The Columns button is used to add new columns or update existing ones within a SmartList.
The Refresh button is used to refresh your data and view the most current information in real time.The Search button is used to filter your SmartList results.The New button allows you to build a custom smart list through Smart List Designer.The following buttons appear within the Actions pane: Dynamics GP 2015 includes a number of predefined SmartLists that can be modified, or you can create new SmartLists from scratch You can access this feature through the application menu. The best part is that the data can be directly dumped into Excel for additional manipulation, analysis and customizations. SmartList is a very useful tool that can accommodate a wide range of reporting needs. Microsoft Dynamics GP 2015 offers several reporting options. Microsoft Dynamics GP 2015 Customize Home Page Option Video Tutorial: User Preferences & Home Page Customization in Microsoft Dynamics GP 2015 Other companies can be accessed by clicking the company name or changing the user by clicking the user ID. Lastly, the lower left corner of the Home page displays the date, company and user ID.
Additional series buttons can be added or removed by clicking the chevron button in the lower right hand corner of the navigation pane. The bottom section contains the series buttons to access the Area pages within the Content Pane and GP windows. The Navigation Pane is located on the far left and consists of two sections the top section allows you to save favorites and shortcuts and also contains the navigation lists for each series. The address bar includes the Refresh button, the Layout icon and the Help button. The Cards menu: used to setup and change master data.ĭirectly above the main toolbar is the address bar identifying the current location of the user within GP.The Reports menu: used to print a variety of different reports depending upon your needs.Inquiries also allow you to drill down or zoom back to the original transactions. The Inquiry menu: used to view a read only version of the data and transactions entered in GP.The Transactions menu: used to process common, daily tasks within each series.The Microsoft Dynamics GP menu (also called the application menu): used to setup or change system or company level settings.For example, the main toolbar includes five menus and can be customized using the Layout icon in the address bar. There are several ways to navigate the Dynamics GP 2015 application. After logging in, GP brings you to its Home page which has the same look and feel as (the most recent) prior GP versions.