June 22, 2023

    Microsoft Dynamics GP Features Inspired by Customer Feedback

    Microsoft's commitment to customer satisfaction extends across its product portfolio, including Microsoft Dynamics GP. They take pride in communicating with customers directly and using their insightful criticism to improve their products. With each new release, Microsoft brings increased functionality and a better user experience thanks to this cooperative approach.  

    10 New Microsoft Dynamics GP Features 

    Microsoft took recent customer feedback to improve a wide variety of Dynamics GP features. These improved features are meant to increase flexibility for Microsoft Dynamics GP users while streamlining processes and increasing productivity.  

    Here are the top 10 Microsoft Dynamics GP features updated in the 18.5 release in October 2022. 

    Dynamics GP Feature #1: Checkbook balance inquiry enhancements

    Improved usability of the Checkbook Balance Inquiry window with new filtering options that make it easier to find the information you need. Microsoft Dynamics GP accomplished with the new heading filters on the window that allow sort by options for date, number, payment and deposit.  

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    Dynamics GP Feature #2: Checkbook register inquiry enhancements

    Microsoft Dynamics GP also changed the Checkbook Register Inquiry window with similar enhancements. The window now allows additional filtering that allows users to review the data faster. 

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    Dynamics GP Feature #3: Account category lookup enhancement

    Another view enhancement is the account category lookup. This allows users to change the sort within this lookup to make searching within the lookup quicker. 

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    Dynamics GP Feature #4: Account segment lookup

    Similar to the category lookup, the account segment lookup is also adjusted to allow you to sort by description. This allows for faster results. 

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    Dynamics GP Feature #5: Journal entry inquiry view workflow history

    Workflow has also updated the journal entry inquiry view window. The workflow history button shows when a reversion journal entry is selected. Previously, the button was grayed out for this transaction type.

    Dynamics GP Feature #6: Transaction level post through GL without printing GL posting journal

    The most exciting, requested feature that is now available, is the ability to allow transaction level posting through the General Ledger (GL).  

    This has been a major problem for a lot of clients as they would have to add items to a batch for the item to post through GL. If an item was not added to a batch, then it would post to the GL, which would require a review of the batch in the financial module as well.  

    When transaction level posting through GL was originally added to Dynamics GP, you were required to print the GL Posting Journal for any of this to work. The most recent change now allows you to post through the GL with transactions without printing the GL Posting Journal. 

    Dynamics GP Feature #7: Reprint bank journals

    Microsoft now includes additional options when reprinting bank journals. These additional options will allow users to select and navigate their data more efficiently.  

    The audit trail code range has been added to:  

    • The bank deposit journal 
    • Multicurrency bank deposit Journal 
    • Cleared transactions journal  
    • Outstanding transaction reports 

    Additionally, the filter for the audit trail code in date range have been added to the reprint journals for the bank adjustment journals and multicurrency bank adjustment journals. 

    Dynamics GP Feature #8: Print bank history reports

    A date range restriction is now available to sort the bank history reports. This will make it easier to find information. A date range will also appear on the header of each report with this updated feature.  

    This new restriction is available in the following reports:  

    • Bank Adjustments Reprint Journal 
    • Bank Deposit Reprint Journal 
    • Bank Transaction History Report 
    • Multicurrency Bank Adjustments Reprint Journal 
    • Multicurrency Bank Deposit Reprint Journal  
    • Outstanding Transactions Report – Reprint

    Dynamics GP Feature #9: Print and email POP and SOP documents at the same time

    This is a feature that has been a long time coming.  

    It allows you to email imprinting of sales or purchasing documents simultaneously. In the past for purchase order processing (POP) and sales order processing (SOP) you were required to print or email items separately.  

    Now, when you select ‘Send in Email,’ you can mark either PRINT A COPY or PRINT REMAINING before the print options. Be advised that leaving this option unmarked will result in these documents being only emailed. 

    Dynamics GP Feature #10: Workflow history option for no approval needed steps

    Some workflows have many first-level steps that are not triggered during a workflow process. Even though they are not triggered, data is stored for each of those steps in the tables as no action is needed. As a result, when looking up history for any workflow there is lots of unnecessary data brought in with no relevant information.  

    There is now a check box for “Omit no action needed workflow messages from workflow history.” When this is checked, it will reduce the amount of data saved in workflow history. 

    What Microsoft Dynamics GP Aches and Pains Are You Experiencing? 

    Similar to Microsoft, Enavate is committed to giving its customers first-rate service. Enavate goes above and beyond to offer support and solutions to overcome the challenges that many customers experience.  

    We understand each organization has its own set of pain points and operational issues and we seek to learn more about the obstacles that our clients have by seeking feedback and insights. With this proactive strategy, Enavate can provide specialized workarounds and solutions that precisely target clients’ problems, enhancing their overall experience and resulting in better outcomes.  

    We would like to hear from you. Please contact one of our ERP experts to discuss your challenges and together we will partner to discover the best solutions   

    Samantha Vislay

    Samantha Vislay, MCSE is a Dynamics GP Techno-Functional Consultant and has been working with Dynamics GP since 2015. She is skilled in training, implementation, integrations and customizations.

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