From the Microsoft Dynamics GP Blogs: GP + Excel; Report Builder; Custom links; Troubleshooting performance

This week on the Dynamics GP blogs:

• What are the options for using Dynamics GP and Microsoft Excel together?
• SSRS 2016 Report Builder permissions
• Custom links - using Skype for Business from within Dynamics GP
• Troubleshooting Dynamics GP performance in a terminal server environment

I love Dynamics GP and Microsoft Excel. What are the options to use them together?

On the Dynamics GP Support and Services Blog, Lucas Reuss said for users in the Dynamics GP community that love to use Excel for reporting, there are a few options for viewing information from Dynamics GP directly in Excel. For instance, exporting various reports to Excel, or pulling up data directly into Excel. 

In his post, Reuss outlined each of the major options and highlighted the advantages of each of them.

The first option that most users are already familiar with is exporting SmartList reports to Excel.  Just like the screenshot shown below, you can send specific sets of information with filters already applied to Excel by clicking the Excel button at the top of the SmartList window.  In the screenshot, I am using the Account Summary list with filters to show information from the 2027 Fiscal Year under the 000-1100-00 account.

This option is also the most utilized for simple sets of transactional and summary types of information and I''s beneficial for looking at, modifying, and saving quick snapshots of information from almost all of the modules in Dynamics GP, Reuss said.

You can read more about this and other options here.

SSRS 2016 Report Builder permissions