March 2011 - Inside Microsoft Dynamics GP

  • Feature of the Day: Rewrite Report Deployment Wizards

    Rewrite Report Deployment Wizards

    Why this feature is cool!

    The deployment of the SSRS and Excel reports becomes an integrated option of creating the Microsoft Dynamics GP system and company databases in Dynamics Utilities. The admin will no longer need to install and run a separate program on the SSRS or SharePoint server in order to deploy the reports. When creating the system database the admin will select to deploy the reports and provide the report location, which may be on a remote server. After that the report location is saved and deploying reports for each new company becomes simply a confirmation that the reports should be deployed for the company. The admin will no longer need to select the series they want reports deployed for, instead the reports for the installed products will be automatically deployed. During the company upgrade process in Dynamics Utilities, the deployed reports for the company will be automatically upgraded.                    

    The admin may also choose to deploy the reports from within Microsoft Dynamics GP as well. The admin would use this option if they were not ready to deploy the reports at the time of creating the databases in Dynamics Utilities, if they want to deploy to a different location or they need to re-deploy the reports.   

    The process is available to ISVs for deploying their reports.

     What does it look like?

    (Microsoft Dynamics GP > Tools > Setup > System > Reporting Tools Setup)

     Dynamics Utilities

     

     

  • Feature of the Day: Copy List Items in Extender

    Copy List Items in Extender

    Why this feature is cool!

    Do you have lists on multiple forms or windows in Extender that are the same or very similar? Perhaps after you have finished typing a long list of items you found that you missed some or mistyped a word or changed the order from another list.  Well now, you can copy a list of items from the same form or window or from another one. 

    ·         Saves time and reduces errors.

    ·         All of the lists that are defined in Extender from this form, or any other form/window, will be displayed.

    ·         You can choose all items or certain ones to copy.

    ·         The selected items will replace anything you have in your list by default.

    ·         You can choose to append the selected list to the existing list.

    ·         Once the copy is complete, the lists are not connected in any way. Changes to one list will not affect the other.

     What does it look like?

  • Space Aliens Guide to Convergence

    We are very much looking foward to seeing everyone at Convergence in a couple weeks.  I ran across this and thought it was cute.

    http://msdynamicsgp.blogspot.com/2011/03/space-aliens-guide-to-microsoft.html

     

  • Microsoft Dynamics GP 2010 R2 Feature of the Day: Add Unified Communications Functionality in Extender

    Why this feature is cool!

    In GP2010, Unified Communications and Office Communicator 2007 functionality was added to the Dynamics GP windows to show the status of contacts and allow you to contact them directly through Office Communicator or make a phone call. 

    ·         Display Presence Indicator for customers and vendors

    ·         Uses the Linked Lookup fields on Extender Windows & Forms, Detailed Forms, and Extra Windows.

    ·         Messenger address is entered for a contact associated with a customer or vendor address

    ·         Actions will allow you to:

    o    Send an Instant Message

    o    Call

    o    Start a Video Call

    o    Send an Email Message

    ·         Communicate with different messaging applications

    o    Office Communicator

    o    Live Messenger

    o    Yahoo Messenger and others 

     What does it look like?

    And now we are finally caught up :)

  • Microsoft Dynamics GP 2010 R2 Feature of the Day: Business Portal Migration Utility

    Why this feature is cool!

    The updates to the migration utility will enable customers to move their Business Portal customizations directly from Business Portal 3.0 to Business Portal for Microsoft Dynamics GP 2010.

     The utility can be used to migrate the following items.

    • New web parts

    • Modifications to default web parts, including titles, query associations, number

      of rows returned, and publish/subscribe settings

    • New pages

    • SharePoint lists and libraries that don’t contain folders

     The migration utility is a separate program that is downloaded and installed on your SharePoint Server with Business Portal 3.0 installed. The utility is used to analyze the customizations that have been made, view the results and select the customizations that will be moved to the Business Portal for Microsoft Dynamics GP 2010 installation.

     

    What does it look like?

