Hands On With Microsoft Dynamics GP 2015 R2: Install GP Add-in For Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

When using the Word Templates to replace the standard reports for printing reports such as invoices, remittances or purchase orders you can do changes to the format or layout using the standard functionality of Microsoft Word.

However, if you want to add additional fields then you need to install the Microsoft Dynamics GP Add-in for Microsoft Word. Do this by launching the Microsoft Dynamics GP setup utility from the downloaded installation media and, under Additional Products, click on Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015 setup utility

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Hands On With Microsoft Dynamics GP 2015 R2: Integration Manager First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

After Integration Manager has been installed on a client machine, the license key needs to be input. Do this by locating the Integration Manager icon on the Start screen, right-click it and select Run as Administrator.

When Integration Manager starts you will be prompted to register now or later; click on Register Now:

Integration Manager: Register Now or Later

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Hands On With Microsoft Dynamics GP 2015 R2: Install Integration Manager

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

Integration Manager is a tool which is very useful during an implementation and is also on an ongoing basis for integrating files from other systems or third parties. It is also a very simple install.

To install Integration Manager, run the setup.exe from the downloaded installation media. Under Additional Products click on Integration Manager:

Microsoft Dynamics GP 2015 setup utility

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Hands On With Microsoft Dynamics GP 2015 R2: Web Services Verification

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

Once the Web Services have been installed and configured, it is recommend that they be verified to ensure everything is working as it should. There are four items which need to be checked.

Firstly, open the Services Control Panel applet (easiest to do by hitting Win+R and typing services.msc; scroll down and find Microsoft Dynamics GP Service Host. Ensure it is running and set to Automatic:

Services

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Hands On With Microsoft Dynamics GP 2015 R2: Web Services Configuration

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

With the web services installed, the next step is to configure them for the companies being used. Do this by launching the Web Services Configuration Wizard from the Start screen.

On the Welcome screen, click Next:

Web Services for Microsoft Dynamics GP Configuration Wizard: Welcome

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Hands On With Microsoft Dynamics GP 2015 R2: Install Web Services

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

In the past, we used the Web Services for Microsoft Dynamics GP mainly for integration, but since Microsoft Dynamics GP 2013 R2 introduced Workflow 2.0 we have been installing it for more and more clients.

In this, the fifteenth post of the Hands on with Microsoft Dynamics GP 2015 R2 series, I’m going to step through the installation process and following it up in the next couple of posts with the configuration and verification of the installation.

To install the Web Services for Microsoft Dynamics GP launch the setup.exe from the downloaded installation media and, under Additional Products click Web Services Runtime:

Microsoft Dynamics GP setup utility

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Hands On With Microsoft Dynamics GP 2015 R2: Create Company Using GP PowerShell

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

Microsoft Dynamics GP 2015 R2 saw the introduction of some additional PowerShell cmdlets. I thought it might be useful to select one of the new cmdlets and give a run through of using it.

One of the tasks I often do a lot of is creating new companies so I have selected the Add-CompanyDatabase cmdlet.

To run any of the cmdlets, launch GP PowerShell from the Start screen.

The easiest way of finding out the parameters to use is to enter the following command:

Get-Help Add-CompanyDatabase

Get-Help Add-CompanyDatabase

This will display the details of the cmdlet including the Synopsis, Syntax, Description, Related Links and Remarks.

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Hands On With Microsoft Dynamics GP 2015 R2: Install GP PowerShell

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

Microsoft Dynamics GP 2015 RTM saw the introduction of GP PowerShell which allows PowerShell to be used to automate certain tasks. Microsoft Dynamics GP 2015 R2 saw the introduction of additional GP PowerShell cmdlets.

To install GP PowerShell, open the setup utility and, under Additional Products, click GP PowerShell:

Microsoft Dynamics GP 2015 setup utility

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Hands On With Microsoft Dynamics GP 2015 R2: Set Up Drill Down

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

After installing the Trusted Configuration, you can then set up drill down to allow drill downs to more detailed information. Do this by clicking of the yellow triangle and black exclamation mark icon in the bottom right:

Set Up Drill Down

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Hands On With Microsoft Dynamics GP 2015 R2: Install Web Client Trusted Application

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

To get the most out of the Microsoft Dynamics GP web client, there are a couple of add-ons which need to be deployed. The first of these is the Trusted Application; this is what allows the web client to interact with Excel or Word.

To install the Trusted Application click the small globe icon next to the blue question mark icon in the bottom right corner of the browser window and then click on Install Trusted Application:

Install Trusted Application

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