Posts Tagged ‘SmartList’

Tech Tuesday: SalesForce Notes and Attachments

SalesForce allows files to be attached to records. These files are stored as Base64 encoded data in the ‘Content Version’ object. SmartConnect can be used to encode these files and upload them to SalesForce. Once the attachment is imported, we will need to use the ‘Content Document Link’ object to link the document to the…

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Tech Tuesday: Displaying SmartLists with Popdock

Not only does Popdock allow users to display data from out of the box Dynamics GP SmartLists, any custom lists created in SmartList Builder, with a couple of exceptions, can be displayed in Popdock as well. (The exceptions are: (1) Payroll and Human Resources SmartLists, including those created using SmartList Builder, which can be added…

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Tech Thursday: Can you really upgrade your SmartList Designer Lists to SmartList Builder

The answer is certainly YES as long as you are using Microsoft Dynamics GP 2018. The answer is maybe if you are using Microsoft Dynamics GP 2016 or something prior to that.A feature has been available in SmartList Builder for awhile now that would bring your SmartList Designer lists into SmartList Builder.  It just didn’t…

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Tech Tuesday: Reporting on Extender data

I have been getting a lot of questions lately about the options to report on Extender data, so I wanted to walk through some of the main options.Microsoft Dynamics GP Reports:The Dynamics GP reports that I speak of here are those built in Report Writer.  It is the invoices, edit lists, etc. that you can…

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SmartList Builder’s Top 10 Features Added Over the Years

SmartList Builder has long been the go-to reporting solution for thousands of Dynamics GP users. It was a flagship product for us and we’ve been adding new features for years. As with many of our other products, we’ve added hundreds of features without ever changing the product price. We’re pretty excited about all of SmartList Builder’s…

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Need SmartLists for Dynamics 365 Business Central? We’ve got you covered with Popdock.

You’ve fallen in love with SmartLists over your years using GP. Now that you’re using Dynamics 365 Business Central, what do you do? Look no further.  Popdock provides a fast, simple interface for end users to get at the data they need to do their daily jobs. We like to call it Actionable Data. Popdock can pull…

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SmartList Builder Training in 2019

If you’re a Smartlist Builder customer and you’re wondering, “What next?”  Our recommendation is to access the Smartlist Builder self-paced training.  With a little bit of learning, you have a lot of power to build the Smartlist with any of the Dynamics GP data you need. SmartList Builder Self-Paced Training environment is designed for you…

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Now is the time for SmartList Builder. Convince Your Boss to Dive In!

With a new year, now is the time to consider products that would make your life in GP more efficient. One of those products is SmartList Builder, the easiest way to report on GP data.If you’ve already seen SmartList Builder in action, a now is the perfect time to convince your boss to jump in.…

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Missed the All-Hands Partner Call? You’re Not Too Late!

Did you miss the Q4 Partner All-Hands call due to a busy schedule? We’ve got you covered! Our recording is now ready for you to view. Here’s what we covered:AGENDASmartlists for the rest of your appsPopdock for Business CentralSmartConnect.com Internal Use & TrialsPartner Resources for Popdock & SmartConnect.comExtender, Powerapps for GPSo, want to check out the video of our…

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