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

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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

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MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format

The 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 twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.

The Email Options form now has an option for .docx available :

Email Any Report

This feature works differently in the Web Client as opposed the Desktop one.

The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.

However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the $series_title Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports

The 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 twenty-third Feature of the Day covered is Encumbrance SQL Reporting Services Reports. New SQL Reporting Services Reports have been created for Encumbrance Management; new Encumbrance Summary and Detail reports have been added to the existing list of SRS Reports. As with other SSRS reports these ones can be run from the Reporting Services Reports navigation list, directly from the deployment location or attached to and printed from a window in Microsoft Dynamics GP.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Installing Microsoft Dynamics GP 2013 R2: Adding The Sample Company

Microsoft 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.

In the last post I deployed the System Database so now I can either deploy the sample company or create a new one. I’ve decided to start with deploying the sample company.

To do this launch GP Utilities and log in as the sa or DYNSA user:

Welcome to Microsoft Dynamics GP Utilities

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Installing Microsoft Dynamics GP 2013 R2: Deploying The System Database

Microsoft 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.

With the client software installed we can now deploy the system database. To do this launch GP Utilities from the Windows Start screen and log in using the sa or DYNSA user:

Welcome to Microsoft Dynamics GP Utilities

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MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points

The 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 twelfth Feature of the Day covered is Requisition Management Integration Points . Purchase Requisitions has been written to integrate with several other areas of Dynamics GP such as Doc Attach, Encumbrance Management and SmartLists:

Purchase Requisition Entry

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Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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Microsoft Dynamics GP 2013 Reporting – Review Incoming

I have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.

This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:

Microsoft Dynamics GP 2013 Reporting

I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.

If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.

How To Install Business Analyzer for Microsoft Dynamics GP 2013

In this post, I’ll take a step-by-step look at installing Business Analyzer for Microsoft Dynamics GP 2013. This is a tool that comes as standard with GP but I’ve never bothered to look at before; this has changed recently because I’ve been dealing with a few clients who are heavy users of SSRS and Business Analyzer gives way to run the GP reports without needing to log into Microsoft Dynamics GP itself.

To Install Microsoft Dynamics GP Business Analyzer start the normal Microsoft Dynamics GP setup utility and select Microsoft Dynamics GP Business Analyzer;

Microsoft Dynamics GP 2013 Setup Utility

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