Category: Dynamics

Implementing SmartConnect: Who Are eOne Solutions?

Ian Grieve4 minute read1 Comment

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

I’ve done a small number of posts before on eOne’s SmartList Builder previously, but this is the first series of posts I’ve done on one of their products.

I’m sure everyone using Microsoft Dynamics GP is aware of who eOne Solutions are, but in case you don’t, eOne are a Microsoft Dynamics GP ISV (Independent Software Vendor) based in Fargo, North Dakota, and with offices in Texas and Australia.

They have created a number of products which either install into Microsoft Dynamics GP or which integrate with it:

  1. SmartConnect – the subject of this series is an integration tool which allows you to integrate lots of different systems with Microsoft Dynamics GP.
  2. Extender – allows you to create new windows and forms for Microsoft Dynamics GP, without needing the services of a developer.
  3. SmartView – provides an alternate, fast and flexible interface to the existing SmartLists.
  4. Node Builder – allows easy creation of new eConnect nodes to be created without the need for a developer.
  5. Flexicoder – allows you to automatically recode Sales transactions with configurable rules and references.
  6. SmartPost – automates the posting of Microsoft Dynamics GP batches.
  7. SmartList Builder – enables both the creation of new SmartList objects or modification of existing ones. Up to 32 tables can be linked and tables can be standard GP tables, any Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

I’ve worked with many clients using SmartList Builder and it has proven to be a very popular tool with them for the ease and flexibility of creating new SmartLists. In more recent times, I’ve also done work with Extender, SmartConnect and NodeBuilder. In this series, I am going to be focused on SmartConnect, but over the coming year, I’ll also be taking a look at some of the other products.

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Implementing SmartConnect: Series Index

Ian Grieve2 minute read20 Comments

eOne SolutionsSmartConnect is an integration tool from eOne Solutions which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

I’ve known about SmartConnect for quite a long time now, but have only just started working with it and thought a series of posts on the installation and configuration process might be useful to do.

The index below will update as each post goes live if you are reading directly here (if you’re reading on a syndicated version, you will need to check back to the original post).

Implementing SmartConnect
Who Are eOne Solutions?
Introduction
SmartConnect vs. Integration Manager
System Requirements
Prerequisites
Installation
Configure Windows Service
Assign SQL Login Security
Install GP Addin
Update GP Cache
Console First Run
Configure GP Connector
Configure Security
Run System Maintenance
Verify Connector Working
Conclusion
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How to Install Microsoft SQL Server 2017: Download SSRS 2017

Ian Grieve2 minute read0 comment

Microsoft SQL ServerIn this short series of posts, I am going to be covering the installation of Microsoft SQL Server 2017; the installation process for this version is somewhat different to previous ones, in that SQL Server Management Studio and SQL Server Reporting Services have been separated out from the main installer.

The series index can be found here. I am not a SQL expert and this series of posts is intended only for use on demo or test environment and not production ones.

This is a very late addition to this series of posts; I recently came to install SQL Server 2017 on a new machine which did not have an Internet connection and so needed to download the installer and copy itto the new machine.

In the installation post I used the download option in the installer, but didn’t include the direct download link.

Well, to remedy that, here is the download link to the latest version of SSRS 2017.

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What Are The GP Elementz Portals?

Ian Grieve3 minute read0 comment

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQ – Provide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQ – Provide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQ – Extend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

Continue reading “What Are The GP Elementz Portals?”

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Allow WordPress to Perform Minor Updates

Ian Grieve1 minute read0 comment

WordPressBack in December I posted about stopping WordPress from updating to WordPress 5 (which includes the terrible Gutenberg.

However, I realised soon afterwards that was the wrong thing to do; instead I should have allowed WordPress to perform minor updates within the WordPress 4 branch, which can be done using the below line:

define( 'WP_AUTO_UPDATE_CORE', 'minor' );

Once this line has been added to your wp.config file, WordPress 4 will be able to update to later WordPress 4 versions, but not to WordPress m5.

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What Are The GP Elementz?

Ian Grieve3 minute read1 Comment

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

Over time, ISC Software have created a number of customisations for clients which have been made more widely available to customers as the GP Elementz; if you’re an ISC Software support customer, then you have access to the GP Elementz add-ons free of charge.

