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Rimrock Corporation

Dynamics GP: Save Files to Your Computer with Integration Manager


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A lot of our customers at Rimrock Corporation use Microsoft Dynamics GP to replace their outdated software solutions. But in some circumstances, our customers want to keep other applications and use Microsoft Dynamics GP solely for financials. When this happens, we always recommend that our clients use a trusted tool called Integration Manager. This is a simple and efficient tool that will import all your data from other existing software systems.

If you are using Cloud Services (Azure) and accessing the applications through published apps, here are four easy steps to follow that will help you save files to your PC or SharePoint.

  1. Log into Microsoft Dynamics GP
  2. Check the server configuration from your published app to ensure the application is accessible from SharePoint or any other shared location.
  3. Allow all users to access SharePoint or the other shared location as well as access to Dynamics GP and Integration Manager.
  4. When you click to print a file, both locations will appear. Please see the screenshots below.

                  

 

If you would like more information about how to use Integration Manager or any other GP tools, please contact Rimrock Corporation. We are a Microsoft Gold Certified ERP Partner and our experienced Dynamics GP consultants would be happy to help!

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