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 […]
**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 […]
In a terminal server environment where Dynamics GP is deployed as a remote app and users have dual monitors, you may encounter an issue with Dynamics GP OLE notes not appearing. This typically happens when a user opens the notes window, moves it between monitors, or resizes it within their session. GP or Windows remembers […]
Dynamics GP users may experience an issue with workflow emails not functioning. The Test Email will work, but the actual workflow does not initiate the email to an intended recipient. When sending the email, Dynamics GP relies on Active Directory account information. The Active Directory user maintenance screen must have an email address field entered […]
While upgrading a client to Management Reporter (MR) 2012, the database upgrade failed due to a SQL timeout exception. We were able to figure out the cause of this Management Reporter SQL Error: The timeout setting was originally set to a time that could not do all conversions, causing the configuration to fail. The solution: […]