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 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 […]
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. 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 […]
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 […]