06 April 2009

Weekly Dynamic: Module Homepages in Dynamics GP 10

While doing the 50 Tips presentation at Convergence, my co-presenter, Pam Misialek, repeatedly pointed me away from the drop down menus and to the home page for navigation. With the emphasis being placed on this from Microsoft, I'm working on changing the way I work so that I can better help you.

There's a lot of subtle benefits to the homepage and lists plus there may even be a drawback or two. Consequently I thought that I would spend a couple of Weekly Dynamics taking you through these features.

When you pick Home on the Navigaton Pane to the left you get Smartlists in the Navigation Pane and a set of metrics and Outlook connections on the main Home Page. However, if you pick one of the other buttons like Sales or Purchasing things get even cooler.

Selecting the Sales button for example changes the Home Page to show all the menu choices for Sales in one place. There are headers that correspond the menu above. For example, instead of selecting Transactions->Sales->Sales Transaction Entry (3 clicks) users can select Sales off of the navigation screen and pick Sales Transaction Entry under the Transaction header (2 clicks). If a user is already on the sales homepage, it's one click or 1/3 of the work! Even more important, it's 1/3 of the work every time you click something on that page and all your options are available at a glance.

User can also roll up sections to get them out of the way. Setup and Utilities for example are used left often so it's convenient to roll them up and get those individual items out of the way.

That's enough to get you started. Next time we will dig deep into the benefits of Lists on the navigation pane.







4 comments:

Anonymous said...

Hi Mark,

Love the blog - a regular read.

Just wanted to point out that the HR & Payroll home page does not display automatically. This is a known issue with GP and has been written up as a QR. It is slated to be fixed in GP 10 SP4, the current work around is to click on the home page button and then on the navigation pane, click the HR&PR button above that is populated, this will bring your homepage up.

Thanks

Jerry

victoriayudin.com said...

Mark,

I am also a big fan of anything that results in less overall clicks, so I am finding myself starting to use the new navigation option more. What I find many users never do is create personalized shortcuts or quick links...takes just a few minutes upfront, but saves a time and effort every day.

Of course all of this makes it even more difficult for us in supporting users. Especially in the newsgroups, where most people never mention what version they're on. For public forums, I still find it better to use the 'old' menu navigation, like Transactions > Sales > Sales Transaction Entry.

-Victoria

Anonymous said...

Jerry,

You can solve that today yourself by following this blog article I wrote a little while back:

http://blogs.msdn.com/developingfordynamicsgp/archive/2009/03/18/hr-payroll-navigation-pane-issue.aspx

patrick
microsoft dynamics gp developer support

Anonymous said...

victoria,

i should also learn to embrace the area pages in GP 10.0. But it is a tough habit to break since we had menus for quite a few years now. Perhaps i should turn them off as well and go cold turkey?

But it would also solve one thing I find annoying about the 10.0 menus - the pull rights are kinda slow. Much slower than 8.0/9.0 and if you do it too fast, you end up on the wrong one as the list refills and now you are on the wrong line and open the wrong window. Solution? Don't use the menus - so perhaps i'll take the plunge. Actually I find i use the toolbars and shortcuts a lot - quicker to get where i need to go.

patrick
gp developer support