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

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

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

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.

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: Identity Management – Scalability Groups

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 ninth Feature of the Day covered is Identity Management – Scalability Groups. The Identity Management Scale Groups provides flexible deployment options and improved efficiency for multitenant web client deployments. Using scale groups, you can logically group the web client session host servers that have a common configuration and host the same tenants. The web servers shared by all tenants will then be able to efficiently distribute tenant load across the session host servers configured for that tenant.

This should make it a lot easier to work in a cloud deployment of Dynamics GP.

The diagram below shows a GP multitenant web client deployment with two scale groups configured:

Scalability Groups

This feature is targeted at the following roles:

  1. Administrator

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day 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: Identity Management – Login

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 third Feature of the Day covered is Identity Management – Login.

This feature allows users to log into the GP web client using their Windows identity (e.g. the Windows Domain login). This is configured in the User Setup window (Administration >> Setup >> Tools >> System >> User) when the user is created.

The window has been enhanced to allow a user to be configured with both, or either, an SQL identity and/or a Windows identity; additionally a user can be configured as a Web Client user only and does not then require an SQL identity which is only required if the user will access GP using the desktop client; likewise the Windows identity is only required if the user will be using the web client.

A user would have both types of identity created if they would be accessing GP using either, or both, the desktop or web clients in a mixed mode deployment.

User Security

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Microsoft Dynamics GP 2013 R2 Coming Soon

The next version of Microsoft Dynamics GP, 2013 R2, is going to be released soon. I can hardly wait, but, unfortunately, I have to :(

The Dynamics GP Support and Services Blog have posted an article today outlining their intended blog post schedule where they are going to run through the upgrade process and all of the new features which are due in the coming version.

  • April 29 – Lifecycle
  • May 1 – Upgrade Planning
  • May 6 – Known Upgrade Issues
  • May 8 – Version Checks & Upgrades
  • May 13 – Database Upgrade
  • May 15 – Modified Dictionary Upgrade
  • May 20 – Upgrade Troubleshooting
  • May 22 – GP is upgraded – what’s next?
  • May 27 – Upgrading Web Client
  • May 29 – Tables Changes in R2 – Review the SDK
  • June 3 – Identity Management
  • June 4 – Azure Backups
  • June 5 – New Workflow
  • June 10 – Requisition Management
  • June 11 – OLE Document Attach
  • June 12 – Human Resource Time Entry
  • June 17 – Project Accounting Time Entry
  • June 18 – General Ledger
  • June 19 – Payables Management
  • June 24 – Receivables Management
  • June 25 – Bank Reconciliation
  • June 26 – Analytical Accounting
  • July 1 – Fixed Assets
  • July 2 – Sales Order Processing
  • July 3 – Inventory Control
  • July 8 – Purchase Order Processing/Encumbrance Management
  • July 9 – Email or Print any report in Word
  • July 10 – SmartList Designer 2.0
  • July 15 – Office 365
  • July 16 –Take Company Offline
  • July 17 – Ribbons in Desktop

Troubleshooting The Microsoft Dynamics GP 2013 SP2 Web Client: Web Management Console – Unable To Access SnapIn Config Data Store

The final error I ave to post about for now following my scale-out deployment of the Microsoft Dynamics GP 2013 Web Client series is on a problem with the Web Management Console.

After logging into the Web Management Console the following error was displayed:

Unable to access SnapIn config data store. Home SnapIn will not be loaded

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Unable to access SnapIn config data store. Home SnapIn will not be loaded

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Troubleshooting The Microsoft Dynamics GP 2013 SP2 Web Client: Target Principle Name Is Incorrect

As errors with a scale-out deployment of the Microsoft Dynamics GP 2013 Web Client go, the one covered in this post is not one that you are likely to encounter.

When I tried logging into the web client I received an unexpected error and went to the Windows Event Viewer on the Session Central for more details:

