Feature of the Day: Drill Down Builder

Drill Down Builder

Module: SmartList Builder

Why this feature is cool!

You can be browsing an Excel report and drill right into the Microsoft Dynamics GP screen that is related to the data you are looking at.  Drill Down builder allows you to further enhance the Microsoft Office and Microsoft Dynamics GP integration story.  With the same model as the builder tools, Drill Down Builder is configurable by the end user: define the window you would like to be able to drill down to, in any module, from any product, including 3rd party Dexterity products.

The drill downs you build can be automatically embedded within Excel Report Builder Reports or manually added into any other office application such as Word, Outlook emails, SRS reports or within SharePoint pages.

How could customers use Drill Down Builder?

· Scenario 1: First, generate an Excel Report Builder report that shows total inventory per item. Embedded in the report is a drill down to the Item Quantities Inquiry window in Dynamics GP. If the user needs to know more about the stock for a particular item, they simply drill down from the Excel Report into the details you need in Microsoft Dynamics GP.

· Scenario 2: A users wants a colleague to take a look at three purchase orders within Microsoft GP.  Rather than sending them a list of PO numbers, they can send an email with links which will open the Purchase Order window and populate it for them.

· Scenario 3: A user has configured an SRS report containing weekly timesheets for consultants. The consultants are able to review the report and if they need to make a change can drill straight into the related timesheet to make the changes required.

What does it look like?

The drilldown builder windows are very similar to the GoTo screens in SmartList Builder. Here we have defined drilldown into the item quantities inquiry screen in Microsoft Dynamics GP.

Drill Down Builder window (Microsoft Dynamics GP menu >Tools > SmartList Builder > Drill Down Builder)


When we are browsing GP inventory data in an Excel Report we are now able to drill down into the Item Number field which will open the pre-populated Item Quantities Maintenance window.