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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Skipping the exports by using prebuilt Excel reports

The connections we've looked at so far between Dynamics GP and Excel have been one way and static: data moved from Dynamics GP to Excel. Once in Excel, users could analyze and manipulate data but when information in Dynamics GP changed, the user would need to re-export the data and rerun any analyses.

Microsoft Dynamics GP 2010 provided a new set of Excel-based reports to which Dynamics GP 2013 added. These reports use the new Office Data Connection (ODC) to provide a live connection to Dynamics GP. Unlike exports, when data changes in Dynamics GP, these Excel reports can be easily refreshed to include the new data.

In this recipe, we look at how to deploy and use Excel reports in Microsoft Dynamics ...

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