Event Viewer

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System.Data.SqlClient.SqlException (0x80131904): The target principal name is incorrect. Cannot generate SSPI context.
at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TdsLogin(SqlLogin rec)
at System.Data.SqlClient.SqlInternalConnectionTds.AttemptOneLogin(ServerInfo serverInfo, String newPassword, SecureString newSecurePassword, Boolean ignoreSniOpenTimeout, TimeoutTimer timeout, Boolean withFailover)
at System.Data.SqlClient.SqlInternalConnectionTds.LoginNoFailover(ServerInfo serverInfo, String newPassword, SecureString newSecurePassword, Boolean redirectedUserInstance, SqlConnectionString connectionOptions, SqlCredential credential, TimeoutTimer timeout)
at System.Data.SqlClient.SqlInternalConnectionTds.OpenLoginEnlist(TimeoutTimer timeout, SqlConnectionString connectionOptions, SqlCredential credential, String newPassword, SecureString newSecurePassword, Boolean redirectedUserInstance)
at System.Data.SqlClient.SqlInternalConnectionTds..ctor(DbConnectionPoolIdentity identity, SqlConnectionString connectionOptions, SqlCredential credential, Object providerInfo, String newPassword, SecureString newSecurePassword, Boolean redirectedUserInstance, SqlConnectionString userConnectionOptions)
at System.Data.SqlClient.SqlConnectionFactory.CreateConnection(DbConnectionOptions options, DbConnectionPoolKey poolKey, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection owningConnection, DbConnectionOptions userOptions)
at System.Data.ProviderBase.DbConnectionFactory.CreatePooledConnection(DbConnectionPool pool, DbConnectionOptions options, DbConnectionPoolKey poolKey, DbConnectionOptions userOptions)
at System.Data.ProviderBase.DbConnectionPool.CreateObject(DbConnectionOptions userOptions)
at System.Data.ProviderBase.DbConnectionPool.UserCreateRequest(DbConnectionOptions userOptions)
at System.Data.ProviderBase.DbConnectionPool.TryGetConnection(DbConnection owningObject, UInt32 waitForMultipleObjectsTimeout, Boolean allowCreate, Boolean onlyOneCheckConnection, DbConnectionOptions userOptions, DbConnectionInternal& connection)
at System.Data.ProviderBase.DbConnectionPool.TryGetConnection(DbConnection owningObject, TaskCompletionSource`1 retry, DbConnectionOptions userOptions, DbConnectionInternal& connection)
at System.Data.ProviderBase.DbConnectionFactory.TryGetConnection(DbConnection owningConnection, TaskCompletionSource`1 retry, DbConnectionOptions userOptions, DbConnectionInternal& connection)
at System.Data.ProviderBase.DbConnectionClosed.TryOpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory, TaskCompletionSource`1 retry, DbConnectionOptions userOptions)
at System.Data.SqlClient.SqlConnection.TryOpen(TaskCompletionSource`1 retry)
at System.Data.SqlClient.SqlConnection.Open()
at System.Data.Linq.SqlClient.SqlConnectionManager.UseConnection(IConnectionUser user)
at System.Data.Linq.SqlClient.SqlProvider.get_IsSqlCe()
at System.Data.Linq.SqlClient.SqlProvider.InitializeProviderMode()
at System.Data.Linq.SqlClient.SqlProvider.System.Data.Linq.Provider.IProvider.Execute(Expression query)
at System.Data.Linq.DataQuery`1.System.Collections.Generic.IEnumerable.GetEnumerator()
at System.Collections.Generic.List`1..ctor(IEnumerable`1 collection)
at System.Linq.Enumerable.ToList[TSource](IEnumerable`1 source)
at Microsoft.Dynamics.GP.Web.Services.Session.Service.SessionCentralBaseHandler.GetServiceSecurityGroups(String serviceName, ILinqDataContextProvider dataContext)
at Microsoft.Dynamics.GP.Web.Services.Session.Service.SessionCentralDatabaseHandler.GetServiceSecurityGroups(String serviceName)
at Microsoft.Dynamics.GP.Web.Services.Session.Service.SessionCentralService.InitializePrincipalManager()
ClientConnectionId:52267e4f-774d-452b-9361-00a407058a3a

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Troubleshooting The Microsoft Dynamics GP 2013 SP2 Web Client: Could Not Establish Trust Relationship

If you do a scale-out deployment of the Microsoft Dynamics GP 2013 Web Client you may encounter trust relationship problems if you do not have the SSL certificates correctly installed:

Event Viewer

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An error occurred during session monitoring 'System.ServiceModel.Security.SecurityNegotiationException: Could not establish trust relationship for the SSL/TLS secure channel with authority 'sc1.domain.azurecurve.co.uk:48650'. ---> System.Net.WebException: The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. ---> System.Security.AuthenticationException: The remote certificate is invalid according to the validation procedure.

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Troubleshooting The Microsoft Dynamics GP 2013 SP2 Web Client: No Endpoint Listening

While installing the scale-out deployment of the Microsoft Dynamics GP 2013 Web Client, I encountered an error which took me a lot longer than I liked to resolve:

IE - Unexpected error

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There was no endpoint listening at https://sc1.domain.azurecurve.co.uk:48650/SessioNCentralService that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details. ---? Syste.Net.WebException: Unable to connect to the remote server ---> System.Net.Sockets.SocketException: A connection attempt failed because the connected party did not propoerly respond after a period of time, or established connection failed because connected host has failed to respond: 198.252.71.316:48650

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Troubleshooting The Microsoft Dynamics GP 2013 SP2 Web Client: Unauthorized attempt to call the GetSessionHostWithMostAvailability Operation On Session Central

I recently completed a series of posts on a scale-out deployment the Microsoft Dynamics GP 2013 Web Client; during the course of writing that series I encountered a few problems, which I thought it might be useful to post.

This first post takes a look at an error I received after installation. When I tried to log into the Web Client I received the below error message:

IE - Unexpected error

Show/Hide Error Message

Unexpected Error
An unexpected error has occurred. Press the Sign-in button to reconnect to the application.
Correlation ID: 66a9ddaa-4288-4535-affb-2a3ec0b072d3

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