White Paper: Office and Dynamics GP 9.0 Integration


posted by Erik P. Ernst
Mar 17, 2009

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White Paper: Office and Dynamics GP 9.0 Integration

Integrated Innovation:

Microsoft Office
Integration White Paper for
Microsoft Dynamics GP 9.0

This paper explains how Microsoft Office 2003 and Microsoft Dynamics GP form a powerful tool that connects information with the people and processes their organizations use to succeed. This paper notes specific integration points between Microsoft Dynamics GP and Office, including integration between Office and SmartList, and Office and Business Portal. (29 pp.)

Introduction 

This paper is directed toward Microsoft Dynamics GP customers to help them understand the ways that Microsoft Office 2003 and Microsoft Dynamics GP form a powerful tool that connects information with the people and processes their organizations use to succeed. This integration offers an approach to managing information that’s based on the following four objectives:

  • Information for everyone – Provide more people in the organization with better visibility into the company’s operations so they can gain deeper insights, make better decisions, and take more effective action.
  • Process management – Improve organizational ability to anticipate, manage, and respond to changes in the marketplace in order to maximize opportunities.
  • Effective teamwork – Use communication and collaboration to improve the effectiveness of teams within your organization, as well as with partners and customers to reach common understanding so they all can work together with speed and agility.
  • Personal impact – Provide tools that help individuals gain insight into the data they deal with each day, to improve their ability to make the contributions that move your business forward in an increasingly demanding business environment.

This white paper notes specific integration points between Microsoft Dynamics GP and Office and suggests business situations in which these points are particularly useful. Some integration takes place between Office and SmartList, and Office and Business Portal. SmartList and Business Portal both are features of Microsoft Dynamics GP.  

  • SmartList – SmartList is a Microsoft Dynamics GP querying tool that allows you to instantly create sophisticated queries to find detailed information about customer, vendor, inventory item, and employee records, as well as general ledger accounts. A number of pre-defined queries are included with Microsoft Dynamics GP.
  • Business Portal – Business Portal is a role-based portal that integrates seamlessly with Microsoft Dynamics GP to deliver applications, information, and processes to employees, customers, and partners across the organization in a browser-based environment.

Published: March, 2006