Chapter 1. Personalizing Dynamics GP

In this chapter we are going to cover the following topics:

• Personalizing the home page by selecting the right role
• Improving visibility by setting required fields to bold and red
• Further personalizing the home page by customizing the layout
• Speeding access to data with Quick Links
• Rearranging navigation to make it easier
• Managing personal reports with My Reports
• Viewing open items with Task List
• Accessing accounts faster with Favorites in lookups
• Cleaning up the mess by fixing Auto Complete errors