Implementing SalesHQ Portal: Configure SQL Permissions

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

In the last post in this series, I installed the Connector Service; as part of the installation a database was created and populated with the required tables. The service account is granted access to these tables, but also needs to be granted the DYNGRP role in the Microsoft Dynamics GP system and company databases as well.

You can do this via SQL Server Management Studio. Expand Security and Logins, find the service account, right-click and select Properties.

Select User Mapping and the the system database (which in my example is called D18R2.

In the Database role membership… section, mark the checkbox next to DYNGRP:

Login Properties window showing DYNGRP on system database being assigned

Repeat this action for the company databases and then click OK to commit the changes.

This action is only required to be done for the Domain account which will run the connector service as this service handles all connections to the database, including those from the Dynamics GP client.

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.





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Implementing SalesHQ Portal: Install Connector Service

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With the installers downloaded, the first one we’re going to install is the Connector Service. Do this by launching the the MSI installer using a Domain account which has permissions on SQL Server to create a database and tables, and, on the Welcome to the Elementz CustomerHQ – Connector Service Setup Wizard (as mentioned in a previous post, SalesHQ and CustomerHQ share a code base, with the license key differentiating which level of functionality is available, so this is the correct installer), click Next:

Welcome to Elementz CustomerHQ

Continue reading “Implementing SalesHQ Portal: Install Connector Service”

Implementing SalesHQ Portal: Download SalesHQ Software

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Once you have signed up for the Sales HQ portal, including for a free trial, ISC Software will make contact with details for a secure file transfer site where you can download the two components which will need to be installed:

  1. Dynamics GP client component which needs to be installed on any client which will be used to update the configuration of SalesHQ and assign access to customers and sales people.
  2. Connector Service on a server; this server does not need to be a new one. If an existing server is used it should ideally be a web server or integration server; never a SQL Server or Domain Controller.

With these components downloaded, it is time to implement SalesHQ.

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.





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Implementing SalesHQ Portal: Prerequisites

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The Sales HQ portal is a fairly simple install (which I’ll be covering in this series of posts). However, there are a number of prerequisites which need to be met for the SalesHQ portal to be used.

Supported Version of Microsoft Dynamics GP

The following versions of Microsoft Dynamics GP are supported with SalesHQ:

  • Dynamics GP 2013 R2
  • Dynamics GP 2015
  • Dynamics GP 2015 R2
  • Dynamics GP 2016
  • Dynamics GP 2016 R2
  • Dynamics GP 2018
  • Dynamics GP 2018 R2

.NET Framework

SalesHQ requires the NET Framework 4.6.1.

Server With Compatible Windows Server Version

SalesHQ is only compatible with versions of Windows Server which supports .NET Framework 4.6.1.

Available RAM

Depending on usage the connector service requires around 500MB of available RAM.

SSL Certificate

An SSL certificate to be used by the Connector Service.

SQL Server

An SQL server compatible with the supported versions of GP to host the Configuration database.

Active Directory Service Account

An Active Directory Service Account to be used to run the service as, the user name and password will be required in the SalesHQ Connector Service. The account must have access to the Dynamics GP System and Company Databases as well as the database which will hold the SalesHQ configuration.

Sales HQ URL

The URL of the SalesHQ Web Portal so customers and sales people can easily access the portal; a default URL can be provided, but a user-friendly one is recommended.

Azure Connection Details

The Azure name space, relay name and the access key required to connect to the web portal. These details will be supplied via email by ISC Software.

With the prerequisites met, you are ready to download, install and configure SaleHQ.

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.





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Implementing SalesHQ Portal: How SalesHQ Works

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

in the last post in this series, I covered what the SalesHQ portal is, and in this post I’m going to go into a little detail as to how it works.

SalesHQ technical diagram showing components and how they interact

There are five main components to the SalesHQ portal:

  1. The Dynamics GP client component which allows configuration of the SalesHQ portal and allows granting of access to customers and sales people.
  2. The SQL Tables which stores the configuration of the SalesHQ portal; these tables can either be in a new database or can be added to the Dynamics GP system database (typically called DYNAMICS).
  3. The Connector Service which serves two purposes:
    1. The Microsoft Dynamics GP client talks via the Connector Service with the database.
    2. The Connector Service initiates communication with the Azure Relay; this means all communication is outbound meaning no inbound ports need to be open on the firewall.
  4. The Azure Relay which receives information from the Connector Service.
  5. The Web Portal which is hosted by ISC Software on Microsoft Azure. The Web Portal is responsively designed to work on any device from PCs to laptops to tables to mobiles/cellphones.

As mentioned, the SalesHQ web portal is hosted by ISC Software on Microsoft Azure; organisations using the portal can supply their own URL for user-friendly naming and access to the portal; for example, I could use https://mobilesales.azurecurve.co.uk/ to give a friendly name for accessing SalesHQ.

The implementation of SalesHQ is a task split between ISC Software and either you or the consultant from your Dynamics GP partner; you, or your partner will install the Connector Service, update the Dynamics GP clients and configure SalesHQ while ISC Software will deploy and configure the Azure components including the web portal.

The key advantage of how SalesHQ has been designed, is that it does not require any incoming ports opened on the firewall as all communications between the portal and Dynamics GP, is initiated by the ,em>Connector Service.

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.





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Implementing SalesHQ Portal: What is SalesHQ?

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

SalesHQ is one of the GP Elementz Portals available from ISC Software Solutions. The SalesHQ portal is a secure, Azure hosted, business portal which connects to your
on-premise, or hosted, Dynamics GP system and fulfills two functions.

Provide your sales teams with access to relevant Dynamics GP data so they can act and respond faster to service customers:

  • Create new prospects and generate quotes.
  • Generate quotes and enter orders and invoices.
  • All transactions created via the portal will automatically update your Dynamics GP system in real-time, giving your office-based staff immediate access to the data to action accordingly.
  • Download quote, order and invoice transactions as PDF files and print or email as required.
  • Responsively designed to work on mobiles/cellphones and tablets.

Continue reading “Implementing SalesHQ Portal: What is SalesHQ?”

Implementing SalesHQ Portal: Series Index

SalesHQ PortalI recently joined ISC Software Solutions, a UK based VAR and ISV as the Lead ERP Consultant.

The ISV side of the business has a number of products available for Microsoft Dynamics GP, including Dexterity add-ons, as well as web portals. In this series of posts, I am going to take a look at the SalesHQ portal.

SalesHQ is one of three web portals in the GP Elementz Portals.

If you’re reading this post on azurecurve|Ramblings of a Dynamics GP Consultant, the series index, below, will automatically update; if you’re reading a syndicated feed elsewhere, check back on the original post.

Continue reading “Implementing SalesHQ Portal: Series Index”

What Are The GP Elementz Portals?

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:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend 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?”

What Are The GP Elementz?

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.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

What Services Does ISC Software Offer?

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.

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?”