Dynamics GP Tech Conference 2017: New User Experience Features

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

One of the areas being focused on in the 2018 version of Microsoft Dynamics GP, is the user experience. The announced enhancements are:

  • Add sort to Receivables Transaction Inquiry – by Customer
  • Add sort to Receivables Transaction Inquiry – by Document
  • Add sort to Payables Transaction Inquiry – by Vendor
  • Add sort to Payables Transaction Inquiry – by Document
  • System password is remembered for the duration of the user session – the only downside is if you need to grant access to a window such as the VAT Return to a user, but then need to monitor them to make sure they then close Dynamics GP before continuing with other work.
  • Rename of Payables windows to say Payments instead of Checks – I can;t find the post, but this was a request from Mariano Gomez and is well overdue. Pretty much all payments in the UK are by EFT, so it was getting seriously embarrassing having all the windows with Cheque in the name (UK language pack changes it from Check).
  • Autocomplete added to the web client
  • SmartList Favourites – unique password protection – this is by popular request after the password for SmartList Favourites globally was added in GP 2016 R2.
  • SmartList shortcut on toolbar in web client
  • Bank Reconciliation maximise window in web client
  • Adding additional sorting in Bank Reconciliation window
  • Update help icons to link to tagged online support documents

The enhancements to the user experience listed above should be of benefit to users of Dynamics GP, and follows Microsoft’s ethos of evolution, not revolution in the improvements they are making.

Click to show/hide the Dynamics GP Tech Conference 2017 Series Index

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Configuring Permissions to RDP to Server

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis is only something I need to do occasionally so am posting this as a reminder.

Most of the demo VMs I create are on my local Client Hyper-V, but occasionally I make one available to a prospect or client and need to give them a user other than the administrator account.

Creating the user account itself is easy, but the bit I usually fail to remember how to do, is to give the user the rights to sign in remotely.

When this right has not been granted, an error message like the below will be displayed:

To sign in remotely, you need the right to sign in through Remote Desktop Services. By default, members of the Administrators group have this right. If the group you

To sign in remotely, you need the right to sign in through Remote Desktop Services. By default, members of the Administrators group have this right. If the group you're in doesn't have this right, or if the right has been removed from the Administrators group, you need to be granted this right manually.

Continue reading → Configuring Permissions to RDP to Server

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Hands On With Microsoft Dynamics GP 2016 R2: Batch Edited Message

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The feature of the day I am covering in this post, is the Batch Edited Message. If a user tries to open a batch being edited by another user they will receive a warning message containing the users name:

Microsoft Dynamics GP: This batch is being edited by laurab. Please try later.

Microsoft Dynamics GP

This batch is being edited by laurab. Please try later.

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: Batch Edited Message

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Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The second of the new features I’m going to cover is SmartList Favorite Protection.

This feature allows the administrators to define a password which must be entered before a SmartList favorite can be modified. The password is entered in the SmartList Options window (Administration >> Setup >> System >> SmartList Options):

SmartList Options

The password impacts all SmartList favorites. Please do not use ACCESS as the password; I see far too many clients who have this as a password throughout their system. It is in all of the manuals and lots of blog posts so it is pretty much the least secure password you could use.

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

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Upgrading to Microsoft Dynamics GP 2016 R2: Adding Missing Security Roles

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPWith Microsoft Dynamics GP 2016 R2 now being available, there are some new security roles and tasks which need to be added.

As they have for the last few versions, Microsoft have made available some SQL Scripts to insert these roles and tasks.

The Dynamics GP 2016 R2 ones can be downloaded from directly from Microsoft or I have a post containing links to all of the versions I can find, which has been updated for Dynamics GP 2016, which is here.

The scripts tend to be cumulative, so if you upgrade from Microsoft Dynamics GP 2013 SP2 to 2016 R2, you only need to run the final script.

Not sure why I thought the scripts were cumulative, but they are not. All of the scripts need to be run in sequence for your upgrade path.

As always, when running scripts against Dynamics GP databases, ensure you have a good backup before starting.

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Hands On With Microsoft Dynamics GP 2016 R2: Manage Web Client SQL Server Login

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

The final step before we can log into the web client, is to configure the client with a proxy user which is used to connect to SQL Server. If you did this while installing the Microsoft Dynamics GP desktop client, you do not need to do this step now (provided of course that the username and password you set while installing the web client match what you set when installing the desktop client.

To configure (or manage) the Web Client SQL Sever Login, launch GP Utilities and log in using the sa or other user account with security admin permissions:

Welcome to Microsoft Dynamics GP Utilities

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: Manage Web Client SQL Server Login

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Hands On With Microsoft Dynamics GP 2016 R2: Install Web Client Single-Machine Deployment

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

Now that the Web Client Runtime feature has been added, we can install the web client itself. I am only doing a single-machine deployment of the web client in this series of posts.

To install the Web Client, launch the setup utility and, under Additional Products select Web Client:

Microsoft Dynamics GP 2016 setup utility

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: Install Web Client Single-Machine Deployment

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MDGP 2016 R2 Feature of the Day: HTTPS Support for Management Reporter

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The nineteenth Feature of the Day is support in Management Reporter 2012 for https access to the web viewer:

This adds the ability to deploy Management Reporter for report access over secure https communication.

This feature is well overdue; it should have been introduced at the same time as the web viewer itself.

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

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MDGP 2016 R2 Feature of the Day: SmartList Favorite Protection

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here

The second Feature of the Day is SmartList Favorite Protection:

SmartList Options

This new feature allows a password to be set which will protect SmartList Favourites from being modified; when a user tries to modify a SmartList Favorite they will be prompted to enter a password.

The downside of this setting is that it is a global setting for all SmartList Favourites and not a password which can be set differently for each Favourite. This point was mentioned to Microsoft at reIMAGINE 2016.

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

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Integration Manager Error: Cannot Open Database “GPLIV” Requested By The Login

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPWe’re in the middle of large upgrade project at the moment for a client and encountered an error when trying to run an integration.

This particular integration is an Account one, which has been extended with VB Script which checks to see if the segments exist, and if not, it inserts them. When a user tried to run the integration, they get the following error:

Opening source query...
Establishing source record count...
Beginning integration...
DOC 1 ERROR: System.Data.SqlClient.SqlError: Cannot open database "GPLIV" requested by the login. The login failed.
DOC 2 ERROR: System.Data.SqlClient.SqlError: Cannot open database "GPLIV" requested by the login. The login failed.
DOC 3 ERROR: System.Data.SqlClient.SqlError: Cannot open database "GPLIV" requested by the login. The login failed.
Integration Failed
Integration Results
    3 documents were read from the source query.
    3 documents were attempted:
        0 integrated without warnings.
        0 integrated with warnings.
        3 failed to integrate.

I did some double checking and it turned out that the user who was doing the testing had two Domain accounts (one with full name and one with initial and surname) and were not using the one I had configured originally.

All of the other users I had worked with had been using Domain accounts of initial and surname, which was the one I had configured, but this particular user was using the account with their full name.

Adding this Domain user account to the database with the DYNGRP role resolved the problem.

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