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Microsoft Dynamics GP

Microsoft Dynamics GP (70)

Thursday, 23 June 2011 16:20

Dynamics Insight Mobile App is Coming Soon!

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Imagine a world where Microsoft Dynamics GP and mobile applications merged. No, this idea isn’t just in the ‘clouds’, it’s actually coming sooner than you think.  

Launching as a Blackberry App for Blackberry devices, the application works with the familiar Dynamics GP platform and gives its clients the power of accessing their Dynamics accounting system while on-the-go. 

The highlights of Dynamics Insight develop upon the Microsoft Dynamics GP solution with on-the-go features.

These features include:

  • Ability to check for upcoming reminders
  • Monitor and access your KPI’s
  • View company metrics at any time.

Business has evolved since the introduction of the Internet - business is indeed faster, stronger and more efficient. Information needs to be communicated faster but most importantly, to the right people. WebSan Solutions Inc. makes it easier to do so by simplifying the solution and ‘unlocking your systems potential’.

Click here for more information on Dynamics Insight.

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Welcome! This is the first entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This entry will cover the creation, use and advantages of classes.

Stated simply, classes allow various record types, such as customers, venders, items, users, or employees to be grouped together by a certain characteristic. For example, a New York customer class could be setup to group all customers based in New York together. To create a new customer class, browse to Microsoft Dynamics GP >> Tools >> Setup >> Sales >> Customer Class.

Enter a Class ID to identify the customer class, a description, and the properties associated with the class, including payment terms, salesperson, shipping method, and so on. In this example, I am creating a NEW_YORK customer class to group all of my New York-based customers together. Click the Accounts button to open the Accounts Setup window and to assign distribution accounts. Save the class when completed.

Customer Class Setup

Now when creating a new New York customer, all I need to enter is some basic name, address, and phone information, and then assign the NEW_YORK class. The properties entered for the NEW_YORK class are carried over to the customer, including the distribution accounts. If I had to enter ten New York-based customers into Dynamics GP, I’ve just saved myself a lot of time and from a lot of tedious data entry. If there are properties that default from the NEW_YORK class that do not apply to the specific customer, I can still modify the individual customer.

Customer Maintenance 

In the future, if a new salesperson needed to be assigned to all New York customers, I would make the change to the NEW_YORK class. Dynamics GP would then ask if I would like to roll-down the changes to the customer records. Selecting “Yes” will apply that change to every customer record the NEW_YORK class has Again, I’ve avoided a large amount of tedious data entry.

Window Confirmation

To learn more about the advantages of classes in Microsoft Dynamics GP check out our training video on classes, and for more topics visit our GP training videos page.

Visit often to see our latest posts and videos!

Thursday, 30 June 2011 10:05

Business Portal Identity on Active Directory

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We had an interesting support call the other day. One of our Microsoft Dynamics GP 2010 customers was having sporadic issues with adding users to Business Portal. When trying to add new users and assign MBF roles, occasionally the wizard would not show any domains in the Windows domain drop down. Other times it would show the wrong domain(s) – this client has a number of trees in their forest, and sometimes it would work fine.

Our support team was perplexed, so we did some investigation to determine how Business Portal interacts with the Windows domain -  the answer was Component Services.

Business Portal uses the “Microsoft.BusinessFramework.Identity” component to interface to AD and thus retrieve the domains and users. By setting the Identity on this component to a specific domain service account you can ensure it retrieves the proper AD info.

From the control panel on the Business Portal server, go to Administrative tools -> Component services.

Then expand Component Services -> Computers -> My Computer -> COM+ Applications and look for the Microsoft.BusinessFramework.Identity component.

Microsoft.BusinessFramework.Identity Window

 

Right click, then go to the identity tab and change the user ID to a domain account that can query the domain properly.

Restart the component, then restart Business Portal and re-run the wizard.

Problem solved and a happy customer.

Until next time.

If you're a business owner and frequent user of Dynamics GP, you might think, "I have a lot of data in my Dynamics GP system. I need to analyze my data, extract a new knowledge from it and make decisions based on this analysis. I want to see  the KPI of my business in real time mode to drive my business better. I want to have a tool which will help me see hidden trends in my business and industry...". If you already have these thoughts, there's good news - the Business Intelligence technologies (BI) will help you.

Basically, you need to have three things:

  1. The data warehouse. It is a special data base which has a star-schema data model (info cubes). Also, this database is in read-only mode for users and it is optimized for reporting and multidimensional analysis.
  2. Extraction, loading and transformation  process (ELT) which loads your data from OLTP system like Dynamics GP to your data warehouse. Generally speaking this ELT process "cleans", transforms and loads your daily operation data from Dynamics GP into your data warehouse.
  3. Tools to create analytical reports and KPIs based on data from your data warehouse.

There are alot of BI tools which can help you to create a whole process of these 1-2-3 steps. However, if you have ERP based on MS SQL Server (i.e. Dynamics GP - you have a simple way of studying the system and pretty powerful BI tool right out from the box! It is SQL Server Reporting Service (SSRS) which actually is the part of MS SQL Server installation.

