Chapter 1. Personalizing Dynamics GP

In this chapter, we start with recipes for users of Microsoft Dynamics GP. After all, that's who this book is for. This chapter is designed to improve a user's productivity from day one. In this chapter 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 Startup shortcuts
• Personalizing the Home page by selecting the right role
• Speeding up 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 Home page Metrics
• Accessing accounts faster with Favorites in Lookups
• Cleaning up the mess by fixing AutoComplete errors