dynamics gp testdrive in this test drive, you’ll see how to get to answers without the hassles by...

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Dynamics GP Testdrive

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  • Slide 1
  • Slide 2
  • Dynamics GP Testdrive
  • Slide 3
  • In this test drive, youll see how to get to answers without the hassles by using navigation lists in Microsoft Dynamics GP. Dynamics GP Testdrive
  • Slide 4
  • To navigate this test drive, click or tap the prompts on the screen, or use your forward and back arrows. Dynamics GP Testdrive
  • Slide 5
  • Navigation lists help you get right to the information you need for your daily work. This is a navigation list for customers. It includes three panels: the customer list, a chart of aging receivables, and a customer summary. To see more, click the customer name in the summary. Dynamics GP Testdrive
  • Slide 6
  • The customer card is displayedit's just one click away. To continue, click Close. Dynamics GP Testdrive
  • Slide 7
  • Lets drill into the chart to get more information. Dynamics GP Testdrive
  • Slide 8
  • The report opens in a browser, making it easy to share this information. From here you can edit the chart for different parameters or drill down to get more information. Close the window to continue. Dynamics GP Testdrive
  • Slide 9
  • Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive
  • Slide 10
  • Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive
  • Slide 11
  • Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive
  • Slide 12
  • Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive
  • Slide 13
  • With just a few clicks, a printout of the report, containing data for both selected customers is available, and can be easily shared with colleagues through email. Click Close to continue. Dynamics GP Testdrive
  • Slide 14
  • We also have quick access to order reports. Lets take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive
  • Slide 15
  • We also have quick access to order reports. Lets take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive
  • Slide 16
  • We also have quick access to order reports. Lets take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive
  • Slide 17
  • With just a few clicks, a complete list of sales orders for this customer is available. Specific order details are also available. To drill down, select the first order. Dynamics GP Testdrive
  • Slide 18
  • With just a few clicks, a complete list of sales orders for this customer is available. Specific order details are also available. To drill down, select the first order. Dynamics GP Testdrive
  • Slide 19
  • With just a few clicks, a complete list of sales orders for this customer is available. Specific order details are also available. To drill down, select the first order. Dynamics GP Testdrive
  • Slide 20
  • With just a few clicks, order details such as the items ordered, shipping address, and applied discounts are all displayed. Click Close to continue. Dynamics GP Testdrive
  • Slide 21
  • With just a few clicks, order details such as the items ordered, shipping address, and applied discounts are all displayed. Click Close to continue. Dynamics GP Testdrive
  • Slide 22
  • Now let's see how easy it is to create a navigation list. To get started, click More Options and follow the prompts on the screen. Dynamics GP Testdrive
  • Slide 23
  • Now let's see how easy it is to create a navigation list. To get started, click More Options and follow the prompts on the screen. Dynamics GP Testdrive
  • Slide 24
  • The filter we are creating is for a specific salesperson, "Paul W." Click the arrow to continue. Dynamics GP Testdrive
  • Slide 25
  • The filter we are creating is for a specific salesperson, "Paul W." Click the arrow to continue. Dynamics GP Testdrive
  • Slide 26
  • With just a few clicks, a navigation list is available for all accounts belonging to the salesperson "Paul W." To save this list, click the drop- down arrow and follow the prompts to continue. Dynamics GP Testdrive
  • Slide 27
  • With just a few clicks, a navigation list is available for all accounts belonging to the salesperson "Paul W." To save this list, click the drop- down arrow and follow the prompts to continue. Dynamics GP Testdrive
  • Slide 28
  • Enter the name for this navigation list and click OK. Dynamics GP Testdrive
  • Slide 29
  • Enter the name for this navigation list and click OK. Dynamics GP Testdrive
  • Slide 30
  • The new navigation list now appears in your navigation pane. Click anywhere to complete this test drive. Dynamics GP Testdrive
  • Slide 31
  • Thank you for taking this test drive. Dynamics GP Testdrive
  • Slide 32
  • To experience more test drives or contact a Microsoft representative, visit our website. Dynamics GP Testdrive www.integratedbusinessgroup.com