Hands On With Microsoft Dynamics GP 2015 RTM: Business Analyzer 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 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.

In my experience, one of the lesser used add-on products for Dynamics GP is Business Analyzer. For the clients I deal with, the majority of them don;t make much investment in creating SSRS reports; instead they use SmartLists, Excel Reports or BI products such as QlikView.

However, even just using the out-of-the-box SSRS reports can make the Business Analyzer program useful, so I figured I’d give a run through of the installation process. Business Analyzer is installed from the same media as Dynamics GP itself. Start setup.exe and, under Additional Products, click on Microsoft Dynamics GP Business Analyzer:

Microsoft Dynamics GP 2015

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MDGP 2015 Feature of the Day: Vendor Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fourth Feature of the Day is Vendor Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the setup and maintenance of vendors.

Vendor Approval allows users to create mandatory workflow processes around the setup and maintenance of vendors. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page ¯ Setup ¯ Company ¯ Workflow ¯ Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I want to see more details about this feature as I am very much hoping that the workflow has been extended to include the EFT Bank details.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

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MDGP 2015 Feature of the Day: Receivables Management Batch Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The third Feature of the Day is Receivables Management Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of Receivables Management batches in a more streamlined fashion.

Receivables Management Batch Approval allows users to create mandatory workflow processes around Receivables transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page ¯ Setup ¯ Company ¯ Workflow ¯ Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day: General Ledger Batch Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The first Feature of the Day is General Ledger Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of General Ledger batches in a more streamlined fashion.

General Ledger Batch Approval allows users to create mandatory workflow processes around General, Clearing and Budget transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page ¯ Setup ¯ Company ¯ Workflow ¯ Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I am delighted that this functionality has been introduced. I’ve done extensive work with a client using the old SharePoint based workflow recently and I am very much looking forward to being able to replace it with the new workflow. The old was so complex; Workflow based on top of SharePoint talking to the Web Services. There were so amny points of failure and skills needed to install and configure that it made it very complex, costly and unstable.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

Installing Microsoft Dynamics GP 2013 R2: First Run & First Impressions

Microsoft Dynamics GPMicrosoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

Well, with Microsoft Dynamics GP 2013 R2 installed the next step is to take a look at it. Having been reading, and transposing into posts, the Feature of the Day articles from Microsoft I do have some idea of what is coming. But for those of you who haven’t been reading along, I figured I might as well do a short post.

Once you have GP installed and either the Fabrikam company deployed or a company created you can log in. To do this find the GP shortcut on the start screen. This will launch GP where it will prompt for a username and password. If you haven’t previously been logged into GP and created a user then log in as either the sa or DYNSA user:

Welcome to Microsoft Dynamics GP

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MDGP 2013 R2 Feature of the Day: Purchase Requisitions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The second Feature of the Day covered is Purchase Requisitions which ties into Purchase Order Processing and is also workflow enabled. Both workflow and purchase requisitions are entirely new replacements for the old Business Portal and Dynamics Workflow modules which, unlike their predecessors, live within the Microsoft Dynamics GP client and are not dependent on SharePoint.

Navigation is streamlined for the requester to see a requisition status or enter a requisition using a new Purchasing Requisition Navigation List and can route the requisition through a workflow process created using new workflow functionality; when requisitions are submitted, they will route through the active workflow:

Purchasing Requisitions Navigation List

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How To Configure SharePoint 2010

In the last couple of posts I have taken a look at installing the SharePoint prerequisites and SharePoint itself and in this one I’ll be taking a look at configuring the new SharePoint installation.

I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it, if it would work and, ultimately, so I could install Business Portal for a demo.

This post picks up where the previous ended with the Configuration Wizard being launched. To proceed, click through the Configuration Wizard, click Next:

Welcome to SharePoint Products

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How to Install SharePoint 2010

In the last post I took a look at installing the SharePoint prerequisites so in this one I’ll be taking a look at installing SharePoint itself.

I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it and see if it would work.

To install SharePoint, start the installer and select Install SharePoint Server:

SharePoint Server 2010

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How to Install SharePoint 2010 – The Prerequisites

I was having a fiddle around a while ago, after I built my new home server, with SharePoint and thought I’d post a short series of posts up to remind myself of how to do the install again.

I don’t typically work with SharePoint as that is in the purview of other consultants at work, but I do need to interact with it for items such as Business Portal. Which is why I decided to have a go at installing it. Before anyone says, I know there is a new version of SharePoint now, but this is the version I had available to me when I did the install and I’m about to move house so don;t have everything setup at home to do a SharePoint 2013 install.

If you do follow these posts and install SharePoint, please don’t do so on a live system. Only use the resulting SharePoint for GP/other demos.

First step, is to install the prerequisites (very easy if you have an Internet connection):

Microsoft SharePoint Server 2010

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