Hands On With Microsoft Dynamics GP 2015 RTM: Integration Manager First Run

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

The first run of Integration Manager is something needed on each client. When staring Integration Manager for the very first time it is important to Run as Administrator.

When Integration Manager starts for the first time, you will be prompted to Register Now or Register Later; if you choose the latter option, Integration Manager will close:

Integration Manager

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Hands On With Microsoft Dynamics GP 2015 RTM: Integration Manager Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

Integration Manager is a handy tool to have around; it allows easy integration of CSV or text files from a multitude of sources (once a suitable integration template has been created).

Its installation process is straightforward. Start the steup.exe and, under Additional Products select Integration Manager:

Microsoft Dynamics GP 2015

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MS Connect Suggestion Sunday: AP Invoice Approval Workflow

Microsoft Dynamics GPIt seems that quite a few of the MS Connect suggestions I am selecting to post about are in the area of Workflow 2.0 which was a fantastic addition to Microsoft Dynamics GP; I’ve expressed before my delight at the retirement of Business Portal and the original Workflow modules. Workflow 2.0 was introduced in Dynamics GP 2013 R2, was then further enhanced in GP 2015 and the roadmap shows further enhancements will be coming in future.

However, there is always room for user suggestions for improvements to functionality which is where the MS Connect site comes in. Jared Hall has logged a suggestion that approval workflow be added for individual Payables Management invoices; this is a feature that I know several of my clients would be interested in this function as invoices need to be approved by different budget holders and it isn’t always easy to separate these invoices into batches by budget holder.

The suggestion can be found here where you can also cast your vote.

If you have an MS Connect suggestions you want publicised, contact me with details.

Implementing the Microsoft Dynamics GP Web Client eBook Only $10

Microsoft Dynamics GPApparently the Christmas/New Year spirit has taken hold. As of now and until the 10th January you can buy my latest book Implementing the Microsoft Dynamics GP Web Client eBook for only $10 (down from $19.99).

Implementing the Microsoft Dynamics GP Web Client

Only available from my azurecurve Publishing site; the eBook download is a zip containing PDF, MOBI and ePUB files.

To get the discount, make sure you enter coupon code NewYear2015 at the checkout.

Hands On With Microsoft Dynamics GP 2015 RTM: Install Trusted Configuration

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

The Microsoft Dynamics GP web client is as functional as the desktop one, even to the extend to which it integrates with Microsoft Office. However, whenever a user wants to integrate with Office on their machine, they first need to install a new component which allows the Silverlight web client to interact i the user’s installation of Microsoft Office.

To do this click on the padlock/globe/page icon next to the blue help icon in the bottom right of the window and then click on the Install Trusted Configuration link:

Trusted Application

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Hands On With Microsoft Dynamics GP 2015 RTM: First Run of Business Analyzer

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In the last post, I took a quick look at the install of Business Analyzer, so in this post I m going to take a look at running Business Analyzer; I have titled this post “first run”, but it is an action that each user would do as they configure Business Analyzer for use.

Launch Business Analyzer from the Windows Start screen, or search for it if necessary:

Windows Search - Business

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Blast From The Past: Conditional Company Logos

Microsoft Dynamics GPThis post is a bit of a “blast from the past” which I am posting as it seemed quite hard to find and you never know when I’ll need it again.

A client on Microsoft Dynamics GP 10 (we’re talking to them now about an upgrade to GP 2015) is in the process of setting up a new company and needs to be printing out a few of reports (SI, SR, PO and Remittance) with different logos for the new company.

If you’re a long new GP user you’re probably used to the Word Templates which have the logo supplied from the library in Template Configuration (Administration >> Reports >> Template Configuration) or by assigning different Word Templates to the different companies.

However, as longer time GP users are aware, the Word Templates were introduced in Dynamics GP 2010; before that all reports were produced using the modified reports created in Report Writer where it wasn’t really possible to have different logos.

That is, it wasn’t possible to have different logos in the same place. Way back in 2008 David Musgrave (while a Microsoftie) did a post on the Developing for Dynamics GP blog on how to have a conditional logo on the modified report by using a conditional field to show or hide logos.

It’s not really a solution that can be called elegant (hey it involves Report Writer!), but it was most certainly a useful one. So until this client gets their upgrade performed (hopefully first quarter 2015) I need to get their modified reports customised to hide the logo for their main company when producing documents and the exact steps had faded from memory somewhat.

So I needed to hunt out the old post I remembered David writing (I also remember using it back in 2008) and it actually took a little finding (found it through a question on the Community Forum).

Hands On With Microsoft Dynamics GP 2015 RTM: Business Analyzer Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In my experience, one of the lesser used add-on products for Dynamics GP is Business Analyzer. For the clients I deal with, the majority of them don;t make much investment in creating SSRS reports; instead they use SmartLists, Excel Reports or BI products such as QlikView.

However, even just using the out-of-the-box SSRS reports can make the Business Analyzer program useful, so I figured I’d give a run through of the installation process. Business Analyzer is installed from the same media as Dynamics GP itself. Start setup.exe and, under Additional Products, click on Microsoft Dynamics GP Business Analyzer:

Microsoft Dynamics GP 2015

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