hMailServer: Connect Outlook 2019 Professional

Microsoft Dynamics GPWay back in 2015 I did a series on using hMailServer in virtual machine demo environments as a lighter alternative to Exchange. The last post in that series was on connecting Outlook to hMailServer. I am still using hMailServer, but the new version of Outlook, 2019, has changed the process of connecting.

In this post, I’m going to run through connecting Outlook 2019 Professional to hMailServer.

When you start Outlook for the first time, the following dialog will be displayed in which you enter the email address which you will have already configured in hMailServer. Mark the Let me set up my account manually and click Connect:

Outlook - connect new account

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This Workflow Is Locked By Another User And Cannot Be Edited

Microsoft Dynamics GPI was onsite recently with a client making a Workflow project live and encountered a lock on the workflow we needed to amend. There were no users logged into the company so we knew the lock was an orphaned one.

This workflow is locked by another user and cannot be edited. Please try again later.

"This workflow is locked by another user and cannot be edited. Please try again later."

The locks on Workflow are stored in the Workflow User Security (WF00104) table; when clearing locks, care should be taken to only remove the lock required, so as not to cause additional problems.

The highlighted section should be changed to the Workflow Type for which the lock should be removed:

/*
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).
*/
DELETE FROM
	WF00104
WHERE
	Workflow_Type_Name = 'Purchase Requisition Approval'
GO

All Workflow Approvers Need A Display name in AD

Microsoft Dynamics GPGetting on towards two years ago, I did a post where I mentioned that AD Groups used as approvers need to have a display name set; I don’t seem to have mentioned that ordinary domain user accounts set as approvers also need to have a display name set.

I’ve recently been reminded about this on a test system where the admin account I was logging in as did not have a display name.

Where there is no display name, you can set the approver, but when you click OK, the name disappears.

Payables Management Batch Posting Date Disabled When Workflow Active

Microsoft Dynamics GPA client recently logged an issue whereby the Posting Date on the Payables Batch Entry window (Purchasing area page » Transactions » Batches) in some companies:

Payables Batch Entry with Posting Date disabled

When we investigated the issue, it turned out that the field was disabled in those companies which had a Payables Transaction Approval workflow active; I did additional testing and the Payables Batch Approval workflow does not have the same effect.

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Microsoft Dynamics GP Workflow Third Edition Now Available as eBook and Paperback

Microsoft Dynamics GPMy seventh book is now available to buy in eBook format from azurecurve Publishing, paperback and Kindle versions from Amazon US and UK.

This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

eBook Paperback
azurecurve Amazon US Amazon UK

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Microsoft Dynamics GP Workflow Third Edition Now Available as eBook (Paperback coming soon)

Microsoft Dynamics GPMy seventh book is now available to buy in eBook format from azurecurve Publishing (paperback and Kindle versions coming soon).

This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

eBook

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Sales Transaction Approval Workflow

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The second new feature is Sales Transaction Approval Workflow. This new feature allows approval workflows to be created for all Sales Order Processing Transaction Types; credit limit checks can be included in the approvals created:

Workflow Condition Editor

I am a big fan of workflow and this feature is one I like a lot. Not just because it is an extra workflow, but because it is one that I have been asked for repeatedly by clients and prospects alike over the last few years.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

MDGP 2018 R2 Feature of the Day: Sales Transaction Approval Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The second Feature of the Day is Sales Transaction Approval Workflow:

Workflow Maintenance

With this new workflow type, available in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance) you can set approval all Sales Order Processing transaction types including approvals based on customer credit limits

Standard Workflow functionality, notification and action emails as well as visible workflow history on enquiry windows, is available for this workflow type.

If you’re reading this post, then you must be aware that Workflow is one of my favourite areas of the system. As such, I am always happy to see Workflow introduced into new areas; especially when, as with this Sales Transaction Approval Workflow, it is one I have had several customers ask about ever since Workflow was first introduced.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

Enabling Secure Connection for Web Services: Configure Workflow Setup

Microsoft Dynamics GPThis post is part of the Enabling Secure Connection for Web Services series.

With Web Services now configured for secure connections, the final step in the configuration is to amend the Workflow setup. This is done via the Workflow Setup window (Administration area page » Setup » System » Workflow Setup); despite this being on the System part of the menu, it is actually a Company window so any changes made will need to be repeated in all companies using Workflow.

There are two settings which need to be changed; both of them in the Enable E-Mail Actions section.

Change the Server Name to the externally accessible DNS hostname, change the Port to the relevant port and mark the This server requires a secure connection (SSL):

Workflow Setup

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Enabling Secure Connection for Web Services: Final Service Configuration

Microsoft Dynamics GPThis post is part of the Enabling Secure Connection for Web Services series.

Over the last few posts, I’ve stepped through the changes to the Web Service configuration files. With all of these changes made, there are a small number of steps to now complte, or confirm as complete.

Firstly, as the configuration files have been changed, the Microsoft Dynamics GP Service Host needs to be restarted. This can be done via the Services control panel applet.

Secondly, ensure the firewall port for the secure port is configured to allow access.

Thirdly, I’d recommend verifying the Web Services are working correctly; when you test the services, use the updated paths for https access:

  • https://server.msdynamicsgp.co.uk:48666/DynamicsGPWebServices
  • https://server.msdynamicsgp.co.uk:48666/Dynamics/GPService