Microsoft Dynamics GP
SmartConnect and Popdock use cases for Dynamics GP
Together Popdock and SmartConnect deliver a powerful data management suite for Dynamics GP and all the other apps in your tech stack.
Explore 100+ popular use cases for using Popdock and SmartConnect that will supercharge your efficiency in your business.
Most popular Popdock use cases for Dynamics GP
1
Viewing your SmartLists favorites anywhere you happen to be.
2
Share GP data with non-GP users in the Popdock app.
3
Create merge custom lists of your GP data with data from other systems.
4
Creating new views and ease of sharing access with other team members.
5
Easy look up to see if someone has paid an invoice.
6
Join GP tables together and then create a Popdock API with a list to use in PowerBI to handle the complex querying.
7
Embed invoices and cash receipts against CRM.
8
Create lists of GP ISV & 3rd party add-on data.
9
Archive GP database and SmartLists to your Azure Data Lake or your Amazon S3 data lake as a back-up and for cost-effective storage.
10
Access Dynamics GP database and SmartLists in another app, like another ERP.
50+ ways to save $50k with Popdock
- Having a quicker method to customize your GP SmartLists
- Share GP data with non-GP users in a Popdock widget
- View your GP data alongside data in other systems
- View your GP data securely anywhere with widgets
- Summarize GP data with other data systems
- Creating new views and lists without use of SQL coding
- Being able to send your GP data anywhere using API Endpoints
- Getting specific lists/views emailed to you on a scheduled time as desired
- Copy over the SmartView favorites to Popdock, and utilize charts to make the data more visually appealing.
- Monthly commissions summaries per salesperson with calculations
- Year over year sales
- Month over month sales
- Email notifications when someone is over on project accounting hours
- Summary of how support hours are used to send to customer
- Email notifications of daily sales summary
- Sales Insights: Utilizing Popdock for GP to extract sales data and analyze trends, customer preferences, and sales performance metrics.
- Supply Chain Optimization: Highlighting how Popdock for GP can optimize supply chain processes by accessing supply chain data, tracking shipments, and analyzing supplier performance.
- Project Management: Demonstrating the use of Popdock for GP in project management by accessing project data, tracking project expenses, and monitoring project progress.
- Join GP tables together and then create a Popdock API with a list to use in Microsoft Excel to handle the complex querying.
- Asset reporting – depreciation reports
- Jobs reporting – for customers who provide warranties and replacements
- Project reporting – for customers who have projects they need to manage with their clients
- Monitoring of past due invoices and scheduling reports to go to the accounting and sales team.
- Filter reporting for credit card transactions like Stripe or Braintree.
- Lists of GP + Credit card processing data
- View product levels and on-hand inventory from your inventory management system.
- Easy filtering, searching and reporting on fixed asset register
- Embed invoices and cash receipts against Membership software
- Embed invoices and cash receipts against a helpdesk software
- Embed invoices and cash receipts against Membership software
- Embed invoices and cash receipts against a helpdesk software
- Embed invoices and cash receipts against a project management software
- Embed GP invoices in a vendor portal, so vendors can view, search and access history
- Filter & report on eCommerce data.
- Compare GP data with eCommerce data.
- Compare data from GP and CRM to check for data that is missing.
- Create list reports needed for compliance reasons.
- Daily emails of favorite results.
- Easy look up to see outstanding quotes created in GP
- Summarize any list to the screen so you don’t have to export to Excel
- Report off of multiple systems you use without needing to log into those other systems, not just GP data
- Create list reports needed for compliance reasons.
- Daily emails of favorite results.
- Easy look up to see outstanding quotes created in GP
- Summarize any list to the screen so you don’t have to export to Excel
- Report off of multiple systems we use without needing to log into those other systems, not just my GP data
- GP invoices displayed inside CRM system so sales team can see if an invoice or order has been paid
- Helpdesk tickets displayed inside CRM system so your sales team can view outstanding support tickets
- Graphical (charts) view of who on sales team has sold the most (could be the same if someone wanted to see like item inventory and which items are selling the best for the month)
- Create Projection reports based off current sales in GP
- Scheduled report to alert your team of inventory that is below specific thresholds.