    (Start > Programs > Business Portal Migration Utility > Business Portal Migration Utility)

     

     

     

  • Microsoft Dynamics GP 2010 R2 Feature of the Day: Microsoft Dynamics Security Synchronization Utility

    Why this feature is cool!

    The updates to the Microsoft Dynamics Security Synchronization Utility will allow administrators to manage the process of synchronizing roles across the Microsoft Dynamics GP 2010 components. The utility is exposed via an MMC console which communicates with a synchronization web service. The console provides the ability to synchronize in any direction by specifying a source and destination, along with some rules about what should happen along the way. The actual work of adding users from roles is the responsibility of the providers that are plugged in, providing extensibility for any application or security infrastructure that can be programmatically accessed via some API.

    The utility contains the following providers out-of-the-box:

    * Microsoft Dynamics GP

    * Business Portal for Microsoft Dynamics GP

    * Web Services for Microsoft Dynamics GP

     What does it look like?

     

  • Microsoft Dynamics GP 2010 R2 Feature of the Day: ELS Elimination of Modal Forms

    Why this feature is cool!

     Our latest release will allow the end-user to continue to work on, or close a form pending approval of an Electronic Signature. Upon approval the user can open the form from the notification message and save the changes. The new functionality also allows the user to continue his work uninterrupted and return to save the changes at a later time.

     What does it look like?

    Up to the point of notification the User Experience stays the same. When a submitted request has been approved the following message is displayed to the Requestor:

    Selecting Yes from the notification dialog will open the form containing the Electronic Signature. The requestor’s change value will now be represented on the form and the record can be saved to commit the change.

     

    If the user selects to Postpone viewing the record it can be viewed and saved at a later time via the Request Status window. (ELS users generally add the ELS windows to the Shortcuts). After selecting a request from the list the user clicks View Request to open the window containing the Electronic Signature request. The users new value is displayed on the form and the change can be saved.

     

  • GP 2010 R2 Feature of the Day: List View Performance Enhancements

    Why this feature is cool!

    The introduction of list views and the action pane has provided you with greater access to your data. For some of the larger, more robust lists, it can take a while for data to appear in the list. In Microsoft Dynamics GP 2010 R2, those lists have been re-architected so the information appears more quickly.  As an example, the Sales Transactions List with Business Analyzer metrics will display data 360% faster.   

  • GP 2010 R2 Feature of the Day: Business Portal External Lists

    Why this feature is cool!

    External lists will allow users to add, modify, view and remove business data from within Business Portal for Microsoft Dynamics GP 2010 R2. Leveraging the external list functionality in SharePoint 2010 and Web Services for Microsoft Dynamics GP 2010, select Dynamics GP entities will be exposed as editable lists on pages within Business Portal.

    The following external lists have been created:

    * Customer (Customer Address)

    * Customer Sales and Receivables

    * Sales Order (Sales Order Line)

    * Vendor (Vendor Address)

    * Purchase Order (Purchase Order Line)

    * Sales Item (Sales Item Quantities)

    * Service Calls (Open, Invoiced, Historical)

    * Return Documents (Open, Historical)

    * Employee (Employee Address)

    * Projects

    * Posting Accounts

    * Manufacturing Order (Pick List Items, Order Route Steps)

     

    What does it look like?

     

     

  • Dynamics GP 2010 R2 Feature of the Day: Ability to Copy Email Messages

    Why this feature is cool!

     Our latest release will allow the end-user to create dynamic email messages that automatically pull in information from the document that is being emailed based on the substitute fields inserted into accompany email message.    When creating the email message using substitute fields an end-user will need to assign a Document Type.  

     An end-user may want to copy the same email message to other Document types (for example, an email message might be created for the Document type Sales Quote and they may want to use same message along with fields for Sales Order).

     What does it look like?

     Email Message Setup: (Microsoft Dynamics GP>>Tools>>Setup>>Company>>Email Message Setup; enter a new Message ID and click Copy)

    The Copy Email Message form will appear:

    At this point, you will be able to select an existing message using the lookup for the Message ID. 

     

    Once selected the Copy Email Message will display the selected Message ID as well as the description of the email message (description will display blank if email message has no description).

