Tag: ISC Software

This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With the installers downloaded, the first one we’re going to install is the Connector Service. Do this by launching the the MSI installer using a Domain account which has permissions on SQL Server to create a database and tables, and, on the Welcome to the Elementz CustomerHQ – Connector Service Setup Wizard (as mentioned in a previous post, SalesHQ and CustomerHQ share a code base, with the license key differentiating which level of functionality is available, so this is the correct installer), click Next:

Continue reading “Implementing SalesHQ Portal: Install Connector Service”

This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Once you have signed up for the Sales HQ portal, including for a free trial, ISC Software will make contact with details for a secure file transfer site where you can download the two components which will need to be installed:

1. Dynamics GP client component which needs to be installed on any client which will be used to update the configuration of SalesHQ and assign access to customers and sales people.
2. Connector Service on a server; this server does not need to be a new one. If an existing server is used it should ideally be a web server or integration server; never a SQL Server or Domain Controller.

With these components downloaded, it is time to implement SalesHQ.

This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The Sales HQ portal is a fairly simple install (which I’ll be covering in this series of posts). However, there are a number of prerequisites which need to be met for the SalesHQ portal to be used.

Supported Version of Microsoft Dynamics GP

The following versions of Microsoft Dynamics GP are supported with SalesHQ:

• Dynamics GP 2013 R2
• Dynamics GP 2015
• Dynamics GP 2015 R2
• Dynamics GP 2016
• Dynamics GP 2016 R2
• Dynamics GP 2018
• Dynamics GP 2018 R2

.NET Framework

SalesHQ requires the NET Framework 4.6.1.

Server With Compatible Windows Server Version

SalesHQ is only compatible with versions of Windows Server which supports .NET Framework 4.6.1.

Available RAM

Depending on usage the connector service requires around 500MB of available RAM.

SSL Certificate

An SSL certificate to be used by the Connector Service.

SQL Server

An SQL server compatible with the supported versions of GP to host the Configuration database.

Active Directory Service Account

An Active Directory Service Account to be used to run the service as, the user name and password will be required in the SalesHQ Connector Service. The account must have access to the Dynamics GP System and Company Databases as well as the database which will hold the SalesHQ configuration.

Sales HQ URL

The URL of the SalesHQ Web Portal so customers and sales people can easily access the portal; a default URL can be provided, but a user-friendly one is recommended.

Azure Connection Details

The Azure name space, relay name and the access key required to connect to the web portal. These details will be supplied via email by ISC Software.

With the prerequisites met, you are ready to download, install and configure SaleHQ.

This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

in the last post in this series, I covered what the SalesHQ portal is, and in this post I’m going to go into a little detail as to how it works.

There are five main components to the SalesHQ portal:

1. The Dynamics GP client component which allows configuration of the SalesHQ portal and allows granting of access to customers and sales people.
2. The SQL Tables which stores the configuration of the SalesHQ portal; these tables can either be in a new database or can be added to the Dynamics GP system database (typically called DYNAMICS).
3. The Connector Service which serves two purposes:
   1. The Microsoft Dynamics GP client talks via the Connector Service with the database.
   2. The Connector Service initiates communication with the Azure Relay; this means all communication is outbound meaning no inbound ports need to be open on the firewall.
4. The Azure Relay which receives information from the Connector Service.
5. The Web Portal which is hosted by ISC Software on Microsoft Azure. The Web Portal is responsively designed to work on any device from PCs to laptops to tables to mobiles/cellphones.

As mentioned, the SalesHQ web portal is hosted by ISC Software on Microsoft Azure; organisations using the portal can supply their own URL for user-friendly naming and access to the portal; for example, I could use https://mobilesales.azurecurve.co.uk/ to give a friendly name for accessing SalesHQ.

The implementation of SalesHQ is a task split between ISC Software and either you or the consultant from your Dynamics GP partner; you, or your partner will install the Connector Service, update the Dynamics GP clients and configure SalesHQ while ISC Software will deploy and configure the Azure components including the web portal.

The key advantage of how SalesHQ has been designed, is that it does not require any incoming ports opened on the firewall as all communications between the portal and Dynamics GP, is initiated by the ,em>Connector Service.

This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

SalesHQ is one of the GP Elementz Portals available from ISC Software Solutions. The SalesHQ portal is a secure, Azure hosted, business portal which connects to your
on-premise, or hosted, Dynamics GP system and fulfills two functions.

Provide your sales teams with access to relevant Dynamics GP data so they can act and respond faster to service customers:

• Create new prospects and generate quotes.
• Generate quotes and enter orders and invoices.
• All transactions created via the portal will automatically update your Dynamics GP system in real-time, giving your office-based staff immediate access to the data to action accordingly.
• Download quote, order and invoice transactions as PDF files and print or email as required.
• Responsively designed to work on mobiles/cellphones and tablets.

Continue reading “Implementing SalesHQ Portal: What is SalesHQ?”

I recently joined ISC Software Solutions, a UK based VAR and ISV as the Lead ERP Consultant.

The ISV side of the business has a number of products available for Microsoft Dynamics GP, including Dexterity add-ons, as well as web portals. In this series of posts, I am going to take a look at the SalesHQ portal.

SalesHQ is one of three web portals in the GP Elementz Portals.

If you’re reading this post on azurecurve|Ramblings of a Dynamics GP Consultant, the series index, below, will automatically update; if you’re reading a syndicated feed elsewhere, check back on the original post.

Continue reading “Implementing SalesHQ Portal: Series Index”

This post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Over the last few posts, I’ve been taking a look at the Enhanced Notes Microsoft Dynamics GP add-on from ISC Software. This module replaces the standard Notes one and gives the ability to record discrete notes against any record or window.

I realise I’m not the impartial voice on providing a review of this product, as I work for ISC Software.

However, I do like Enhanced Notes and I think a few of the clients I’ve worked with in the past would love it. The ability to record discrete user/date/time stamped notes is a really good one. A number of clients use the standard notes, manually adding user, date and time to the comments with the newest a the top, but this gives you a potentially very long monolithic notes record.

It’s an easy add-on to install and configure and, with a free trial, there is no cost to giving the module a try in the Fabrikam sample company database, other than time.

This post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you decide that you want to use Enhanced Notes in companies other than the Fabrikam Sample Company, you need to place an order with ISC
Software. You will then receive a registration key which needs to be input into the Enhanced Notes Registration window:

The Site Name will be read from you Microsoft Dynamics GP registration information; copy and paste the three keys supplied by ISC Software and click OK to register the product.

Enhanced Notes will now be available to use in all companies.

This post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Once Enhanced Notes has been installed and configured, it replaces the Dynamics GP Notes window everywhere it appears on both records and windows. The notes icon will still appear as white when there is no note, or yellow when there is.

If, for example, you open the Notes window for a customer, you’ll see the Enhanced Notes window:

In this window, I have entered a note as well as selecting a category and subcategory; I am not emailing this or creating a task; I could use the paperclip icon to attach a PDF of the email if required.

Continue reading “Implementing Enhanced Notes: Using Enhanced Notes”

This post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Now that we have Enhanced Notes installed and deployed, we can configure it for use; there are four sections to the configuration:

Continue reading “Implementing Enhanced Notes: Change Configuration”