Hands On With Microsoft Dynamics GP 2015 R2: Install GP Add-in For Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

When using the Word Templates to replace the standard reports for printing reports such as invoices, remittances or purchase orders you can do changes to the format or layout using the standard functionality of Microsoft Word.

However, if you want to add additional fields then you need to install the Microsoft Dynamics GP Add-in for Microsoft Word. Do this by launching the Microsoft Dynamics GP setup utility from the downloaded installation media and, under Additional Products, click on Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015 setup utility

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Hands On With Microsoft Dynamics GP 2015 RTM: Installing the Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.

To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015

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System Requirements For Microsoft Dynamics GP 2015 Now Available

Microsoft Dynamics GPThe System Requirements for Microsoft Dynamics GP 2015 are now available from CustomerSource (login required).

The stand out items for me is that support has been dropped for several older versions of Windows, SQL Server and Office:

  1. Windows:
    • Windows XP all editions
    • Windows Vista all editions
    • Windows Server 2003 all editions
  2. SQL Server:
    • 2008 all editions (including R2)
  3. Office:
    • Office 2007

The only surprise on the above list is that some of the software listed as no longer supported was also listed as no longer supported with Dynamics GP 2013; in fact only SQL Server 2008 is new to the list.

Apart from the above retired software, the recommendations look pretty much the same as Dynamics GP 2013; Windows 8.1 and SQL Server 2014 have been added as supported.

Sales Analytics Dashboard Available Now From DynamicAccounting.net

Microsoft Dynamics GPIn what looks to be the first in a set of analytics dahsboards, Mark Polino has released a Sales Analytics dashboard on his DynamicAccounting.net site.

The dashboard builds on the ideas covered in Mark’s recent Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 and can provide a really good shortcut to getting started using an Excel dashboard rather than rolling your own from scratch.

Continue reading “Sales Analytics Dashboard Available Now From DynamicAccounting.net”

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino – A (short) Review

Microsoft Dynamics GPA few weeks ago Mark Polino, in conjunction with Packt Publishing published another book, the Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013;

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

I got a copy of Mark Polino’s Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 the other week with the intention of working through it following all of the examples. However, the reality is I don’t have the time to do this due to other commitments (both work and outside of work ones).

Continue reading “Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino – A (short) Review”

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino

Microsoft Dynamics GPFollowing on relatively quickly from Leslie Vail’s new Microsoft Dynamics GP book, , available from Packt Publishing, comes Mark Polino with Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013.

This book will teach you how to build a dashboard using Excel 2013 with information from Microsoft Dynamics GP 2013, how to make Excel a true business intelligence tool with charts, sparklines and slicers and show how to utilise PowerPivot’s full potential to create even more complex dashboards;

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino

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Consumer Preview Of New Microsoft Office Available

Microsoft OfficeMicrosoft have just announced the availability of the Consumer Preview of Microsoft Office which delivers Office as a cloud service using all the innovations of Windows 8.

Okay, that sounds like a press release because it is; it was quoted from Microsoft’s press release. The Consumer Preview is available here and offers lots of new functionality and integration with Windows 8.

Full details of the new features are here but there is no news on the eventual pricing. I am a little suspicious of pricing with the tie-in to the cloud and especially the Sky Drive service.

I’ve signed up and will be taking a look first thing tomorrow morning when I get to work (probably badly timed as the second thing I have tomorrow is a Microsoft Dynamics GP exam.

Extracting Images From Microsoft Word 2007/2010

Microsoft OfficeYesterday David Musgrave posted an article which outlines how you can extract images out of a Word 2007/2010 document quickly and easily by changing the extension from .docx to .zip and opening with WinZip.

Great idea, but it occurred to me that this could possibly be done with a little less work. Continue reading “Extracting Images From Microsoft Word 2007/2010”

Management Reporter Migration Wizard: ACE.OLEDB.12.0 Provider Is Not Registered On The Local Machine

Microsoft Dynamics GPThis particular problem is going to occur if you either do not have Microsoft Office installed or, on an x64 OS, you have installed the x86 version of Microsoft Office when you try to install the Management Reporter Migration Wizard (in particular Microsoft Access);

Management Reporter Migration Wizard: ACE.OLEDB.12.0 Provider Is Not Registered On The Local Machine

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Microsoft Office 365 Launched

Microsoft OfficeEarlier today Microsoft launched their Microsoft Office 365 productivity suite which combines Office, SharePoint, Exchange and Lync in a cloud based version of their earthbound variant.

The service, which replaces Microsoft Business Productivity Online Suite, was launched today by Microsoft CEO Steve Ballmer in a live webcast with over 20 partners already signed up to resell the service alongside their own services.

Kurt DelBene, president, Microsoft Office Division said, “Our partners represent some of the best-known, most-trusted brands in their local markets. Our customers will be able to rest easy knowing their cloud services are backed by Microsoft and some of the greatest service providers in the world.”

Microsoft Dynamics GP and Office 365 work together now! Microsoft Dynamics GP leverages Office 365’s functionality, such as reporting and Excel-based analysis, presence and instant messaging, transaction initiation through Lync, and many of the other features of Office that you have come to enjoy when deployed on-premises, but now available through the Cloud with Microsoft Office 365.

With Microsoft Dynamics GP, you build a foundation for the future that goes beyond standalone applications to extend their traditional ERP systems throughout their organization and into the cloud.