How To Install Microsoft Dynamics GP 2013 – How To Create A Company

Microsoft Dynamics GPThe Microsoft Dynamics GP sample company, which I showed how to install in the last post, is good for doing a demo or for testing, but in the real world most sites will never deploy the sample company. Instead their efforts will be focused on creating a company to host their own data, which is what we’re going to take a look at in this post.

New companies are created using GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP 2013 » GP Utilities) and login using the sa password;

Welcome to Microsoft Dynamics GP Utilities

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How To Install Microsoft Dynamics GP 2013 – Deploying The Sample Company

Microsoft Dynamics GPMicrosoft Dynamics GP ships with a sample company which can be deployed along with it’s data to either use in demos or for testing. In this post we’ll take a look at deploying this sample company which done via GP Utilities.

Start GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP 2013 » GP Utilities) and login using the sa password;

Welcome to Microsoft Dynamics GP Utilities

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How To Install Microsoft Dynamics GP 2013 – Server Configuration

Microsoft Dynamics GPNow that the Microsoft Dynamics GP 2013 client has been installed we can move onto configuring the server. This is done using GP Utilities which is installed alongside the GP client itself by the setup utility.

Log into GP Utilities using the same System DSN as GP and make sure you log in as the sa user;

Welcome to Microsoft Dynamics GP Utilities

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How To Install Microsoft Dynamics GP 2013 – Client

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2013 on 19th December 2013, I thought it time to produce a series of posts on how to install it and a few of it’s related products.

First up, is the installation of the desktop client itself.

When the setup utility is started from the installation media, the Microsoft Dynamics GP 29013 Bootstrapper Setup will start to ensure the prerequisites are installed. The Bootstrapper will install all of these for you;

Microsoft Dnyamics GP 2013 Bootstrapper Setup

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Real Demo Data Wanted: Convergence Pass In Trade Offered

Microsoft Dynamics GPOn the Inside Microsoft Dynamics GP blog Jay Manley is asking for assistance from a small but growing Dynamics GP client with about 2.5 years of data if they would volunteer to have their data anonymised for use as a new sample company.

What are they looking for?

  • A smaller company – 1-10 users preferred with 20 users maximum.
  • A company that focuses on both service and sales of items such as a small consulting firm that also sells software.
  • A low quantity of inventory items, because of the trouble in converting them. 20 part numbers minimum, but under 100 part numbers although they would consider up to 500 part numbers.
  • It would also be helpful to have a low number of vendors and customers such as at least 20 vendors and customers, but they would prefer under 100 of them (each).
  • Need at least two full years of data, would prefer 30 months (2 ½ years) of data.

Check out the complete post for full requirements and the information Microsoft will require if you should like to volunteer.

Any identifiable information would be stripped out and replaced so they will be no worries over your commercially sensitive information being leaked.

In return for the data, Microsoft are offering one free pass to Convergence 2013 in New Orleans in March 2013.

Developing Microsoft Dynamics GP Business Applications by Leslie Vail

Microsoft Dynamics GPA new Microsoft Dynamics GP book, by Leslie Vail is now available from Packt Publishing.

This book will teach you how to create and customize Dynamics GP Applications by taking you through the initial steps of setting up a development environment through to customising and developing an example application using tools such as Dexterity, Visual Studio Tools and sanScript starting with an overview of Microsoft Dynamics GP architecture.

Developing Microsoft Dynamics GP Business Applications by Leslie Vail

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Microsoft Dynamics GP 2013 Now Available

Microsoft Dynamics GPAfter what felt like a really long wait, but in reality was to the announced timeline, 19th December 2012 saw Microsoft announce the general availability of Microsoft Dynamics GP 2013 on the Inside Microsoft Dynamics GP blog.

As Errol Schoenfish, Director Product Management at Microsoft, said in the announcement, this version of Microsoft Dynamics GP allows customers to access it either via the traditional desktop client or, at no extra license cost, through an innovative new Web Client presented via Silverlight in Microsoft Internet Explorer. I think the web client is a really good addition to GP with the interface looking very clean and modern and means whether the user is in the office, at home or on the road, they can access information when they need it and in a web client which has the same structure as the familiar desktop client.

In addition to the Web Client, Microsoft Dynamics GP 2013 has seen the addition of more than 120 new features and capability enhancements to the already rich and comprehensive business management functionality; a sample of the new features can be seen in the Microsoft announced Feature of the Day.

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Prevent Change Of User Date

Microsoft Dynamics GPFred Webb posted a question on the Dynamics GP Community Forum asking if it was possible to prevent the User Date being changed in Dynamics GP 2010.

One response was to use Field Level Security which would work but seems a little excessive. I had a think on alternatives and, because we’re dealing with GP 2010, the one I came up with was to prevent the User Date window being opened by using a little VBA.

The package for Microsoft Dynamics GP 2010, which also works for Microsoft Dynamics GP 2013, can be downloaded at the bottom of the post.

The VBA I used was:


Private Sub Window_BeforeActivate()
   Me.Close
End Sub

Private Sub Window_BeforeOpen(OpenVisible As Boolean)
   Me.Hide
End Sub

Me.Hide causes the UserDate window to be hidden from the user as it starts to open, and Me.Close forces it to close.

I could have put both the Me.Close and Me.Hide in the sub Window_BeforeOpen, but I found the main GP window didn’t get focus back. By splitting the Me.Close into Window_BeforeActivate focus was returned to GP when the UserDate window was closed.

The downside of using VBA asa solution is that it will not work with the Microsoft Dynamics GP 2013 Web Client, although it will work with the standard 2013 client.

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Hands On With The Management Reporter 2012 Web Client

Microsoft Dynamics GPThese days I find that time passes far too quickly. Turns out it was on the 14th November that RU3 of Management Reporter was released and I said I’d do some posts on the web client part of it. Well, time flies but I’ve finally found the time to do the post I promised.

When I downloaded Management Reporter 2012 Rollup 3 I did what quite a few people seem to have done and looked for the web client installer within the setup utility. Well, it turns out there isn’t one as it is all handled by the server install. To view a report in the MR 2012 web client all you need to do is output the file to a network location or SharePoint. I’ve gone the easiest route and output the file to a network share.

In the Report Designer, open a Report Definition and switch to the Output and Distribution tab and change the radio button to Generate to multiple report library locations. In this case my report is being output to Library/P&L and if I click on it I can then choose to set a Related Report Link Location which I have set to the shared Dynamics Central location on my server;

Report Definition - PL Dtl CurYtd

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MDGP 2013 Feature of the Day: Web Management Console

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The ninety first feature they’ve announced is Web Management Console.

The management console is a web application that gives you the control you need to manage your web client environment; you can manage users, sessions, initiate session logging and manage application tenant configuration through the two included snap in modules, Session Manager and Tenant Manager.

Web Management Console

The extensible snap in model of the console also gives ISVs and application developers the opportunity to create custom snap ins to give you even more control of your web client environment.

This new feature is targeted at the following roles:

  • IT Manager
  • Hosting Partner