Microsoft Dynamics GP Workflow 2.0 Available In Mobi and ePub Formats

Microsoft Dynamics GPI recently released my fourth book Microsoft Dynamics GP Workflow 2.0.

Initially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.

I have also added Mobi and ePub formats to the eBook download on azurecurve Publishing. If you have previously bought the eBook and want the new formats, send me an email with the email address used for the original order and I’ll despatch the new formats as soon as I am able.

eBook Paperback
azurecurve Publishing Amazon.com Amazon.co.uk

The ebook will also become available from other retailers too (including the Apple Store) in a few days once it has passed through the approval process.

Microsoft Dynamics GP Workflow 2.0 Available From Amazon

Microsoft Dynamics GPI recently released my fourth book Microsoft Dynamics GP Workflow 2.0.

Initiallially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.

eBook Paperback
azurecurve Publishing Amazon.com Amazon.co.uk

I will be adding ePUB and MOBI formats to the existing eBook format which you will receive free of charge, should you request, after buying the PDF version. I hope to have them available very soon (I am working on the format at the moment and will add them as soon as they are complete).

The book will also then become available from other retailers too (including the Apple Store).

MDGP 2015 R2 Feature of the Day: SmartList Designer View Workflow 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 fourteenth Feature of the Day is SmartList Designer View Workflow Type.

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query. One active workflow will need to be setup in order for the SQL view to go through the approval process. SmartList workflows will be setup under the Administration series within the Workflow Maintenance window.

I’m interested in seeing this one in practice, but I am sceptical of the utility as there are not that many clients with technical users who would be able to do this type of thing who would also not be part of the IT Department with the ability and permissions just to create a view for SmartList.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

New Book On Microsoft Dynamics GP Workflow 2.0 Available Now

Microsoft Dynamics GPMy fourth book is now available to buy in eBook format from azurecure Publishing.

Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

Microsoft Dynamics GP Workflow 2.0

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MDGP 2015 R2 Feature of the Day: SmartList Designer Create View

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 thirteenth Feature of the Day is SmartList Designer Create View .

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query.

This SQL view can then be used outside of GP for such purposes as creating reports using SQL reporting services or Power BI reports in Excel.

The view will also allow the user to publish the SmartList as a refreshable excel report from inside of Dynamics GP.

SmartList Designer

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Document Attachment Workflow

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 tenth Feature of the Day is Workflow – Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Maintenance

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Payables Transaction Approval Workflow

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 pists here with a little commentary.

The first Feature of the Day is Payables Transaction Workflow. Microsoft Dynamics GP 2013 R2 saw the introduction of a new Dynamics Workflow module which replaced the old SharePoint one. This module was further extedned in Microsoft Dynamics GP 2015 and is seeing further improvements in GP 2015 R2.

On the Microsoft Connect website, one of the most requested additions to Workflow was a new Approval Workflow type for Payables Transactions. Well, we asked… and Microsoft delivered.

The Payables Transaction Approval workflow type allows each individual transaction to be submitted for approval (Microsoft Dynamics GP 2015 allowed for batches of transactions to be submitted for approval; a workflow type which remains).

Payables Transaction Approval Workflow

I am really pleased to see this Approval type introduced as we have a number of clients who, when shown the Payables Batch Approval workflow, immediately asked if they could submit individual transactions for approval instead of the entire batch.

This Feature of the Day also proves what I have been telling clients for a while; Microsoft do listen to requests for new features, so if there is something you really want, submit it to MS Connect and let me know so I can both vote for it and also publicise it on this site (while writing this I realised how long ago it is since I publicised something).

I’ll have some news on the Workflow front in the near future so keep checking back (I should have more to tell you within a couple of weeks or so).

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Very Slow Login

Microsoft Dynamics GPI recently assisted a client with upgrading Microsoft Dynamics GP to 2013 R2; after the upgrade was complete we found that logging in was incredibly slow. It would take over two minutes to log in or change company.

We did a few things such as checking that all external shortcuts were valid, checking on the Quick Links and ensuring SSRS was functioning correctly (including removing Business Anlayzer from the homepage) without effect. After spending a little time investigating I remembered a blog post from the Dynamics GP Support and Services Blog where they discussed this as being a known problem with Dynamics GP 2013 R2.

The problem is caused by the navigation lists being duplicated during the upgrade. The areas you’ll see this is in the following:

  1. Under the Purchasing area page:

    • Purchasing Requisition Transactions
    • Purchase Order Transactions
  2. Under the HR & Payroll area page:
    • Historical Timecards
    • Current Timecards

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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.

MS Connect Suggestion Sunday: PTE Approval Workflow

Microsoft Dynamics GPWorkflow 2.0 was a fantastic addition to Microsoft Dynamics GP; I’ve expressed before my delight at the retirement of Business Portal. 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. Penny Compton has logged a suggestion that the workflow for PTE Timesheets be expanded to allow individual lines to be approved by the relevant project manager.

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.