When you work with several different systems, reentering data in multiple places is inevitable. Or does it have to be? With
Let your customers do the work by entering their information into your online forms, where SmartView then seamlessly transitions that data and creates an invoice and a customer card in
Your sales and marketing team then has access to that same information within
SmartView allows you to cut back on the number of GP or CRM licenses needed, as information can be pulled directly into Excel spreadsheets. If you make an adjustment to the data in Excel, the SmartConnect tool automatically updates the information your systems.
Microsoft Dynamics GP currently includes SmartList, which is a basic reporting tool with a limit of four filters. You also must have a GP license to use the functionality. SmartView offers unlimited filters, totals to screen, easy grouping, export to Excel, and the ability to see lists outside of GP so no license needed.