- [Narrator] Navigating in Microsoft Dynamics GP
is quick, and easy and I'm going to show you
how you can do that.
When you first log in to Microsoft Dynamics GP
you'll notice that in the navigation pane
you are at the Home page.
Well, the Home page has lots of handy-dandy windows on it
but most of these, users don't use.
For instance, "connecting" connects you out
to the internet, but you're normally connected
through running Internet Explorer or another web browser.
So, what I recommend to users is to customize this page.
When you click here you can unclick some
of these less than useful windows from your homepage.
So I turn off "To do", I turn off the "Connect"
and I just leave "Quick Links" and "My Reports"
hit "Okay" and you can move these around
just click on it and drag it.
Quick Links, acts as you're own personal menu.
So for instance, one of the things I do
if I'm an accounts payable person
I may open the Vendor Master file a lot,
the "Vendor Card" as it's called
and instead of having to navigate
through "Cards, Purchasing, Vendor"
which is a little bit slower or even
clicking in the navigation pane
under "purchasing" and then going to "Cards, Vendor".
If I want to have a quick link
I click on "Home" and under "Quick Links"
if I put the cursor of the top bar
of that window a pencil appears.
I click on the pencil to change the details!
I can now add a Microsoft Dynamics window.
Now, I'm looking at the same menu structure
that is above here,
here and I can get to any window Dynamics GP.
So for instance, I want to see the cards
for purchasing for the vendor.
I hit okay, and now it's added a vendor menu item
which I can move up to the top
or wherever I'd like to place that.
I can even click on modify and change the name
"Vendor Card" or maintenance, or whatever makes sense
to me and I hit "okay".
Now notice it doesn't appear on
the "Quick Links" menu yet.
You have to click off on the navigation pane
somewhere else and click back,
and now there it is.
And that's a way that you can very quickly
create your own menu of the things
you commonly use and clean up this area.
And lastly, I just wanted to say
rather than going through here
laboriously pulling in each menu item
what I like to do is go to the navigation pane
and click and I get all of the menu items
in that module laid out in a way that makes sense:
transactions, cards, reports.
You'll notice that whether you're
in purchasing or in sales you have that same layout.
Transactions, which are your financial transactions
your setup records, your master files
and down here your setup for that module.