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SmartList Export Oddities
I am in the early stages of a set of tips around the use of SmartList in Dynamics GP. Today I was writing one for this coming Tuesday and in doing the prep work to get screenshots etc. ready, I was doing some exports. One thing led to another, and I realized I should include…
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GP “Next” aka what’s in a name?
The expression “GP Next” is a long-time moniker for the next “yet-to-be-named” release of Microsoft Dynamics GP. It’s a commonly used term to talk about the next version while product versioning and/or naming and/or branding details are still being sorted out, instead of referring to it by a semi-real name that changes at the last…
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SmartList Tips – the basics
Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they had not utilized SmartLists at all in their day-to-day work yet, despite using Dynamics GP for a few years. It…
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Show Required Fields
Today’s #TipTuesday is for new users, and it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is easily overlooked in training. User Preferences In a post last summer, I covered some of the User Preferences window, but…
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Fixed Assets GL Posting Flow Part 1
I’m starting a new series of posts which are going to be focused on the Fixed Assets module in Dynamics GP. I’ll state upfront I don’t know how long the series will last, nor how frequently I’ll be writing. I am pulling out notes from 3 or 4 years ago when I first noodled this…
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GP Tech 2019 – Day 3
I’m catching up and am now writing about “today”, day 3 at GP Tech 2019. My previous posts from the other days are here: Pre-Day Day 1 Day 2 The third day of the conference is always a short one – a half day of content and for some, various meetings or simply a chance…
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GP Tech 2019 – Day 2
This is a continuation of the mini-series of posts about the GP Tech Conference in Fargo, ND. My previous posts are here: Pre-Day, including golf with Shawn, Taylor & Belinda Day 1 Meeting with Microsoft Day 2 started a lot more slowly for me. I decided to skip a couple of the first morning sessions…
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Hyphens in Dynamics GP Fixed Assets
Today’s #TipTuesday is about the Dynamics GP Fixed Assets module. I am going to discuss the restriction around the use of hyphens (dashes) in Fixed Asset IDs. Before GP 2013, there was no issue with hyphens and many customers who utilized Fixed Assets had created Asset IDs with them as separators. Of the numerous clients…
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GP Tech 2019 – Day 1
Day 1 of this year’s GP Tech conference was Monday, September 9th. As in previous years, this is a 2.5-day event, with very full days on Monday and Tuesday followed by a “morning-only” set of content on Wednesday. As I write this, it’s Wednesday and I’m catching up on my blogs to get them written…
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GP Tech 2019 – Pre-Day
Today’s post is about the trip and pre-day for GP Tech 2019. It’s my annual trek to Fargo, ND, to the home of Dynamics GP! I always look forward to this trip. Saturday – the trip in With limited flight choices on Sunday, I flew in a day early, on Saturday, and early enough that…
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Where’d my navigation pane go?
Today’s #TipTuesday is a quick one! Last week, a client brought me over to their desk to ask me how to get their Navigation Pane back. It had gone missing for some reason, despite the option “checkmark” still showing as having the pane enabled. The issue Here is what their home screen looked like –…
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Celebrating 10 years!
On Sept 1st., it was the 10th anniversary of my business – Kuntz Consulting Inc. It’s not 10 consecutive years of active business (since I took a brief detour to try full-time employment) but I’m celebrating it anyway! A brief history I have been working in various consulting firms since 2001, as a Dynamics GP…
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Excel Navigation tips
Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful for Excel users to get a set of data ready for an integration, which often is the world I’m living in. Sometimes I’ve…
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Excel’s hidden gem – IFERROR
Today’s #TipTuesday is yet another Excel tip. I’ve been working with spreadsheets a lot lately. My blogs tend to follow my work and these last 3 weeks have been no exception. As I run into things or use something I haven’t touched in a while, I tend to blog about it! This tip is about…
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Excel VLOOKUP – numbers as text & vice versa
Who has tried using a VLOOKUP formula in Excel to look up something numeric but stored as text, or vice versa? It’s annoying to have data formatted one way and the lookup in another. Today’s #TipTuesday is all about that, showing a couple of formula tweaks to make this a bit easier. Example 1 –…
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Excel tip – “corner” copy
Today’s #TipTuesday post is a little Excel tip. It’s one of those things that I assume most people know, and then I work with someone and watch them use Excel and end up teaching it to someone. I call it “corner copy” but I’m sure that is not the official name! There are 2 parts…
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MVP Renewal for 2019/2020
I’m thrilled to announce that I’ve been renewed as a Microsoft MVP in Business Applications (Dynamics GP focussed) for the next year, through to July 1, 2020. Email notification for MVP renewal for 2019-2020. Renewal is never guaranteed and I don’t take it for granted that I will be renewed. What is a Microsoft MVP?…
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Dynamics GP & Office 365
Today’s #TipTuesday is a post about Office 365 and Dynamics GP and is specific to email functionality such as emailing Purchase Orders, EFT Remittances and Sales Documents. Rest assured that most other functionality other than email seems straightforward and works no matter what (like exporting from Smartlist). (At least that’s my experience although there may…
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Outlook credentials issue
A little while ago, I was trying to add one of my Office 365 email accounts back to Outlook and it wasn’t working. I forgot that I needed an app password because I have MFA (Multi-factor authentication) enabled on my domain/tenant. I initially put in my “regular” password and was expecting it to kick back…
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Are you using what you’ve purchased?
Today’s #TipTuesday isn’t a technical tip, it’s more of a business tip. I’ve written this to be specific to Dynamics GP, although what I describe may apply to other applications and software licensing. I have not worked with licensing on any other ERP packages to know if this might be a general rule of thumb…
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Back to consulting!
There’s an expression “You can take the girl out of consulting but you can’t take the consulting out of the girl”. OK, so that’s not really how that goes, but it fits the situation! As of June 1st (2019), I’m resuming my consulting business – Kuntz Consulting Inc. – and am back to being a…
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Excel Paste Special – Operations
Today’s #TipTuesday is an Excel tip. There are some funky Paste Special options beyond the basics like Paste Values, Paste Formats etc. I find if I were to ask most Excel users what Paste Special is, the majority would answer “pasting values instead of formulas”. While that’s true, there are also Paste Operations. There are…
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SQL Alerts with HTML email body
Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I wanted to change the emails I get when there are issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something…
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In search of the perfect credit card
A few months ago, I started re-evaluating the credit cards I was using, and checking into the benefits they offer. I was planning a big trip and have never really paid attention too much to the benefits other than the basic rewards they offer (cash back or travel points in various programs etc.). I knew…
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SmartList stuck on My Reports pane
Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post…