Web Client images not loading

Microsoft Dynamics GPIt’s been quite a while since I did much with the Microsoft Dynamics GP web client; not by choice, but as a consultant my time is driven by the clients requirements. We recently upgraded a client to Microsoft Dynamics GP 2018 R2 and implemented the web client. When we launched the web client we found that none of the images were loading and we were unable to properly log in:

Web client login page

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Move Management Reporter To A New Domain

Microsoft Dynamics GPA client recently ran into problems with Management Reporter whereby they had a large number of building blocks accidentally deleted from one building block group. While the easiest solution would be to restore the Management Reporter database to before the blocks were deleted, this was not possible.

The client in question has a lot of users across different businesses each it their own building block groups and were in the middle of year end. LOsing all the management accounts so far produced ad interrupting all business units to fix an issue in one of them was not possible. To make things worse, their test system was being rebuilt after some year end testing so we couldn’t use this to restore the database and export the building blocks.

The solution was therefore a little more long winded and took several steps:

  1. Copy a backup of the Management Reporter database prior to the deletion and restore to my test system.
  2. Run the copy the Management Reporter 2012 database to a new server script from Microsoft
  3. Use the after you make changes to your domain, you no longer have permission to access Management Reporter; this script was needed as the domain on my demo system is totally different to the originating one.
  4. Export required building blocks.
  5. Import exported building blocks back into client system.

The above took a while due to the size of the database which had to be copied to my test system and restored, but was actually quite straightforward.

Implementing Node Builder: Installation

eOne SolutionsThis post is part of the series on Implementing Node Builder; Node Builder is a product which allows additional eConnect nodes to be easily created for use with SmartConnect.

With Node Builder downloaded, we can now start the implementation. The download is a zip file containing NodeBuilder.exe. Extract and run this file.

On the Welcome step, click Next:

eOne Node Builder Setup: Welcome to the eOne Node Builder Setup Wizard

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PowerShell to Promote Domain Controller

Windows ServerWhen testing Microsoft Dynamics GP, I often need a domain controller within my set of virtual machines. I’ve been promoting a server to be a domain controller manually, but it recently occurred to me that I could probably do the same task using PowerShell.

After doing some research, I came up with four commands which will rename and restart the server, install the Active Directory feature and add a forest.

To rename a server, run the following command, replacing the highligted section with the new server name:

Rename-computer -newname {server name}

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Implementing SmartList Builder: Download and Install

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

SmartList Builder is downloaded direct from the eOne Solutions website as a zip file.

Download SmartList Builder

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Implementing SmartList Builder: SmartList Builder vs. SmartList Designer

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

As mentioned in the last post SmartList Builder was directly sold by Microsoft under a licensing agreement for many years until, with the launch of Microsoft Dynamics GP 2013 SP2, the product was released back to the original ISV; a Fargo based ISV called eOne SOlutions.

I understand this was because the new top person in charge of Microsoft Dynamics GP did not like licensing products from the ISVs and release quite a few back to the original developer. However, this left a gap in Microsoft Dynamics GP in that users could no longer create new SmartLists. And so, SmartList Designer was created.

In theory it fulfils the same job as SmartList Builder; you can create new SmartLists by joining tables together or by linking in a SQL view. When it was first released, I took a look at it as an alternative to SmartList Builder on the basis it was free as opposed to needing to buy SmartList Builder.

However, in every area, it is an inferior product. It is not as functional and it is not as easy to use.

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Implementing SmartList Builder: What is SmartList Builder?

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

Before launching into the installation of SmartList Builder, I thought it might be worthwhile to do a post on what it is. All users of Microsoft Dynamics GP will be familiar with SmartList; this is the flexible reporting tool which allows you to generate a report showing a list of master records or transactions. Each series has a set of SmartLists available by default, with predefined favourites where search criteria or columns are supplied already configured.

SmartList favourites can be customised and new ones created quite easily, but new SmartLists themselves cannot be created. To create a new SmareList, you need a tool such as SmartList Builder or, in more recent years, SmartList Designer. In this series, I am focussing on SmartList Builder as this is an additional product available from an ISV for Microsoft Dynamics GP.

Back in 2003 when I started working with Microsoft Dynamics GP, SmartList Builder was available direct from Microsoft. SmartList Builder was originally developed by eOne Solutions and then licensed by Microsoft; in the run up to the release of Microsoft Dynamics GP 2013 SP2, the licensing deal for SmartList Builder was ended and maintenance of the product reverted back to eOne Solutions.

SmartList Builder the product, includes four utilities:

  1. SmartList Builder – SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.
  2. Excel Report Builder – Excel Report Builder generates an Excel Spreadsheet with a live connection back to GP or any other data you include. This means you have live refreshable reports, anytime you need them. You can give all your data from GP to anyone in the organization via Excel – without buying new, full-user licenses of Dynamics GP.
  3. Drill Down Builder – Drill Down Builder completes the functionality of Excel Report Builder by letting you drill from your spreadsheet back into that same record within Dynamics GP. Where Microsoft hard codes a drill down – eOne makes it completely configurable to allow you to drill down to any screen or SmartList in Dynamics GP. This is an essential part of bringing the most common business tools together. Working in GP and Excel all day – it only makes sense to auto-switch between one and the other.
  4. Navigation List Builder – Navigation List Builder allows you to publish your SmartList into the Navigation List user interface.

The standard installation of the SmartList Builder product, gets you all four of the above utilities.

Implementing SmartList Builder: Series Index

eOne SolutionsI’ve posted series on a few different ISV addons for Microsoft Dynamics GP over the last few years, but, somewhat ironically I guess, have not posted all that much about the addin I’ve used the most over the years.

That addin is SmartList Builder from eOne Solutions.

SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

This series is going to cover the implementation of SmartList Builder; I’ll take a look at report builder in a future series.

Implementing SmartList Builder
What is SmartList Builder?
SmartList Builder vs. SmartList Designer
Register
Security
Review

Implementing SalesHQ Portal: Conclusion

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.

I realise working for the company who created and sells the Sales HQ portal prevents me from being a neutral reviewer, so I won’t try to offer a conclusion as I have been doing on recent series. Instead I’ll leave you with a quick recap of some salient points:

  • Responsive design which works on desktop, notebook/laptop, tablet and mobile/cell.
  • Portal is hosted on Azure; but no inbound ports need to be opened on your firewall.
  • Salespeople can be assigned multiple customers to look after; customers can be assigned to more than one salesperson.
  • Access for customers to view their account.
  • Salespeople can create prospects or raise quotes/orders/invoices.
  • Free trial connected to your system available so you can try SalesHQ risk free.

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: Using SalesHQ Portal

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.

Over the course of this series, I’ve taken a look at how SalesHQ is implemented. I thought it would be useful to do a post on actually using SalesHQ, but first a reminder that earlier in the series I did a post on What SalesHQ is and what functionality it contains.

I am going to look at Sales HQ from the perspective of a salesperson who has access to a US territory.

When you visit the SalesHQ portal, you will be presented with the login window; this uses the crdentials entered when the salesperson was created:

SalesHQ Login

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