Hands On With Microsoft Dynamics GP 2015 R2: Set Up Drill Down

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

After installing the Trusted Configuration, you can then set up drill down to allow drill downs to more detailed information. Do this by clicking of the yellow triangle and black exclamation mark icon in the bottom right:

Set Up Drill Down

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Hands On With Microsoft Dynamics GP 2015 R2: Install Web Client Trusted Application

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

To get the most out of the Microsoft Dynamics GP web client, there are a couple of add-ons which need to be deployed. The first of these is the Trusted Application; this is what allows the web client to interact with Excel or Word.

To install the Trusted Application click the small globe icon next to the blue question mark icon in the bottom right corner of the browser window and then click on Install Trusted Application:

Install Trusted Application

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Hands On With Microsoft Dynamics GP 2015 R2: Web Client First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

The eighth post, overs the first run of the web client. In this case I am logging into the web client on the server it is installed onto, but on a live system you would need to repeat these steps on each client machine.

Launch your choice of Silverlight-enabled web browser, I am using Internet Explorer, and enter the path of the web client, which will be something like http://2015r2.2015r2.azurecurve.localdomain/GP.

Enter your Windows Domain User Name and Password:

IE: GP Web Client Login

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Hands On With Microsoft Dynamics GP 2015 R2: Install the GP Web Resource Cache

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

In this seventh post, I am going to install the GP Web Resource Cache which is used to improve the performance of the web client by using caching.

To install the GP Web Resource Cache start the Microsoft Dynamics GP 2015 setup utility by launching the setup.exe in the downloaded installation media; under Additional Products click on GP Web Resource Cache:

GP Web Resource Cache

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Hands On With Microsoft Dynamics GP 2015 R2: Web Client Install (Single Machine Deployment)

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

The sixth post covers a single machine deployment of the Web Client for Microsoft Dynamics GP. To install the Web Client run the setup.exe from the installation media and, under Additional Products select Web Client:

Microsoft Dynamics GP Web Components: Microsoft Dynamics GP 2015

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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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MDGP 2015 R2 Feature of the Day: Scriptable Provisioning & Management

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 third Feature of the Day is Scriptable Provisioning & Management.

A critical element in successfully delivering Microsoft Dynamics GP as a cloud offering is the ability to centralize and automate the provisioning and management of the application.

Automation speeds up delivery, minimizes human involvement which reduces costs and the possibility of human errors, and can provide self-service functionality to the end user.

This feature addS APIs and PowerShell cmdlets that will enable automated/scriptable GP provisioning and management.

The screen shot shows a list of the PowerShell cmdlets available:


Microsoft Dynamics GP 2015 PowerShell

Microsoft Dynamics GP 2013 R2 saw the introduction of some PowerShell cmdlets, to which this new set adds. At Perfect Image we have been doing an increasing amount of work with the web client and have also had a number of projects recently whereby new companies are being created on existing systems.

The cmdlets have the potential to speed up both the deployment of the web client and new companies.

It has been on my To Do list for a while to learn PowerShell, but I think I may have to move it up the list fairly quickly.

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When Installing The Web Client Reboot Your Server First

Microsoft Dynamics GPThis probably seems like an obvious one, but when you’re going to install the web client for Microsoft Dynamics GP make sure that any previous installs have had a reboot done.

I had this come up recently when trying to do an install. Earlier that day I had installed a new feature on the server (in this case the Windows Authentication feature of the Internet Information Services IIS role), but not done a reboot as one wasn’t asked for.

However, the web client installation ended prematurely and it was only when I checked the Windows Event Viewer that I found the error relating to the pending reboot.

This was particularly annoying as the premature end was only after I clicked on the Install button after entering all of the required information at the preceding steps.

Based on this error, and when it appeared, from now on I am going to reboot the server I’m installing the web client before starting.

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: Web Resource Cache 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.

The performance of the web client can be improved by installing the GP Web Resource Cache which is on the installation media. Run the setup.exe and click on GP Web Resource Cache:

Microsoft Dynamics GP 2015

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