- Scheduled report to sales regarding subscriptions and products that are expired.
- Schedule a report to go to executives to make thank you calls to customers with the biggest purchases recently.
- Embed GP reports in Microsoft Teams for non-Popdock and non-GP users to view the real-time report.
- Building a complex query on GP data with grouping/subgrouping and then exporting to Excel.
Most popular SmartConnect use cases for Dynamics GP
1
Bulk imports to Dynamics GP
2
Ongoing integration (scheduled & real-time) between GP and other systems.
3
User-driven imports to Dynamics GP using the SmartConnect Excel Add-in
4
Integrating Salesforce and Dynamics GP
5
Integrating Dynamics 365(CRM) and Dynamics GP
6
Integrating Expense Management Solutions with GP
7
Integrating Shipstation and Dynamics GP
8
Integrating Shopify and Dynamics GP
9
Integrating Excel with Dynamics GP
10
Integrating cloud apps with a REST API with Dynamics GP
50+ ways to save $50k with SmartConnect
- Integrating inventory between GP and other inventory systems
- Integrating Dynamics 365 Field Service and Dynamics GP
- Integrating Dynamics 365 Project Service Automation and Dynamics GP
- Integrating HubSpot and Dynamics GP
- Integrating Concur and Dynamics GP
- Integrating Wennsoft nodes in Dynamics GP with other apps
- Integrating WooCommerce and Dynamics GP
- Integrating Adobe Commerce (Magento) and Dynamics GP
- Importing master data and open balances from Dynamics GP to Dynamics 365 Business Central
- Importing master data and open balances from Dynamics GP to Oracle NetSuite
- Importing master data and open balances from Dynamics GP to Dynamics 365 Finance
- Importing master data and open balances from Dynamics GP to Acumatica
- Integrating AP Automation solutions with Dynamics GP
- Integrating Blackline with Dynamics GP
- Integrating Dynamics GP data with your data warehouse
- Integrating BambooHR with Dynamics GP
- Integrating 1EDI with Dynamics GP
- Integrating GP and other ERP’s during merger and acquisition scenarios.
- Importing Files to Bank Receipts
- Importing Files to Bank Transactions
- Importing Files to Chart of Accounts
- Importing Files to Customers
- Importing Files to Employees
- Importing Files to Expenses
- Importing Files to Fixed Assets
- Importing Files to GL Journal Entries
- Importing Files to GL Journal Entries with Analytical Accounting
- Importing Files to GL Intercompany Journal Entries
- Importing Files to Inventory Adjustments
- Importing Files to Inventory Transfers
- Importing Price Levels
- Importing Item Price lists
- Importing Items
- Importing Payables Transactions
- Importing Payables Transactions with Distributions
- Importing Payables Transactions with Analytical Accounting
- Importing Payables intercompany Transactions
- Importing Payroll Transaction Entries
- Importing Projects
- Importing PO Receipts
- Importing Receivable Transactionts with default distributions
- Importing Receivable Transactions with Distributions
- Importing Sales Orders
- Importing Service Calls
- Importing Sites
- Importing Timesheets
- Importing Vendors
Top Use Cases for using SmartConnect & Popdock Together
- Cover a more complete set of integrations: virtually integrate (embed & display real-time data) using Popdock & generate data at the right time using SmartConnect.
- Handle all your data migration requirements – import master data (SmartConnect), import open balances with lookups & relationships (SmartConnect), and archive history to a cost-effective storage location (Popdock).
- Popdock as a data source for SmartConnect
- Using Popdock to create really complex queries for SmartConnect integrations
- Creating an action in Popdock to select and trigger a SmartConnect integration
- Create an API that joins data from multiple apps in Popdock and then use that API in a SmartConnect integration
- Create an API that joins data from multiple tables in Popdock and then use that API in a SmartConnect integration
Future-proof your GP investment with eOne and take control of data strategy.
- No more contacting IT for every report. Allow GP and non-GP users alike answer their own data questions.
- Access GP data in the modern Popdock interface via the app or embed Popdock reporting in other apps.
- When you’re ready, use eOne’s suite to migrate legacy GP data, and take your eOne suite with you to your new ERP.
- Get a sweet discount on the eOne suite (up to 60% off).