Do you open the door to just about anyone? When it comes to your company’s data, certainly the door should remain tightly shut to most. However, if nobody gets in, no business intelligence comes out, and that can be almost as dangerous as the door swinging wide open!
Security is a big concern for every member of your IT staff. And of course, you’ve already got every GP user’s security configured according to their assigned roles in the company. But did you know that you can let non-GP users access reports without buying another seat, and without handing them the keys to the kingdom?
Have you heard of SQL Server Reporting Services (SSRS) and Excel refreshable reports?
These are features included in every install of Dynamics GP since version 10.
- Excel reports act as “straight to Excel” versions of SmartLists that don’t require a GP user to run.
- SSRS Reports act as browser-based reports that don’t require a GP user to run.
- These services are actually very easy to deploy if not already configured in your implementation.
At the recent 2018 Dynamics GP User Group Summit (GPUG), Turnkey Technologies’ very own Sean Hunter led a Breakout Session on how to properly grant security permissions to non-GP users so that they too can access certain key reports via SSRS and Excel. Here are the highlights of what was covered:
- Getting to know the different SQL Security Roles available.
- How to identify and create users in SQL Security.
- How to assign users to security roles.
- How to utilize Active Directory groups to manage and govern access across the organization.
- How to identify common issues and conduct troubleshooting processes.
- How to identify report security requirements.
- How to setup security for users in SQL Management Studio.
Did you miss the presentation at GPUG Summit? Would you like help implementing SSRS and Excel reporting in your enterprise? Sean Hunter is but one member of our amazing team, all of whom are experts, dedicated to assisting our clients to get the most out of their Microsoft Dynamics GP system.
Contact us now for a helping hand!
You can also join us for our next free Dynamics GP User Group Meeting on December 18. This event is available in-person and live via webinar, and will be hosted at the new St. Louis Microsoft Office in Cortex!
Sean’s GPUG Breakout Sessions: