Working remotely with Microsoft Dynamics GP

Microsoft Dynamics GPWith the recent growth in people working remotely, or “distributed working” which seems to be the en vogue expression, I’ve fielded a number of questions from people about how Microsoft Dynamics GP can help facilitate this.

Many clients already have remote access to their systems via a VPN or Citrix connection which allows users to connect to a server running the Microsoft Dynamics GP desktop client, but even these users don’t always have the capacity to put all of their users onto Dynamics GP in this way. However, this isn’t the only type of client available for Microsoft Dynamics GP.

The Microsoft Dynamics GP Web Client was introduced in Dynamics GP 2013 R2 allowing users to access most of the functionality via the web browser. In Dynamics GP 2016 it was upgraded to HTML5 which lead to it being faster and more responsive.

In the current web client, all functionality from the desktop is supported including SmartList and Word templates for distribution of invoices, statements, remittances, purchase orders and more. The web client is lighter to operate than the full desktop client allowing more users to be server hosted on one server and can be accessed from the web browser, protected by an SSL certificate, removing the need for a VPN.

I have a book available on Implementing the Microsoft Dynamics GP Web Client; this is the Second Edition and has only recently been released (use code WEBCLIENT2ND for 25% off until end 15th May 2020) which will guide you through the process of installing using the web client from logging in to differences with the desktop client.

As well as introducing the web client, 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; sometimes new approval types or integration with other modules such as Document Attachment:

Available workflow approval types

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Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The eighth, and final, new feature from the top user requests, is copy and paste from Excel in the web client. This has not worked since 2015 R2 with fixes promised always in the next version.

Again it has been included as a feature in the October 2019 release, but while it allows you to get the data from Ececl into the GL Transaction Entry window, but is instead an import. To import the journal lines in the web client, click the Paste button and then click Choose file:

Import from Excel

You can browse to select a file to import as journal lines. The format is the same as when pasting in the desktop client.

It works, but it is not as nice and easy as the copy and paste possible in the desktop client and is not a copy and paste despite the announcement.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests
Copy Report Option
Filter Item Stock Inquiry by Date
Exclude Inactive Items on Item Price List Report
Minimize transaction when Go To is selected for PO that exists
Save setting for how to show new POs
Inactive field added to Item SmartList
Show the User ID in the Items SmartList
Paste from Excel in Web Client

Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Resource Cache

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

With the web client working correctly, the final element required for installation is to install the GP Web Resource Cache on the session host machine(s); this can help to improve performance.

Do this by launching the Microsoft Dynamics GP setup utility and, under Additional Products select GP Web Resource Cache:

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Hands On with Microsoft Dynamics GP October 2019 Release: Web Client first run

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

Over the last few posts, I’ve installed the Microsoft Dynamics GP web client and it is now time to test it to ensure it is working correctly. To do this, open your web browser and navigate to the fully qualified URL you set during the installation.

In my example, as I am using a selg-signed SSL certificate, this is the fully qualified domain name of the server on which the session central service is installed:

Web client logon

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client Help

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

After closing the web client installer, there are two windows which will pop-up. The first is the Microsoft Dynamics GP Web Components Configuration Wizard which we covered in the last post. The second is the Microsoft Dynamics GP Web Components Help; click Install the installation:

Microsoft Dynamics GP Web Components Help - Welcome

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Hands On with Microsoft Dynamics GP October 2019 Release: Configure Web Components

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

After closing the web client installer, there are two windows which will pop-up. The first is the Microsoft Dynamics GP Web Components Configuration Wizard; click Next to begin:

Microsoft Dynamics GP Web Components Configuration Wizard - Welcome

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

With a Microsoft Dynamics client with the Web Client Runtime installed, we can install the web client server components.

There are two types of web client deployment which can be done:

  1. Single machine – this is where all of the web client components are installed on one server.
  2. Scale-out – where there is one session central server along with multiple session host machines.

in this series, I will perform the first type, a single machine deployment. To do this, launch the Microsoft Dynamics GP setup utility and, under Additional Products, select Web Client:

Microsoft Dynamics GP setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Add Web Client Runtime

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

In the last post of this series, I covered the prerequisites which need to be installed. Before installing the main web client components, we need to add the Web Client Runtime to a server based client installation of Microsoft Dynamics GP.

You can either do this by installing a new client, or updating an existing one, assuming you have one. In my case, I am working on a VM with all components installed so already have a client installed which I will update.

If you are installing a new client, you can just install the required feature then; there is no need to amend the client after install.

To add the feature, launch the Microsoft Dynamics GP setup utility and, under Install select Microsoft Dynamics GP (alternative you can use the Programs and Features Windows Control Panel applet):

Microsoft Dynamics GP setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Web Client prerequisites

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Over the next few posts, I’ll be stepping through the installation of the Microsoft Dynamics GP web client.

Before we start on the installation of the web client components themselves, we need to sort out the prerequisites. These prerequisites are all around the Windows feature if Internet Information Services (IIS). As the installation sand configuration of these is the same as 2018 RTM, I am linking back to the three relevant posts I have previously published:

  1. Install Internet Information Services
  2. Create Self Signed SSL Certificate
  3. Bind SSL Certificate to IIS Web Site

In addition you need to create and assign two domain groups:

  1. Web Client Users group which should be assigned to the users who will log into the web client.
  2. Web Client Administrators group which should be assigned to the users who administer the web client.

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Web Client images not loading

Microsoft Dynamics GPIt’s been quite a while since I did much with the Microsoft Dynamics GP web client; not by choice, but as a consultant my time is driven by the clients requirements. We recently upgraded a client to Microsoft Dynamics GP 2018 R2 and implemented the web client. When we launched the web client we found that none of the images were loading and we were unable to properly log in:

Web client login page

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