Granting Security to Lists in Popdock

In Popdock, if a user is not able to see a list, it is more than likely because the user has yet to be granted access to the list. You can grant security to lists to users or teams. Here are the steps for granting security to lists in Popdock: Granting User Security to a…

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Data Democratization: Immediate Access to MY DATA

I like to know stuff. Some things I want to know every day. Some things I need to know just once a month. Some things I want updates on 20 times a day. Most days I think of something new I want to know. I like to see top-level summaries. I nearly always have questions…

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The Pick Popdock Papers, Part IV: That’s nice, but what else can it do?

Some of my readers won’t remember this, but there was a time when business reports were just for looking at. Building a report meant putting columns in the right order and sorting the records correctly and then printing out to a piece of paper.  Imagine! Nowadays, there are several different ways that users might expect…

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Targeting Your Audience Based On Contacts From Multiple Applications With Popdock

In a scenario where you would want to target a specific market of customers and you have multiple applications storing customer data, you can use Popdock’s custom merged list to gather all those contacts together into one list and then filter them for the targeted audience that you want. For example, if you use Hubspot…

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Managing Posting Dates Across Multiple Companies/Locations in D365 Business Central

Having allowed posting dates in D365 Business Central helps to prevent posting to a period after you have already posted all your adjustments and entries to it.  In addition, you can prevent this from happening across multiple companies or locations.  Within Business Central, you can limit your posting dates for a company/location by going to…

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Free Samples (ie Sample Data!) with Popdock

One of things I loved as a kid was going to the grocery store and getting “free samples”. Even as an adult today, I still love the experience of going to a store that has “free samples” to try new things. I believe this experience is a great way to find out exactly how the…

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The Pick Popdock Papers, Part III: Know Your Audience

They say that you can’t please all of the people, all of the time. I would argue that you can’t please all of the people any of the time.  Especially when it comes to business reporting. In my previous post, we spoke about how to choose the right tool for the kind of report that…

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Get Creative With Your Dynamics GP Data

Normally, the data returned from a connector doesn’t need any special handling. However, in certain cases you may have to get creative with your Dynamics GP data to get it showing how you would like to see it.  In this article, I will show you three scenarios with Dynamics GP data that will help you…

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Assigning Widget Lists to a Group in Popdock

In Popdock, for an application widget to display data, the widget’s list(s) must be assigned to a group when the widget is created. These are the steps for assigning widget lists to a group in Popdock: Here is an example of what a user will see if a list is not assigned to a group…

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