video shows how to create a Bar Chart Key Performance Indicator in Business Portal. This KPI charts open accounts payable for the current period and the previous period.

Alert KPIs in Business Portal with Dynamics GP

This video shows how to create an Alert Key Performance Indicator in Business Portal. This KPI includes results and graphical indicators for three cash accounts.

List KPIs in Business Portal with Dynamics GP

This video shows how to create a List Key Performance Indicator in Business Portal. The KPI includes a list of four KPI's that display data individually for four separate salespeople.

Getting Started with KPIs in Business Portal with Dynamics GP

Business Portal 4.0 with Dynamics GP includes several sample Key Performance Indicators that you can use to display information from your GP system, in Business Portal. This video shows you how to use the sample KPI's and adjust them for your individual company, and how to add KPI web parts to Business Portal.

Using SharePoint to Assist with Monthly Closing in Dynamics GP

This video shows a simple example of how SharePoint can be used to help an accounting department control and collaborate on monthly closing tasks.

Professional Services

Using Project Accounting to Manage Job Costs in Dynamics GP

This video shows one way to manage job cost operations in Dynamics GP. The Project Accounting module can be used to track costs and profitability for job cost businesses.

Project Accounting – Time & Materials

This video shows how to use Project Accounting in Dynamics GP to set up a simple T&M project, enter timesheet information, and create invoices using a batch process.

Project Accounting – Fixed Fee

This video shows how to use Project Accounting in Dynamics GP to set up a simple Fixed Fee project, enter timesheet information, recognize revenue, and create invoices using a batch process.

Project Timesheet Entry in Business Portal

This video shows how to easily enter project timesheet information into Business Portal, use an approval process, and post directly to the Project Accounting module in Dynamics GP.