So, let's see what SSRS can provide you:

  • Simple access to your Dynamics GP database and use it as a data warehouse, you just need to write a bunch of SQL-statements and SSRS will transform on the fly the results of these queries to BI reports
  • Loading and analyzing data from MS Analysis Services which is more powerful solution to build data warehouse from Microsoft
  • Special tool for building in drag-n-drop mode you BI reports - Report Builder 2.0 It is free and can be downloaded from Microsoft site
  • Creating beautiful graphic dash-boards with KPI's in Report Builder 2.0
  • Different filters for your BI reports
  • Access to your reports, dash-boards and KPIs via Web, you can see all your BI stuff just in your internet browser
  • Generating your BI reports in off-line mode and sending them via e-mail on a schedule. (Do you want to see some daily reports every morning in your inbox? No problem, SSRS will do it for you. Just create your reports in Report Builder, then publish and schedule them)
  • Integration with your MS Share Point portal, yes you will be able to build reports and analyze data right in your portal
  • Built in export of reports to Word, Excel, PDF and TIFF-format

MS SQL Server Reporting is very simple for installation and studying. You could get BI tool and start analyze your data in Dynamics GP in two or three days. Simple, powerful and ready for use right out from the box.

Tuesday, 30 August 2011 03:44

Introduction to Dynamics GP: Quick Journals

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Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Welcome to the second entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This guide will cover the creation, use and advantages of Quick Journals.

Quick Journals are extremely useful for creating recurring journal entries in which the accounts stay the same each time, but the amount differ. A simple example would be an entry of wage expenses.

To create a Quick Journal, open the Quick Journal Setup window. From the main menu select Microsoft Dynamics GP >> Tools >> Setup >> Financial >> Quick Journal.

Quick Journal Setup

Give the Quick Journal a unique ID, a description, a source, and reference. Next, select an offset account. This account will be used to balance the debits and credits of the transaction. If you would to give users the ability to change this offset account during transaction entry, mark the Allow Override checkbox, otherwise, leave it unchecked. Finally, add the accounts to be used in the transaction. Note that not all accounts entered in the Quick Journal Setup window need to be used in the transaction. Click Save to complete the creation.

To make an journal entry using a Quick Journal, open the Quick Journal Entry window. From the main menu select Transactions >> Financial >> Quick Journal.

Quick Journal Entry

Select a Quick Journal ID. Then, simply enter the amounts for accounts to be used in the transaction. In this example, I am not entering an amount against account 100-5100-00. Note that unlike regular general journal entries, Quick Journals cannot be saved to a batch. They can, however, be saved individually. Click Post to complete the transaction.

Here the Quick Journal that was posted in this example:

Journal Entry Inquiry

 

Notice how the account I did not enter an amount against was not used in the transaction? This makes Quick Journals incredibly flexible. Also note that the total was entered against the offset account to balance the transaction.

To learn more about the advantages of classes in Microsoft Dynamics GP, check out our training video on Quick Journals, and for more topics visit our GP training videos page. Also, read the previous entry in this series here to learn about the advantages and use of classes in Dynamics GP.

Tuesday, 30 August 2011 11:39

From the Gutenberg Press to Hosted Dynamics GP

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Many companies have started to embraced enterprise resource planning (ERP) in order to maintain their competitiveness. They have quickly learned a fundamental truth: technology can move a company forward only as far as its business processes will allow.

Amongst most organizations, paper or hard copies is the principal format for sharing invoices and associated documents for approval. Paper processes generates uncertainty and blind spots in a business. An example could be your Accounting department. Accounting has no way of knowing where a paper invoice resides on someone’s draw or desk after it is sent around for approval, nor how long it will sit there. Executives are unable to make accurate financial predictions because they see only completed transactions—not those in process, floating somewhere in the company’s structure.

With paper processes restraining the real value of a paperless ERP for companies large and small, the need for a way to automate the transformation of paper documents into digital data and to manage the resulting documents has prompted technology developers to innovate a new generation of devices and services. This is where Hosted Microsoft Dynamics GP comes in.

The next technological move from paper format is for companies and their accounting departments to consider is the cloud—online services that can dramatically reduce the costs of technology. Instead of a company’s investing more in its own infrastructure—additional servers, software, networking and maintenance—it can turn to the cloud for the applications it needs. By integrating your company with the Microsoft Dynamics cloud platform, it easily scales with your company’s needs and automatically upgrades as innovations evolve.

To help your company get away from paper and into the clouds, contact us here.

Saturday, 10 September 2011 11:36

Server Error in /lus Application error on Home Screen

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New on the Dynamics GP2010 home screen is the "Connect" window. This widget dynamically populates with Microsoft Dynamics GP support information, user groups and links to general information.

One thing we noticed is with any of our test companies we always saw this error:

Dynamics HomeScreen Error

Well it turns out this is caused by special characters in the company name.

As many of you know, when you put the tag "<TEST>" into the company name you get a nice warning on login that this is a a test company. See this blog for details...

Unfortunately, the angle brackets cause the URL to the Dynamics Connect site to get malformed.

Here is the URL that Dynamics Connect is trying to access:

https://online.dynamics.com/lus/?se=popup&autorefresh=false&product=GPRoleCenter&version=11.00.0349.000&roleid=0&country=US&locale=EN-US&company=%3cTEST%3e&role=Basic+Home+Page

Notice the "&company" parameter  is "%3cTEST%3e". The %3c and %3e are the HEX equivilant codes for the ASCII characters that represent < and >

If you remove the characters it will open fine.

Here try to click this link: https://online.dynamics.com/lus/?se=popup&autorefresh=false&product=GPRoleCenter&version=11.00.0349.000&roleid=0&country=US&locale=EN-US&company=TEST&role=Basic+Home+Page

Unfortunately until Microsoft fixes this your only options are to either remove the "<TEST>" from your company name or remove the Dynamics Connect widget from your home screen in user preferences.

Alternatively if you had a DPI based firewall that scanned outgoing URLs, you could make some crazy rule to use URL rewritting, but that's really out of scope of this article :).

Thanks for reading, until next time....