    Clicking OK will close the Copy Email Message form and the Message Setup window will now display the Message ID copying all information from the chosen message ID except for the Document Type.  The user will need to select a Document Type prior to saving the email message.

     

  • Feature of the Day: Substitute Fields for Email

    Why this feature is cool!

     

    Our latest release will allow the end-user to create dynamic email messages that automatically pull in information from the document that is being emailed based on the substitute fields inserted into accompany email message.   

     

    ·         Allows insert of substitute fields into Body or Subject of Email

    ·         User will be able to easily create personalized email message for their customers.

     

    What does it look like?

     

    Email Message Setup: (Microsoft Dynamics GP>>Tools>>Setup>>Company>>Email Message Setup)

    Screenshot of email generated using the example Email Message:

  • Ability to Create Email Messages

     

    Why this feature is cool!

     Our latest release will allow the end-user to email various reports from within Dynamics GP.    Along with the ability to email the reports; the application allows the user to create an email message that will accompany the reports.  All the email options and email messages will save with the report option and allow user to use on a repeated basis. 

    What does it look like?

     The ability to email requires the end-user to first setup an Email Option within the report options form.  Once an end-user saves the email option, they will now have ability to email the report. 

     Email Options: (Example: Reports>>System>>Security>>User Security>>click New or Modify if report option exists)

    Click Email Options button

    Select who will be receiving the email and how it will be displayed (either attached or embedded) in the email.  Once this is complete, then choose OK to save the email options setting for this report option.

     

    The user will click the Message button.  This will open the Message Setup Form.  From this point, a Subject along with the body of the message can be entered and saved. 

     

    Now when an end-user selects the Email button, the email will contain the email message along with the report. 

     

     

     

  • Feature of the Day: Ability to Email Reports

    Why this feature is cool!

     Our latest release will allow the end-user to email reports from within Dynamics GP 

    ·         Allows user to email reports that have report options

    ·         Will give ability to email from three different locations

    ·         Will have ability to attach or embed the report within the Email

    What does it look like?

     All reports will be generated in HTML format.  The ability to email requires the end-user to setup an Email Option within the report options form.  Once an end-user saves the email option, they will now have ability to email the report. 

     Email Options: (Example: Reports>>System>>Security>>User Security>>click New or Modify if report option exists)

     

    Click Email Options button

     

    Select who will be receiving the email and how it will be displayed (either attached or embedded) in the email.  Once this is complete, then choose OK to save the email options setting for this report option.

     Now an end-user will see that an Email button is now enabled for this particular report option in three locations:

    In the Reports form:

     

    In the Reports Option form for the particular report:

     

    In the Ribbon for the Reports Lists:

     

  • Feature of the Day: Word Template Generator

     

    Word Template Generator

     

    Why this feature is cool!

    Use the Word Template Generator to create the initial Word Template for a report in Microsoft Dynamics GP. This utility saves development time because you don’t need to create the report template from scratch. The utility creates a template document that closely matches the design of the Report Writer report. This tool is a partner only tool and will be available for download only through Partnersource. 

     

    ·         Create a template for unmodified reports

    o    Create an XML document by printing the report to an XML format

    o    Run the word template generator to generate the doc template

    ·         Assign the template to the report in Microsoft Dynamics GP

    ·         Assign the template to the Company

    ·         Render report using the Template dropdown option in the report destination window

     

    What does it look like?

     

    Report Writer Layout

     

    Word Template Layout

     

    Assign Template to Report in Microsoft Dynamics GP

  • Feature of the Day: Script Editor Names Window

     Script Editor Names Window Enhancements

    Why this feature is cool!

    In earlier versions of Dexterity, the Names window allowed a developer to quickly find the names of forms, windows, tables, and fields in the dictionary, and add them to scripts. Now the Names window can look up many more types of resources. For forms, the Names window can look up form-level procedures, form-level functions, constants and commands.  For tables, the window can look up keys. The Names window can also look up global procedures, global functions, variables, constants, and reports. Another great feature is the ability to view the components of a composite and select the individual components for use in scripts.

     What does it look like? (Open Script Editor > Names)

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