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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Implementing SalesHQ Portal: Test 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.

Once I have SalesHQ deployed and salespeople and/or customers with access, I run a quick test to make sure I can log into the portal.

Navigate to the web address you supplied during the implementation (I didn’t use a custom address so have a default one). When the login page loads, enter the email address and password of one of the salesperson accounts you created:

Sales HQ web portal logon screen

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Implementing SalesHQ Portal: Customer 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 fully deployed, the final step of configuration is to grant customers access sot they can see their account information online. This is done via a window accessible from Customer Maintenance (Sales » Cards » Customer).

To add access for a customer open the Customer Maintenance window, open a customer record and click the Additional button on the action pane and select Manage Customer Accounts:

Customer Maintenance

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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: 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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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.





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

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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