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Customising the homepage in Microsoft Dynamics GP

Some of our clients have had trouble customising the homepage in Microsoft Dynamics GP. Here’s a comprehensive guide.

“Homepage cannot be customised even after selecting contents to display”

I was at a client site looking at security when I realised the user I was logged in as couldn’t customise their home page. Initially, I thought this was a security related issue but even after making myself a power user, I still could not customise my home page.

In the Customise Home Page area even after ticking My Reports and clicking OK, the Reports contents still does not appear on the Home Page. When I go back to Customise Home Page, My Reports is still not ticked as if I never ticked it in the first place. The version of GP is GP2013 SP1, and think this may just be related to the earlier versions of GP2013.

GPinnit

I realised that if I change the home page role and then back to what it was originally then I’m able to customise the Home Page and the check box stays selected. The problem with this is that a quick links or business analyser customisations are lost so it might be best to back up these settings or note them down so they can be recreated.

For more information about this, customising your Home Page or other support questions you may have, please visit www.advantage.co.uk or contact info@advantage.co.uk.


About the Author – Fu Tran

Fu has been working with Dynamics products for over 7 years both as an end-user and a consultant. Prior to his role as a Dynamics GP Consultant, Fu worked as a Management Accountant in the service industry, where he was directly involved in his first ERP implementation.

About Advantage Business Systems Ltd

Advantage Business Systems are a leading Microsoft Gold ERP partner with over 15 years’ experience providing ERP, CRM and BI solutions and IT support services to businesses throughout the UK. We specialise in the consultancy, implementation and support of Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics CRM and third party Business Intelligence systems.

For further information, please contact:

Ella Tolhurst, Advantage Business Systems

Email: ella.tolhurst@advantage.co.uk

Tel: +44 (0)20 3004 4600

Web: www.advantage.co.uk