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Microsoft Dynamics™ GP System Manager Features


  • Provides employees with an intuitive work environment, streamlined navigation and rich integration with Microsoft Office programs.
  • Efficient set-up tools and easy-to use navigation help you personalize your solution to meet your business needs quickly and with minimal effort.
  • List-based navigation and streamlined menus enhance usability.
  • Customizable role-based home pages provide employees with dashboards tailored to their daily tasks. Include reminders, KPIs, and links to specific reports, feature guides, windows, or SmartLists.
  • Process-based checklists streamline setup and provide audit information to help users avoid missing any key steps and maintain user accountability.
  • Instantly create queries against your data. Access more than 100 modifiable SmartList queries to find customer, vendor, inventory, or other vital information. Export query results to Microsoft Office Excel® and Microsoft Office Word®.
  • Update spreadsheet quickly or create mailing lists for sales and marketing efforts by exporting query results to Excel or Microsoft Office Word.
  • Easily manage and configure smart tags in Microsoft Office System applications with user-interface icons that automatically recognize customer names and other vital records.

System Manager Details

 Setup Checklists Streamline setup with a clearly defined setup structure and a suggested order for completing setup steps. Assign windows or groups of windows to users for completion
 Intuitive User Interface Initiate tasks quickly and easily using the intuitive navigation and user interface.
 Mass Deployment Create an installation package for a customized, configured version upgrade that can be installed across the organization by running a single file. Partners and IT staff can then use familiar tools and applications to push the deployment out to all clients.
 Automatic Client Updates Select, approve, and post Service Packs for automatic deployment across all client workstations. Employees are notified by e-mail alert when an update is posted.
 Small Business Server Integration Integrate Microsoft Dynamics™ GP Business Essentials with Microsoft Windows® Small Business Server 2003, helping ensure quick setup and single-click installation.
 Shortcuts Improve productivity by grouping commonly used tasks in a convenient shortcut navigation bar.
 To-do Lists Build online to-do lists and routine checklists for multi-step tasks.
 Integration with Reporting Tools Integrate seamlessly with Report Writer in Microsoft Dynamics™ GP and Microsoft SQL Server™ Reporting Services to create customized, professional-looking reports.
 Online Contact Tools Attach Internet addresses to employee records, items, customers, and vendors.
 Notes Attach detailed information to master records and transactions for improved control and audit capabilities
 Modify Data Entry Windows Use Modifier with Microsoft Visual Basic® for Applications (VBA) to add business specific functions into data entry and inquiry windows.
 Reminders Schedule task reminders, and then assign reminders to specific users for follow-up actions.
 Type Ahead Auto-fill customer IDs, shipping methods, Tax IDs and any other field that has an associated lookup window in Microsoft Dynamics™ GP.
 Business Alerts Use business alerts to automatically warn a pre-defined list of decision makers with a customized e-mail message when a specified business condition, such as reaching a checking account balance, is met.
 Microsoft Office SmartTag  
 Link to Microsoft Dynamics™ GP Data Drill back instantly to key information with context-sensitive links between Microsoft Office documents and accounting and business management records.
 Smart Tag Viewer Enable users who don't run Microsoft Dynamics™ GP applications to access information through the Smart Tag Viewer.
 Access Control Leverage your existing Microsoft Windows NT® authentication routines, reducing administration and ensuring only authorized personnel have access to your business management information.
 User Permissions Set up access rights easily, defining permissions by individual or group and type of information
 SmartLists  
 Create and Modify Lists Instantly create sophisticated queries to find detailed customer, vendor, general ledger, inventory, employee, and salesperson information.
 Save and Share Lists Share saved queries with others in the organization.
 One-Click Export to Word 2003 Quickly update spreadsheets, create letters and reports with the Letter Writing Wizard, or create mailing lists for sales and marketing initiatives with a single click to import queries into Excel 2003 and Word 2003.
 SmartList Favorites Access more than 100 SmartList queries that make it even easier to track and analyze the information that helps you run your business better.


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