Overlooked Dynamics GP Features – Part One – Custom Links

By Stoneridge Team | February 12, 2020

We all love the features inside Dynamics GP, but there are so many that get overlooked or forgotten.

One often overlooked feature that has been around for a long time is Custom Links.

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You can add a link to;

  • Chequebook
  • Credit Card
  • Currency
  • Customer
  • Employee
  • Exchange Rate
  • Item
  • Salesperson
  • Tracking Number
  • Vendor

Add a picture of a Vendor, Customer, Employee, Salesperson, or Inventory Item. Add a website link to a Chequebook, Credit Card, Currency, or Exchange Rate. Embed a link for a Teams Chat with your customer or vendor contact. Send a waybill number from a Sales Order to the shipping company to track an incoming or outgoing package. As with most things in GP you are limited by your imagination!

The first in this series of custom links is Tracking a Package.

To track a package, you will first need to determine the carrier’s website.

An assumption must be made that all items on the sales order are being shipped via the same carrier.

The Shipping Method from the Sales Order Header will identify which Carrier’s Website to use.

To track a package via Canada Post;

Set up the Custom Link with the Shipping Method in the Field Value field and the URL for the tracking website.

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In the Sales Customer, Detail Entry window use the Shipping Method.

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There will now be a link in the Sales User Defined Fields Entry window for Canada Post.

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Switch the Shipping Method to UPS and the link changes.

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Canada Post has a tracking number that will resolve for testing purposes.

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Join us next time for part two and learn how to add a picture to an inventory item.


Should you have any questions, email our support team.

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