How To Install Connector for Microsoft Dynamics GP – Integrate Data

Ian Grieve2 minute read3 Comments

Microsoft Dynamics GPThis is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and picklists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home » Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 » Fabrikam, Inc. \ Fabrikam, Inc. » Maps » >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

Continue reading “How To Install Connector for Microsoft Dynamics GP – Integrate Data”

PrintFriendlyLinkedin

MDGP 2013 Feature of the Day: Pay Code, Benefit & Deduction

Ian Grieve2 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 fortieth feature they’ve announced is Pay Code, Benefit & Deduction.

This is a US and Canadian Payroll only Feature of the Day.

Now you can change the name of a pay code, deduction code or benefit code with Microsoft Dynamics GP 2013. This feature allows you to change individual codes or change multiple codes using an import file.

This feature will change the name of the code throughout the data tables including history tables. You can validate the import file before processing it and at the end of the process an update report is generated showing you what was changed.

Continue reading “MDGP 2013 Feature of the Day: Pay Code, Benefit & Deduction”

PrintFriendlyLinkedin

How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

Ian Grieve2 minute read8 Comments

Microsoft Dynamics GPThis is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

Continue reading “How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists”

PrintFriendlyLinkedin

MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service

Ian Grieve2 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 ninth feature they’ve announced is Update Back Order Item Qty In Field Service.

Microsoft Dynamics GP Service Call Management and Depot Management will now update the Item Quantity Master when they have a back ordered item. This will be visible in the Item Inquiry and Item Quantities Maintenance windows and give you a truer representation of your inventory quantities.

The example screenshots show Item 3-D2657A (DB 15 Male Adapter) with no items on back order in Item Inquiry;

Item Inquiry

Continue reading “MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service”

PrintFriendlyLinkedin

How To Install Microsoft Dynamics GP 2013 (Beta) – Deploy Demo Company

Ian Grieve1 minute read2 Comments

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the deployment of the demo company.

To perform the server configuration, run GP Utilities and log in using the sa user and progress to the Additional Tasks stage, select Add sample company data and click Process;

Additional Tasks

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Deploy Demo Company”

PrintFriendlyLinkedin

How To Install Microsoft Dynamics GP 2013 (Beta) – Server Configuration

Ian Grieve1 minute read4 Comments

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the server configuration part of the installation process.

To perform the server configuration, run GP Utilities and log in using the sa user;;

Welcome to Microsoft Dynamics GP Utilities

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Server Configuration”

PrintFriendlyLinkedin

How To Install Microsoft Dynamics GP 2013 (Beta) – Client

Ian Grieve2 minute read2 Comments

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead.

Well, with the beta of Microsoft Dynamics GP 2013 being released, I couldn’t resist. I got a friend to download it for me so I didn’t have to wait for tomorrow morning when I got to work.

Yes, I’m a geek. Yes, I’ sad. Yes, I need a life. I’ve heard it all tonight. I don’t care; a fresh bottle of Glenkinchie is accompanied by GP 2013 🙂

To start with I thought I’d cover the installation of the traditional desktop client.

Run up the setup utility by double clicking the setup.exe which will run the Bootstrapper Setup to install the prerequisites;

Microsoft Dynamics GP 2013 Bootstrapper Setup

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Client”

PrintFriendlyLinkedin

Management Reporter Web-based Report Viewer Announced

Ian Grieve2 minute read2 Comments

Microsoft Dynamics GPAt the Dynamics GP 2013 Technical Airlift in Fargo today a web-based viewer for Management Reporter 2012 was announced (details on the Inside Microsoft Dynamics GP blog).

The demo was done by Jill Carter of Microsoft in front of 400 partners. The new web-based viewer allows allows users to experience the many features of the desktop viewer without the need for a desktop client to be installed.

The fresh, modern user interface of the new Management Reporter Report Viewer will mean users can focus on the data in the report. And, reports are both personalized and secured. In the report shown above, the user has access to the Production and Sales nodes in the Management Reporter Reporting Tree, but doesn’t have access to the Administration node;

Management Reporter Web-based Report Viewer

Continue reading “Management Reporter Web-based Report Viewer Announced”

PrintFriendlyLinkedin

Microsoft Dynamics GP 2013 Beta Available For Partners To Download

Ian Grieve1 minute read3 Comments

Microsoft Dynamics GPErrol Schoenfish, Director Product Management at Microsoft, on the Inside Microsoft Dynamics GP blog has just announced that the beta release of Microsoft Dynamics GP 2013 is now available for download.

Unfortunately, I won’t be able to download it until tomorrow morning but it can be found here.

I’m really looking forward to playing with this version of GP.

PrintFriendlyLinkedin

How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration

Ian Grieve2 minute read3 Comments

Microsoft Dynamics GPThis is the fifth post in the series on how to install the Connector for Microsoft Dynamics GP; the first four posts covered the prerequisites, installation, adapter configuration and creating a new integration.

In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.

This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.

Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;

Unit of Measure Schedule Setup

Continue reading “How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration”

PrintFriendlyLinkedin