Microsoft Dynamics GP 2015 has seen the introduction of some PowerShell cmdlets. This is something new in the Dynamics GP arena which I am going to need to investigate. The first step in this, is to install GP PowerShell. This is done by starting the setup.exe on the GP 2015 installation media and, under Additional Products, select GP PowerShell:
One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.
To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:
The first run of Integration Manager is something needed on each client. When staring Integration Manager for the very first time it is important to Run as Administrator.
When Integration Manager starts for the first time, you will be prompted to Register Now or Register Later; if you choose the latter option, Integration Manager will close:
Integration Manager is a handy tool to have around; it allows easy integration of CSV or text files from a multitude of sources (once a suitable integration template has been created).
Its installation process is straightforward. Start the steup.exe and, under Additional Products select Integration Manager:
The Microsoft Dynamics GP web client is as functional as the desktop one, even to the extend to which it integrates with Microsoft Office. However, whenever a user wants to integrate with Office on their machine, they first need to install a new component which allows the Silverlight web client to interact i the user’s installation of Microsoft Office.
To do this click on the padlock/globe/page icon next to the blue help icon in the bottom right of the window and then click on the Install Trusted Configuration link:
In the last post, I took a quick look at the install of Business Analyzer, so in this post I m going to take a look at running Business Analyzer; I have titled this post “first run”, but it is an action that each user would do as they configure Business Analyzer for use.
Launch Business Analyzer from the Windows Start screen, or search for it if necessary:
In my experience, one of the lesser used add-on products for Dynamics GP is Business Analyzer. For the clients I deal with, the majority of them don’t make much investment in creating SSRS reports; instead they use SmartLists, Excel Reports or BI products such as QlikView.
However, even just using the out-of-the-box SSRS reports can make the Business Analyzer program useful, so I figured I’d give a run through of the installation process. Business Analyzer is installed from the same media as Dynamics GP itself. Start setup.exe and, under Additional Products, click on Microsoft Dynamics GP Business Analyzer:
In the last few posts, I’ve covered the installation and configuration of the web services and rounded off with verifying that they are working correctly. The final item I’m going to cover is the optional installation of the Web Services Management Tools; which means the installing the Dynamics Security Console on another machine. Doing this is best practice as it means you don’t have to give access to the server running the web services themselves to all users who might maintain security.
To install the Web Services Management Tools, open the setup.exe from the installation media and, under Additional Products, select Web Services Management Tools:
In the last post, we verified that the web services service was running and that the web services were working; in this post we’re going to verify the security was correctly deployed.
To do this open the Dynamics Security Console:
After installing and configuring the web services, I would always recommend verifying the install to ensure they are working correctly.
The first step, is to check the Windows Service is running; to do this open the Services control panel applet (which can also be accessed by using Win+R and typing services.msc).
Scroll down the list and find Microsoft Dynamics GP Service Host and make sure it is Running and set to Automatic: