Andrew Kampwerth does through the similariies and differences between Dynamics GP SmartList Designer and SmartList Builder

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Are you a Smart Aleck?
SmartList Designer vs SmartList Builder

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Introduction
• Presenter: Andrew Kampwerth
• Application Consultant at Sikich LLP
• Sikich is a leading accounting, advisory, technology and
managed services firm.
• Contact Information:
• 12655 Olive Blvd, Suite 200 St. Louis, MO 63141
• 314-275-7277
• akampwerth@sikich.com
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Agenda
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• History of SLB and Designer
• Features
• Comparison Chart
• First Hand Look
• What’s Next

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History
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• SmartList Designer was released with GP
2013 SP2 (FREE)
• Enhanced with GP 2013 R2
• SmartList Builder is one of the most popular
(if not THE) add-ons for Dynamics GP
• Periodically switched hands, but is now owned
by its original creator, eONE Solutions

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Features – SmartList Designer
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• Accessed by clicking ‘NEW’ on the SmartList window
• Built on a very intuitive UI
• Extremely user friendly
• Displays tables using in an easy-to-find manner
• Allows user to create simple calculated fields
• Can preview the data before releasing into production
• Modify default SmartLists
• Deploys with a simple click on ‘OK’, without having to update a cache
• SmartList Splitter!

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Features – SmartList Builder
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• Very robust capabilities
• Allows user to pull data from any SQL table or view
• Can link up to 32 Dynamics GP tables together
• Create multi-company (or database) SmartLists
• ‘SQL Scripting’ Feature
• Create complex calculations, restrictions, and Go-To’s
• Table Finder
• Search by GP window, field name, or value
• Convert SmartLists from Designer to SLB
• Beyond purchasing SLB, you also receive Excel Report Builder and Navigation List
Builder

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Comparison Chart
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Feature SmartList Builder SmartList Designer
Create new SmartLists Yes Yes
Modify default SmartLists Yes No
Link tables Yes Yes
Combine work, open and history tables Yes No
Use SQL Views as tables Yes Yes
Use SQL Tables as tables Yes No
Use SQL Scripts as tables Yes No
Use SQL objects from other databases Yes No
Use Extender resources as tables Yes No
Use SmartLists as tables Yes No
Create Go Tos Yes No
Add fields to display by default Yes Yes

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Comparison Chart Cont’d
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Feature SmartList Builder SmartList Designer
Add fields as available but hidden by default Yes No
String formatting Yes No
Date formatting Yes No
Edit list items Yes No
Display numbers as currencies Yes Limited
Display variable decimal places Yes No
Display numbers as percentages Yes No
Display numbers as negative Yes No
Display account indexes as accounts Yes No
Display note indexes as notes Yes No
Bulk edit field settings Yes No
Calculated fields Yes Limited
Restrictions Yes Limited

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Comparison Chart Cont’d
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Feature SmartList Builder SmartList Designer
Multi-company SmartLists Yes No
Summary SmartLists Yes No
Reorder columns Yes No
Preview data Yes Yes
Preview SQL Script Yes Yes
List level security Yes No
Table level security Yes No
Record level security Yes No
Functional security Yes No
Create Excel Reports Yes No
Create Navigation Lists Yes No
Create drill downs Yes No
Table finder Yes No
Import and export setup Yes No
Duplicate lists Yes No

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First Hand Look
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What’s Next
• Microsoft has stated that they plan to
continue enhancements to SmartList Designer
• Next major release is GP 2015 in Q4
• eONE plans to deliver a web/mobile version of SmartLists to
display your SmartList Builder lists.
• Accessible through a tablet or phone using a browser
• Additional new features: Create custom folders in SmartList,
select fields to total in Excel Reports, Subtotals in Excel Reports
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Questions?
What Have You Learned? What Can You Share?
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akampwerth@sikich.com