There are a few add-ons available as GP Elementz:

  • Enhanced Notes​ – Extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality.
  • Distribution ​Elementz – ​A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.
  • Financial Elementz – A collection of windows and reports that enhance standard financial Dynamics GP function.
  • Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.
  • ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.

Over time, I am going to take a detailed look into these add-ons in my usual way (installation and then a hands on and review), so keep an eye out for those posts. More details on them all can be found on the GP Elementz website or you can use the enquiry form below to get in touch.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
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What Services Does ISC Software Offer?

Ian Grieve2 minute read0 comment

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

This short series of posts is a quick introduction to ISC Software and what they offer to Microsoft Dynamics GP clients in the UK, Ireland and in the rest of the world.
​

Implementations & Upgrades

ISC Software can implement Microsoft Dynamics GP or upgrade existing systems.
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Consultancy

Consultancy is available to help you get the most out of your Microsoft Dynamics GP system whether this be reviewing processes, user training, implementing a new module or approval workflows.
Continue reading “What Services Does ISC Software Offer?”

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Microsoft Dynamics GP: Information about the VAT 100 Return

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPSr. Technical Support Engineer Cheryl Waswick did a post yesterday on the Dynamics GP Support and Services Blog about the upcoming Making Tax Digital changes for VAT submission in the UK.

Microsoft have been fielding a lot of questions from partners about the VAT 100 Report in relation to Making Tax Digital and have put together some information on VAT 100 in a Q&A format.

As Cheyrl notes, that post should not be your sole source of information, but the information there may be useful.

Cheryl also says that a post is due soon with details on how Microsoft Dynamics GP will be meting the requirements of Making Tax Digital.

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Who Are ISC Software?

Ian Grieve3 minute read2 Comments

ISC Software SolutionsAs I mentioned in the last post, I have joined ISC Software Solutions, a Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor), as the Lead ERP Consultant.

ISC Software are Microsoft business software specialists whose ethos is centered upon our customers. We deliver products and solutions in the way that best meets the needs of our customers and the industries in which they work.

ISC Software are a privately owned company that focuses on the delivery of business software solutions. Our company was formed in 2003, following a management buyout of the Business Solutions Division of ISC Computers plc. We are headquartered in Cambridgeshire, United Kingdom, with an additional office based in Dublin, Ireland.​ Our focus is purely Microsoft business management software:
‹

  • Microsoft Dynamics GP
  • Microsoft Dynamics CRM
  • Microsoft SharePoint
  • Microsoft Azure and Office 365

In addition to having a team of Dexterity developers for extending Microsoft Dynamics GP, ISC Software also use mainstream technologies, primarily Microsoft .NET and tools, Visual Studio .NET, to customise the standard Microsoft products, in our role as a Microsoft partner to provide the extra 20% needed to extend products further to meet exact customer requirements.

ISC Software offer a comprehensive range of consulting, custom software development and support services to assist customers to improve efficiencies through automating processes, accessing key data and sharing information.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
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“Times change and we change with them” or “I have a new job”

Ian Grieve3 minute read13 Comments

ISC Software SolutionsAfter just over 7 years with Perfect Image, I decided it was time to move on and have accepted a position with ISC Software as the Lead ERP Consultant; I started in my new role on Monday last week. This is a change for me as I was the ERP Practice Manager at Perfect Image, but I decided to step out of management back into a role with a stronger focus on projects and delivery of consultancy to clients.

ISC Software is, in addition to being a Microsoft Dynamics GP VAR (Value Added Reseller), an ISV (Independent Software Vendor) and have released a suite of add-ons and portals for Microsoft Dynamics GP; this is an additional area with which I will be involved. This means that I am likely to be involved in promoting these add-ons and portals (I’m sure you’ll have guessed that there will be blog posts about them in the near future); this may also involve attending conferences, so you may be able to meet me face-to-face instead of just reading my posts online.

Over the next few posts, I’m going to quickly introduce ISC Software, their services as well as the add-ons and portals, before following up over the next few months with more detailed posts on the various add-ons and portals.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
Who Are ISC Software?
What Services Does ISC Software Offer?
What Are The GP Elementz?
What Are The GP Elementz Portals?
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