Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighteenth new feature is Letter Writing Assistant in Web Client. This feature adds one of the few remaining areas that wasn’t previously accessible to the web client.

The Letter Writing Assistant is available via SmartList; for example, run a Vendors SmartList and the click on the Word button and click Prepare a Creditor Letter:

SmartList prepare a Creditor Letter

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client”

Hands On with Microsoft Dynamics GP 2018 R2: Install Web Client Resource Cache

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

There is one final, optional, step in installing the web client, which is to install the Web Client Resource Cache on each session host. To install it, launch the setup utility and, under Additional Products, click GP Web Resource Cache:

Setup Utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Web Client Resource Cache”

Hands On with Microsoft Dynamics GP 2018 R2: Verify Web Management Console Functions

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

With the web client itself verified, the final step in installing the web client is to ensure that the Web Management Console is working. To do this open your browser and navigate to the FQDN of your server followed by /WebManagementConsole:

Click on Session Manager and you’ll be shown the available session servers and any logged in clients.

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Verify Web Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Now that we have the web client installed, prior to allowing users access, we need to verify the web client is working. To do this open your browser of choice, I am on Server 2012 R2 and so only have Internet Explorer available.

Navigate to the FQDN (Fully Qualified Domain Name) of you server followed by /GP and log in using a Windows Login whioch is in the Web Client Users group:

IE

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Verify Web Client”

Hands On with Microsoft Dynamics GP 2018 R2: Install Web Client Help

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

With the web client installed, the next step is to finalise the configuration of the web client. The Microsoft Dynamics GP Web Components Configuration Wizard will pop up automatically. Click Next to start:

Welcome

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Web Client Help”

Hands On with Microsoft Dynamics GP 2018 R2: Configure Web Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

After addin the web client runtime feature, the next step is to install the web client itself. Do this by launching the Dynamics GP 2018 R2 setup utility and, under Additional Products, select Web Client:

Dynamics GP 2018 R2 setup utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Configure Web Client”

Hands On with Microsoft Dynamics GP 2018 R2: Add Web Client Runtime Feature

Hands On with Microsoft Dynamics GP 2018 R2: Add Web Client Runtime Feature

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

After installing the prerequisites, the next step in a single-machine deployment is to install the Web Client Runtime; this is a feature of the Dynamics GP desktop client which allows the code to be translated into a form suitable for presenting via the web client.

To add the Web Client Runtime feature, open Programs and Features, select Microsoft Dynamics GP 2018 and click the Change button:

Programs and Features

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Add Web Client Runtime Feature”

Hands On with Microsoft Dynamics GP 2018 R2: Web Client Prerequisites

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Over the next few posts I’m going to install, verify and run the web client. In this series of posts, I am doing a single-machine deployment; this is whre all components are installed on the same machine; the other type of common deployment, is a scale-out deployment where there is a separate web server to client machines.

Back when the web client was introduced, I did a series on a scale-out deployment and a while later wrote a book on it. These posts are still largely applicable to the current version.

The prerequisites for the 2018 R2 web client are the same as 2018 RTM, so I’m linking back to the series I did in December 2017; following that series on the web client prerequisites before progressing in this series.

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On With MDGP 2018 RTM New Features: Web Client Changes

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The fourteenth feature of the day is Web Client Changes; this feature groups together three features.

The first of the features, is the extension of the AutoComplete from the desktop client into the web client. This means that when an ID has been entered once, it will be remembered and listed when the user starts to type the ID again (within the limits of the AutoComplete User Preferences:

Web Client AutoComplete

Continue reading “Hands On With MDGP 2018 RTM New Features: Web Client Changes”