Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. 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 you 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, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Skipping the exports by using pre-built Excel reports


The connections we've looked at so far between Dynamics GP and Excel have been one way and static. Data 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 provides a new set of Excel-based reports. These reports use the 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 SharePoint Server (MSS). We'll look at deploying Excel reports to a shared file location:

  1. Create or select a file location...