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

Workflow in progress have been found in GP. These need to be processed before upgrading.

Microsoft Dynamics GPA colleague was recently performing an upgrade for a client to Microsoft Dynamics GP 2018 R2; this client had previously been a user of the old Dynamics Workflow module (now replaced with Workflow 2.0). They hadn’t used it for a while, but it had never been switched off resulted in the following message being displayed:

Upgrade error

Microsoft Dynamics GP Utilities

Workflows in progress have been found in GP. These need to be processed before upgrading. Please process these workflows before updating. A list of these workflows can be found in GPWorkflows.log

Workflows can be switched off from the front end, but with SQL Server Management studio already open, it was simple to run a SQL update statement against Company Master (SY01500):

/*
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). */
UPDATE SY01500 SET WORKFLOWENABLED = 0 WHERE WORKFLOWENABLED = 1 GO

hMailServer: Connect Outlook 2019 Professional

Microsoft Dynamics GPWay back in 2015 I did a series on using hMailServer in virtual machine demo environments as a lighter alternative to Exchange. The last post in that series was on connecting Outlook to hMailServer. I am still using hMailServer, but the new version of Outlook, 2019, has changed the process of connecting.

In this post, I’m going to run through connecting Outlook 2019 Professional to hMailServer.

When you start Outlook for the first time, the following dialog will be displayed in which you enter the email address which you will have already configured in hMailServer. Mark the Let me set up my account manually and click Connect:

Outlook - connect new account

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This Workflow Is Locked By Another User And Cannot Be Edited

Microsoft Dynamics GPI was onsite recently with a client making a Workflow project live and encountered a lock on the workflow we needed to amend. There were no users logged into the company so we knew the lock was an orphaned one.

This workflow is locked by another user and cannot be edited. Please try again later.

"This workflow is locked by another user and cannot be edited. Please try again later."

The locks on Workflow are stored in the Workflow User Security (WF00104) table; when clearing locks, care should be taken to only remove the lock required, so as not to cause additional problems.

The highlighted section should be changed to the Workflow Type for which the lock should be removed:

/*
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).
*/
DELETE FROM
	WF00104
WHERE
	Workflow_Type_Name = 'Purchase Requisition Approval'
GO

What Are The GP Elementz Portals?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

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Payables Management Batch Posting Date Disabled When Workflow Active

Microsoft Dynamics GPA client recently logged an issue whereby the Posting Date on the Payables Batch Entry window (Purchasing area page » Transactions » Batches) in some companies:

Payables Batch Entry with Posting Date disabled

When we investigated the issue, it turned out that the field was disabled in those companies which had a Payables Transaction Approval workflow active; I did additional testing and the Payables Batch Approval workflow does not have the same effect.

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Microsoft Dynamics GP Workflow Third Edition Now Available as eBook and Paperback

Microsoft Dynamics GPMy seventh book is now available to buy in eBook format from azurecurve Publishing, paperback and Kindle versions from Amazon US and UK.

This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

eBook Paperback
azurecurve Amazon US Amazon UK

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