Posts Tagged ‘popdock’

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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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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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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