How to Automate Exporting Dynamics GP SmartLists to Excel: Create an Export Solution

Posted by Georgia Stewart on June 19, 2017


Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel.  Why?  In Excel, you can easily add things like:

  • Summary Totals
  • Pivot Tables
  • Charts
  • And more

However, it can become a tedious and time-consuming process if you export many SmartLists. 

How to Automate your exports

Wouldn’t it be nice if you could automate the export process so that you didn’t have to do the same steps all the time? Well, guess what, there is a solution already built into SmartLists in Dynamics GP. It is called an Export Solution and has been around for a long time, but is often overlooked.

Download our PDF guide and we will walk you through step-by-step, examples to create Export Solutions for any SmartList in Dynamics GP.


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