Customization

A business management system personalized to fit your needs isn’t just a luxury anymore. It’s a real timesaving tool that enables your employees to concentrate on the tasks they are best at, simplifying system navigation and complex processes.

Microsoft Great Plains ensures that your system looks, feels and operates the way you want it to. Using the latest Microsoft technologies, we’ve created simple and complete customization tools that can transform the way you get things done – efficiently and accurately.

Dynamics Customization Tools Help You:

Streamline Dynamics windows to work more efficiently. No business needs every single feature in Dynamics – that’s why we make it easy for you to remove the functions you don’t need and rearrange prompts to mirror your business practices. Build different windows for different groups of employees so each has the power they need to perform their jobs, with minimal distraction.

Add your own features to boost the power of Dynamics. Thousands of pre-built ActiveX and COM applets, such as bar code software, telephone dialers and area code locators, can be easily added to Dynamics, enabling you to fine tune your system to improve your processes.

Get the right information into the right peoples’ hands. Dynamics gives you virtually unlimited flexibility to create the reports you need to run your business. Each department head can have his or her own reports which can be printed at any time to give you a clear picture of where your business is headed.

Organize your “favorites” the way you want them. Each employee has a different set of important tasks and queries, and Dynamics enables each person to organize the tasks, reports, queries, even external applications they need to do their jobs, all in an easy-to-access list.

Automatically integrate information from your favorite applications with Dynamics. Microsoft Word, Excel, Outlook, contact management applications, industry-specific applications—if you’re using an application to run your business and it’s written to conform with common integration standards like ODBC, COM, VBA and XML, chances are Microsoft Great Plains has already created an easy way for you to share information between those applications and Dynamics. Use all your applications together to reduce data re-entry errors, increase access to information and run your business more smoothly and successfully.

Extend the possibilities with Microsoft Great Plains’ customization capabilities

Shortcut Bar. Organize the tasks, reports, queries and external applications you use most frequently, so you can instantly locate the information you need, and quickly complete tasks as needed.

Report Writers. Microsoft Great Plains offers several custom report writing options, so you can easily get the information you need to run your business better. FRx helps you create financial reports from simple to highly sophisticated. Seagate Crystal Reports makes it easy to extract data from throughout Dynamics and create meaningful reports. And the Report Writer enables you to modify standard Dynamics reports to show the information you want, the way you want to see it.

Explorer. Create personalized views of information from Dynamics, such as your top customers and their outstanding balances, your best selling inventory stock items and their on-hand quantities—whatever is important to you—and save those views so you can review them at any time. Explorer also enables you to share Dynamics data with Microsoft Word or Excel with a single click, so you can update tables or create personalized mailings with ease.

Advanced Lookups. Easily locate any information in Dynamics in seconds by defining what attributes you are looking for in the Advanced Lookup windows. Need to find all vendors who haven’t submitted their ID number for 1099 purposes? Advanced Lookups makes it easy, and you can include their telephone numbers just as easily so you can create a contact list.

Integration Assistant for Microsoft Excel. Excel is a tremendous application for accumulating information from multiple sources so you can get the answers you really need, but manually updating spreadsheets is a time-consuming and error-prone exercise. Dynamics Integration Assistant for Excel makes it supremely easy to identify the information you want to add in to your spreadsheet, and to instantly update that information every time you recalculate, using the latest, accurate information from your Dynamics system.

Dynamics Modifier with Visual Basic for Applications. Rename, reorder and remove prompts in Dynamics task windows to streamline your data entry operations, And use the same version of Visual Basic for Applications that Microsoft uses in its Office products to add new features and integrate features from other applications into Dynamics.