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:
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:
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 (
services and hit return). Scroll down and find the Elementz CustomerHQ Connector service, right-click and select Properties:
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:
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.
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:
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:
- 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.
- 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.
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
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.
Depending on usage the connector service requires around 500MB of available RAM.
An SSL certificate to be used by the Connector Service.
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.
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.
There are five main components to the SalesHQ portal:
- The Dynamics GP client component which allows configuration of the SalesHQ portal and allows granting of access to customers and sales people.
- 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).
- The Connector Service which serves two purposes:
- The Microsoft Dynamics GP client talks via the Connector Service with the database.
- 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.
- The Azure Relay which receives information from the Connector Service.
- 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.
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.
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.