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How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration

Microsoft Dynamics GPThis is the fifth post in the series on how to install the Connector for Microsoft Dynamics GP; the first four posts covered the prerequisites, installation, adapter configuration and creating a new integration.

In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.

This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.

Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;

Unit of Measure Schedule Setup

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MDGP 2013 Feature of the Day: Un-apply Credit Documents When Voiding A Check

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty eighth feature they’ve announced is Un-apply Credit Documents When Voiding A Check.

Microsoft Dynamics GP 2013 will automatically un-apply a credit document from an invoice after a payment that was associated with the same invoice is voided in Void Historical Payables Transactions (Transactions » Purchasing » Void Historical Transactions).

This means that credit documents no longer need to be voided if the applied invoice is to be voided and the credit can then be applied to other documents (or against the same invoice if required).

The screenshot beow shows the Transactions by Vendor (Inquiry » Purchasing » Transaction By Vendor) inquiry window for Cowley Engineering which shows an invoice along with the applied credit note and payment;

Payables Transaction Inquiry - Vendor

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How To Install Connector for Microsoft Dynamics GP – Create A New Integration

Microsoft Dynamics GPThis is the fourth post in the series on how to install the Connector for Microsoft Dynamics GP; the first three posts covered the prerequisites, installation and adapter configuration. This one will show the step-by-step process to create a new integration between Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011.

To create a new integration between Microsoft Dynamics GP and Microsoft Dynamics CRM, open the Connector for Microsoft Dynamics from the Windows Start menu (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics).

To create a new integration, click the New Integration button on the toolbar;

Connector for Microsoft Dynamics

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MDGP 2013 Feature of the Day: Saved GL Batch Approval

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty seventh feature they’ve announced is Saved GL Batch Approval.

The Year-To_Date Transaction Open (GL20000) and Account Transaction History (GL30000) tables have been updated with new columns to store the approval user (APRVLUSERID) and date (APPRVLDT) in order to enhance tracking; this information will be passed from Posting Definitions Master (SY00500) when the batch is posted.

These two new columns can be used on reports;

SQL Server Management Studio

This new feature is targeted at the following roles:

  • Accounting Manager
  • Accountant
  • Controller & CFO

MDGP 2013 Feature of the Day: Multi-Select Serial Numbers

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty sixth feature they’ve announced is Multi-Select Serial Numbers.

Microsoft Dynamics GP 2013 brings the ability to select multiple serial numbers at the same time. Up till now each serial number had to be selected and submitted separately.

As the below screenshot of Item Serial Number Entry shows, multiple serial numbers can be highlighted for insertion at the same time;

Item Serial Number Entry

I like this feature and can see it being quite a good time saver when entering sales orders.

This new feature is targeted at the following roles:

  • Order Processor
  • Warehouse Manager
  • Shop Supervisor
  • Customer Service Rep

How To Install Connector for Microsoft Dynamics GP – Configure Adapters

Microsoft Dynamics GPThis is the third post in the series on how to install the Connector for Microsoft Dynamics GP; the first two posts covered the prerequisites and installation. This one will show the step-by-step process to configure the Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011 adapters.

To configure the adapters, open the Connector for Microsoft Dynamics program (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics) where you will be presented, on first run, the Adapter Settings utility which will be on the Activate new adapters page.

Enter the Integration Account (in my case DOMAIN\DynamicsConnector) and password and also the URL for the Microsoft Dynamics CRM Discovery Service.

The account being used for the Integration Account needs to be a valid CRM user with organization level read privileges for SystemUser (I usually do this by creating a role only with this one security privilege) on the organisations you’re going to integrate into. This user will be added to the following security roles by the configuration utility (which I’ll cover in a moment);

  • System Customizer
  • Dynamics Integration (this security role is automatically created)

The URL for my system is http://azc-crm1:5555/XRMServices/2011/Discovery.svc (your address can be found in Dynamics CRM under Settings » Customise » Developer Resources);

Adapter Settings - Activate New Adapters

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MDGP 2013 Feature of the Day: Pay Code History Edit & Payroll Check Enhancements

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty fifth feature they’ve announced is Pay Code History Edit & Payroll Check Enhancements.

Today’s feature of the day is another US only Payroll one.

Now with Microsoft Dynamics GP 2013 you can edit the FUTA, SUTA or WCOMP fields for completed employee pay code transactions. Allow edits to the fields in Employee Pay Code History is in Payroll Setup.

You can search for duplicate check numbers during payroll processing, halt the print checks process and print a duplicate checks report.

Additionally, you can default to print check for the print field in Print Payroll Checks.

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MDGP 2013 Feature of the Day: Multi-User Editing in Returns Management

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty fourth feature they’ve announced is Multi-User Editing in Returns Management.

Microsoft Dynamics GP 2013 Returns Management will now allow two or more users to edit different lines of the same RMA. This will allow to speed up processing of RMA’s as currently only a single user may be editing an RMA;

RMA Entry/Update

This new feature is targeted at the following roles:

  • Customer Service Rep
  • Customer Service Manager

How To Install Connector for Microsoft Dynamics GP – Installation

Microsoft Dynamics GPThis is the second post in the series on how to install the Connector for Microsoft Dynamics GP; the first post covered the prerequisites.

When the Connector for Microsoft Dynamics GP setup utility is run, the first window is just a welcome screen, so click next;

Connector for Microsoft Dynamics - Welcome to the Connector for Microsoft Dynamics Setup Wizard

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MDGP 2013 Feature of the Day: Fixed Assets Batches

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty third feature they’ve announced is Fixed Assets Batches.

This feature provides a significant change to the process of posting Fixed Assets transactions to the General Ledger. Up to Microsoft Dynamics GP 2010 there was no way to review the batch of postings from Fixed Assets to the General Ledger; with this new GP 2013 feature, users are now able to build and review Fixed Assets batches prior to posting to the GL which provides for much greater control, accuracy and flexibility;

Fixed Assets General Ledger Posting

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