The latest version of Microsoft’s project-focused business management solution for project-driven organizations, Microsoft Dynamics SL 2015, was released in October. There are many new features in this release, and in our last two entries, we discussed the new project and financial enhancements. Today, we’re going to take a look at the new features for reporting in Microsoft Dynamics SL 2015.
Reports can be previewed and now emailed as attachments with the click of a button. New email capabilities have been added to the SAP Crystal Reports and Microsoft SQL Server Report Services (SSRS) preview interfaces. Users can select the report format and email address, enabling them to easily share report information.
Support has also been added to enable unlimited report formats. To assist you in choosing one of these unlimited report formats, a new feature can define the most commonly used report format for a particular report, by company. Now when a report is opened, it will default to the defined format.
Newly added metadata for reporting means there is no longer a need to guess what a field means when trying to select specific data to display on a report. For example, the field name “vr_01610A.acct” will be shown with the description “Account.” It will also display a status indicating if the field is currently on the report (Yes or No), and whether it came from another table.
There has also been an enhancement added to the core feature of looking up data, as found in most screens. The same filter capabilities used in Quick Query to intuitively narrow your lookup options as you type now work in populating the possible values in all look up lists. As for Quick Query itself, the Grid to Excel feature has been enhanced to support the creation of refreshable Excel table documents as well as pivot tables. Now data can be exported once and then opened and refreshed over and over again. And Quick Query accessibility is now being expanded to the new web apps for Microsoft Dynamics SL, so that Quick Query can now be viewed on tablets and smartphones as well as on desktop machines.