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Chapter 3. Organizing Dynamics GP

In this chapter we will look at:

  • Speeding account entry with account aliases
  • Cleaning account lookups by removing accounts from lookups
  • Gaining visibility by using horizontal scroll arrows
  • Streamlining payables processing by prioritizing vendors
  • Getting clarity with user-defined fields
  • Developing connections with Internet user-defined fields
  • Gaining reporting control with account rollups
  • Remembering processes with an ad hoc workflow
  • Improving financial reporting clarity by splitting purchasing accounts
  • Speeding lookups with advanced lookups
  • Going straight to the site with web links
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