3 Ways RPA Supplements Microsoft Dynamics GP

2019-08-02 18:04:46.0 by Alyssa Putzer

We love us some Microsoft Dynamics GP. Many of our customers have found tremendous success with this ERP solution and have used it to better manage their financial information.

However, like any technology solution, GP has some shortcomings. But these drawbacks can be overcome with the help of a robotic process automation (RPA) solution, like MetaViewer. Together, GP and MetaViewer make a complete solution that helps companies increase efficiency, enhance visibility and manage information more securely.

Here’s how MetaViewer can help supplement GP’s obstacles:


When it comes to visibility of documents within transactions, GP tends to lack a bit. In GP, only images are able to be attached to documents which slows the database down considerably. This makes searching for documents and information quite difficult.

However, when you add a solution like MetaViewer to GP, visibility is greatly enhanced. MetaViewer does not store images in GP, but in the actual MetaViewer system instead. This makes the database faster, provides easier access to and visibility of documents, and maximizes efficiency when accessing information.

IT Resources

Your IT resources are valuable and should be allocated to the most pertinent projects at your organization. When it comes to GP, many companies allocate their IT resources to creating workflows. This process is complex and all users must have licenses within GP in order to access these workflows. The process is expensive and takes up valuable IT resources.

With MetaViewer, users have direct access to information and do not need a GP-specific license. Additionally, MetaViewer implementation specialists have been creating and implementing workflows for more than 30 years and have put in thousands of hours’ worth of experience. This mitigates the need to over-work your IT resources as the MetaViewer team will take on the task and make it quick and painless.


In GP, controlling access to documents is quite limited. This often leads to security and compliance issues when it comes to employees searching for and gathering information stored in the database.

MetaViewer has many options for controlling security, including the ability to provide permissions and limit access to “view only” so that only certain users have access to certain information.


We’ve heard the phrase “It takes a village,” and this phrase applies to technology, as well! By combining the best software solutions, you can increase the efficiency of your team and create a best-in-class team.

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