Things I've learned from years of working with Microsoft Dynamics GP.
Importing and Exporting SmartList Objects in Microsoft Dynamics GP
This is part 5 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. In this part I’ll show you the new GP2016 feature of importing and Exporting SmartList Objects.
If you want to share a SmartList object you’ve created with an entirely different Microsoft Dynamics GP installation (like a Microsoft Partner would like to do for their customers, Microsoft Dynamics GP users) than this is the option for you. Export the file in an XML format and share. The user imports and Voila! New object.
Click on on BankBalanceSmartList to download a copy of the XML file created in this video. REMEMBER IT ONLY WORKS WITH GP2016!
In part 1 we created a new SmartList List from a SQL View. If you are not sure how to get a view, talk with your Microsoft Partner or your IT team. Once you have the view, you can rock on with some very cool stuff!
In part 2 we established Defaults for our new SmartList object.
In part 3 we added “GoTo” windows that allow us to drill back to other areas in Microsoft Dynamics GP.
In Part 4 we created Microsoft Excel Refreshable Reports from our new objects.
Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years.
Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve.
Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.”
In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)
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