Work Simpler and Easier with GP Custom Links | May 2019

May 13, 2019

This great feature, built into Microsoft Dynamics GP, lets you create quick links to outside information. Add a link to a customer’s website or to a document in SharePoint. You create links directly from the main GP record, so there’s no need to navigate away from GP to access them.

  1. Navigate to Microsoft Dynamics GP | Tools | Setup | Company | Company and click on the Internet User Defined button to name the labels of your Internet User Defined Fields.

  1. Navigate to Microsoft Dynamics GP | Tools | Setup | Company | Custom Link.
  2. Click New to add a new link.
  3. Select the Prompt you would like to access the link from.
  4. Enter a label in the Custom Link Label field.

  1. Select the address where you would like to add a link.
  2. Select the Internet User Defined field you created in step 1 in the Address Field.
  3. Navigate to the main record you would like to add a link to.  NOTE:  This is what was selected in step #4.
  4. Click on the Internet Information Icon to the right of the Address ID field.
  5. Populate the user defined field(s) you created.

Now anytime you are in a window where you have access to the record ID, you can hover over it and access the link you just created.

Send this to a friend