Microsoft Dynamics GP Macros: Macro By SQL

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

In the last post in this series, I showed how to merge the data into the macro template; another approach I have used a few times is to write a SQL query which returns the data already in the macro. This is done by embedding the macro file into the SQL Query:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT '# DEXVERSION=16.00.0034.000 2 2
CheckActiveWin dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'' 
  TypeTo field ''User ID'' , ''' + RTRIM(USERID) +'''
  MoveTo field ''User Name'' 
  MoveTo field Password 
  TypeTo field Password , ''' + LEFT(RTRIM(REPLACE(USERNAME,' ','')),14) + '1' + '''
  MoveTo field ''(L) Confirm Password'' 
  TypeTo field ''(L) Confirm Password'' , ''' + LEFT(RTRIM(REPLACE(USERNAME,' ','')),14) + '1' + '''
  CommandExec dictionary ''default''  form ''Enter_User_Names'' command ''Save Button_w_Enter_User_Names_f_Enter_User_Names'' 
NewActiveWin dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'' 
ActivateWindow dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'''
FROM
	DYNAMICS..SY01400
WHERE
	USERID <> 'sa'
AND
	USERID <> 'DYNSA'
AND
	USERID NOT LIKE 'LESSON%'

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MDGP 2018 RTM Feature of the Day: SmartList Favorite Password Protection

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The sixteenth Feature of the Day is SmartList Favorite Password Protection. This new feature is in response to the reaction to the Microsoft Dynamics GP 2016 R2 new feature of SmartList Favorite Protection.

The problem with this feature, was that the security was at the global SmartList level so all SmartLists would be protected by the same password. The new feature being introduced in Dynamics GP 2018, is password protection at the SmartList Favourite level:

Add or Remove Favorites

I’m bery happy to see the password available at the SmartList Favourite level as this will make it useful to quite a few clients who have asked about how to protect their favourites. It’s also nice to see it for another reason; it shows that Microsoft is responsive to the requests of the Dynamics GP community.

You can influence the development of Microsoft Dynamics GP by submitting, and voting on, suggestions on the Microsoft Connect website.

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MDGP 2018 RTM Feature of the Day: Copy User Access Across AA Dimensions

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The fifteenth Feature of the Day is Copy User Access Across AA Dimensions. A new button has been introduced to the User Access to Trx Dimensions window which allows setup to be copied between users:

User Access to Trx Dimensions

All alphanumeric dimensions in AA need to have access configured on a per user basis; this can mean a lot of work to both setup and maintain. This new functionality should at least make it a little easier by allowing you to copy settings between users.

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MDGP 2018 RTM Feature of the Day: Display Hold Status

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The fourteenth Feature of the Day is Display Hold Status. The Sales Transaction Entry and Sales Transaction Enquiry/Inquiry windows have been updated to have a hold status icon displayed next to the Type/Type ID field:

Sales Transaction Entry

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Microsoft Dynamics GP Macros: Macro By MailMerge

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

The most common way I update a macro template with the data to be updated, is to use Mail Merge in Microsoft Word.

Make sure you have your data prepared: in the demo system I’m using, I have only four users. I have created some new passwords based on the User Name field and stored them in an Excel spreadsheet:

Microsoft Excel

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Microsoft Dynamics GP Macros: Playing A Macro Quickly

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

As I said in the last post, which covered the playing of a macro, in this post I am going to show how the macro can be played quicker than using the standard Play option.

Credit for this one goes to MVP Leslie Vail, who blogged about it back in 2014. There is a Dex.ini setting which needs to be set to make this function available:

ShowAdvancedMacroMenu=TRUE

This needs to be configured on any client machine which will be used to run macros. If you are a user of the GP Power Tools you can use the Dex.ini Configuration to roll out this switch to all clients:

User Setup

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MDGP 2018 RTM Feature of the Day: System Password Remembered

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The thirteenth Feature of the Day is System Password Remembered.

One of the big frustrations for people who maintain security in Microsoft Dynamics GP is having to type the System Password every single time a password protected window is opened.

This feature sees a change whereby the System Password, ocnce entered, is remembered for the rest of the session.

This feature is well overdue and is going to save so much frustration from having to enter the system password so many times when creating security roles and tasks.

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MDGP 2018 RTM Feature of the Day: Workflow Unplugged – Inside Microsoft Dynamics GP Guest Post by Ian Grieve

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPA week past Friday Pam Misialek did a Doc Attach Unplugged post reviewing the Document Attachment functionality of Microsoft Dynamics GP.

Well on Friday last week, she took a slightly different approach and asked me be a guest blogger and do the Workflow Unplugged post.

So this time, to read my post, you’ll need to head over to the Inside Microsoft Dynamics GP blog.

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MDGP 2018 RTM Feature of the Day: Web Client Changes

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The twelfth Feature of the Day is Web Client Changes.

This feature combines three enhancements which have been made to the web client.

Firstly, the web client has been modified to have the same autocomplete functionality as the desktop client:

Customer Maintenance

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Microsoft Dynamics GP Macros: Playing A Macro

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Before moving onto manipulating the macro template I am going to cover how to play back the macro; this way once you have your template ready, you already know how to playback the macro.

To play back the macro, we need to recreate the circumstances in which the macro was recorded; for this example, this means having the User Setup window (Administration >> Setup >> System >> User) open.

To play back the macro, click the Tools button on the action pane, then expand the Macro menu and click Play…:

User Setup - play macro

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