Tips and Tricks

If you're a current Microsoft Dynamics GP and/or Dynamics CRM user, check out our monthly "Tips and Tricks" archive for helpful information:

Dynamics GP Tips:
Store a SmartList Favorite in your Start-up Folder
Assigning Process Holds to a Document
Back Out and Correct Posted Transactions
Using the Great Plains Letter Writing Assistant
Review Your Chart of Accounts
Correcting Erroneous Great Plains Entries
Setting Up a Reminder for Payments Due
Handling Date-Related Errors in Microsoft Dynamics GP
Using SmartList to Analyze General Ledger Activity
Reconciling a Subsidiary Ledger
Displaying Distributions in Payables Documents
Creating a Top 10 List
Take Control with the User Preferences Window
Build Information Lookups
Tune-Up Tools
Shortcuts to Speed Your Work
Follow the Audit Trail
Transaction Matching Eases Audits
Using Macros to Import Vendor Data
Macros Made Easy
Stay in Control - Protecting Control Accounts
Speedier Reconciliations with SmartList
Mastering Keyboard Shortcuts
Changing the SmartList Default GoTo Window
Removing a Vendor from Inventory Items
Make Reconciling Payables Work for You
Three Party Purchase Orders
Posting to a Closed Year or Period
Voiding a Quick Check
Balancing Received Not Invoiced
Fixing Greenbar Search Windows
Changing Account Segment Names
Addresses and Sales History

Dynamics CRM Tips:
Multiple Column Sort
Change the "Regarding" on an E-mail in History
Sending a Link to a CRM Record
Quick Tips for Entering Dates in CRM
CRM Navigation - Return to Parent Tab
Save as Completed
Fitting Three Fields Across a Form
Placing a Graphic into an E-mail