Category: Dynamics

How To Configure SQL Server Reporting Services In Order To Deploy Reporting Services Reports In GP

Ian Grieve2 minute read3 Comments

Microsoft Dynamics GPThe post following this will cover deploying SSRS reports within Microsoft Dynamics GP but I thought I’d cover configuring SSRS as a spearate post rather than assuming everyone has it already configured. A number of the clients I deal with have had GP for a while and never installed the SSRS reports but are now doing so.

When you install SQL Server Reporting Services at the same time as SQL Server you have the option to automatically configure SSRS with the default settings. In the case of someone who has SQL already installed but didn’t install SSRS at the same time, this is not an option.

This How To starts after SSRS has been added to the installation on the client machine at the point where you would start to configure it; if you’d like a walk through adding SSRS to an existing installation of SQL Server, let me know and I’ll sort one out.

To do the initial configuration of SSRS, or to change the configuration of an existing installation, you need to start the Reporting Services Configuration Manager (Start menu » Programs » Microsoft SQL Server 2008 R2 ?? Configuration Tools » Reporting Services Configuration Manager) Continue reading “How To Configure SQL Server Reporting Services In Order To Deploy Reporting Services Reports In GP”

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Microsoft Dynamics CRM 2011 MB2-867 Installation & Deployment Certification

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPNormal service for blog posts will soon be resumed.

I was out of the office last week learning about Microsoft Dynamics CRM and have passed the MB2-867 Microsoft Dynamics CRM 2011 Installation & Deployment certification; a nice addition to the three Microsoft Dynamics GP certs I already have.

Any items of interest I encounter about Dynamics CRM which relate to GP, such as the CRM-GP Connector, will be shared here.

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How To Create A Microsoft Dynamics GP Installation Package

Ian Grieve2 minute read4 Comments

Microsoft Dynamics GPIf you’re installing Microsoft Dynamics GP into a thin client environment then installing the clients isn’t that onerous a task, but if you’re installing GP into a thick client (or into a large thin client) environment then it can be a task that takes quite a while especially when the client has numerous features which need to be selected on each client.

Microsoft Dynamics GP includes an aid for this circumstance; the ability to create an installation package which allows you to easily and quickly install GP onto clients with exactly the same configuration each time.

The installation package is created from the Microsoft Dynamics GP setup;

Microsoft Dynamics GP setup

Continue reading “How To Create A Microsoft Dynamics GP Installation Package”

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Fixing The Management Reporter Sample Reports Part 2

Ian Grieve1 minute read2 Comments

Microsoft Dynamics GPWell, I return to fixing the Management Reporter sample reports with an, unexpected, part 2. Last week I installed the sample reports into Management Reporter and then found a problem with the sample reports where the Segment didn’t link correctly to the segments in Microsoft Dynamics GP.

The same issue exists with the Reporting Trees in the sample reports with the Dimensions column;

Continue reading “Fixing The Management Reporter Sample Reports Part 2”

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How To Use The Microsoft Dynamics GP Word Template Generator

Ian Grieve2 minute read6 Comments

Microsoft Dynamics GPOne of the features introduced in Microsoft Dynamics GP 2010 was the Word templates which could be used instead of the Report Writer reports (known in 2010 onwards as Standard reports). There were several Word templates shipped out of the box with GP that could be amended quite easily but if you needed to use one of the others then a lot of work was needed to manually create the template from scratch.

In Microsoft Dynamics GP 2010 R2, the Word Template Generator, available as a separate download from PartnerSource (login required) was introduced which would generate the base Word template which can then be amended as required. Continue reading “How To Use The Microsoft Dynamics GP Word Template Generator”

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How To Bulk Update Segment Descriptions From A CSV

Ian Grieve2 minute read5 Comments

Microsoft Dynamics GPOn the Microsoft Dynamics GP Community site a question from Lisa Sorenson in October last year asking if it was possible to use the Table Import (Microsoft Dynamics GP menu » Tools » Integrate » Table Import) feature in Microsoft Dynamics GP to update some Segment descriptions has risen to the top with Steve Cummings linking to a post where the suggestion is to use a CSV file and Word template to generate a mailmerge.

This solution will work, but can be accomplished in much less time and effort by using the SQL command BULK INSERT to load the CSV (formatted as Segment ID, Segment Number and Description) Continue reading “How To Bulk Update Segment Descriptions From A CSV”

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Fixing The Management Reporter Sample Reports

Ian Grieve1 minute read9 Comments

Microsoft Dynamics GPI installed the sample reports into Management Reporter yesterday when writing the blog post but I didn’t actually take a proper look at them until this morning when I realised that there is a problem with them; there is a mismatch between the default settings of the sample reports and Microsoft Dynamics GP 2010 R2 whereby the Link to Financial Dimensions is broken;

Continue reading “Fixing The Management Reporter Sample Reports”

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How To Install Management Reporter Sample Reports

Ian Grieve1 minute read4 Comments

Microsoft Dynamics GPIn some recent posts I’ve covered installing Management Reporter (prerequisites, server and clients) as well as doing the initial setup.

Once Management Reporter has been installed and initialised, typically the next step would be to configure security access and then start creating the building blocks required for the needed reports.

However, if you’re creating a demo system you might instead install the sample reports supplied by Microsoft which can be downloaded from either CustomerSource or PartnerSource (login required) which is what I am going to cover in this post.

Continue reading “How To Install Management Reporter Sample Reports”

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How To Configure Management Reporter For Use

Ian Grieve1 minute read5 Comments

Microsoft Dynamics GPOver the last few posts I’ve covered installing the Management Reporter prerequisites, server and clients; now it’s time to configure Management Reporter for use.

Continue reading “How To Configure Management Reporter For Use”

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How To Install Management Reporter – Client

Ian Grieve1 minute read4 Comments

Microsoft Dynamics GPAt the end of last week, I posted the first two parts in a series of posts on how to install Management Reporter; how to install Management Reporter – Prerequisites and how to install Management Reporter – Server.

Today I’ll give a run through of the Management Reporter client installation. To install the client, the same installation packages used to install the server, Microsoft Dynamics Management Reporter SP1 (Full Install) and Management Reporter Service Pack 2 October Update (PartnerSource or CustomerSource login required), are used. Continue reading “How To Install Management Reporter – Client”

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