Excel Tag

CRM 2011 Excel Export Import allows you to easily manipulate a large amount of data in CRM 2011. What's nice about this feature is that you can export the data to Excel and then use the power of Excel to manipulate data. You can then import the modified...

Project Accounting in Dynamics GP is a very flexible module. You can set it up to be very sophisticated, or very simple. It has basic reporting but, quite frankly, the reporting is lacking. One surprising omission is a SmartList that shows project actual/budget summary information. But if you have SmartList Builder, you can easily...

Fixed Assets is one of my favorite modules in GP. It is well integrated with GP and is easy to use. Most people use Excel to control their fixed assets. I used to. The problem that I often had was when a new year came along and I had to...

The Export Solution functionality in SmartLists with Dynamics GP allows you to easily extract information from Dynamics GP, and then add additional formatting in Excel to add value to the information. Unfortunately not many people take advantage of this functionality. Too bad, because it can really...

SmartLists is the easiest reporting tool to use and probably the most popular. You can quickly get to the information you want, and dump it to Excel. Sometimes the results one gets are not those expected. This often is because of the way that the underlying data queries...