No matter what reporting tool your organization uses for its many applications, a fact of life is that we depend on data analysis and the insight it provides to make
To aid in this process, Microsoft has provided tighter integration between Microsoft Dynamics GP 2013 Beta and
For instance, I have created a basic “customer dashboard” type of report that I want to be able to run from within Microsoft Dynamics GP without having to navigate to the SRS Report Manager website, and without having to provide a customer ID each time. Once the report is created in SRS, some basic setup in Microsoft Dynamics GP needs to take place. Once the set-up is complete for my “customer dashboard” report, I can open the Customer Maintenance window, select the customer for which I want to see the report and then run the report.
You will notice that the system has a modified print icon with a drop down arrow. Clicking on the drop down arrow provides me with a list of available reports, from which my “customer dashboard” can be selected. A single report can also be defined as the “default” and will print automatically by just clicking the printer icon.
This will launch the report and provide the report the required parameter for customer selection.
This feature is available from the following master record maintenance windows in the system: account, customer, sales prospect, employee, item, checkbook, salesperson, vendor, and applicant.
This feature requires that the standard SRS reports have been deployed for the organization.
Keep in mind that this is still Beta software, but my hope is that this feature makes it into the production version once released.
For more information on
By The Resource Group -