web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / connecting excel to dy...
Microsoft Dynamics GP (Archived)

connecting excel to dynamics gp

(0) ShareShare
ReportReport
Posted on by benclester@luber.com 55

Hello. I've been trying to figure out how to connect excel to our dynamics gp database. From what I've read this seems possible, but I don't want to cause any problems trying to set this up. Can anyone give me the steps I can follow to do this? The reason I'm trying to do this is to have reports in excel I've created to automatically update without spending too much time to do this. Thanks!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: connecting excel to dynamics gp

    Of course you could connect your Excel to database. Please follow the following steps;

    • On your Excel Sheet, Go to the Data tab. (Get External Data Section) From other Sources > From SQL server
    • Enter the Server name and the credentials
    • Select the Database that contains the data you need
    • Connect to a specific table/ view
    • Finish

    The data will be retrieved and shown in your excel sheet.

    Your feedback is highly appreciated in order to dig for further details if required.

  • Josh P Profile Picture
    Josh P 2,895 on at
    RE: connecting excel to dynamics gp

    Without knowing what version of GP you are on, or if you have the Smartlist / Excel Builder tool available in GP, this would be the best way to achieve what you need since all of the tables and fields will reference the friendly named version.

    If you are not familiar with the GP naming convention or the 1700+ tables available, this might scare you off a bit using Excel to connect directly to the SQL database.

    If you are comfortable with all this, Mahmoud's example will get you connected assuming you have the proper SQL privileges on your user security setup.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Community Member Profile Picture

Community Member 4

#2
Victoria Yudin Profile Picture

Victoria Yudin 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans