Author: Ian Grieve

Ian is a Microsoft Dynamics GP certified consultant specialising in the delivery of Microsoft Dynamics GP projects and currently the Lead ERP Consultant for ISC Software Ltd., a Microsoft Partner, VAR and ISV in England. Ian has worked with Microsoft Dynamics GP since 2003 and, over the nine years since, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products.

How To Install Connector for Microsoft Dynamics GP – Configure Adapters

Ian Grieve3 minute read10 Comments

Microsoft Dynamics GPThis is the third post in the series on how to install the Connector for Microsoft Dynamics GP; the first two posts covered the prerequisites and installation. This one will show the step-by-step process to configure the Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011 adapters.

To configure the adapters, open the Connector for Microsoft Dynamics program (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics) where you will be presented, on first run, the Adapter Settings utility which will be on the Activate new adapters page.

Enter the Integration Account (in my case DOMAIN\DynamicsConnector) and password and also the URL for the Microsoft Dynamics CRM Discovery Service.

The account being used for the Integration Account needs to be a valid CRM user with organization level read privileges for SystemUser (I usually do this by creating a role only with this one security privilege) on the organisations you’re going to integrate into. This user will be added to the following security roles by the configuration utility (which I’ll cover in a moment);

  • System Customizer
  • Dynamics Integration (this security role is automatically created)

The URL for my system is http://azc-crm1:5555/XRMServices/2011/Discovery.svc (your address can be found in Dynamics CRM under Settings » Customise » Developer Resources);

Adapter Settings - Activate New Adapters

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MDGP 2013 Feature of the Day: Pay Code History Edit & Payroll Check Enhancements

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty fifth feature they’ve announced is Pay Code History Edit & Payroll Check Enhancements.

Today’s feature of the day is another US only Payroll one.

Now with Microsoft Dynamics GP 2013 you can edit the FUTA, SUTA or WCOMP fields for completed employee pay code transactions. Allow edits to the fields in Employee Pay Code History is in Payroll Setup.

You can search for duplicate check numbers during payroll processing, halt the print checks process and print a duplicate checks report.

Additionally, you can default to print check for the print field in Print Payroll Checks.

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MDGP 2013 Feature of the Day: Multi-User Editing in Returns Management

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty fourth feature they’ve announced is Multi-User Editing in Returns Management.

Microsoft Dynamics GP 2013 Returns Management will now allow two or more users to edit different lines of the same RMA. This will allow to speed up processing of RMA’s as currently only a single user may be editing an RMA;

RMA Entry/Update

This new feature is targeted at the following roles:

  • Customer Service Rep
  • Customer Service Manager

How To Install Connector for Microsoft Dynamics GP – Installation

Ian Grieve1 minute read8 Comments

Microsoft Dynamics GPThis is the second post in the series on how to install the Connector for Microsoft Dynamics GP; the first post covered the prerequisites.

When the Connector for Microsoft Dynamics GP setup utility is run, the first window is just a welcome screen, so click next;

Connector for Microsoft Dynamics - Welcome to the Connector for Microsoft Dynamics Setup Wizard

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MDGP 2013 Feature of the Day: Fixed Assets Batches

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty third feature they’ve announced is Fixed Assets Batches.

This feature provides a significant change to the process of posting Fixed Assets transactions to the General Ledger. Up to Microsoft Dynamics GP 2010 there was no way to review the batch of postings from Fixed Assets to the General Ledger; with this new GP 2013 feature, users are now able to build and review Fixed Assets batches prior to posting to the GL which provides for much greater control, accuracy and flexibility;

Fixed Assets General Ledger Posting

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MDGP 2013 Feature of the Day: Multi Tenant Web Services for Microsoft Dynamics GP

Ian Grieve1 minute read3 Comments

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty second feature they’ve announced is Mutli Tenant Web Services for Microsoft Dynamics GP.

The Multi-tenant Microsoft Dynamics GP Web Services feature will provide the ability to host multiple tenants (customer organizations) on a single instance of the application. The below diagram shows the current Single Tenant configuration on the left, and the new Multi Tenant configuration on the right;

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How To Install Connector for Microsoft Dynamics GP – Prerequisites

Ian Grieve1 minute read8 Comments

Microsoft Dynamics GPOver the last two or three weeks I’ve been doing a series of posts on how to install the Web Services for Microsoft Dynamics (prerequisites, installation, configuration, verification , security configuration, Management Tools installation and Management Tools configuration) leading up to this series of posts on how to install the Connector for Microsoft Dynamics GP in order to link Microsoft Dynamics GP with Microsoft Dynamics CRM. Web Services for Microsoft Dynamics GP is the major prerequisite for installing the Connector for Microsoft Dynamics.

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Connector for Microsoft Dynamics GP

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPConnector for Microsoft Dynamics is a tool available from Microsoft which allows Microsoft Dynamics CRM to be integrated with one of the three Microsoft Dynamics ERP products; AX, GP and NAV.

Being a Microsoft Dynamics GP focused blog, it is the integration to Microsoft Dynamics GP I’m going to take a look at over the next couple of weeks or so depending on how quickly I get the posts written and published.

Connector for Microsoft Dynamics provides a two way integration between Microsoft Dynamics CRM and Microsoft Dynamics GP with the below diagram showing the entities which can be integrated from one system to the other;

Connector for Microsoft Dynamics

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MDGP 2013 Feature of the Day: Named System Database Architecture

Ian Grieve2 minute read3 Comments

Microsoft Dynamics GP>Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty first feature they’ve announced is Named System Database.

In all versions of Microsoft Dynamics GP so far, the System database has been called DYNAMICS and could not be changed. This meant only a single instance (System and Company databases) of Microsoft Dynamics GP could be installed into an instance of SQL Server.

In Microsoft Dynamics GP 2013 this restriction has been removed in a new deployment. From this version onwards, the System database no longer needs to be called DYNAMICS but can be named during the installation/deployment process.

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MDGP 2013 Feature of the Day: Mass Depreciation Reversal

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirtieth feature they’ve announced is Mass Depreciation Reversal.

At present depreciation can only be reversed one asset at a time. This new Microsoft Dynamics GP 2013 feature provides users with the ability to back out depreciation for all, or a group, of assets which saves the time consuming process of doing it one asset at a time.

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