• Easily import and modify with SmartList Builder
• Set-up to publish to SmartList under the Additional SmartLists
• Very similar to (if not exactly like) the default Favorites in SmartLists
• Very similar to the Data Connections that already exist with Dynamics 10.0 SP2 but are using GP tables

Download the SmartList templates from CustomerSource by going to Downloads & Updates – Reports Library – Microsoft Dynamics GP – SmartList Templates.

Support policy for modifications to SmartList Builder and Excel Report Builder in Microsoft Dynamics GP

Did you know that Microsoft Dynamics GP 10.0 contains more than 200 Office Excel 2007 reports with refreshable data that you can generate and modify quickly?

Now there’s a new add-in for Excel, Chart Advisor, that generates various charts for you based on the properties of your data.  Chart Advisor ranks the recommendations based on their charts scores and displays them in a new dialog.

You can then modify the chart, filter your data, and select the types of data you want to display.

When you’re finished, simply click “Insert” to insert the chart into your worksheet!

To learn more about Ohio Microsoft BI and Microsoft Dynamics solutions, please visit our website or contact us today!

Save Time with this Data Entry Trick: Date Field
The date field in Microsoft Dynamics GP is already set for the current month, day and year.  To change the day in the current month, there’s no need to enter the month, day and year; only enter the day.  For example, if today is July 17, but I want to enter data for July 9, just enter “9″ in the date field.  There is no need to enter the day as a 2-digit number here. 

If you need to change the month and day, only enter the month and day.  So again, if today is July 17 but I want to enter data for June 1, enter “601″.  Notice that when changing the month and day, the day must be entered as a 2-digit number.

Work Smarter with SmartLists and Excel
This feature in Microsoft Dynamics GP comes in handy when you want to export SmartList data to the same Excel file on a regular basis.  You can even choose Excel macros to run before and/or after the export for analysis, formatting, etc.  Work smarter by automating this process.

1. Save your SmartList as a Favorite.
2. With the SmartList open, in the menu choose SmartList->Export Solutions.
3. Name the SmartList, add your Excel file name and your before and/or after macro names.
4. In “Visibility”, set who can see this Favorite and select Excel for the application.
5. In the tree view at the bottom, select your Favorite and check the box.
6. Click Save.

1. Close the window. Close and reopen SmartList.

Normally when you export to Excel, you have the option of doing a Quick Export which sends to Excel with a new sheet.  Now when you pick the Favorite you just saved and click Excel, you’ll see two choices now: the Quick Export and the saved export solution you just created.  If you click the Favorite, your spreadsheet opens, the data imports and your macro(s) runs.

It’s recommended that you do a normal export first. Then you can experiment with your Excel file and macros in order to get them where you want before setting up the export solution.