Category: Dynamics GP

Join Me for a Webinar: Power Query in Power BI

Join me for a free webinar hosted by PBIUserGroup (PBIUserGroup.com) on April 16th, 2019 @ 12:00pm eastern!

Power Query in Power BI

Description:

Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized.

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Custom Links – Change Which App is Used When Making a Phone Call

In earlier posts for the Custom Link series, I shared how you can setup a custom link to invoke a phone call using Skype for Business… directly from within Microsoft Dynamics GP!
In this article, I will be sharing a quick update on how to switch from Skype for Business to Microsoft Teams.
Generally businesses are using Skype for Business, and upon install, this becomes the default application for invoking phone calls.  But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
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Moving Dynamics GP to the Cloud?

Come join me for a FREE workshop at the Microsoft Office in Charlotte!  We will be discussing how to get Dynamics GP in the cloud – best practices, options and things to be on the look out for!
March 26th, 2019
1:30p – 2:30p
8055 Microsoft Way, Charlotte, NC  28273
2019-03-28_10-09-40
I hope to see you there!
Thanks for reading!
Shawn


Shawn Dorward
Microsoft MVP, Business Applications
LifeHacks365.com | LinkedIn | Twitter | GPUG | MSDYNGP


 
Original Post: https://lifehacks365.com/2019/03/01/moving-dynamics-gp-to-the-cloud/

Jet Reports – Connecting the Data Source

Now that Jet Reports is installed, it’s time to connect to the Dynamics GP Data Source.
GP Data can be both on site (on premises) or in the cloud (Remote Data Service).
Below is a quick guide on how to connect to your data source!
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Jet Reports – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!

Many of those sample reports rely on something called ‘Friendly Names’.
Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂  Rather than your typical naming convention for GP – like GL20000.

Not only are the sample reports built using these friendly names, but it makes it much easier to use.

Also Jet Reports comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.
Below is a quick guide on how to use the GP Update Utility – PRO TIP!  It’s ok to add this later but I 100% recommend doing this before getting started.

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Jet Reports – How do I install it?

Jet Reports is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.

Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?

Here is how to install Jet Reports:

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Jet Reports – What is it and how do I get it?

Jet Reports is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports.  It lives in excel and connects directly to your Dynamics GP database.  There is even a free version…  interested?  YES PLEASE!!
This quick write up walks through how to get the Jet Reports add-in and get it installed in your excel application.
Jet Reports works with versions of GP dating all the back to version 9… it also even works with Excel 2010!!  So, let’s take a look.
For the complete series listing on Jet Reports – Click here!
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GP #LifeHacks 200: Replace Management Reporter with Jet Reports

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…

Here is a link with some information about this:

https://www.jetglobal.com/promos/gp/upgrade-from-management-reporter/

At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!

Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.

Jet Basics is a great way to get started with financials in Excel.  Jet Reports takes it one step further… and it’s totally awesome!!!

In this series I will break down how to install Jet Reports and how to build out your first simple reports.
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