Hands on with the Microsoft Dynamics GP Fall 2020 Release: Web Client first run

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the GP Web Management Console confirmed as working, we can now verify the web client itself. Navigate to https://FQDN/GP/ (replace the highlighted section with the fully qualified domain name you used during installation) and log in using your Windows credentials:

Microsoft Dynamics GP Sign In page

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Verify Web Management Console Functions

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the web client components installed, the next step is to verify that everything works correctly. The first element I am going to check, is the Web Management Console. Open your web borwser and navigate to https://FQDN/WebManagementConsole (replace the highlighted section with the fully qualified domain name you used during installation).

When prompted, enter your Windows credentials:

Logon

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install Web Client Resource Cache

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

The final component of the web client which needs to be installed is the GP Web Resource Cache; install this by running the setup utility and select it under the Additional Products heading:

GP Setup Utility

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install Web Client Help

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the web client components installed, the final step is to install the web client help.

This is a very simple task; click Install to start the installation:

Microsoft Dynamics Web Components Help: Welcome

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Configure GP Web Components

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the web client components installed, the next step is to complete the configuration.

On the Welcome step, click Next:

Microsoft Dynamics GP Web Components Configuration Wizard: Welcome

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install web client

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the Web Client Runtime feature installed on the session host machine(s), we can install the web client components themselves.

Do this by launching the setup utility and, under Additional Products, select Web Client:

GP setup utility

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Add Web Client Runtime feature to client

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

The Microsoft Dynamics GP web client is installed on one or more session host machines. The core element of the web client is a standard Microsoft Dynamics GP client installation with an added Web Client Runtime. This component is added by amending the client installation on the session host server either through the Windows Programs and Features module or by running the Dynamics GP setup utility.

I hve started the setup utility; under Install, select Microsoft Dynamics GP:

GP setup utility

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Installing web client prerequisites

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

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 and other required Windows roles and features.
  2. Create Self Signed SSL Certificate for demo/test system; on a production system, I’d recommend the use of a full certificate.
  3. Bind SSL Certificate to IIS Web Site.

In addition you need to create and assign two domain groups which are used for giving users access to the web client and its web management console:

  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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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