How To Get Closer To Your Data with RoleTailored Screens

You are busy and some days are busier than others.  With easy access to your critical business data through RoleTailored pages in Microsoft Dynamics® GP, you can make those busy days seem like a breeze.  Customize your personal work screen to be more agile and make the swift decisions that can help you check more off your daily to-do list.

Prioritize your day by using the To-Do panel on your home screen.  This panel contains a list of tasks for yourself, and your team, that require your attention.  Turn on the Reminder Preferences and choose when you want to be reminded about a certain task, whether it be important payables or receivables or customer activities.  Whether you need one reminder or many, you can set up automatic notifications to let you know you when things need to be completed.

You can set up a RoleTailored home page to include the data that you monitor most frequently, including reports and business intelligence reports. Microsoft Dynamics GP offers many built-in reporting options or the ability to customize your own. One of the more popular tools is SmartList, which easily populates information for you. Having the reports you need most within a click’s reach on your home page is a great way to save time and stay informed.

Monitor key metrics with a dashboard in the Executive Center.  Check on customer balances, sales figures, gross profit, and other important data.  You can export information into an Excel spreadsheet to analyze further, create visual charts, and share with your teams.  Leverage your data to stay on track toward reaching strategic goals or take advantage of new opportunities.

In “Dynamics GP 2013 Overview,” a video by the Microsoft Partner Network, you can see how to tailor your home page with detailed step-by-step instructions.  Each Microsoft Dynamics GP user can easily create a customized RoleTailored home page. Having key data on your home page will improve productivity and enable you to check more off your to-do list each day.  Contact DFC Consultants, Ltd. for more inf­­­ormation about getting closer to the data you need so you can make the swift decisions that keep your business running smoothly.

By DFC Consultants, Ltd., Microsoft Dynamics ERP Partner out of Fargo, North Dakota (


About Sabrina Zimara, DFC Consultants, Ltd

, , ,

No comments yet.

Leave a Reply