Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option to Hide Business Analyzer for All Users

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

System Preferences

A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don;t know of a single client who wants to use Business Analyzer in either of these ways.

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MDGP 2018 R2 Feature of the Day: Option to Hide Business Analyzer for all Users

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fourth Feature of the Day is an option to hide Business Analyzer for all users.

Two new options have been introduced in the System Preferences window (Administration area page » Setup » System » System Preferences) which allows administrators to hide Business Analyzer on both the Home Page and on Navigation List pages.

The two new checkboxes for these options are:

  • Display Business Analyzer on Home Page
  • Display Business Analyzer on Navigation List pages

These are global settings to make it easier to turn off the feature if clients are not using Business Analyzer in any of their companies.

Individual users can still choose to turn on Business Analyzer using the customize home page layout options.

System Preferences

There is a definite need to switch off the Business Analyser fact panein navigation lists (I’ve previously created a script to disable it).

Being able to globally switch it off from both the navigation lists and home page is a great addition; I don’t know of any clients who actually use Business Analyzer on either the home page or navigation lists.

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MS Connect Suggestion Sunday: Multiple Items To Vote Upon

Microsoft Dynamics GPI occasionally post suggestions from MS Connect and ask people to read the suggestion and cast their votes. Well, today I don’t have a single suggestion, or even two, but three suggestions for you to vote upon.

One Click Access to SmartList in Web Client

In the desktop client you can access SmartList from the area page, from the Microsoft Dynamics GP menu or via a toolbar icon. However, in the web client, only the first of these options are available and most users of Dynamics GP do not generally know of ways othet than the Microsoft Dynamics GP menu to start SmartList. This suggestion is to make SmartList available via one click in the web client.

Chris Dobkins submitted the suggestion and asked if SmartList can be made available by an icon next to the User Date in the web client; I don’t actually mind where the icon is, but agree that a single click method is required to make SmartList more accessible.

Vote here for this suggestion.

Hide Business Analyzer in Navigation Lists for All Users and All Lists

Business Analyzer can be a good way of seeing infromation from Dynamcis GP, but I have never liked BA being added to the navigation lists in Dynamics GP. This is why I added a recipe to the Microsoft Dynamics GP 2013 Cookbook which allowed it to be switched off globally with a SQL trigger. A Chris says, it would be better to have this functionality available via the GP client itself and allow users to switch it on when wanted.

Vote for this suggestion here.

End a corrupted Web Client Session

This is the third suggestion, suggested by Chris.

From time to time, a web client session will become corrupt. When this happens, you can reconnect to the session, but GP does not work (you may just gets lots of errors pop up in the status spinner, for example). When this happens, the user needs the ability to end the session from the screen that lists your active sessions and the tenants to which you have access to create new sessions. Users have the ability to remove their login from the activity table, and have had for many versions. Ending a hung web client session is the web client version of removing your user from the activity table so that you can log back into GP.

Vote for this suggestion here

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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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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MDGP 2015 Feature of the Day: Business Analyzer Cross Platform

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty seventh Feature of the Day is Business Analyzer Cross Platform. This features enables tablet users on Windows, iOS or Android to install and use the Microsoft Dynamics Business Analyzer app.

Microsoft Dynamics Business Analyzer is a cross Dynamics Business Intelligence app that enables AX, GP and SL customers the ability to view and take action on key business information right at their fingertips.

Microsoft Dynamics Business Analyzer was initially released in January 2013 to the Windows Store.  The application has been a huge success within the Dynamics community with over 20,000 downloads since the initial release!  We are excited about the continued success of the app as we expand its availability to more platforms and devices.

Cross Platform

The roles targeted by this feature are:

  • All

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MDGP 2015 Feature of the Day: Management Reporter in Business Analyzer

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty sixth Feature of the Day is Management Reporter in Business Analyzer.This features enables users to add Management Reporter content to the Microsoft Dynamics Business Analyzer app:

Companion Application Services Configurator

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Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

Microsoft Dynamics GPI have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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Business Analyzer R5 First Run

Microsoft Dynamics GPWith Business Analyzer R5 installed it’s time to take a look.

Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:

Net Income - Summary view

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Installing Business Analyzer R5 From The Windows 8 App Store

Microsoft Dynamics GPAs mentioned in the last post, Business Analyzer R5 is available from the Windows 8 App Store. As both an inveterate blogger and incorrigible tinkerer I figured I might as well blog about my tinkering with the new app.

Unfortunately, my tinkering will only be able to take me so far as I have just started to build a new test system. However, Business Analyzer R5 can be download, installed and used to view sample data after being downloaded from the Windows 8 App Store.

To install Business Analyzer R5, open the Windows 8 App Store and enter dynamics in the search field and hit return (or the lookup icon). Wait a brief moment and the matching apps will be returned with, i your search works the same as mine, Business Analyzer in the first position:

Windows 8 App Store

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