Dynamics Confessions Blogspot

Friday, April 29, 2011

Dexterity I class scheduled for May 16th - 20th, 2011 will be running as scheduled

There are 3 seats left and still time to sign up!

Come join us in Orlando for Dexterity Basics training.

The Dex I class is being held at the facility of Integrated Business Group (IBG). IBG is a Certified Partner for Learning Resources and have the best classrooms I have ever seen. Comfortable chairs and lots of room to spread out!

For more information and to register call Roxanna Alvarez @ 407-677-0370 or e-mail her directly ralvarez@ibgnet.com.
Date and Location:

When: May 16th – May 20
Where: Orlando Florida

This class is very hands-on and starts at the beginning; no previous Dexterity experience is necessary.

A synopsis of the class is below this post.

I hope to see you there!

Until Next Post!
Leslie Vail

Dexterity I – Product Fundamentals
Synopsis:
Dexterity Product Fundamentals will teach you about the development environment used to build the Microsoft Dynamics GP family of products. This course will provide you with the foundation you need to build integrated, database-independent applications. In addition, you will learn how to provide powerful application functionality for Microsoft Dynamics GP.

By actively participating in these classes, you should learn:
Basic programming techniques used by Microsoft Dynamics GP to develop their core modules.

How to modify existing Dynamics GP forms and reports in order to make customizations for customers.
How to develop add-on applications that will interact with the Dynamics GP products to meet specific requests by customers.
How to package and ship your dictionary allowing Microsoft Dynamics GP to make updates to Dynamics GP without affecting the developer's dictionary.
How to register your product with Microsoft Dynamics GP using a unique Product ID to ensure no duplication of add-on applications with the same name.
How to develop add-on applications that will "look and feel" like Dynamics GP and provide seamless interface between the applications to ensure a professional finished product.
How to use object triggers, which are scripts in your applications that are invoked by events in Dynamics GP, allowing several developers to deliver enhancements to the same Dynamics GP form.

Who should attend?

Customers or Partners who will be customizing or building add-on or standalone applications to integrate with the Microsoft Dynamics GP products.

General Prerequisites:
Prior to attending the course, it is highly recommended that students prepare for the course by going through the Dexterity Quick Start reference manual and working through the lessons in that manual. The Quick Start manual is located on the second CD of Dynamics GP and can be found under the Help-Online Manuals option from within Dexterity. Also, necessary is knowledge of basic programming concepts.
Price: $2,995 for 5 day course
Accepted Payment Methods: Check, Visa, MasterCard, American Express

Thursday, April 28, 2011

Granting Security to Basic Information and Navigation Windows

When security is converted, the DEFAULTUSER task is not included in the Role created for an existing user. Because this task is not included, some of the windows for general navigation new to GP 10 were not available to converted users. This post explains how to add the DEFAULTUSER role to a CNV Role.

On the Navigation Pane, select the Administration Series button to launch the Administration Area Page.

On the Administration Area Page, navigate to the Setup Content Pane and then the System menu. Select Security Roles from the System menu and the Security Role Setup window will open.

Select from Icon	Select from Button

On the Security Role Setup window select each user’s Role ID, scroll down to the DEFAULTUSER Security Task ID and select it. This will grant access to a variety of navigation and lookup windows. Save this record and move on to the next applicable User Role ID. For versions prior to GP2010 there is no utility to copy security between users.

Until next post!
Leslie

Monday, April 25, 2011

GP 2010 R2 – Ready to Download!

It’s HERE!

The covers have been pulled off of the newest version of Dynamics GP. Some fabulous new features have been added that really make it worth your time to install. Links to all of the download are at the bottom of this post.

Take a look at some of the R2 updates to Foundation alone:

Business Analyzer - this is the absolute COOLEST!

You can use Business Analyzer to help you make business decisions by viewing
Microsoft Dynamics GP reports from your desktop. The following illustration
shows Business Analyzer from your desktop.

Home Page - Viewing multiple metrics
Multiple metrics can be displayed in your home page. You also can create your own
metrics to display in your home page.

Sending reports in e-mail messages
You can send most reports in an e-mail message if you’re using a MAPI compliant email
service. All reports sent in an e-mail will be sent in HTML format, which
doesn’t require any other setup procedures. The recipient of the report must be
using Internet Explorer 7 or higher to view the e-mailed report, but no additional
setup is required.

To send a report in an e-mail, you first must set up a report option. Then, you can set
up e-mail options for each report option. Those settings, which include recipients
for the e-mail and settings for embedding or attaching the report are saved with the
report option and you’ll be able to send updated reports to the same recipients.

Sending customized messages
You can create predefined messages to send to your customers and vendors. These
messages can be assigned to the documents that you want to send in e-mail so all
customers or vendors receive the same message for selected documents. For
example, you can send a promotional message to your customers when sending
sales quotes in e-mail. You also can assign a specific message to an individual
customer or vendor. For example, you can send a holiday greeting message to a
customer. When you create a message, you can enter an e-mail address so your
customer or vendor can reply to your e-mail.

You can customize your messages by adding fields that are associated with a
document type. For example, a message can be personalized to address each
customer or vendor by name. You could add the due date for a sales invoice in a
message or the PO number for a purchase order. You also can copy the message
information from an existing message ID to a new message ID.

Viewing Reporting Services metrics
You can use Microsoft® SQL Server® Reporting Services 2008 or Reporting Services
2008 R2 to display graphical representations of Microsoft Dynamics GP data in the
metrics area of your home page. Reporting Services metrics appear in the SQL
Reporting Services Report list.

