Resources to speed up your growth

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…

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…

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…

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…

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…

One of things I loved as a kid was going to the grocery store and getting “free samples”. Even as an adult today, I still love the experience of going to a store that has “free samples” to try new things. I believe this experience is a great way to find out exactly how the…

They say that you can’t please all of the people, all of the time. I would argue that you can’t please all of the people any of the time.  Especially when it comes to business reporting. In my previous post, we spoke about how to choose the right tool for the kind of report that…

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…

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…

“You should always pick the right tool for what you’re doing” seems like a really trite way to open this post. But I just did. Hopefully it brings you in anyway. One of the biggest problems I have in picking tools is identifying exactly what it is I’m trying to do. For example, it isn’t…

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…

There are a lot of reporting tools on the market today.  A lot. And choosing a reporting platform isn’t easy! So many of the tools on the market today purport that they are “the only reporting tool you’ll ever need!” However, I personally think that that claim is really small-minded. It’s true that most of…

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…

Grouping serves as a convenient means of summarizing or analyzing the data. You can do this simply by grouping lists in Popdock. This blog will show you the steps for how to add grouping to a list: 1.When viewing your list, just above the row of column headers you will see the row to drag…

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.

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…

If Your Reporting Software Can Do This Then It’s Awesome Else Get A Popdock Subscription   Data manipulation is a very important tool when dealing with your data and how you want to see it.  In some cases going beyond the normal calculations can help you gather important data that you actually want to see. …

Are you a Salesforce user, just diving into Popdock and wondering how to leverage it as a key solution for your team moving forward? We want to give you some help – through 7 Salesforce hacks you can use right away. Check it out: Have questions or want to know more? Shoot me an email…

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.

We were excited to learn one of our strategic partners, Steve Simon at PDG Consultants, recently wrote on his blog about his experience with and love of Popdock. Let’s just say, we can’t help but share. Watch at the end for the line we love to hear from all our partners! (“That was easy.”) Check…

Company Super Star Car Wash was founded in 1993 in Phoenix, AZ and prides itself on providing express and full-service car washing with detailing, as well as quick lube services, convenience stores and gasoline. After starting with one car wash, they have since grown to 24 locations and continue to expand. Project Scope As a…

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…

Do you have a favorite application that you spend using for most of your work day? Maybe you are a salesperson spending large chunks of your day inside of a Customer Relationship Management (CRM) system like Salesforce.com or Dynamics 365 Customer Engagement. Possibly, your day is spent inside of an accounting system like Quickbooks, Dynamics…

  You’ve fallen in love with SmartLists over your years using GP. Now that you’re using Dynamics 365 Business Central, what do you do? Look no further. Popdock provides a fast, simple interface for end users to get at the data they need to do their daily jobs. We like to call it Actionable Data.…

  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…