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Chapter 1. Personalizing Dynamics GP
In this chapter, we start with recipes for users of Microsoft Dynamics GP where we will look at ways of:
- Improving visibility by setting required fields to bold and red
- Getting faster access to data with the shortcut bar.
- Reducing clicks with start-up shortcuts
- Personalizing the Home page by selecting the right role
- Further personalizing the Home page by customizing the layout
- Speeding access to data with Quick Links
- Rearranging navigation to make it easier
- Jumping to the right location with breadcrumbs
- Managing personal reports with My Reports
- Viewing open items with the Task List
- Visualizing information with Business Analyzer on the Home page
- Accessing accounts faster with favorites in lookups
- Cleaning up the mess by fixing AutoComplete errors