Viewing additional information
If you want to analyze data in a Reporting Services 2008 or Reporting Services R2
metric displayed in your home page, you can click a data point in the metric to open
a detailed report for additional information. If you want to view additional data in
the detailed report, you can click certain data fields to open the maintenance or
inquiry window related to that data field.

Modifying a metric – At Last!
If you are using Report Builder 3.0 or Report Builder 2.0, you can open the Microsoft
SQL Server Report Builder window from the Metrics Detail window to modify SQL
Server Reporting Services metrics and KPIs (key performance indicators). SQL
Server Reporting Services R2 also must be installed and set up to use with Microsoft
Dynamics GP.

Opening a metric in Report Viewer
If you are using Reporting Services 2008 or Reporting Services 2008 R2 to display
metrics, you can click the View icon to display a metric in Report Viewer.

Installation and deployment features
Electronic Funds Transfer (EFT) for Receivables Management is installed along with
Microsoft Dynamics GP instead of as a separately selectable Microsoft Dynamics GP
feature.

Human Resources and Payroll Suite
This is now installed as a separately selectable Microsoft Dynamics GP feature instead as an additional component.

When deploying Reporting Services reports using the Microsoft SQL Server
Reporting Services Wizard, you can deploy reports to either Native mode (SQL Server Reporting Services) or SharePoint® mode.

You can deploy Reporting Services reports and Excel reports using Microsoft
Dynamics GP Utilities. After creating the system database or company database,
you can select which reports to deploy and the location to deploy the reports to.
Instead of selecting the series that you want to deploy reports for, reports for the
components that you have installed are deployed. If you are upgrading a company,
the deployed reports are automatically upgraded. In previous releases of Microsoft
Dynamics GP, you had to use a separate wizard to deploy SRS reports and a
separate wizard to deploy Microsoft Excel reports to Microsoft SharePoint.
If you aren't ready to deploy reports using Microsoft Dynamics GP Utilities, you can
deploy reports using the Report Tools Setup window in Microsoft Dynamics GP.
You can use the Report Tools Setup window to redeploy reports or deploy reports to
a different location.

List Performance Enhancements YAY! WOO HOO!
List views provide a view of your data that you can customize in a variety of ways.
In Microsoft Dynamics GP 2010 R2, improvements were made to the speed at which
the information is displayed, enabling you to spend your time using the list rather
than waiting for it to display.

Report deployment
You can deploy SQL Services Reporting Services reports and Microsoft Excel report
using the Report Tools Setup window in Microsoft Dynamics GP. You also can use
the window to redeploy reports or deploy reports to a different location.

SmartList Builder Publish multiple Excel reports at once
You can use the new Bulk Deploy Excel Reports window and select multiple Excel
reports to publish at once, rather than publishing them individually.

SmartList Builder Set the default column order in SmartList Builder
You can define default column order using SmartList Builder so that the SmartList
is displayed with the columns in the order you want when it is first opened. A new
window, Default Column Order is added to SmartList Builder for determining the
column order.

SmartList Builder Drill Down to Extender and SmartLists
You can use the Drill Down Builder to create drill downs from Microsoft Dynamics
GP, SmartLists and Extender. A Dynamics GP Form drill down opens a Microsoft
Dynamics GP form and sets values on the form. A SmartList drill down opens a
SmartList and sets search parameters. An Extender drill down opens an Extender
Form or Detail Form and sets the values of the ID fields.

SmartList Builder Multicompany Excel Reports in a Single Excel Worksheet
You can add data from multiple companies into a single Excel Worksheet. In
addition, you can add the Company ID and/or Name to each line so that you can
see which company the data came from.

SmartList Builder Update Multiple field settings at one time
You have the ability to modify field options for multiple fields with the same field
type at once instead of one at a time. For example, you can select display options
such as currency symbols and percentage signs and mark several fields to display
the option for using the Set Field Options window.

Add Microsoft Dynamics GP forms to Extender menus
You can add Microsoft Dynamics GP forms to Extender menus using the Add
Dynamics GP Forms window allowing additional flexibility to the menus you
create.

Unified Communications and Office Communicator 2007 functionality was added. This functionality is also available using the Linked Lookup fields on Extender windows and forms, detailed forms, and extra windows.

Copy lists in Extender
You can copy list field items from one form or window to another one. The Copy
List Items window shows all the lists defined in Extender, so you can choose which
list to copy from; then, select all or individual list items to copy. In addition, you can
append the list you copy to the existing list items.

Matched Table Enhancements
In the Matched Tables window, you have new Table Description fields to help
identify the tables, and the ability to include fields that don't appear in both
matched tables.

GET YOUR COPY NOW!

Until next post!

Leslie Vail

Upgrade to 2010 R2?

I had no problem with a clean install of R2. When I tried to update a current installation I received the set of errors listed below right after the ‘Install Microsoft . . . ‘ was selected. Any ideas?

Until next post!

Leslie

Friday, April 15, 2011

Watch David Musgrave's Moves on You Tube!!

David Musgrave

Shattered is the image of David Musgrave staring intently at his computer screen putting yet another finishing touch on the Support Debugging Tool.

Here's the scene - the Convergence Reception reaches a fevered pitch, the music starts to pound, and then David breaks loose with some moves all his own!

The Coca Cola Museum in Atlanta was the 'Place to Be' on Tuesday night (April 12, 2011) where Musgrave moved to the beat in a way that was nothing less than astonishing. Sheila Jefferson-Ross, always ready with a camera, captured this legendary display for your viewing pleasure.
Watch, as David reveals yet another of his hidden talents!

Be sure to post your comments so that David can see how much you support him in pursuing a place on "Australia's Got Talent!" See the video here

Enjoy! Until next post!
Leslie Vail