| 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 |
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| 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 |
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| 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. |