Out of necessity or convenience, many companies find it easy to pick up a new PC from the local big-box store. Sure, these machines can be inexpensive, in some cases even less than what is being charged from the IT provider. And there can be a certain feeling of pride knowing that you saved a […]
If the Document Lines are not appearing or appearing in the wrong columns in the workflow email, remove the Selected Fields from the message setup and re-add in order. For example, if the email lines look like this: Go to the Message Setup, and remove all of the Selected Fields from the box on the […]
We are frequently asked if the Purchasing Requisition and Purchase Order workflow email can include the account number description. This is just one example, but a similar strategy could be used for adding other fields to the workflow emails. I took the following snapshot before adjusting. Then I ran the following statements in the […]
After being asked to come up with a high level design plan for a mobile application for one of our clients, I considered the ongoing controversy between developing applications using either Native Mobile Application or Mobile Web Application. What is a Native Mobile Application? An app that is for a certain mobile device (Android or […]
**Please note** 2014 was the LAST year end update for GP 2010…end of tax / updates is October of 2015…if you are on GP 2010, you will need to look at upgrading and planning. Please contact us for further assistance
The workflows within Dynamics CRM are a powerful tool to allow for non-programmatic activities to accomplish. The first approach is to plan out what the expectations are for the customer and then to have a detailed flow of the process. As with all processes, they are bound to change, but the more detail you have […]
During the deployment of SQL Server Reporting Services (SSRS) reports in Dynamics GP 2015 R2, we encountered an issue where not all reports were being successfully deployed. After running the Reporting Tools Setup, several reports were missing or appeared incomplete. This disrupted user access to essential financial and operational reports, prompting further investigation. This issue […]
If using the web viewer in Management Reporter, with the print destination set to the Screen, you may notice an issue where only the first page of a report will print. The issue reported in known by Microsoft and a software patch is necessary to fix it. Below is Microsoft description of the issue: KB […]
When migrating a Management Reporter database to a new SQL server, we followed the exact steps in KB 2744330. Backup Management Reporter on the old SQL Server. Remove the integration in Configuration Console. Remove the Application and Process services in Configuration Console. Restore Management Reporter database on the new SQL Server. Run script provided by […]
Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated. When two records are merged, all the child records associated to the losing record will be […]