GP Life Hacks | Shawn Dorward, Microsoft MVP | Dynamics GP
Shawn Dorward is a business & technology leader focused on ERP solutions. Shawn is a Microsoft MVP and a GPUG All-Star. Along with blogging, Shawn shares his passion for GP and other ERP's through public speaking engagements, locally and nationally.
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 are using Skype for Business, and upon install, this becomes the default application for invoking phone calls. But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
It’s actually much easier then you would think… it’s not a change in Business Central, but a change on your computer.
Let’s take a look: First, go to “Default App Settings” – this easiest done by searing for this using Cortana… once the Default Apps window opens, scroll down until you see “Choose default apps by protocol”.
Next scroll down until you see the protocol “TEL”:
Click on the current default to change it to another application (In my case above, I’m using Skype for Business – then select Microsoft Teams.
That’s it! Close out the settings windows and now when clicking a custom link associated to a phone number within Dynamics GP – Teams will be invoked rather than Skype for Business:
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!
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 journey since his accident on July 4th, 2018! Check out his upcoming 5k page for more information!
Jet Basics is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports. It lives in excel and connects directly to your Dynamics GP database. It’s FREE… interested? YES PLEASE!!
This quick write up walks through how to get the Jet Basics add-in and get it installed in your excel application.
Jet Basics works with versions of GP dating all the back to version 9… it also even works with Excel 2010!! So, let’s take a look.
For the complete series listing on Jet Basics – Click here!
As I mentioned above, Jet Basics is compatible with A LOT! Here is the full list of prerequisites:
Microsoft Dynamics GP (Version 9.0 and Newer)
Microsoft Office 2007, 2010, 2013, 2016, Microsoft Office 365 Desktop Edition
Microsoft Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, Windows Server 2008 through 2012R2
Microsoft .NET Framework 4.5**
**Microsoft .NET Framework will be installed with Jet Basics
Some time ago Microsoft announced that Management Reporter was no longer going to get development support. This meant that it was time to start exploring options to replace MR internally for financial reporting. No rush, MR isn’t going away soon, but why not explore…
At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based. WHAT?!?!?! Awesome, I know!!
Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.
In this series I will break down how to install Jet Basics and how to build out your first simple reports.