Inside Dynamics GP 2010: Lookups

For those who been suffering while working on customizing their GP lookups every time it opens, its the time to take a look to the following feature in Dynamics GP 2010:

“You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default view you select will be the view displayed when you open the lookup window the next time.

You can set a default view for the following lookup windows.
• Items lookup window
• Accounts lookup window
• Employees lookup window
• Customers and Prospects lookup window
• Salespeople lookup window
• Vendors lookup window

The default view is saved on a per user, per company basis.”

Regards,

Mohammad R. Daoud – CTO
MVP, MCP, MCBMSP, MCTS, MCBMSS
+962 – 79 – 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

2 Responses to Inside Dynamics GP 2010: Lookups

  1. Terri says:

    We can't get these new lookups to work. When we check "Save as default" nothing happens. Any ideas?

  2. Can you give more details on how you create views, that can then be assigned as a default? Is it possible to create a view that shows different columns then what appears by default (for example, on item lookup, replace short description with the full description).

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