Introduction to Popdock
Popdock is a data access and reporting web application designed to simplify data management across multiple platforms. It provides a centralized platform for users to create, customize, and share reports and dashboards. Popdock can connect with various systems, including Microsoft Dynamics GP, to enhance data visibility and decision-making processes and it will not store any of your data. It simply queries your Dynamics GP data at the time that you need it and displays it in the application.
For our Microsoft Dynamics GP customers, your Popdock subscription includes access to both SmartView and SmartList Builder for Dynamics GP. SmartView allows you to access your SmartLists outside of the Dynamics GP interface and in a much quicker manner. SmartList Builder on the other hand, allows you to create new and modify existing SmartLists. Taking it a step further, Popdock allows you to bring in data from standard SmartLists in Dynamics GP, in addition to also importing the SmartList favorites that have been configured. Furthermore, any custom SmartList Builder list that have been built with SmartList Builder or even Designer will also be available.
Visit the following product pages for more detailed information:
In the steps below we show you how to import your Dynamic GP SmartList Favorites including those built with SmartList Builder into Popdock.
Prerequisites:
Before you begin, ensure you have the following:
- A Popdock account with the necessary permissions to edit a connector.
- A Dynamics GP Connector connected to your Popdock account.
Importing Dynamics GP SmartList Favorites, including those built with SmartList Builder, into Popdock
Importing your Dynamics GP SmartList favorites into Popdock enables you to leverage the advanced features of Popdock for enhanced reporting and data analysis. Below is a step-by-step guide to help you import these favorites into Popdock.
Step 1: Confirm SmartLists Are Showing In Your Connector
- Go to the main menu and select Connectors.
- Find your Dynamics GP Connector and click the pencil icon next to it to edit the connector.
- In the left navigation menu, click on Lists. Here you will find all the default lists that Popdock adds automatically.
Step 2: Add Any Additional SmartLists (Skip this step if no additional lists are needed)
- Click on the + Add lists button at the top right.
- Find your list by expanding the groups or using the search.
- Once you have all the lists you want to add to Popdock, click the “Add” button.
- This will add your additional SmartLists so that if you have favorites for them, those will be listed in the next step for importing your favorites to Popdock.
Step 3: Importing Your Favorites
- In the left navigation menu, click on Import Favorites.
- By default, Import by favorite is selected. You have the option of importing favorites individually or by user.
- Next in the left navigation, click on Select favorites.
- This page will show you the full list of SmartList favorites that are available from your Dynamics GP environment. (NOTE: If you are not seeing a list of favorites here, please contact support to help with this issue)
- Use the dropdown menu in the Popdock User/Team column to configure each list and how you want to assign the favorite. Favorites can be assigned to one user or you can create a Team and assign the favorite to the Team. If you want to assign all favorites at one time, use the + Assign all button at the top right, then select who you want to assign all the lists.
- Once you have your list assignments completed, the Import option will appear in the left navigation. Click on Import when you are ready to import the favorites.
Step 3: Confirming Your Favorites Have Imported
- From the left navigation, click on Lists.
- Click the pencil icon next to the list that your favorite should show on.
- From the left navigation, click on Favorites. Here you should now see the SmartList favorites that have imported.
Conclusion
Importing Dynamics GP SmartList favorites into Popdock enhances your reporting capabilities by combining the ease of SmartList with the powerful features of Popdock. By following the steps outlined above, you can seamlessly integrate your SmartList favorites into Popdock and leverage its advanced data analysis tools.
Beyond SmartLists, many of our 10,000 SmartList Builder and SmartView customers are using these tools for a variety of uses, including in conjunction with SmartConnect. You retain all that functionality (including further enhancing your current functionality) with your new Popdock licensing; in fact, we’re guaranteeing they’ll be supported for the next 10 years! Please refer to this page for further ideas and do not hesitate to reach out to your partner or us for all the ways to enhance your business.
If you have any additional questions or need further clarification, feel free to reach out to our support team at support@eonesolutions.com.
