Tuesday, June 9, 2009

Take advantage of Microsoft Dynamics GP SmartList Template Library

Microsoft has just released over 100 SmartList templates for Dynamics GP 10.0! You can save the hours of time required to create your own SmartLists by using one of these templates. From here they can be imported and modified with Dynamics GP SmartList Builder. The most overlooked out-of-the box functionality of Microsoft Dynamics GP – SmartList, can be an effective tool for extracting and reporting, and analyzing data about accounts, customers, employees, vendors, and more. Visit the template library today to take advantage of this great resource. Highlights from the library:

  • Account Summary
  • Account Transactions
  • Bank Transactions
  • Multidimensional Analysis
  • Exchange Rates
  • Cash Receipts
  • Commissions
  • Customer Addresses
  • Customer Items
  • Customer Period Summary
  • Customer/Vendor
  • Receivables Transactions
  • Sales Line Items
  • Sales Transactions
  • Invoicing Lines
  • Payables Distributions
  • Payables Transactions
  • Vendor Addresses


You will need access to CustomerSource to access the SmartList template library. If you are not familiar with CustomerSource it is a major benefit of the Enhancement Program, it’s a secure website that provides an incredible amount of valuable information, tools and resources that will help you be more productive. Please contact your Account Manger to arrange a personalized tour, if you don't know how to access CustomerSource contact: Nadia in DC Metro area, Tunesia in Virginia, or Kim in North Carolina.

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