Deploying, Using and Modifying Microsoft Excel Reports with Microsoft Dynamics GP

Demo as we go

View

Agenda

Excel Reports

Over 200 That Ship With Microsoft Dynamics GP 10.0

Real Time Reporting in Excel

Use Windows Authentication

Match the SmartList User

Experience

Requirements

Office 2007, 2003, or XP

Machine that deploysthem must have .NET Framework 3.0 installed

Deployment - General

*.ODC

Office Data Connections to the Microsoft Dynamics GP

databases

Excel Workbooks that use the *.odc

files to populate the workbook with Microsoft Dynamics GP

data

Deployment - Network

Deploy Data Connections

first

User LevelStore on user workstations

System LevelDeploy to

network share

Network

Share

Deployment – Microsoft Office SharePoint Server (MOSS)

Viewing ReportsMicrosoft Dynamics

GPOutlook Windows

Explorer

Customizing ReportsModify Existing Reports

Create New Reports

If change existing report, have to redeploy to get the original back which replaces all reports

Security

Network Share

MOSS Groups

SQL Database

Roles

SQL Database

Roles

Documentation

Chapter 30 “Report Deployment” of

SystemSetup.pdf

Knowledge Base

“949524”

Always 2 places you have to grant security

What to Remember

For More Information:

www.bkdtechnologies.com

Contact Information

Jeffrey PauletteSales & Marketing Specialist

417.865.8701jpaulette@bkd.com