Implementing Enhanced Notes: Installation

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you’ve download the software from the link on the free trial email, extract the files from the zip and run the Setup.msi:

Contents of downloaded zip showing in Windows Explorer

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Implementing Enhanced Notes: Download and Register for a Free Trial

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Enhanced Notes is available for download from the GP Elementz website; as I am installing this on my demo company, I will register for a free trial:

GP Elemtnz Enhanced Notes product page with Free Trial button

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Implementing Enhanced Notes: What are the Differences Between Standard Notes and Enhanced Notes?

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

In the last post, I took a look at what the Enhanced Notes module was. The table below shows the similarities and differences in the functionality offered by standard Microsoft Dynamics GP notes and the GP Elementz Enhanced Notes.

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Implementing Enhanced Notes: What is Enhanced Notes?

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Enhanced Notes is one of the GP Elementz available from ISC Software Solutions.

The Enhanced Notes module is a Dexterity customisation which is installed on every Microsoft Dynamics client which replaces the standard notes window in all areas of Dynamics GP.

Instead of a single notes page, Enhanced Notes allows discrete notes to be created:

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Implementing Enhanced Notes: Series Index

GP Elementz Enhanced NotesISC Software Solutions, the company I work for has, over time, developed a number of add-ons for Microsoft Dynamics GP. The first one of these add-ons I’m going to take a look at is the Enhanced Notes.

Over the course of this series, the index below will automatically update to show new posts as they go-live (unless you’re viewing this via a syndication feed, when you’ll need to check back to the original post).

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Formatting SQL

Microsoft SQL ServerI create a fair amount of T-SQL in the form of selects, views and stored procedures. While I try to format my code to make it easy to use, I do encounter code from other people which is not very well formatted; and if you look at the stored procedures or views which ship with Microsoft Dynamics GP, they are generally formatted with all of the code on a single line.

There are a variety of ways of formatting SQL and I’m sure there are addins for SQL Server Management Studio; however, I often work on clients servers and can’t just install anything I want.

Therefore, a web based alternative is favourite and SQLFormat is the best one I have come across so far.

To use, simple paste your code into the big box and click the Format SQL button:

SQLFormat

You can even load a file should you wish.

I’m posting it here as a reminder to myself.

Implementing SmartConnect: Conclusion

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Over the course of the last few weeks, I have installed and configured SmartConnect from eOne Solutions. The installation is fairly straightforward, but you do need to make sure that tasks are completed in order.

With SmartConnect installed, the next step is to create an integration. Therefore, in a few weeks, I’ll be doing a small series on creating a simple integration. For testing that SmartConnect itself is working, I usually create a Standard Journal integration; it’s a nice simple one, but one which is useful to all clients.

Implementing SmartConnect: Verify Connector Working

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

With SmartConnect installed and configured, the last step is to verify that the GP Connection is working. This is done by checking to make sure the e Connect nodes are available.

Select the Maintenance tab and click on Node Maintenance button on the GP Connector section of the action pane:

Maintenance tab

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Implementing SmartConnect: Run System Maintenance

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Despite system maintenance having run automatically when the SmartConnect GP Connector was configured, it needs to be run again. Do this by selecting the Setup tab and click on System Maintenance:

SmartConnect Setup tab

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Implementing SmartConnect: Configure Security

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

For SmartConnect to function correctly, the service account needs to be added as a user. Do this by opening the Security window from the Setup tab:

SmartConnect Setup tab

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