Connector
Accounting
Financial
Virtual Integration
Virtual Migration
Microsoft

Dynamics SL

Empower end-users to custom report & securely access Dynamics SL data anywhere.

Popdock makes Dynamics SL reporting better.

Popdock allows you to bring all your data together to get the detail you need without waiting on IT. Get all the power you used to use with Quick Queries and the Business Analyzer, but you’re not limited to only reporting on SL.

With Popdock, you can:

  • Use an intuitive to interface to add as many filters as you’d like and work with SL data
  • Combine other data with SL data
  • Share data with other people in your company that you don’t necessarily want logging into Dynamics SL

Access your existing quick queries via Popdock and share.

One common question that comes up from our Dynamics SL   customers is, “Can I use the Quick Queries I already built with my Dynamics SL data?” The answer is “Yes.” You can access and work with all the Quick Queries in Popdock.

The benefit of using your existing Quick Queries in Popdockis that they can be accessed efficiently right along all your other favorite reports and shared with more users in an intuitive interface to filter, group/subgroup, search, drill down, and see related data.

Combine SL with other data and create custom reports.

Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare, and summarize data across SL tables and with other cloud and on-premise applications you use.

Some examples of combining Dynamics SL data include:

CRM + SL:  

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter,etc.
  • ROI & spend related to campaigns
  • Commission reporting

Exception reports:

  • Any place where data may be missing
  • Data not integrated between SL and your other apps

SL + Legacy system data reporting

New ERP + SL as a legacy system reporting

Embed SL data in your other apps.

Making relevant data convenient is important for user adoption.End-users need efficiency to drive value for their task. Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of Dynamics SL data, a very popular use case is embedding Dynamics SL transactions in CRM on the related customer’s account record.

With Popdock widgets, you can virtually integrate any Dynamics GP data with other apps. Learn more about different ways to present data where your team works.

Moving to Dynamics 365 Business Central?

Consider embedding your historical Dynamics NAV data using the Popdock for Dynamics 365 Business Central app.

Lists

Connect to the Dynamics SL data you need. These are just a few of the default lists that come with the Dynamics SL connector:

Accounts Payable

  • Vendor History
  • AP Documents
  • Vendor Details
  • Recurring Vouchers
  • AP Transactions
  • 1099 Vendor Balances
  • Vendor Addresses
  • Pre-Payments applied to Vouches
  • AP Vouchers/ Debits/Credits

Accounts Receivable

  • AP Transactions
  • Customer Details
  • Customer History
  • AR Invoices/ Debits/Credits
  • AR Transactions
  • Salesperson History
  • Shipping Addresses
  • Customer Balances
  • Recurring Invoices
  • AR Documents
  • AR Invoice Preview

Bank Reconciliation

  • Bank Reconciliation

Bill of Material

  • BOM Transactions

Cash Manager

  • Cash Balances
  • Cash Transactions

Contract Manager

  • Contracts
  • Project Change Orders
  • Subcontracts
  • Subcontract Change Orders

Currency Manager

  • Currency Rates
  • Currency Balances

Equipment Maintenance

  • Preventative Maintenance Schedule
  • Equipment History

Flat Rate Pricing

  • Flat Rates

Flexible Billing

  • Projects Drafts/Invoices
  • Billing Transactions

General Ledger

  • Allocations
  • Accounts
  • Account Summary & Budgets
  • Account/Subaccount Combination
  • Batches 
  • Journal Transactions
  • Subaccounts

Inventory

  • Inventory Transfers
  • Inventory Adjustments
  • Inventory Transactions
  • Inventory Receipts
  • Inventory Quantities & Cost Layers
  • Inventory History
  • Inventory Quantities by Site
  • Inventory Items
  • Inventory Quantities by Location
  • Inventory Issues
  • Inventory Kit Assemblies
  • Inventory Quantities by Project

Inventory Replenishment

  • Add Daily on Hand Req
  • Inv Replen Planned Orders
  • Average Daily Demand

Order Management

  • Shipper Lines
  • Sales Order Lines
  • Shippers
  • Sales Order Shipping Schedule
  • Sales Orders

Payroll

  • Deductions and Emp Ded Setup
  • Payroll Deductions Transactions
  • Earnings
  • Payroll Checks
  • Payroll Transactions
  • Employees
  • Payroll Earnings Transactions

Project Budgeting

  • Budget Revisions

Project Controller

  • Project Team
  • Account Categories
  • Task Financial Summary
  • Project Tasks
  • Project Transactions
  • Project Financial Summary
  • Task Assignments
  • Projects
  • Resources

Purchasing

  • Purchase Order Lines
  • Purchasing Receipt Lines
  • Purchasing Receipts
  • Purchase Orders

Quick Query

  • Query View List

Requisitions

  • Requisition Header
  • Requisition History
  • Item Request History
  • Item Request Details
  • Requisition Details
  • Item Request Header

Service Contracts

  • Service Contract Profitability
  • Service Contract Equipment 
  • Service Contract Pricing
  • Service Contract Revenue Schedule
  • Service Contract Billing Schedule
  • Service Contract

Service Dispatch

  • Service Call History 
  • Service Invoice
  • Service Call
  • Service Call Detail
  • Service Employees

Time & Expense for Projects

  • Expense Audit Trail
  • Timecard Lines
  • Expense Reports
  • Time Audit Trail

Work Order

  • Work Order 
  • Work Order Lines

Take any of these out-of-the-box lists, modify them, or simply use them as a "template" to create new favorites that suit what you need.

Details

Details allow you to  see more information related to the record, which can be related data (for  example, seeing detailed lines on header records) or cross referencing data  from other apps (for example, shipping status related to an order). Here are  details that are available to see with the Dynamics SL Connector:

  • Customer Details: AR Documents, AR Transactions, Sales Orders, & Service Calls
  • Inventory Items: Inventory Transactions & Quantities by Site
  • Projects: Transactions, Resources, Changes Orders, & Tasks
  • Sales Orders: Lines
  • Vendor Details: AP Documents, AP Transactions, & Purchase Orders

Technical Details & The Dynamics SL Gateway

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like. With the Dynamics SL connector, you can provide access to data from any Dynamics SL page service or from Microsoft SQL. 

To safely connect to your Microsoft Dynamics SL environment, we recommend setting up the Popdock Gateway for Dynamics SL.

Common Questions

Frequently Asked Questions

What is the price for this connector?

There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here

Does Popdock offer multi-company reporting?

Yes, Popdock offers multi-company reporting for Dynamics 365 Business Central, Dynamics GP, Dynamics SL, Dynamics NAV, and Acumatica.  It’s a feature within the interface that lets you select which company you’d like to pull data from for the filter and favorite you’re using.

Is it possible to report across multiple instances of Dynamics SL?

Yes, you can set up a connector for each Dynamics SL Instance and then use custom lists to join, merge, compare or summarize your data.

What types of authentication are supported for the Dynamics GP connector?

The types of authentication supported for the Dynamics GP Connector are both SQL Authentication and Dynamics GP Gateway.

Can I use custom Quick Queries that I created?

Yes, all Quick Queries (essentially SQL Views) can be used.

What versions of Dynamics SL are supported?

Dynamics SL 2011 and later supported.

TOP-RATED

Experience Popdock.

Request 1:1 Demo

We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Recorded Demo

We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.