This blog communicates with customers, partners, and the Dynamics community about the exciting developments related to CPM (Management Reporter, Forecaster and Enterprise Reporting) across all of the Microsoft Dynamics ERPs.
One of the new features of Management Reporter 2012 will be functionality to make the install and setup experience much easier by enabling company integrations.
Rather than setting up companies manually, we will provide functionality to import your companies from your Microsoft Dynamics ERP. This means that instead of manually setting up companies, names, and connection information, you can reuse what has already been entered in your Dynamics ERP.
Below is a summary of what you will see:
Microsoft Dynamics GP and Microsoft Dynamics SL
You can import new companies with 1-click. You will connect to the system database and see a list of all companies in the system database.
Changes to the company name need to be synced with Management Reporter. If you would like to change the company name, then update it in Dynamics ERP and then re-import into Management Reporter.
For Dynamics GP users with Analytical Accounting, a second version of the company will be imported with AA appended to the company name. i.e. TWO and TWOAA
Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012 (existing)
You can import new companies with 1-click. You will see a list of all companies in the Dynamics AX database.
Changes to the company name need to be synced with Management Reporter. If you would like to change the company name, then update in Dynamics AX and then re-import into Management Reporter.
Microsoft Dynamics AX 2012 data mart and Microsoft Dynamics NAV
Upon setup of Management Reporter 2012, we will automatically create all companies in your Dynamics ERP.
Any changes to company name will be reflected in Management Reporter without user intervention. As new companies are created they are automatically added to Management Reporter.
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