Dynamics GP Testdrive In this test drive, you’ll see how to get to answers without the hassles by using navigation lists in Microsoft Dynamics GP. Dynamics.

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Presentation transcript:

Dynamics GP Testdrive

In this test drive, you’ll see how to get to answers without the hassles by using navigation lists in Microsoft Dynamics GP. Dynamics GP Testdrive

To navigate this test drive, click or tap the prompts on the screen, or use your forward and back arrows. Dynamics GP Testdrive

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

The customer card is displayed—it's just one click away. To continue, click Close. Dynamics GP Testdrive

Let’s drill into the chart to get more information. Dynamics GP Testdrive

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

Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive

Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive

Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive

Aging receivables reports for multiple customers can be easily created. Follow the prompts to see how. Dynamics GP Testdrive

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 . Click Close to continue. Dynamics GP Testdrive

We also have quick access to order reports. Let’s take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive

We also have quick access to order reports. Let’s take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive

We also have quick access to order reports. Let’s take a look at an order report for the first customer, Aaron Fitz Electrical. Dynamics GP Testdrive

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

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

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

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

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

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

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

The filter we are creating is for a specific salesperson, "Paul W." Click the arrow to continue. Dynamics GP Testdrive

The filter we are creating is for a specific salesperson, "Paul W." Click the arrow to continue. Dynamics GP Testdrive

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

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

Enter the name for this navigation list and click OK. Dynamics GP Testdrive

Enter the name for this navigation list and click OK. Dynamics GP Testdrive

The new navigation list now appears in your navigation pane. Click anywhere to complete this test drive. Dynamics GP Testdrive

Thank you for taking this test drive. Dynamics GP Testdrive

To experience more test drives or contact a Microsoft representative, visit our website. Dynamics GP Testdrive