Top SmartList Builder Question at Convergence

I have been at Convergence all week and getting a lot of great questions on all of the Builder tools.  If have been in Houston with us, thank you for all the great feedback. The top question by far has been “Can I do a Multi-company Summary SmartList?” The answer is Yes!   To create a Mutli-company Summary…


Calculated Fields in Extender and the Builders

Here are a few tips to keep in mind when using the Extender Calculated Fields. These can also apply to SmartList Builder, Excel Report Builder, and Navigation List Builder. 1. When trying to set a value to something that is in a drop down list, keep in mind that most likely the data is stored…

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Drill Down to Microsoft Dynamics GP windows from Excel

Did you know that you can drill down to a Microsoft Dynamics GP window from a Microsoft Dynamics GP Excel report to see more information on that data? Microsoft Dynamics GP 2010 has a new feature called Drill Downs.  This is somewhat similar to the Office SmartTags product that was available in previous releases.  This…


FAQ for Excel Report Integration in Dynamics GP 10.0

I have been getting asked a lot of questions about the new Excel Report Builder functionality that was released in the GP 10.0 Feature Pack and after doing some research I found this great FAQ Tech-Knowledge Article on PartnerSource. It answers General questions as well as questions on Deployment, Security and Troubleshooting. Click here for the FAQ…

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