New Microsoft Dynamics GP Sample Data

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPMicrosoft have been adding quite a lot of new functionality to Microsoft Dynamics in recent versions, but the sample data has not been getting updated.

To remedy this, Terry Heley on the Dynamics GP Support and Services Blog has shared some macros, for Dynamics GP 2016, which add sample data into the Fabrikam sample data.

The new sample data focuses on a few modules:

  • Advanced Human Resources
  • Analytical Accounting
  • Workflow for HRP
  • Project Accounting Time and Expense
  • PTO Manager
  • Employee Self Service

Terry points out that this is a run at your own risk macro built on GP 2016, although it would probably be usable on Dynamics GP 2015 as well.

There are instruction documents with each macro as macros can crash based on the menu bar selected in user Preferences.

Also note that there is no support for these macros so no cases can be logged if issues are found.

The download link is available at the end of the post.

● Categories: Analytical Accounting, Dynamics, GP, Microsoft, Project Accounting, Workflow ● Tags: , , , , , , , , , , ,  ● Permalink ● Shortlink ●

Pre-Conference Training for reIMAGINE Attendees

● Ian Grieve ●  ● 2 Comments  ● 

Microsoft Dynamics GPIf you are going to reIMAGINE then you can also sign up to one of two training courses which are being run on the day before the conference.

The first is on Working with Excel, Power BI and Dynamics and is being presented by MVP Belinda Allen:

Business Intelligence (BI) and Microsoft Power BI is everywhere you look. Are you getting the right answers AND the right questions? This class is designed to walk you through the basics of all the Microsoft Power BI tools. We’ll build dashboards, maps and even report on data from websites. When you leave the class you’ll understand the Microsoft Power BI tools and the Microsoft Power BI application. We’ll even talk pricing, although most of it is FREE.

The second is on Workflow 2.0 and is being presented by yours truly:

Microsoft Dynamics GP 2013 R2 saw the introduction of Workflow 2.0; a new Dynamics GP based approval workflow engine which replaced the old SharePoint based one. Learn how to design, create and maintain approval workflows and how to extend workflow to allow the creation of custom table joins.

If you want to attend training, you will need to select one of the two available courses (unfortunately, you can’t sign up to both) when registering for reIMAGINE.

● Categories: Conferences & Events, Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R1 Feature of the Day: Workflow Reassignment Notification

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GP 2016 R1 has seen other enhancements to the Workflow 2.0 module (one useful one and one I don’t understand) and this one looks to be useful.

Workflow 2.0 has been enhanced to allow email notifications to be sent when a Workflow is reassigned:

Workflow Email Notification

Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate Approval

This looks like it should be a useful addition to Workflow 2.0 although when configuring email notifications you do need to make sure people aren’t going to be swamped with emails.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

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MDGP 2016 R1 Feature of the Day: Workflow Condition Management

● Ian Grieve ●  ● 3 Comments  ● 

As mentioned in the last post, more functionality has been added to the base Workflow 2.0 module, adding more flexibility. This second enhancement has seen the addition of new workflow conditions:

Workflow Maintenance

Two new options for what happens when step conditions are not met:

  • Continue to next step
  • Reject

While it’s nice to see new features being added to Workflow 2.0, I’m not entirely sure of the use case for this addition, although it might become clear once I can get hands on with it.

My initial thought is if the condition isn’t met why would I want to continue to the next step? If I wanted that to happen then, surely, I would have had different conditions in the first place?

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

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MS Connect Suggestion: Add Workflow To Receivings Transaction Entry and Enter/Match Invoice

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPThis has come up from a couple of different clients in the last few weeks. It would be good if approval workflows could be added to Receivings Transaction Entry and also the Enter/Match Invoices windows.

While there is workflow on the PO, a PO might not be fully received/invoiced so it would be good to have approval of the receivings document or the invoice.

The MS Connect suggestion can be found here.

Please take a look and cast your vote.

● Categories: Dynamics, GP, Microsoft, Microsoft Connect, Workflow ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

New Year eBook Sale at azurecurve Publishing

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPFrom now until the 5th January 2016 the ebook versions of Implementing the Microsoft Dynamics GP Web Client and Microsoft Dynamics GP Workflow 2.0 can each be bought for the discounted price of $9.99 using coupon code NEWYEAR2016.

Implementing the Microsoft Dynamics GP Web Client Microsoft Dynamics GP Workflow 2.0

Make sure you enter the coupon code NEWYEAR2016 at the checkout to get the discount.

● Categories: azurecurve Publishing, Dynamics, GP, Microsoft, Publishing, Web Client, Workflow ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

Error Selecting Users In Workflow 2.0

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPPart of the reason I wrote Microsoft Dynamics GP Workflow 2.0 was that I expected the module to be very popular with clients, and so it has proven. It seems a robust and easy to use solution which is a vast improvement on the old SharePoint based Workflow module.

