Excel

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Refresh from CRM Option Missing?

Posted: Dec 11th, 2015

Have you ever had your “Refresh from Excel” option go missing when working with a Dynamic worksheet or Pivot Table?

You were smart. You exported your view as a Dynamics Pivot Table or Dynamics Worksheet so all you had to do is refresh it when you wanted updated data. BUT, from reason you go into your spreadsheet and the refresh button is gone. Where did it go and how can you get it back?!?

 

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Dynamics GP – Printing reports to file in Dynamics

Posted: Oct 26th, 2015

In Dynamics GP at all versions, any report in Dynamics has the option of being sent to a file instead of going to the screen or printer.  This is true of the standard, unmodified reports that come with the Dynamics program, as well as custom or modified reports created or modified using ReportWriter.  When you click on Destination in the Report Options window, the file format/output options are Text, Tab-delimited, Comma-delimited, HTML, and XML.  You can also select Tab-delimited and then put a .xls extension at the end of the file name to have the file open up in Excel, but this typically

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Dynamics GP 2013 R2 Copy and Paste Journal Entries from Excel to a General Ledger Journal Entry

Posted: May 15th, 2015

Starting with the release of Dynamics GP 2013 R2, the ability to copy General Ledger journal entry data from an Excel spreadsheet, or even Notepad, to GP became available.

The process can be as simple as highlighting the data in Excel, choosing the Copy function, and clicking the Excel Paste button on the General Ledger Transaction Entry form to paste the data into Dynamics GP. 

The key word is it CAN be as simple as copying the data from Excel into Dynamics GP, but as we all know, it is never THAT simple. 

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Deployment of Dynamics GP Excel Reports

Posted: Mar 2nd, 2015

Have you ever wanted to have the same data that you see in Smartlists within GP already in an Excel form so that you didn’t have to wait for the Smartlist to export to Excel or that users that aren’t in GP can see the data.  Well since version GP 2010 Microsoft has introduced Excel Reports.  Excel Reports provided this ability to view GP data in Excel and can be accessed by anyone that has security to view the data, the best thing is that it doesn’t take a GP user to do so.

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Spring Training is Here!

Posted: Feb 11th, 2015

It’s that time of year when our minds wander ahead and think about the promise of Spring. Why not get in the spirit and get going with Spring Training of your own.

Our training webinar calendar is updated and ready for you and your team to ramp up on the latest!

We have timely and useful content covering What’s New in the latest Microsoft Dynamics GP and CRM 2015 releases. If you have scheduled your upgrades or are considering that upgrade soon – these webinars are a must. 

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Microsoft Dynamics GP User Group Meeting – Rapid City, SD

Posted: Jan 27th, 2015

Summit Group Software is so excited to welcome our newest group of customers in Rapid City, South Dakota with our move into that market in January. Please plan to join us for an introduction to Summit Group Software, meet some of our team, and see what’s coming with Microsoft Dynamics GP 2015. And… enjoy lunch on us!

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