Optimize Microsoft Dynamics This Summer

Summer is often a slower time of the year, and as such it’s a good time to catch your breath! But it’s also the perfect opportunity to take some time to implement a few good practices that will optimize your Microsoft Dynamics solutions. This will allow you to get back into the swing of things more easily this fall!

Here are a few simple tricks that are easy to implement and that will optimize your Microsoft Dynamics GP and Microsoft Dynamics 365 solutions:

• Use SmartLists in Dynamics GP to clean up your master files by using the Go To and Refresh buttons.
• Create shortcuts to the Dynamics GP windows you use daily on your homepage, or use your browser’s favourites to access them quickly.
• Clean up your marketing lists and contacts to facilitate client communications. You will be able to benefit from updated data for your campaigns this fall.
• Take the time to build custom dashboards based on your needs to track your sales or project tasks more closely.
• List your best personal views and turn them into system views to improve visibility. Other users will be able to benefit from them, too!

These simple tips will optimize your Microsoft Dynamics GP and Microsoft Dynamics 365 solutions and facilitate their use. This will let you access your data more quickly and easily.

Looking for other things to do during your summer downtime? Read our article What to Do with Your Free Time this Summer to inspire your organization’s various teams!