Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

Microsoft Dynamics GPIn this post I’m taking a slight diversion and not posting a SQL view. The reason is that the next view I will be posting requires that the security resource descriptions be available which, by default, they’re not. However, they can be made available, which is what I will be covering in this post.

SY09400 is the Security Resource Descriptions table which is, by default, empty as the names are stored within the Microsoft Dynamics GP client itself. However, this table can be populated, perhaps somewhat counter-intuitively, by using the Clear Data window (Microsoft Dynamics GP menu » Maintenance » Clear Data).

To populate the table, open Clear Data, click on Display and then select Physical:

Clear Data

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MDGP 2015 R2 Feature of the Day: SmartList Designer Create View

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The thirteenth Feature of the Day is SmartList Designer Create View .

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query.

This SQL view can then be used outside of GP for such purposes as creating reports using SQL reporting services or Power BI reports in Excel.

The view will also allow the user to publish the SmartList as a refreshable excel report from inside of Dynamics GP.

SmartList Designer

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MDGP 2015 R2 Feature of the Day: Self Service User Tasks and Roles

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twelfth Feature of the Day is Self Service User Tasks and Roles.

In the Microsoft Dynamics GP 2015 R2 release a Self Service user type was added; this user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

This feature also includes Employee Self Service Security Roles and the ability to filter on security tasks available for each user type, which will make the task and role assignment more efficient.

Security Role Setup & Security Role Setup

Nice to see that the new user type is also getting some easing of the setup of the roles and tasks. This is one area that, despite the default roles and tasks available, seems to daunt a lot of new users to the system.

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MDGP 2015 R2 Feature of the Day: Self Service User Type

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eleventh Feature of the Day is Self Service User Type.

Microsoft Dynamics GP 2015 R2 sees a Self Service user type added.

This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

User Setup

This new user type is going to be a really useful addition. I have one client who has been looking for a POP add-on to allow online creation of orders for more than 400 users and all the old options were looking quite pricey.

This Self Service user type used in conjunction with the web client should give them the functionality they want, at a price point they can accept.

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