Tuesday, July 28, 2009

Deploying the Excel Reports For Dynamics GP 10

Deploying the Dynamics GP 10 Excel Reports

Version 10.0 ships with the “Microsoft Office SharePoint Server Deployment Wizard” which you’ll find in your Start menu after installing the necessary Dynamics GP components. This wizard is great because it:

· is an easy to use wizard that eliminates the need for extensive IT resources

· automates the data connection and Excel report deployment process

· deploys reports for selected companies and registered modules only

· creates a folder structure to organize connections and reports by company and series

Once in SharePoint, you can access these reports through your internet browser, or even hook up the Excel reports to your Outlook client so you have instant access to real-time GP data without ever leaving your inbox!

The Data Connections (the files that store the database connection settings) can be deployed to a separate location from the actual Excel report files, which increases the security capabilities. Rather than sending around an Excel file containing database login information that any user could open, you can secure the Data Connections separately from the Excel file so only authorized users can actually pull data into the Excel report file.

Deploying the Excel Reports to a Network Share

Some customers are under the impression you MUST be using SharePoint to utilize these Excel Reports. NOT TRUE!! You can access the network share deployment in Dynamics GP by going to Tools | Setup | System | Reporting Tools Setup. This window helps you deploy the Data Connections and the Reports to the folders of your choice. This window ALSO allows you to hook the reports up into your GP Client so that the reports show up within Microsoft Dynamics GP under the Administration section from the left-hand nav bar. That way users both IN and OUT of Dynamics GP can easily access these valuable reports.

If you have Dynamics GP 10.0, you own these Excel reports. No additional licenses required to access these reports (if you deploy them to Microsoft Office SharePoint Server, then you would need a SharePoint license to access the site of course).

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