Date post: | 29-Nov-2014 |
Category: |
Technology |
Upload: | jeffrey-paulette |
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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
Contact Information
Jeffrey PauletteSales & Marketing Specialist