Macros in Microsoft Dynamics GP

Have you ever needed to mass update something that isn’t available through Integration Manager? I know that most people would say ABSOLUTELY!  Sometimes we have to bring it back to how things were before we had eConnect and Integration Manager…meaning, let’s use a macro!

Macro’s are easy to create through Microsoft Dynamics GP (Microsoft Dynamics GP > Tools > Macro > Play/Record).  In order to create a macro to update many records, start by compiling your data into an excel workbook.  Next record your macro within the GP interface.  Be careful to use your keyboard as much as possible, and your mouse as little as possible while doing so.  After complete, copy and paste the macro into MS Word and create a mail merge with your excel data and the macro.  Go all the way through the mail merge wizard until you get to the point where you can ‘Edit Letters’.  Copy and paste that data into the macro and voila!  You are now ready to play the macro to update records. 

This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

 

 

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