GP Power Tools Build 26 & 27 New Features: New in Build 26: System Module Enhancements

Winthrop DCThis post is part of the New Features in GP Power Tools 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.

The first area of new features I’m going to cover, is the System module in which there are a number of new features:

  1. Window Visibility
  2. System Status Report
  3. Send Email Window

Window Visibility/Discoverability

Window visibility/discoverability has been improved by the introduction of Find a Window and Raise All Windows options on the Tools menu:

New options on Tools menu

These functions aim to improve discoverability and visibility of Microsoft Dynamics GP; they should prove useful by making it easier to find windows and also by allowing you to bring all windows in front of the main Dynamics GP window.

System Status Report

The system status report has a number of improvements:

  1. Registered modules have been added.
  2. List of Visual Studio Addin DLLs have been added.
  3. Details maximum users allowed.
  4. Details if Dynamics GP is running on a Terminal Server.

Send Email Window

The Send Email window has been enhanced to word wrap.

The new feature will make it easier for users to create and review the email message being sent.

GP Power Tools Build 26 & 27 New Features: New in Build 26
System Module Enhancements
Administrator Tools Module Enhancements
Developer Tools Module Enhancements
Database Tools Module Enhancements

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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GP Power Tools Build 26 & 27 New Features: Changes Since Last Series

Winthrop DCThis post is part 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.

One of the key changes to GP Power Tools, is that it is now directly distributed by WinthropDC rather than by a third party. The third party route was taken, I believe, as a quick way to market after David Musgrave licensed the code for the Support Debugging Tool in order to create GP Power Tools when he left Microsoft and founded WinthropDC.

If you purchased GP Poer Tools while it was being distributed by WinthropDC you should already have upgraded build 24, or later, to avoid licensing issues.

There have been multiple new features introduced across the two major builds of GP Power Tools. I’ve broken these new features down across two sub-series, which will be posted over the coming days.

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

Winthrop DCThere are a large number of ISV products available to extend Microsoft Dynamics GP, and I’ve taken a look at a very few of them recently. One I looked at last year was the David Musgrave.

I took a Hands On look at implementing the GP Power Tools product followed by going hands on with two of the modules:

I did mean to take a look at more of the modules, but got sidetracked. Since then, there have been a number of changes to the GP Power Tools, which I will be taking a look at in this series.

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Implementing SmartList Builder: Review

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

Of all of the ISV products I have used with Microsoft Dynamics GP, SmartList Builder is the one I have worked with the longest, and is the one I like the most (looking back I’m surprised it’s taken me this long to do a series like this).

It is easy to use, flexible and far better at creating new SmartLists than the in-built SmartList Designer product which Micro created when they passed SmartList Builder back to eOne Solutions.

If you like SmartLists, then I would encourage you to take a look at SmartList Builder; it does take a somewhat technical user to create and maintain SmartLists through it, but they are easy to create and much more flexible than those possible through SmartList Designer. The hardest job is sometimes discovering how the data hangs together.

There are resources such as the GP Tables section of Victoria Yudin’s website or my azurecurve|Microsoft Dynamics GP Table Reference which you can use to find the tables you need.

Implementing SmartList Builder: Security

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

The final element to readying SmartList Builder for use is to configure security so that users without the POWERUSER* role can access it. While this step isn’t absolutely necessary, I would encourage people not to over use the POWERUSER* role.

A better approach would be to create a Super User role instead. Both this role and standard user roles will need to have access to the SmartList Builder windows granting.

This is easy to do, as SmartList Builder ships with some default security tasks and a role:

Security Role Setup

Assign this role to the relevant user or assign the tasks to existing roles and user will, next time they login, be able to access the SmartList Builder window.

Implementing SmartList Builder: Register

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

If you’re testing SmartList Builder, you can use it in the Famrikam Sample company without entering a registration key. However, yo use it on a normal company, even a test one, you will need to input the key.

To do this, log into Microsoft Dynamics GP as a user with the POWERUSER* role and open the SmartList Builder Register window (Administration area page » Setup » SmartList Builder » Register SmartList Builder) and enter the key in the Registration Key field:

SmartList Builder Register

Click Save to sdave the key and close the window.

Implementing SmartList Builder: Download and Install

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

SmartList Builder is downloaded direct from the eOne Solutions website as a zip file.

Download SmartList Builder

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Implementing SmartList Builder: SmartList Builder vs. SmartList Designer

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

As mentioned in the last post SmartList Builder was directly sold by Microsoft under a licensing agreement for many years until, with the launch of Microsoft Dynamics GP 2013 SP2, the product was released back to the original ISV; a Fargo based ISV called eOne SOlutions.

I understand this was because the new top person in charge of Microsoft Dynamics GP did not like licensing products from the ISVs and release quite a few back to the original developer. However, this left a gap in Microsoft Dynamics GP in that users could no longer create new SmartLists. And so, SmartList Designer was created.

In theory it fulfils the same job as SmartList Builder; you can create new SmartLists by joining tables together or by linking in a SQL view. When it was first released, I took a look at it as an alternative to SmartList Builder on the basis it was free as opposed to needing to buy SmartList Builder.

However, in every area, it is an inferior product. It is not as functional and it is not as easy to use.

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Implementing SmartList Builder: What is SmartList Builder?

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

Before launching into the installation of SmartList Builder, I thought it might be worthwhile to do a post on what it is. All users of Microsoft Dynamics GP will be familiar with SmartList; this is the flexible reporting tool which allows you to generate a report showing a list of master records or transactions. Each series has a set of SmartLists available by default, with predefined favourites where search criteria or columns are supplied already configured.

SmartList favourites can be customised and new ones created quite easily, but new SmartLists themselves cannot be created. To create a new SmareList, you need a tool such as SmartList Builder or, in more recent years, SmartList Designer. In this series, I am focussing on SmartList Builder as this is an additional product available from an ISV for Microsoft Dynamics GP.

Back in 2003 when I started working with Microsoft Dynamics GP, SmartList Builder was available direct from Microsoft. SmartList Builder was originally developed by eOne Solutions and then licensed by Microsoft; in the run up to the release of Microsoft Dynamics GP 2013 SP2, the licensing deal for SmartList Builder was ended and maintenance of the product reverted back to eOne Solutions.

SmartList Builder the product, includes four utilities:

  1. SmartList Builder – SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.
  2. Excel Report Builder – Excel Report Builder generates an Excel Spreadsheet with a live connection back to GP or any other data you include. This means you have live refreshable reports, anytime you need them. You can give all your data from GP to anyone in the organization via Excel – without buying new, full-user licenses of Dynamics GP.
  3. Drill Down Builder – Drill Down Builder completes the functionality of Excel Report Builder by letting you drill from your spreadsheet back into that same record within Dynamics GP. Where Microsoft hard codes a drill down – eOne makes it completely configurable to allow you to drill down to any screen or SmartList in Dynamics GP. This is an essential part of bringing the most common business tools together. Working in GP and Excel all day – it only makes sense to auto-switch between one and the other.
  4. Navigation List Builder – Navigation List Builder allows you to publish your SmartList into the Navigation List user interface.

The standard installation of the SmartList Builder product, gets you all four of the above utilities.