Managing orders and inventory can be challenging if your business is working in multiple systems. It can be difficult for your sales team to have inventory data on hand while creating an order if your inventory is being tracked in another system. If you are using Salesforce to create your orders, Salesforce gives you the…

  The smaller the business the more complex the data problem is.   I often hear people suggest that the software and data needs of large businesses are very complex. What is true in this statement is that the implementation, training and gaining user buy-in may be more complex.  However, the data needs are not…

Using an Azure Data Lake you can migrate your Smartlist data from Dynamics GP.  Having this data accessible in Popdock allows you to create a Popdock widget which can be embedded into any system that allows a customized embedded iFrame. Whether you are migrating to Business Central, Salesforce, Netsuite, or any of the major systems…

Popdock’s newest locale feature will benefit anyone needing to see dates, numbers, quantities, and currencies in the format that they prefer. Popdock breaks these settings down across two platforms (Web application and Widgets) and two settings called Locale and Currency. Locale controls the numeric format of dates, numbers, quantities, and currency where the Currency setting…

It’s easier than you think! Popdock helps Salesforce users multiply their marketing efforts. Take a look at 6 ways Popdock makes it easy: Have questions or want to know more? Contact sales@eonesolutions.com.

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…

What is Popdock? Popdock is BI for the end user and those who need to get the job done. It’s real-time data from 60+ applications in a single interface and external data embedded inside Salesforce without integration. Popdock delivers you all this information on any device. Simply put, Popdock makes data accessible and actionable for…

At eOne/Popdock we are always looking for ways to simplify things to make it easier for our end users to virtually integrate there data into environments without needing to learn how to code or copy and paste any code.  When integrating a widget inside of Salesforce we use to have you copy the embed code…

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…

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…

In our previous blog (“May The Visualforce Be With You – Part I“), we took you through customizing your Salesforce Product’s page to add a Popdock Widget in a new section to display the quantity on hand coming from Dynamics 365 Business Central.  In this article, we will now show you how to add a…

When working with data directly from databases you can have some data that needs some decoding.  For example, Microsoft GP tables, you know that the column names and data returned is in its raw format which is not good for displaying on a list.  Popdock has the power that allows you to decode certain data…

Popdock is available to install from Microsoft AppSource as an add-in for Excel, but what if you don’t have the permissions to access and install Popdock.  In this article I will show you first how to install Popdock from Appsource, but then I will also show you how to get your data using Excel’s built…

With having sensitive data accessible to members of your team, you may want to consider using the built-in feature of Popdock security.  Popdock’s security would allow you to distribute permissions based on users and teams.  In this article, I will go over where to go to set up security settings for a team and the…

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…

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…

In Popdock, for an application widget to display data, the widget’s list(s) must be assigned to a group when the widget is created. These are the steps for assigning widget lists to a group in Popdock: Here is an example of what a user will see if a list is not assigned to a group…

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…

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…

Today, many software companies are allowing access to their data through an API and many 3rd party applications are using this to their advantage.  Most of the time you must understand their documentation and a programming language to make real use of the access they allow to their API. With Popdock’s REST Service, you can…

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…

Today’s blog comes from our Popdock Support Team. We’ve had so many requests & questions around how to get Popdock into Power BI that we thought we’d share our step by step guide. Take a look at the guide here. If you have any questions, please don’t hesitate to reach out support@popdock.com.

Not only does Popdock allow users to display data from out of the box Dynamics GP SmartLists, any custom lists created in SmartList Builder, with a couple of exceptions, can be displayed in Popdock as well. (The exceptions are: (1) Payroll and Human Resources SmartLists, including those created using SmartList Builder, which can be added…

Popdock has now integrated with the cloud ERP, Acumatica, who provides integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, Field Service, Commerce Edition, Construction Edition, and CRM.  With the integration with Popdock the initial install will default to some common lists, but additionally you can edit the connector and add from a wider range…

Role based security is a new feature that has been added to Popdock. It allows you to grant elevated permissions to Popdock users without having to make them an administrator. Three roles are automatically added to all Popdock accounts: The User role grants access to exporting lists to Excel The Manager role allows users in…