Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Skipping the exports by using Prebuilt Excel Reports


The connections we’ve looked at so far between Dynamics GP and Excel have been one way and static. Data was moved from Dynamics GP to Excel. Once in Excel users could analyze and manipulate data, but when information in Dynamics GP changed, the user would need to re-export the data and re-run any analysis.

Microsoft Dynamics GP 2010 provides a new set of Excel based reports. These reports se the new Office Data Connection (ODC) to provide a live connection into Dynamics GP. Unlike exports, when data changes in Dynamics GP, these Excel reports can be easily refreshed to include the new data.

In this recipe, we look at how to deploy and use Excel reports in Microsoft Dynamics GP.

Getting ready

Prior to using Excel reports, they need to be deployed. This can be done to a simple shared file location on the company’s network or to Microsoft Office SharePoint Server (MOSS). We’ll look at deploying Excel reports to a shared file location:

  1. Create...