Recently, after upgrading a client to Microsoft Dynamics GP 2015, I was doing a training session with people from their IT and finance departments, or at least I was trying to. However, when trying to select a manager for the Workflow Type we received the following error:

Microsoft Dynamics GP: [Microsoft][SQL Server Native Client 11.0][SQL Server]A .NET Framework error occurred during execution of user-defined routine or aggregate "GetAssignedUsers": System.IO.FileLoadException: Could not load file or assembly...

Microsoft Dynamics GP

[Microsoft][SQL Server Native Client 11.0][SQL Server]A .NET Framework error occurred during execution of user-defined routine or aggregate "GetAssignedUsers": System.IO.FileLoadException: Could not load file or assembly...

I switched to the demo system on my laptop to continue the training until we took a short break when I did some investigation. I couldn’t see anything apparent on the client’s system so I did a quick online search.

I quickly found this post where someone had the same error and Microsoftie Jonathan Fear recommended running the following SQL:

exec wfDeployClrAssemblies

Once I had run this in SQL Server Management Studio, the error in Workflow Maintenance went away and we were able to complete the training on the clients system.

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , ,  ● Permalink ● Shortlink ●

hMailServer: hMailServer Administrator Configuration

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPIf you followed the last post you should have the Connect window on screen. If not start the hMailServer Administrator from the start menu.

Select the server you want to connect to and click Connect

Connect

Continue reading → hMailServer: hMailServer Administrator Configuration

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hMailServer: Database Configuration

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPIn the last post I showed the installation of hMailServer; in this one I’m going to cover the database setup.

If you followed the last post you should have the hMailServer password window on screen. If not start the hMailServer Database Setup utility from the start menu.

Enter the admin password configured during the installation and click OK:

hMailServer password

on the Welcome step, click Next:

hMailServer Database Setup - Step 1 of 7: Welcome

Choose the database server Owner; as I am installing this on a Dynamics GP test system which has a full SQL Server installation, I have selected the Use external database engine (MSSQL, MySQL or PostgreSQL) radion button. Click Next:

Setup - hMailServer: Select database server Owner

This is a new installation of hMailServer so leave the Create a new hMailServer database and click Next:

hMailServer Database Setup - Step 2 of 7: Select option

Leave the Microsoft SQL Server option selected and click Next:

hMailServer Database Setup - Step 3 of 7: Select database server Owner

Enter the Database server address (this can be either the Server Name or IP Adress), enter a Database name and choose your Authentication method.

During an installation, I typically select Use server authentication and enter the sa username and password. I do this to ensure the user I am using has all of the necessary permissions to create a database and all objects.

Click Next to proceed:

hMailServer Database Setup - Step 4 of 7: Enter sever connection information

You can then configure the hMailServer service dependency if the mail server is the same machine as the SQL Server (which in this example it is not).

Click NMext to proceed:

hMailServer Database Setup - Step 5 of 7: Set hMailServer service dependency

On the Finish stage, click Next to start the installation:

hMailServer Database Setup - Step 6 of 7: Finish

Once the installation is complete, click Close:

hMailServer Database Setup - Step 7 of 7: Completed

A final step allowing the hMailServer to be run will be displayed:

Setup - hMailServer Database Setup: Completing the hMailServer Setup Wizard

I’ll be covering the hMailServer Administrator in the next post in this series.

Click to show/hide the hMailServer Series Index

● Categories: Dynamics, GP, hMailServer, Microsoft, Workflow ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

hMailServer: Series Index

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPWhen demoing Microsoft Dynamics GP it is often necessary to demonstrate a few functions which integrate with email. With the email document functionality introduced in Microsoft Dynamics GP 2010 R2, being able to have the email appear in an Outlook client without a mail server connected was sufficient because you could still open the email and show the attachment.

However, with the introduction of Workflow 2.0 in Microsoft Dynamics GP 2013 R2 it is actually necessary for Workflow 2.0 to be able to connect to an SMTP server to send an email and also for the logged in user to receive the email.

We typically do the demo using a virtual machine with everything required installed; because of Workflow 2.0 this now also includes a mail server. The VM already has SQL Server, Dynamics GP, Web Services, Web Client, Management Reporter and other services and applications installed so I don’t want to use something like Microsoft Exchange which is far larger and resource heavy than is needed.

Instead I have started using hMailServer which is a small and lightweight mail server with both POP3 and SMTP.

This is short series of posts where I’ll cover the installation, configuration and connection of an Outlook client, but please bear in mind this is for a self-contained test system and not a production one.

Click to show/hide the hMailServer Series Index

● Categories: Dynamics, GP, hMailServer, Microsoft, Workflow ● Tags: , , , , , , , ,  ● Permalink ● Shortlink ●