Wednesday, February 11, 2015

Making Intelligent Decisions with Your Data

Using Excel Report Builder with Dynamics GP


Imagine making an ERP report such as “Inventory Stock Status” available to be viewed and formatted in Excel?  All a user needs to do is open Excel and there is the data refreshed real time.  All this done from the comfort of Excel.

Microsoft Dynamics GP Excel Report Builder is one of a variety of reporting tools that that can make this happen today.  No programming, no configuration – just send the report to excel and format the report to look the way you want to see it.  No fuss no mess.

The Excel Report Builder generates an Excel report with live data connections automatically.  These connections link back to Microsoft Dynamics GP without the user having to configure servers or authentication. If the user has rights to view the report they have rights to format it in Excel. 

So think of the possibilities you can use today.  List of purchase orders needed from the Vicinity MRP or truck routings for delivery by day.  Raw material usage with costs and production schedule data.  All within excel and easy for the user to consume.

So start using Excel as a reporting tool rather than a databases.  You will wished you have found this a long time ago.


If you are currently using Microsoft Dynamics GP contact your reseller or give us a call.  We are always here to help.  If you are new to the Microsoft Dynamics community take a look at what you are missing.  Before no time you will be up and operational wondering how you lived without Microsoft Dynamics. 

 Vicinity & Dynamics GP with Excel Report Builder
Check out this video featuring Vicinity software with Dynamics GP using Excel Report Builder.

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