Microsoft

Migrating Management Reporter Database to New SQL Server

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 […]

GP/CRM Connector – Invoices Only with Write-In Products

In the middle of an implementation of CRM 2015, a client of ours expressed that they needed the invoices to come over into CRM from GP without Products.  We reviewed the connector and tried multiple attempts, but the invoices would fail if the invoice in GP was tied to a product in GP.  Even if […]

Merging Duplicate Records in Microsoft Dynamics CRM

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 […]

OLE Notes Window in GP Not Appearing

In a terminal server environment where GP is deployed as a remote app, and users have dual monitors, the notes window may be hidden.  Someone may have launched the notes window and moved between monitors or sized it differently within their session.  GP or Windows is remembering the position and size.  When another user is […]

Microsoft Dynamics GP Workflow

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 […]

Management Reporter Database Upgrade – SQL Timeout Error

While upgrading a client to Management Reporter (MR) 2012, the database upgrade failed due to a SQL timeout exception. The timeout setting was originally set to a time that could not do all conversions, causing the configuration to fail. The solution: 1. Find the SQL timeout value setting in the MRConfigurationConsole file. This is in […]

Dynamics GP: Deduction in Arrears – Hourly vs. Salary

To arrear or not to arrear? You may be required to by law! If an employee’s pay is insufficient to pay for mandatory deductions like health coverage, the Deductions in Arrears (DIA) feature in Dynamics GP helps to track what is owed by that employee. The Problem The client had one employee where DIA would […]