GP Power Tools Build 26 & 27 New Features: New in Build 26: Series Index

Winthrop DCThis post is the series index for the New in Build 26 sub-series of the GP Power Tools Build 26 & 27 New Features series in which I’m taking a look at the changes and new features since I last blogged about GP Power Tools.

In this sub-series I am going to take a look at the new features introduced in build 26; the posts are broken down by module for easy reading.

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Implementing SalesHQ Portal: Using SalesHQ Portal

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Over the course of this series, I’ve taken a look at how SalesHQ is implemented. I thought it would be useful to do a post on actually using SalesHQ, but first a reminder that earlier in the series I did a post on What SalesHQ is and what functionality it contains.

I am going to look at Sales HQ from the perspective of a salesperson who has access to a US territory.

When you visit the SalesHQ portal, you will be presented with the login window; this uses the crdentials entered when the salesperson was created:

SalesHQ Login

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Implementing SalesHQ Portal: Test SalesHQ Portal

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Once I have SalesHQ deployed and salespeople and/or customers with access, I run a quick test to make sure I can log into the portal.

Navigate to the web address you supplied during the implementation (I didn’t use a custom address so have a default one). When the login page loads, enter the email address and password of one of the salesperson accounts you created:

Sales HQ web portal logon screen

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Implementing SalesHQ Portal: Salesperson Setup

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With SalesHQ configured, it is now available to use. However, the first thing we need t do is grant access to salespeople so that they are able to log in.

From experience, very few clients actually use salespeople in Microsoft Dynamics GP the way it was intended. So rather than enforcing the use of them, the SalesHQ functionality has been hooked onto the Salesperson Maintenance window ()Sales » Cards » Salesperson) without requiring the salesperson to be assigned to customers.

There are two pieces of setup required against the Salesperson record:

  1. Assign the login details for the salespeople who can log in against this Salesperson record; multiple logins against a single salesperson is supported.
  2. Assign customers to a Salesperson record.

To add the users who can login, open the Salesperson Maintenance window and open a salesperson record. Click the AdditionalManage Salesperson Accounts:

Salesperson Maintenance showing the Additional button

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Implementing SalesHQ Portal: Configure SalesHQ

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:

Administration menu showing CustomerHQ

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Implementing SalesHQ Portal: Portal Deployment on Azure

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

This is a step which ISC Software will perform, but some information is required for this to be accomplished. In the last post in this series, I showed how to register a company with SalesHQ; this generated a unique GUID for each company.

For ISC Software to deploy the portal, they need the Company ID for each company registered.

Run the script below against your Elementz database, to extract the CompanyID GUIDs:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DynamicsDB,CompanyDB,CompanyId FROM CustomerPortalCompany

Once you have this information reply back to the Azure settings email you received before installing the connector service.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





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Implementing SalesHQ Portal: Client First Run

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:

New code must be included...

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Implementing SalesHQ Portal: Install Dynamics GP Client Components

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The client component of SalesHQ allows you to configure the portal and grant access to customers and sales people and so needs to be installed on all Microsoft Dynamics GP client machines.

With the file you downloaded from ISC Software’s secure file transfer site, launch the Dynamics GP client MS installer and, on the Welcome step click Next:

Welcome to the Elementz - CustomerHQ Setup Wizard

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Implementing SalesHQ Portal: Start Connector Service

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The final step in configuring the connector service, is to start the Elementz CustomerHQ Connector; if you’ve used an account which is already has log on as a service rights, you will not need to perform this step.

To start the service, open Services (the easiest way is to launch the Run prompt (Win+R), type services and hit return). Scroll down and find the Elementz CustomerHQ Connector service, right-click and select Properties:

Servies window with Elementz CustomerHQ Connector selected

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Implementing SalesHQ Portal: Configure SQL Permissions

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

In the last post in this series, I installed the Connector Service; as part of the installation a database was created and populated with the required tables. The service account is granted access to these tables, but also needs to be granted the DYNGRP role in the Microsoft Dynamics GP system and company databases as well.

You can do this via SQL Server Management Studio. Expand Security and Logins, find the service account, right-click and select Properties.

Select User Mapping and the the system database (which in my example is called D18R2.

In the Database role membership… section, mark the checkbox next to DYNGRP:

Login Properties window showing DYNGRP on system database being assigned

Repeat this action for the company databases and then click OK to commit the changes.

This action is only required to be done for the Domain account which will run the connector service as this service handles all connections to the database, including those from the Dynamics GP client.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message: