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

Getting fine-grained control of Excel Exports from SmartList


In the previous recipe, we looked at how to export SmartLists to Excel with the push of a button. That method creates a new Excel file each time. In many cases, users need to export the same set of data on a regular basis and build it into a formatted report via Excel. There's a way to accomplish this with SmartList exports. The feature is called Export Solutions and it's the focus of this recipe.

Getting ready

For our recipe, we'll assume that we have an account summary report that we want to format with a title and headers the same way every time. To begin we need to set it up the first time:

  1. Select the SmartList icon from the menu bar at the top or select MicrosoftDynamics GP menu from the top and click on SmartList.

  2. Select Financial | Account Summary on the left to generate a SmartList.

  3. Click the Excel button to send the SmartList to Excel.

  4. In Excel, select the File tab, pick Options, pick Customize Ribbon and ensure that the Developer...