- [Instructor] When you first log into Dynamics GP,
you are greeted with your home page.
Now, your home page can be a very organized,
and tailored experience that can help you to do your job.
Or it can be a big old mess.
You may wonder, how did it get this way,
you have all sorts of reminders
for things that may not pertain to you.
You have another window here that has
connections to various websites,
and that's trying to refresh itself
and sometimes that can even bog down your login process,
which is really bad.
And you may have other windows here that you never look at.
How do you clean this up?
And how did it get this way?
Well if we click on the customize this page button,
we see that there is a Change Role button
in the lower right hand corner of that window.
If we click on that, notice it's warning me
that if you make a change here it's going to
change some of your windows that already exist.
Well, when your user was created,
somebody chose a role for you, and that's how this setup
that you see in front of you was initiated.
How do you clean it up?
Well, click on customize this page,
and what I like to do is just un-click all of these
things you're not really using.
And typically I like to have just my reports,
and the quick links button.
Hit OK.
I've cleaned it up, these windows can be moved.
You can click in the title bar,
holding down the left mouse button,
drag that anywhere you'd like.
By clicking on the pencil, I can add windows.
I can add a webpage, but I would probably
want webpages to be outside of Dynamics GP,
not inside Dynamics GP.
I could add, for instance, under maintenance,
or cards, sales, customer, there's the customer card.
So now this will appear when I click off
to another navigation button, back to home,
it has refreshed itself.
That opens up the customer maintenance window,
and I can build out my own personal menu here from scratch.
I've now removed all those other boxes,
parts of web pages, and whatever else
I'm not really looking at and may be
actually hampering me from logging into the system.