Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Views in Microsoft Dynamics GP 2015.

(0) ShareShare
ReportReport
Posted on by

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?

*This post is locked for comments

  • Heather Roggeveen Profile Picture
    9,146 on at
    RE: Views in Microsoft Dynamics GP 2015.

    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

  • Community Member Profile Picture
    on at
    RE: Views in Microsoft Dynamics GP 2015.

    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,

  • Community Member Profile Picture
    on at
    RE: Views in Microsoft Dynamics GP 2015.

    Hi Heather,

    Thank you for your help.

    Cheers,

  • Heather Roggeveen Profile Picture
    9,146 on at
    RE: Views in Microsoft Dynamics GP 2015.

    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

  • Community Member Profile Picture
    on at
    RE: Views in Microsoft Dynamics GP 2015.

    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?

  • Verified answer
    L Vail Profile Picture
    65,271 on at
    RE: Views in Microsoft Dynamics GP 2015.

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Featured topics

Product updates

Dynamics 365 release plans