Come Join Me! Dynamics GP Life Hacks – Summit NA 2023!

About this Session: Dynamics GP Life Hacks Title: Dynamics GP Life Hacks | Tips and Tricks for the End User that will save you time!! Description: Life Hacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done …

MBS Podcast #007: Getting Things Done

Today, Mark, Belinda and Shawn will be discussing the question we asked a lot, “How do you get everything done?”    Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing! Don't forget to subscribe via iTunes I hope you enjoy it! Title/LinkGetting Things …

MBS Podcast #006: Team Communication Tools

In this podcast, Mark, Belinda, and Shawn will be sharing thoughts and tips with each other and you, on Collaborative and Communication tools. Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing! Don't forget to subscribe via iTunes I hope you enjoy it! …

Custom Links – Change Which App is Used When Making a Phone Call

In earlier posts for the Custom Link series, I shared how you can setup a custom link to invoke a phone call using Skype for Business... directly from within Microsoft Dynamics GP! In this article, I will be sharing a quick update on how to switch from Skype for Business to Microsoft Teams. Generally businesses …

MBS Podcast #005: Packing for a Conference

Conference season for ERP professionals is right around the corner... or perhaps it's already here, and that means a lot of travel!!  Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing! Don't forget to subscribe via iTunes I hope you enjoy it! Title/Link …

MBS Podcast #004: We are BACK BABY!!!

Mark, Belinda and Shawn (That’s me!) are back after a few months of silence from our WORLD FAMOUS podcast - MBSPost! This episode, we talk about what we have been up to, some other fun stuff, including handhelds and VR.... a little about our work projects and a bit about my son, Taylor and his …

Moving Dynamics GP to the Cloud?

Come join me for a FREE workshop at the Microsoft Office in Charlotte!  We will be discussing how to get Dynamics GP in the cloud - best practices, options and things to be on the look out for! March 26th, 2019 1:30p - 2:30p 8055 Microsoft Way, Charlotte, NC  28273 I hope to see you …

Jet Basics – Connecting the Data Source

Now that Jet Basics is installed, it's time to connect to the Dynamics GP Data Source. GP Data can be both on site (on premises) or in the cloud (Remote Data Service). Below is a quick guide on how to connect to your data source! From within Excel, click on the Jet Ribbon and then …

Jet Basics – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource - not only to see what Jet Basics does, but how the reports are built! Many of those sample reports rely on something called 'Friendly Names'. Friendly names are names that properly describe the …

Jet Basics – How do I install it?

Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel. Financial Reporting for Dynamics GP... if you export it to Excel from Management Reporter, why not just START in Excel, right? Here is how to install Jet Basics. Double Click on the …