How to Use a Microsoft Access Database to Update Dynamics GP Data in Real Time

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Dynamics GP, you can update live Dynamics GP data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Dynamics GP as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To authenticate set the User and Password connection properties.

To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

Create a Linked Table to SalesInvoice Data

Follow the steps below to create a linked table, which enables you to access live SalesInvoice data.

1. On the External Data tab in Access, click ODBC Database.
2. Select the option to link to the data source. A linked table will enable you to read from and write data to the SalesInvoice table.

3. Select the CData Dynamics GP data source from the Machine Data Source tab.

   
4. Select the SalesInvoice table. For more information on this table, see the "Data Model" chapter in the help documentation.

5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.