Thursday, January 26, 2012

Drill Down to Dynamics GP windows from Excel

Microsoft Dynamics GP 2010 has a new feature called Drill Downs. This is somewhat similar to the Office SmartTags product that was available in previous releases. This functionality allows you to create drill downs from an Excel Report, SSRS report, etc. that will open a Microsoft Dynamics GP window for you with the data you are drilling back on populated. By default, there are many of them setup, but you can also create your own if you have the Drill Down Builder product that is available in the package with SmartList Builder and Drill Down Builder.

The drill downs aren't in place by default in the Excel Report files, but are in the Data Connections that those reports use so that you can pull them into the Excel Reports.

CLICK HERE to take a look at how to get one added to an Excel Report.