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In this podcast, Mark, Belinda, and Shawn will be sharing thoughts and tips with each other and you, on Collaborative and Communication tools.

Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing!


Don’t forget to subscribe via iTunes

I hope you enjoy it!

Title/LinkTeam Communication Tools
Podcast Number006
Recorded Date04/05/19
Release Date04/08/19

Thanks for reading!
Shawn

Shawn Dorward
Microsoft MVP, Business Applications

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Come join me for a FREE workshop at the Microsoft Office in Charlotte!  We will be discussing how to get Dynamics GP in the cloud – best practices, options and things to be on the look out for!

March 26th, 2019

1:30p – 2:30p

8055 Microsoft Way, Charlotte, NC  28273

I hope to see you there!

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post: https://gplifehacks.com/2019/03/01/moving-dynamics-gp-to-the-cloud/

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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:

I hope that helps!

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post: https://gplifehacks.com/2019/03/06/mbs-podcast-004-we-are-back-baby/

The post Custom Links – Change Which App is Used When Making a Phone Call appeared first on GP Life Hacks.

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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!

Don’t forget to subscribe via iTunes

I hope you enjoy it!

Title/Link Packing for a Conference
Podcast Number 005
Recorded Date 03/08/19
Release Date 03/12/19

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

The post MBS Podcast #005: Packing for a Conference appeared first on GP Life Hacks.

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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!

http://www.PenniesForTaylor.com/5K2019

I hope you enjoy it!

Title/Link We are BACK!!
Podcast Number 004
Recorded Date 02/25/19
Release Date 02/26/19

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

The post MBS Podcast #004: We are BACK BABY!!! appeared first on GP Life Hacks.

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Now that Jet Basics is installed, it’s time to connect to the Dynamics GP Data Source.

GP Data can be both on site (on premises) or in the cloud (Remote Data Service).

Below is a quick guide on how to connect to your data source!

From within Excel, click on the Jet Ribbon and then Settings, Data Source Settings:

In the Data Source Settings window, click on Data Source Type and select the appropriate type.  The type for our example will be on premises.  Give your connection a name.

Next click on the Authentication option on the left hand site:

I am leaving my authentication as Windows Authentication.

Next click on the Connection Button on the left hand side.

Here is where we will put our server name, select the Dynamics system database, and then the default company.  NOTE – only one connection/data source is needed even if you have multiple companies.

Once you have this window populated, click the TEST CONNECTION at the top to validate your credentials.

There are two more buttons on the left but we are going to address them in our next blog – GP Update Utility.

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post:

https://gplifehacks.com/2019/02/19/jet-basics-connecting-the-data-source/

The post Jet Basics – Connecting the Data Source appeared first on GP Life Hacks.

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Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.

Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?

Here is how to install Jet Basics.

Double Click on the file saved from the download step.

Next Click Run:

The Jet Reports Installer will launch.  Click Install.

After Clicking install, the installer will run through the installation process.

Once complete, click Finish.

After Clicking Finish – make a selection for the Customer Experience Improvement Program.

And then lastly… register your account.  This is what grants access to use Jet Basics… a license if you will….

After Clicking Submit, you will now see the Jet Ribbon in Excel – Excel will open automatically for you.

That it!  Jet Basics is now installed… next we need to connect to our data source.

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post:

https://gplifehacks.com/2019/02/19/jet-basics-how-do-i-install-it/

The post Jet Basics – How do I install it? appeared first on GP Life Hacks.

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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:

Database:
Microsoft Dynamics GP (Version 9.0 and Newer)

Microsoft Office:
Microsoft Office 2007, 2010, 2013, 2016, Microsoft Office 365 Desktop Edition

Operating System:
Microsoft Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, Windows Server 2008 through 2012R2

Prerequisites:
Microsoft .NET Framework 4.5**
**Microsoft .NET Framework will be installed with Jet Basics

Next, Navigate to:

https://www.jetglobal.com/jet-basics/jet-basics-gp/

Scroll down until you see “Download Now” – Click that button, fill out the form, and then save the file locally to your computer.

That’s how you ‘get it’ – next up in this series is how to install Jet Basics.

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post:

https://gplifehacks.com/2019/02/19/jet-basics-what-is-it-and-how-do-i-get-it/

The post Jet Basics – What is it and how do I get it? appeared first on GP Life Hacks.

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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.

What is it, and how do I Download Jet Basics

Install Jet Basics

Connect to Datasource

Run GP Update Utility

Download Sample Reports (Check back soon for link!)

Understanding Jet Basics Security (Check back soon for link!)

Building a Trial Balance (Check back soon for link!)

Building an Income Statement (Check back soon for link!)

Building a Balance Sheet (Check back soon for link!)

Building a Cash Flow Statement (Check back soon for link!)

Common Jet Reports Functions (Check back soon for link!)

Thanks for reading!

Shawn

Shawn Dorward

Microsoft MVP, Business Applications

GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post:

https://gplifehacks.com/2019/02/19/gp-lifehacks-200-jet-reports-to-replace-management-reporter/

The post GP #LifeHacks 200: Replace Management Reporter with Jet Basics appeared first on GP Life Hacks.

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