Microsoft Dynamics GP Macros: Macro By Excel Formula

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Over the last couple of posts, I’ve shown how data can be merged into the macro template using either mail merge or a SQL script. This post is going to show the final method I use for merging data into the macro template, which is to use an Excel formula.

I am using an Excel spreadsheet with two columns, USERID and PASSWORD. I am going to add a third column to the spreadsheet to hold the formula containing the macro.

User data in Excel

Continue reading “Microsoft Dynamics GP Macros: Macro By Excel Formula”

Microsoft Dynamics GP Macros: Macro By MailMerge

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

The most common way I update a macro template with the data to be updated, is to use Mail Merge in Microsoft Word.

Make sure you have your data prepared: in the demo system I’m using, I have only four users. I have created some new passwords based on the User Name field and stored them in an Excel spreadsheet:

Microsoft Excel

Continue reading “Microsoft Dynamics GP Macros: Macro By MailMerge”

A Diary of reIMAGINE 2016: Part 17 – Conference Day 3/Tips for Creating Integrations Session

reIMAGINE2016The third and final day of the conference was quite a short day with only three sessoins in the morning.

The first of the sessions I attended was Tips for Creating Integrations which was run by a former Microsoftie who now works at eOne. The session did have general tips on what you should be thinking about and asking when creating integrations, but was, as you would expect for a session run by a partner, focused on using their tools. In this case, the tool was SmartConnect.

As a partner of eOne already, SmartConnect was already on my list to take a look at (we currently mainly do SmartList Builder although we also have clients with Extender and SmartView), it was a very interesting session showing how data could be integrated into Dynamics GP from other sources such as Dynamics CRM or a web site and also how the Excel add-in can be used to extract data, and then update Dynamics GP once the user edits the data in Excel.

Much to think about.

Click to show/hide the A Diary of reIMAGINE 2016 Series Index

Microsoft Dynamics GP Budget Import Issue

Microsoft Dynamics GPBudgets in Microsoft Dynamics GP are easy to maintain using the Budget Wizard. However, we do regularly field calls from clients reporting that the budget import is not working.

The problem reported, was the same as the problem always is; the budget template was not in the correct format.

The first image is the header of the one they were trying to import and the second is the Master budget I exported from GP to show them:

Excel Budget

Excel Budget

As you can see the former budget template has an extra row in the header; this is sufficient to stop the import working.

Everytime we have had this error reported we have found that something was changed in the budget template: a new header row, a header row being deleted, a column being added (the latter is the most common.

The client removed the extra row and was then able to import the budget.

Preorder Real-world Business Intelligence with Microsoft Dynamics GP

Microsoft Dynamics GPI was just browsing the Packt Publishing website (as you do) and found that there is a new book about Microsoft Dynamics GP being released next month.

Real-world Business Intelligence with Microsoft Dynamics GP by Dynamics GP MVPs Belinda Allen and Mark Polino:

Real-world Business Intelligence with Microsoft Dynamics GP

Continue reading “Preorder Real-world Business Intelligence with Microsoft Dynamics GP”

Hands On With Microsoft Dynamics GP 2015 RTM: Install Trusted Configuration

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

The Microsoft Dynamics GP web client is as functional as the desktop one, even to the extend to which it integrates with Microsoft Office. However, whenever a user wants to integrate with Office on their machine, they first need to install a new component which allows the Silverlight web client to interact i the user’s installation of Microsoft Office.

To do this click on the padlock/globe/page icon next to the blue help icon in the bottom right of the window and then click on the Install Trusted Configuration link:

Trusted Application

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Install Trusted Configuration”

Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last post I deployed the system database; in this one I’m going to take a look at deploying the sample company. While this isn’t something generally done with a new system, I am in the process of building a new demo/test environment.

We’ll pick up where the previous post left off on the Additional Tasks step of GP Utilities. If you had closed GP Utilities log back in and progress through to this step and in the combo box, in the middle of the screen, make sure it is set to Add sample company data and click Process:

Additional Tasks

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment”

Hands On With Microsoft Dynamics GP 2015 RTM: Server Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In this second post, I am going to take a look at the server install where the system database is created. To do this, run GP Utilities from the Start screen and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Server Installation”