Implementing SalesHQ Portal: Salesperson Setup

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 SalesHQ configured, it is now available to use. However, the first thing we need t do is grant access to salespeople so that they are able to log in.

From experience, very few clients actually use salespeople in Microsoft Dynamics GP the way it was intended. So rather than enforcing the use of them, the SalesHQ functionality has been hooked onto the Salesperson Maintenance window ()Sales » Cards » Salesperson) without requiring the salesperson to be assigned to customers.

There are two pieces of setup required against the Salesperson record:

  1. Assign the login details for the salespeople who can log in against this Salesperson record; multiple logins against a single salesperson is supported.
  2. Assign customers to a Salesperson record.

To add the users who can login, open the Salesperson Maintenance window and open a salesperson record. Click the AdditionalManage Salesperson Accounts:

Salesperson Maintenance showing the Additional button

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Implementing SalesHQ Portal: Configure 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.

After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:

Administration menu showing CustomerHQ

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Implementing SalesHQ Portal: Portal Deployment on Azure

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.

This is a step which ISC Software will perform, but some information is required for this to be accomplished. In the last post in this series, I showed how to register a company with SalesHQ; this generated a unique GUID for each company.

For ISC Software to deploy the portal, they need the Company ID for each company registered.

Run the script below against your Elementz database, to extract the CompanyID GUIDs:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DynamicsDB,CompanyDB,CompanyId FROM CustomerPortalCompany

Once you have this information reply back to the Azure settings email you received before installing the 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: Client First Run

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.

After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:

New code must be included...

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Implementing SalesHQ Portal: Install Dynamics GP Client Components

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 client component of SalesHQ allows you to configure the portal and grant access to customers and sales people and so needs to be installed on all Microsoft Dynamics GP client machines.

With the file you downloaded from ISC Software’s secure file transfer site, launch the Dynamics GP client MS installer and, on the Welcome step click Next:

Welcome to the Elementz - CustomerHQ Setup Wizard

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Implementing SalesHQ Portal: Start 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.

The final step in configuring the connector service, is to start the Elementz CustomerHQ Connector; if you’ve used an account which is already has log on as a service rights, you will not need to perform this step.

To start the service, open Services (the easiest way is to launch the Run prompt (Win+R), type services and hit return). Scroll down and find the Elementz CustomerHQ Connector service, right-click and select Properties:

Servies window with Elementz CustomerHQ Connector selected

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More Changes for VAT in Microsoft Dynamics GP April 2019 Hotfix

Microsoft Dynamics GPSnuck out just before the Easter bank holidays was a new hotfix with some fixes in for the following in UK VAT:

  • To submit the file to HMRC you had to be logged into Microsoft Dynamics GP as user SA.
  • You may incorrectly receive an error in VAT Daybook Obligation period dates do not match with the VAT Daybook Calendar.
  • VAT submission changes required by HMRC.

The post on the Dynamics GP Support and Services Blog is here.

The hotfix is inclusive of the February hotfix changes and can be downloaded via these links:

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

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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.





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