Adding Fields to Workflow Emails

,
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…
dynamicsgp

PLEASE NOTE-- GP 2010

,
**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  

Dynamics CRM- Email Account Owner on new Case

,
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…
dynamicsgp

GP2015 R2 not deploying all of the SSRS reports

,
Encountered an issue where GP2015 R2 was not deploying all of the SSRS reports.  Performed the following to resolve it:    Cleared all the records from the DYNAMICS..syDeployedReports table.  Changed the execution timeout line…
dynamicsgp

Management Reporter Web Viewer Prints Only One Page

,
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…
dynamicsgp

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…
dynamicsgp

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…

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.…
dynamicsgp

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…
dynamicsgp

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…