Do everything in one place
Customize your Excel and Microsoft Dynamics Great Plains integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Excel
- Custom actionCustom action in Excel (Custom)
- Add rows in batch BatchAdd rows in batch in Microsoft Excel
- Add a tableAdd a table in Microsoft Excel
- Add a worksheetAdd a worksheet in Microsoft Excel
- Delete a rowDelete a row in Microsoft Excel
- Get cells BatchGet cells from range in Microsoft Excel
- Get rows BatchGet rows from table in Microsoft Excel
- List tables BatchList tables in Microsoft Excel
- List worksheets BatchList worksheets in Microsoft Excel
- Search workbooks BatchSearch workbooks in Microsoft Excel
- Update a rowUpdate row in Microsoft Excel
Any other action you can think up
Microsoft Dynamics Great Plains
- Apply document to invoiceApply document to invoice in Microsoft Dynamics GP
- Create recordCreate record in Microsoft Dynamics GP
- Create records in batchesCreate records in batches in Microsoft Dynamics GP
- Custom actionCustom action in Microsoft Dynamics GP
- Get next document numberGet next document number in Microsoft Dynamics GP
- Search records using querySearch records using query in Microsoft Dynamics GP
- Update recordUpdate record in Microsoft Dynamics GP
Any other action you can think up
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