Hands On with Microsoft Dynamics GP 2018 R2: Install Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

The Microsoft Dynamics GP Add-in for Microsoft Word was introduced with Microsoft Dynamics GP 2010 to allow the Word templates to be amended by adding additional fields (changes to relocate or remove fields do not require the add-in).

It is a nice simple install which is only needed on computers used by the people who maintain the Word templates. To install it, launch the setup utility and, under the Additional Products heading, select Microsoft Dynamics GP Add-in for Microsoft Word:

Setup Utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Microsoft Dynamics GP Add-in for Microsoft Word”

Hands On with Microsoft Dynamics GP 2018 R2: Create Installation Package

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

In an early post of this series, I installed the Microsoft Dynamics GP client; while installing the client isn;t complicated, it is easy to get the wrong features selected during the installation. There is a way of building an installation package which automates the selection of langauges, features and paths.

Creating an installation package is done via the setup utility; select Create Installation Package from under the Install heading:

Setup Utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Create Installation Package”

Hands On with Microsoft Dynamics GP 2018 R2: Integration Manager First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Now that we have Integration Manager installed, we can run it.

Running Integration Manager as administrator is required to ensure that relevant permissions are correctly set; the license key also needs to be installed.

Launch Integration Manager from the Windows Start menu by right-clicking and selecting Run as Administrator. Once it has started, a Register Now/Later dialog will be displayed. Click Register Now:

Integration Manager - Run Now

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Integration Manager First Run”

Hands On with Microsoft Dynamics GP 2018 R2: Install Integration Manager

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

In the last post, I installed eConnect on the client to make the eConnect adaptors available to Integration Manager; in this post, I am going to install Integration Manager.

To do this, launch the setup utility and select Integration Manager from under the Additional Products heading:

Integration Manager

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Integration Manager”

Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect on Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

I already stepped through the installation of eConnect on the server, but eConnect is also needed on the client in order to use the eConnect adaptors in Integration Manager.

To install eConnect on a client PC, launch the setup utility and select eConnect under the Additional Products header:

setup utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect on Client”

Hands On with Microsoft Dynamics GP 2018 R2: Create Company Using PowerShell

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

GP PowerShell can be used to create companies and other actions. The following example shows how GP PowerShell can be used to create a new company:

Administrator: Microsoft Dynamics GP 2018 PowerShell

Add-CompanyDatabase -GPClientDirectory "C:\Program Files (x86)\Microsoft Dynamics\GP2018" -SqlAdmin "sa" -SqlAdminPassword "password" -SqlServerName "SERVER\GP" -CompanyName "azurecurve Publishing" -CompanyDbName "A18R2"-SqlMdfFilePath "C:\SQL Server\Data\" -SqlMdfFileName "GPSA18R2Dat.mdf" -SqlLdfFilePath "C:\SQL Server\Data\" -SqlLdfFileName "GPSA18R2Dat.ldf"

The supplied parameters and their values are:

  • -GPClientDirectory “C:\Program Files (x86)\Microsoft Dynamics\GP2018”
  • -SqlAdmin “sa”
  • -SqlAdminPassword “password”
  • -SqlServerName “SERVER\GP”
  • -CompanyName “azurecurve Publishing”
  • -CompanyDbName “A18R2”
  • -SqlMdfFilePath “C:\SQLServer\Data\”
  • -SqlMdfFileName “GPSA18R2Dat.mdf”
  • -SqlLdfFilePath “C:\SQLServer\Data\”
  • -SqlLdfFileName “GPSA18R2Dat.ldf”

the text between the quotation marks needs to be changed to the values you want to use to create the company.

Enter the cmdlet and parameters into GP PowerShell and hit return and the cmdlet will launch GP Utilities and create the new company; if you have any missing parameters or errors the launch will fail (usually with a less than helpful message).

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Test GP PowerShell By Getting Available Commands

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

After install GP PowerShell, to make sure it has installed correctly, we can use the Get-Command statement to get the available GP PowerShell commands.

Launch the relevant version of GP PowerShell from the Windows Start menu and type the following command:

Get-Command -module GP2018
Administrator: Microsoft Dynamics GP 2016 PowerShell

In the next post, I’ll show how to create a company using PowerShell.

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Install GP PowerShell

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

GP PowerShell was introduced a few versions ago and gives commands which be used to, for example, create companies or deploy additional tenants.

To install GP PowerShell, launch the setup utility and, under Additional Products, select GP PowerShell:

Setup Utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install GP PowerShell”

Hands On with Microsoft Dynamics GP 2018 R2: Configure & Use OData Service

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

The last post covered the installation of the OData Service which means it is ready to be configured. OData isn;t realy my specialty area, so I am going to link to the Dynamics GP 2016 R2 Cookbook which Mark Polino and I wrote:

Microsoft Dynamics GP Cookbook

Chapter 13: Modern Business Intelligence for Microsoft Dynamics GP of this book covers the the configuration and use of OData Services:

  • Introduction
  • Activating OData for better external analysis
  • Secure OData to control access
  • Connecting OData to Excel for Business Intelligence
  • Connecting GP to Power BI with OData
  • Adding Power BI to the home page in Dynamics GP

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Install GP OData Service

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

The next of the additional products I am going to install, is the GP OData Service; this allows external tools, such as PowerBI, to connect to Dynamics GP.

Launch the setup utility and, under Additional Products, select GP OData Service:

Setup utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install GP OData Service”