Configuring Workflow to use Gmail for Email Notifications

Microsoft Dynamics GPI’ve done a lot of work around the Microsoft Dynamics GP Workflow module and have configured Email Notifications to work with numerous different SMTP servers. One recent one we configured was Gmail.

This was not actually as straightforward as configuring other SMTP servers as the details Google publish are not accurate in that the port they list for SSL is not the correct one.

The settings required are below:

Workflow Setup

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Workflow Maintenance - Copy button

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reminder Emails

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eighth feature if the day was Workflow Reminder Emails. This feature allows the WOrkflow manager to define a time after which a reminder email should be sent to the approver.

The Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) has has the Workflow Step pane amended to have a Reminder field which allows a number and type of duration to be defined; this field is linked to the Time Limit field:

Workflow Maintenance

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Microsoft Dynamics GP 2018 Vendor Change Workflow EFT Bug

Microsoft Dynamics GPThe last post I did was on Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields, which included details on some errors I was encountering with the EFT fields. When Dynamics GP 2018 was announced, I heard that not only were these fields being added to the notification email, but that a user changing them would force the vendor to be resubmitted to workflow for approval.

The testing I did suggested this wasn’t happening. So, I wrote up a bug report with details of the errors and effect and sent it to Microsoft. This has now been written up as a bug for the development team to look into.

Nice to know that a fix is being looked into, it’s just a shame that it’s going to be a little which before this feature will be available; EFT payments is how 95%+ of supplier payments are made by my clients.

Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The seventh feature of the day is Workflow Additional Fields. Back when I posted the feature of the day post, I mentioned that I submitted an MS Connect Suggestion asking for the ability to add additional fields; I’d hoped for the ability for users to decide what fields were available to the emails, but Microsoft instead opted for adding a range of new fields themselves rather than giving users the choice.

Two of the workflow types have had extra fields added where they available in both the Workflow Condition Editor and Message Setup windows allowing you to build workflow steps and notification emails with them.:

  • Payables Transaction workflow has the following fields:
    • Vendor Account
    • Comment 1
    • Comment 2
    • Vendor Class ID
    • Payment Priority
  • Vendor workflow has all of the fields from the Address Electronic Funds Transfer Master (SY06000) table.
  • Two other workflow types have had the Account Description made available at the line level. These two workflow types are:

  • Purchase Order
  • Purchase Requisition

The fields are available to the email messages in exactly the same way. In Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) load in the Message ID and mark the Additional Fields checkbox; this will make more fields available in the drop down list:

Message Setup

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Hands On With MDGP 2018 RTM New Features: New Workflows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

One of my favourite new features in Microsoft Dynamics GP 2018 RTM, are the new workflows which were introduced:

  • General Ledger Account Approval
  • Receivings Transaction Approval
  • Purchasing Invoice Approval

I’ve had a number of clients and prospects ask if it is possible to have approvals of goods receipt notes and invoices in POP, so it’s good that I can now say that there are. These workflows are likely to be fairly complicated, so, in this post, I am going to be giving a test to the General Ledger Account Approval workflow.

The workflow process is created and maintained just like any other via Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

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

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.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reporting for Workflow

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The third piece of new functionality is the reporting for Workflow. This report is located on the Administration area page, under reporting as Workflow History.

Users can filter by the following:

  • Workflow type.
  • Workflow approvers.
  • Workflow status
  • Approval date
Workflow Maintenance

Workflow comments can optionally be included on the report.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index