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Using Quick Query to Get the Most Out of Microsoft Dynamics SL

December 29, 2014 8:29 am Published by

To get the most out of all the data your ERP solution holds, you need a quick and easy way to mine and present that data. Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, delivers the perfect search tool with Quick Query. Quick Query is a powerful search feature that includes more than 50 predefined views of Microsoft Dynamics SL data. Even if you’re a non-technical user, you can use Quick Query to easily and quickly locate specific ERP data.

There are many Quick Query views organized under a number of categories, including Orders, Inventory, Field Service, Project, and Foundation. Click on a view from the list to open it. The report will show all relevant documents, such as all vendor documents for an Accounts Payable view. But you can conduct a filtered search to see whether a particular column shows a particular value, so if you are looking for data on a particular vendor, for example, you can filter the report to show only that vendor.

To conduct a filtered search, select the filtering option you want from a drop-down list, such as “Vendor Name.” Enter the vendor name, or just a portion of the vendor name, and the filtered results will be shown below. You can change the result grid: change a column title or remove a field. You can easily add, remove, or rearrange fields by using the relevant buttons.

When you have the information presented as you would like, you can share it with others with just one click. Just click the Export to Excel button to start sharing. All data in the grid is copied to a Microsoft Excel worksheet, with column headers and filters already created.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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