Before you begin any exporting to Dynamics you must ensure that the "Accounting data" path is
entered in the Company Profile of RemoteDesk first. You also want to be sure that the tax tables have
been set up between RemoteDesk and Dynamics.
Overview: The Export function provides a way for the Administrator to interface to external applications. Remote clients do not have the ability to export, this function is dimmed. It is reserved only for the Administrator. All main data files in RemoteDesk can be exported. Through this export process you can pass data received from your remote sites directly to your accounting system without re-keying.
Before you begin any exporting to Dynamics you must ensure that the "Accounting data" path is
entered in the Company Profile of RemoteDesk first. You also want to be sure that the tax tables have
been set up between RemoteDesk and Dynamics.
See Setup Steps at the beginning of this manual for more information.
Export
Click on the Process button 
and the Process launch pad is displayed.
Select the Export button and the following screen will display.
You can choose to export the following data:
You can export data to ASCII delimited files, or directly to Great Plains Dynamics databases.
When passing new data from RemoteDesk to Dynamics, the records must be exported in the following order:
Export Data For:
Customers: Exporting customer records will only select those that have not been previously exported or have been updated since the last export. In this way you will get only the changes and additions to the file.
Ship-to: Exporting ship-to codes and addresses will select only those that have not been exported or that have been changed since the last time the file was exported. In this way you will get only the changes and additions to the file.
Orders: Orders can be exported using the default processing option which selects all new, active orders that have not been previously exported. Or, you can use the selection criteria of order number range, customer number range and order date range. Once orders are exported, they are marked with a date and time stamp to prevent accidental re-exporting. You also have an option to re-export orders by clicking on the Process previously exported orders option.
