Microsoft Dynamics GP SmartList Default Visible To Company

In July, as part of his weekly MS Connect suggestion series, Mark Polino raised the issue of SmartList Favourites and the default Visible To which is set to System.

Mark’s suggestion was to have the default changed to User which would leave a generally tidier list. To be honest I’d rather have a setting which allowed the default to be chosen by each client. The reason for this is we’re currently in the middle of an upgrade project where a few Microsoft Dynamics GP systems will be merged into one and it would be good to have the default Visib le to set to Company.

Following on from my recent post on a fixed width SmartList left pane I decided to have a fiddle and see if I could force the default to something else. And it turns out with some simple VBA that you can do exactly that;

SmartList

Continue reading

How To Deploy The Demo Company In Microsoft Dynamics GP 2010

In the last couple of posts, I showed how to configure the server of Microsoft Dynamics GP by creating the System database and how to create a new company. In this post I’m going to run through deploying the Fabrikam, Inc. demo company.

To create the company, open GP Utilities (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading

How To Create A Company In Microsoft Dynamics GP 2010

In the last post, I showed how to configure the server of Microsoft Dynamics GP by creating the System database. In this post I’m going to run through the company creation process.

To create the company, open GP Utilities (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading

How To Install Microsoft Dynamics GP 2010 – Server Configuration

In the last post I explained how to install the Microsoft Dynamics GP client and in this one I’m going to cover the server configuration. There is no server installation as such, as this can all be done from any client installation of Microsoft Dynamics GP.

To configure the Microsoft Dynamics GP server, right click on GP Utilities and choose Run as Administrator (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP 2010) and log in as the SQL System Administartor (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading

How To Install Microsoft Dynamics GP 2010 – Client

Having installed Microsoft SQL Server 2012 into a test environment and created the ODBC for connecting GP to SQL Server the next step is to install the Microsoft Dynamics GP client.

Microsoft Dynamics GP 9 was the last version which had a separate Server and Client installation; all versions since then have had only a single setup utility for both server and client.

When the setup utility (setup.exe) from the Microsoft Dynamics GP installation media is run, the Microsoft Dynamics GP 2010 Bootstrapper Setup will run to install the prerequisites;

Microsoft Dynamics GP 2010 Bootstrapper Setup

Continue reading

How To Create An ODBC For Microsoft Dynamics GP 2010

I’ve recently had the need to document the install process for Microsoft Dynamics GP 2010 for a new client so I thought I might as well finish off the task and but turning it into a small series of blog posts, the first of which will cover the manual creation of an ODBC connection.

To connect the Microsoft Dynamics GP client to the databases on SQL Server, an ODBC connection needs to be setup. In an x86 version of Windows this can be done using the ODBC Control Panel applet, but in an x64 version you need to use the x86 version of the ODBC Data Source Administrator.

The easiest way of accessing this is by using the Run window and opening %windir%\SysWOW64\odbcad32.exe;

Run

Continue reading

How To Install Connector for Microsoft Dynamics GP – Integrate Data

This is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and pickilists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu >> All Programs >> Microsoft Dynamics >> Microsoft Dynamics Adapter >> Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home >> Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 >> Fabrikam, Inc. \ Fabrikam, Inc. >> Maps >> >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

Continue reading

How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

This is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

Continue reading

How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration

This is the fifth post in the series on how to install the Connector for Microsoft Dynamics GP; the first four posts covered the prerequisites, installation, adapter configuration and creating a new integration.

In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.

This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.

Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;

Unit of Measure Schedule Setup

Continue reading

How To Install Connector for Microsoft Dynamics GP – Create A New Integration

This is the fourth post in the series on how to install the Connector for Microsoft Dynamics GP; the first three posts covered the prerequisites, installation and adapter configuration. This one will show the step-by-step process to create a new integration between Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011.

To create a new integration between Microsoft Dynamics GP and Microsoft Dynamics CRM, open the Connector for Microsoft Dynamics from the Windows Start menu (Start menu >> All Programs >> Microsoft Dynamics >> Microsoft Dynamics Adapter >> Connector for Microsoft Dynamics).

To create a new integration, click the New Integration button on the toolbar;

Connector for Microsoft Dynamics

Continue reading