MDGP “October 2019” Release Feature of the Day: Copy Report Options

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The sixth Feature of the Day is Copy Report Options. This feature allows you use an existing report option with all the report settings and copy it to a new report option for the same report.

When you select the copy action, it will copy all of the settings from the selected report including destination and e-mail options to the new report option being created:

Trial Balance Report Options window showing copy

This is one of the features requested by the community. It will allow you to easily create variations of a report option without needing to do it manually; for myself, this could be quite useful to test changes while dealing with an issue for a client.

MDGP “October 2019” Release Feature of the Day: User Access Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The fifth Feature of the Day is User Access Enhancements.

There are four enhancements to the User Access window. Firstly, you can choose to filter inactive users from displaying in User Access Setup. This is a per user setting and will be saved the next time you open the window:

User Access Setup

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MDGP “October 2019” Release Feature of the Day: Export and Import Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The fourth Feature of the Day is Export and Import Workflows.

Have you setup a workflow in one company and want to create it in another company? A new workflow feature in Dynamics GP is the ability to Export and Import Workflows. If you export a workflow, a json file will be created with the format of the workflow.:

Workflow Maintenance export of workflow

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MDGP “October 2019” Release Feature of the Day: Security Role and Task Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The third Feature of the Day is new workflows for Security Role and Task approval.

The last two new workflows are Security Task Approval and Security Roles Approval:

  1. Security Task Approval lets you edit the operations that are assigned to a task or create a new task; and if the workflow is active, the workflow actions will display on Security Task Setup.
  2. Security Roles Approval lets you edit the operations that are assigned to a role or create a new role; and if the workflow is active, the workflow actions will display on Security Role Setup.

With these Security Approval workflows, you can require that any changes made in these windows be submitted for review and approval:

Security Role Setup window

No changes made for Security Tasks or Security Roles will be implemented until the workflow task has been final approved.

I’ve fielded lots of questions over the years from clients asking how they can find out who has changed a role or task. These workflows will allow them to control changes with only a limited number of users able to approve a change and make it live.

MDGP “October 2019” Release Feature of the Day: User Security Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The second Feature of the Day is another new User Security Workflow to complement the one covered in the previous post of this series.

In User Security, you can make changes to the access for a user, what security role they are assigned or what modified reports they can access. With User Security Approval workflow, you can require that these changes be submitted for review and approval. This workflow is available in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance):

Workflow Maintenance window showing User Security approval workflow

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MDGP “October 2019” Release Feature of the Day: User Approval Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The first Feature of the Day is a new User Approval workflow. Maintained with the rest of the workflows in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance), this workflow forces approval of new or changed user:

Workflow Maintenance window showing User approval workflow

The workflow status bar and buttons will show on the User window when a workflow is active.

The new workflows around security, such as this one, could be very useful. Security is becoming more prominent for a number of clients and this will allow them control over which users have access to what and

MDGP “October 2019” Release Feature of the Day: Series Index

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. This post is the series index which will automatically update as each post goes live (if you are reading the original post).

There are four key areas in which ehancements can be grouped:

  1. Top Feature Requests by our customers
  2. Financial Enhancements
  3. System Enhancements
  4. Workflow Functionality

Continue reading “MDGP “October 2019” Release Feature of the Day: Series Index”

Microsoft Dynamics GP “October 2019” Release now available for download

Microsoft Dynamics GPThe download for the Microsoft Dynamics GP “October 2019” Release is now available for download from CustomerSource as either a full install or service pack release to upgrade Microsoft Dynamics GP 2018:

This is the first release of Microsoft Dynamics GP on the Modern Lifecycle. There is a series of feature of the day posts being released by the Inside Microsoft Dynamics GP, but I have been on holiday and am behind on posting them.

I will be starting that series tomorrow and will then move onto a series of posts installing the new version. These posts will go-live over the coming days and weeks.