Views in Microsoft Dynamics GP 2015.

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I'm new to Microsoft Dynamics GP 2015, but I just want to find out if Views can be created in GP, or you have to create it in SQL?

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L Vail 65,271 on at

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Hi,

You have to create them in SQL. The only views you can create from the Dynamics user interface is if you have Extender. And then, they are only Extender views. You can create views using Dexterity, but your best bet is SQL if you are not a Dexterity programmer.

Kind regards,

Leslie

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Thank you,

After creating a view, you can now create a SmartList in Dynamics GP using that View.

Would I need sa/dynasa permissions in order to publish it to excel in creating refreshable reports?

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Heather Roggeveen 9,146 on at

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Hi Richie

You can query any table or view from Excel. There are two main ways to do it security wise.

1. Have a specific windows user (e.g. Reports) with credentials that everyone knows that is set up against the database and people log in each time.

2. Add windows users as SQL users and assign them access to the databases. Give them one of the rpt_xxx database roles. Make sure the views you create are assigned to the same rpt_xxx role. If you aren't too worried about which data the users can access, then just use rpt_poweruser. Then the reports will refresh without the users having to enter credentials.

I am assuming a certain amount of SQL knowledge with that reply.

Cheers

Heather

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Hi Heather,

Thank you for your help.

Cheers,

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Hi,

I think the problems I faced is exactly explained in this link.

https://community.dynamics.com/gp/b/gpjanakiram/archive/2011/01/25/excel-report-builder-publish-report-in-gp-2010

It is more related to the sa permissions, which I particularly do not have right now.

Thank you very much.

Cheers,

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Heather Roggeveen 9,146 on at

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Hi

Can you get your SQL admin to assign the sysadmin role to your GP user? That should give you the correct permissions.

Cheers

Heather

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