SmartList searching with wildcards

Microsoft Dynamics GPI was recently showing some clients how to use wildcard searching in SmartListand looked up my old blog post to refresh mym memory. When I was searching for my page, I found one from Shawn Dorward which he posted a couple of years ago and which covered some additional searching which was available.

Shawn’s blog post contains a some really good example of searching and also covers a couple of items, such as all fields of which I was not aware.

Windows rotation lock missing

WindowsI use a small convertible laptop (the screen rotates through 360o to turn into a tablet) for a lot of web browsing; occasionally I convert it into a tablet and switch allow the screen to rotate from landscape to portrait mode. However, when I tried to do this by switching off the Rotation Lock option the other day, the option in the action centre was missing; it is usually between Tablet Mode and Network:

Rotation Lock missing from the action centre

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Bad Parameter in refreshable Excel report query

Microsoft Dynamics GPOver the last few months, I’ve been doing work with clients on creating some refreshable Excel reports. Working on one of them, we had parameters for dates and added one for Vendor ID, which is when I encountered an error:

Excel error message

Microsoft Excel

Bad parameter type. Microsoft Excel is expecting a different ind of value than what was provided.

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Workflows available in Microsoft Dynamics GP

Microsoft Dynamics GPSince Microsoft Dynamics GP 2013 R2 saw the introduction of a new Workflow module for approval of documents, almost every version of Dynamics GP since then has introduced new functionality to workflow; sometimes in the form of new approval types or integration with other modules such as Document Attachment.

This diagram shows the available workflow types, colour-coded by version introduced:

Available workflow approval types

If you are looking to implement workflow, I have a book which can guide you though configuring the Microsoft Dynamics GP Workfow module from the basics of designing your workflow process, through building it and the ways that users can interact with the workflow for approvals.

The Workflow module is quite popular and becoming much more so with so many clients working in a distributed manner. There is one problem on the horizon and that is the retirement of TLS 1.0 and 1.1 which the Web Services for Microsoft Dynamics GP rely on. We are waiting for confirmation as to when a fix for this will be available, but I am expecting the fix to require an upgrade of Microsoft Dynamics GP which isn’t always quickly possible.

Fortunately, the company for which I work, ISC Software, are both a VAR and an ISV with a number of products and services available.

One of those products is PurchaseHQ which provides an Azure hosted web portal through which users can log on to do their purchasing series approvals. It fully integrates with the Workflow module in Microsoft Dynamics GP (blog and video) for document approvals (blog and video). The portal is quite a popular approach for organisations with a lot of approvals which need to be done as approvers have a web page they can logon to to see all of their approvals for all companies in one list, rather than receiving one email per approval.