Building Month Over Month Sales Reports

If you have a business that has been impacted by the pandemic, whether it be negative or positive, we are sure you would like some insight on how your company is doing monthly from year to year. You can see how your company was impacted and track to see how things are gradually returning back to…

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Acumatica – BOOM! It’s Integrated!

Popdock has now integrated with the cloud ERP, Acumatica, who provides integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, Field Service, Commerce Edition, Construction Edition, and CRM.  With the integration with Popdock the initial install will default to some common lists, but additionally you can edit the connector and add from a wider range…

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Working Popdock Into Your Microsoft Excel

Popdock is available to install from Microsoft AppSource as an add-in for Excel, but what if you don’t have the permissions to access and install Popdock.  In this article I will show you first how to install Popdock from Appsource, but then I will also show you how to get your data using Excel’s built…

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It’s All In The Popdock Details!

With the most recent Popdock face lift, we have concentrated quite a bit on improving how you view relationships between your data.  Popdock already had relationships which allowed you to view related data below your main list related to any record you selected.  For example, a Sales Invoice list could have a detail section below,…

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Fresh New Look and More Powerful Features

Popdock was recently updated with a new user interface and we released some powerful new features that will help you organize your data, customize your homepage, and create custom actions to help you easily interact with your data.    Details If you have logged in recently to Popdock, you may have already seen we made some big UI changes with new colors and layout changes. Column and chart settings…

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All Roads Lead to Popdock

Lately, I have been having lots of conversations with coworkers and customers, and the discussion always seems to come back to Popdock. It really seems to be the answer for any issue for a number of reasons. Popdock is a SmartConnect Data Source  Every once in a while, we run into a system that SmartConnect…

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Popdock helps collaborating in Microsoft Teams

With our current situations around the world, many businesses have had to result to working remotely. There are many remote applications being used now to video chat and one of the most popular ones many of us have been using or started using is Microsoft Teams. Teams allows us to keep in touch with our…

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Tech Tuesday: Create a Simple Action in Popdock

When you are on a sales call, there might be times you want to know more information about your customer. It could be something simple like you want to know more about their geographic location, such as the state they are in or their complete address. Another option is to do an internet search for…

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Embedding Dynamics GP in Dynamics 365/CRM

When working with Popdock widgets, the most common use is creating a widget and embedding it to show your favorite list, multiple lists, or a chart. The following will be a more advanced example of what an integrated Popdock widget can be, the next few steps we will show you how to add a parameter…

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Take Action With Your Business Central Lists

With recent updates to Business Central and our Popdock extension, we have released custom actions available on each list.  These custom actions are also available in the embedded widget inside of Business Central as well as in the details window if you are using a relationship on a list.  The capability that these actions provide,…

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