Posts Tagged ‘popdock’
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,…
Read More
Scheduling Popdock Reports for Automated Exceptions and More!
We like to think of Popdock as a great interface to query any type of data in the cloud or on-premise. However, some of our customers have told us they don’t want to login to Popdock to see their information everyday. Were we offended? No! We created the capability to use Scheduled Jobs so you…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More