How to Publish Salesperson-Specific Data to the Field with Microsoft Dynamics GP and SQL Reporting Services

I was recently engaged to resolve an issue a new client was having with Business Portal for Dynamics GP.  It didn't take long to figure out that the problem wasn't with Business Portal, but rather the way they were trying to use it and NOT using SQL Server Reporting Services (SSRS).  Both tools have a place in their environment, but one is not a substitute for another.  They complement each other.  This client, like most Dynamics GP customers, really needed to be leveraging the strengths of both together.

Its goal was simple; deliver relevant data to the sales organization in the field through the web browser.  Its requirements were not much different from those of any other sales organization.  It Its priorities were that 1) the reports were simple to use and 2) the sales people didn't have to filter out other sales territory or sales person data.

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About Michael D. Johnson II
Michael D. Johnson II is a Microsoft Dynamics GP consultant, project manager, and developer based in Nashville, TN. He has been implementing, customizing, and supporting Microsoft Dynamics GP systems since 1997, version 3.15. From early 2004 through 2009 Michael served as the CIO and Director of ERP Systems for a global consumer products manufacturer and distributor. Prior to that, he spent 7 years consulting in the Microsoft Dynamics VAR Channel. Currently, he is a managing partner at Straight Arrow Consulting, Inc. responsible for the delivery of professional services including PMO, Microsoft Dynamics, Technical Services, and Development. He earned a Bachelors Degree in Accounting from the University of Kentucky and a MBA from Vanderbilt University.

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