MDGP “October 2019” Release Feature of the Day: Export and Import Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The fourth Feature of the Day is Export and Import Workflows.

Have you setup a workflow in one company and want to create it in another company? A new workflow feature in Dynamics GP is the ability to Export and Import Workflows. If you export a workflow, a json file will be created with the format of the workflow.:

Workflow Maintenance export of workflow

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MDGP “October 2019” Release Feature of the Day: Security Role and Task Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The third Feature of the Day is new workflows for Security Role and Task approval.

The last two new workflows are Security Task Approval and Security Roles Approval:

  1. Security Task Approval lets you edit the operations that are assigned to a task or create a new task; and if the workflow is active, the workflow actions will display on Security Task Setup.
  2. Security Roles Approval lets you edit the operations that are assigned to a role or create a new role; and if the workflow is active, the workflow actions will display on Security Role Setup.

With these Security Approval workflows, you can require that any changes made in these windows be submitted for review and approval:

Security Role Setup window

No changes made for Security Tasks or Security Roles will be implemented until the workflow task has been final approved.

I’ve fielded lots of questions over the years from clients asking how they can find out who has changed a role or task. These workflows will allow them to control changes with only a limited number of users able to approve a change and make it live.

MDGP “October 2019” Release Feature of the Day: User Security Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The second Feature of the Day is another new User Security Workflow to complement the one covered in the previous post of this series.

In User Security, you can make changes to the access for a user, what security role they are assigned or what modified reports they can access. With User Security Approval workflow, you can require that these changes be submitted for review and approval. This workflow is available in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance):

Workflow Maintenance window showing User Security approval workflow

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MDGP “October 2019” Release Feature of the Day: User Approval Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The first Feature of the Day is a new User Approval workflow. Maintained with the rest of the workflows in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance), this workflow forces approval of new or changed user:

Workflow Maintenance window showing User approval workflow

The workflow status bar and buttons will show on the User window when a workflow is active.

The new workflows around security, such as this one, could be very useful. Security is becoming more prominent for a number of clients and this will allow them control over which users have access to what and

MDGP “October 2019” Release Feature of the Day: Series Index

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. This post is the series index which will automatically update as each post goes live (if you are reading the original post).

There are four key areas in which ehancements can be grouped:

  1. Top Feature Requests by our customers
  2. Financial Enhancements
  3. System Enhancements
  4. Workflow Functionality

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Workflow in progress have been found in GP. These need to be processed before upgrading.

Microsoft Dynamics GPA colleague was recently performing an upgrade for a client to Microsoft Dynamics GP 2018 R2; this client had previously been a user of the old Dynamics Workflow module (now replaced with Workflow 2.0). They hadn’t used it for a while, but it had never been switched off resulted in the following message being displayed:

Upgrade error

Microsoft Dynamics GP Utilities

Workflows in progress have been found in GP. These need to be processed before upgrading. Please process these workflows before updating. A list of these workflows can be found in GPWorkflows.log

Workflows can be switched off from the front end, but with SQL Server Management studio already open, it was simple to run a SQL update statement against Company Master (SY01500):

/*
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). */
UPDATE SY01500 SET WORKFLOWENABLED = 0 WHERE WORKFLOWENABLED = 1 GO

New features coming to Microsoft Dynamics GP in 2019

Microsoft Dynamics GPThe new version of Microsoft Dynamics GP is coming in October this year and a trickle (hopefully) of new features has just been announced at the GP Tech Conference in Fargo, North Dakota.

The features have been announced in one of the sessions at the conference which I have unfortunately not been able to attend; the features listed below have been tweeted by attendees I follow on Twitter:

The first feature announced was a new long description (100 characters) on AP Transactions:

This will be nice as it is a common request from clients to have a longer description when entering an invoice.

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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.