Implementing SmartView for Microsoft Dynamics GP: Accessing SmartView External

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

Once users have been configured for SmartView External, they can get logged in and start using SmartView from outside Dynamics GP.

SmartView External is available to users from the Windows Start menu; when launched they will be prompted to log on using their external user and password.

If a user is both a Dynamics GP and SmartView External user they will need to remember that these logins are different. To login enter your external user details:

Login

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Implementing SmartView for Microsoft Dynamics GP: Configure Users for SmartView External

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

Before users can access SmartView External, they need a user created. These are maintained through (Microsoft Dynamics GP menu » Tools » SmartView » External Users):

Dynamics GP menu

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Implementing SmartView for Microsoft Dynamics GP: Installing SmartView External

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

Once you have SmartView External downloaded, extract and run the installer. Click Next on the welcome step:

SmartView Setup: Welcome to the SmartView Setup Wizard

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Microsoft Dynamics 365 BC Table Reference Website Updated to 2022 Wave 1

Microsoft Dynamics 365 Business CentralI created the azurecurve | Dynamics 365 BC Table Reference a few weeks ago to the latest version I could find which was 2020 Wave 2.

It turns out that Microsoft are inconsistent with where they put versions of the on premise release of Dynamics BC. I have now found the download for the 2022 Wave 1 version and have updated the BC Table Reference site to that version.

If you see any errors or omissions, or have suggestions as to how the site can be improved, please contact me with details and I’ll see about making an update.

Implementing SmartView for Microsoft Dynamics GP: Download SmartView External

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

As mentioned earlier in the series, SmartView is available both inside and outside of Microsoft Dynamics GP. The steps so far were all about configuring SmartView inside of Dynamics GP. If you’re going to install SmartView for use outside of the Dynamics GP client, then there is a separate installation which is needed.

The file for this is available from the eOne downloads page, lower down than the main installer.

Expand the SmartView External toggle and download the installer:

Download SmartView External

Microsoft Dynamics 365 Business Central 2022 Wave 2 Plan Announced

Microsoft Dynamics 365 Business CentralA few days Microsoft announced the plans for the 2022 Wave 2 version of Microsoft Dynamics 365 Business Central. The plan includes the priorities and areas of focus which are expected to start rolling out to production in October.

There are two documents available from Microsoft on what’s coming in 2022 Wave 2. The first is an overview of what’s new and planned, including areas of investment, and the second is the detail of what’s new and planned.

On the overview Microsoft break the updates down into several key areas:

  • Seamless service: No matter the industry type of a small or midsized business (SMB), business users expect a dependable service and platform that they can run their business on.

  • Administration: Business Central delivers a set of features for better and improved communication about the health of each environment.

  • Application: We will continue to improve the application to support integration with Shopify. The finance and supply chain capabilities in Business Central are improved with several optimizations and enhancements so that users can run their business processes more efficiently.

  • Better with Microsoft 365: We improve the efficiency of collaborative business processes in Microsoft Teams. Users can pin cards inside Teams, and delegated admins can now use the Excel add-in.

  • Country and regional: In 2022 release wave 2, Business Central is generally available in more countries and regions.

  • Onboarding: Organizations can get to productive usage faster because it’s easier to discover and install apps.

  • Development tools: We have moved entirely to Visual Studio Code where we continue to invest in areas that enhance the productivity for developers.

  • Power Platform: More efficient automation with Power Automate so that users can set up workflows for the specific needs of their organization.

The overview gives a gist of the upcoming changes, but you need to read the detail of what’s new to understand the changes.

Implementing SmartView for Microsoft Dynamics GP: Access SmartView

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

Once SmartView has been configured and users granted access, SmartView is available for users to use.

It is launched from the Microsoft Dynamics GP menu directly under SmartList:

Microsoft Dynamics GP menu

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Microsoft Dynamics 365 Business Central Posts Syndicated to Dynamics Community

Microsoft Dynamics 365 Business CentralI’ve long had part of this blog syndicated to the Microsoft Dynamics GP Community, but have just requested and been given syndication of my Dynamics 365 Business Central posts.

This means that any post I do for Dynamics BC will be syndicated and available on that site as well as here.

I am quite new to Dynamics BC so my early posts will use an approach of “how do I…” covering topics such as transaction entry or admin/setup tasks. Through time as I become more experienced I’ll cover a broader range of topics as I have been for Dynamics GP over the last 11 years I’ve been running this blog.

Hopefully, my posts will be found useful; I’m happy to take feedback and requests for areas on which people would like to see posts.

The syndicated Dynamics BC posts are here

Implementing SmartView for Microsoft Dynamics GP: Configure SmartView

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

With the first of the clients installed, we can now do the required configuration. There are only a small number of steps we need to take to prepare SmartView for use.

All of the configuration options are available within Dynamics GP off the Microsoft Dynamics GP menu:

SmartView setup menu

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Implementing SmartView for Microsoft Dynamics GP: Install SmartView

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

With SmartView downloaded we can get it installed on the first client.

Extract the installer from the zip and launch it. Click Next on the Welcome page:

Welcome to the SmartView Setup Wizard

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