Features of SalesHQ from ISC Software: Create quote [Video]
May19

Features of SalesHQ from ISC Software: Create quote [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a create quote post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Create Quote video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Create quote
May19

Features of SalesHQ from ISC Software: Create quote

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows salespeople to raise quotes for prospects and customers, when the salesperson has the relevant option marked on their user account. To raise a quote, click See More on the Quote Entry tab: Enter the header details for the quote and then click… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Add Prospect [Video]
May19

Features of SalesHQ from ISC Software: Add Prospect [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Add Prospect post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Add Prospect video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Add Prospect
May19

Features of SalesHQ from ISC Software: Add Prospect

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows salespeople, when the Add Prospects checkbox on their user account is marked, to add prospects to Microsoft Dynamics GP. To add a prospect, click the See More button on the Add Prospect tile: The Add New Prospect form will be displayed; enter a… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Price Lookup [Video]
May18

Features of SalesHQ from ISC Software: Price Lookup [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Price Lookup post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Price Lookup video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Price Lookup
May18

Features of SalesHQ from ISC Software: Price Lookup

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile: Enter part of an item number or item description and hit return; the matching… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Inventory Lookup [Video]
May18

Features of SalesHQ from ISC Software: Inventory Lookup [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Inventory Lookup post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Inventory Lookup video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Inventory Lookup
May18

Features of SalesHQ from ISC Software: Inventory Lookup

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile: Enter part of an item number or item description and hit return; the matching… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: View statement [Video]
May15

Features of SalesHQ from ISC Software: View statement [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a View statement post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – View statement video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: View statement
May15

Features of SalesHQ from ISC Software: View statement

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows customers and salespeople to view statements generated in Microsoft Dynamics GP within the last two years. When users log into SalesHQ, the statements are access by clicking the See More button on the Statements tile: This will drill them… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: View transactions [Video]
May15

Features of SalesHQ from ISC Software: View transactions [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a View transactions post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – View transactions video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian...

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Features of SalesHQ from ISC Software: View transactions
May15

Features of SalesHQ from ISC Software: View transactions

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in SalesHQ Company Setup is marked. The… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Account Summary [Video]
May14

Features of SalesHQ from ISC Software: Account Summary [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published an Account Summary post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Account Summary video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Account Summary
May14

Features of SalesHQ from ISC Software: Account Summary

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. When a customer logs in, or a salesperson selects an account, the first element of the home page of SalesHQ is part o the Account Summary which shows the name, primary address, credit limit and payment terms; clicking the View Account Summary button will… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
May14

Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a manage salesperson accounts post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Manage salesperson accounts video: GP Elementz from ISC Software

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Features of SalesHQ from ISC Software: Manage salesperson accounts
May14

Features of SalesHQ from ISC Software: Manage salesperson accounts

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Salespeople in SalesHQ are hooked to a Microsoft Dynamics GP Salesperson, but largely operate independently of the standard functionality. You need one Salesperson record, but it does not need to be assigned to any customers. This is because the SalesHQ… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Manage customer accounts [Video]
May13

Features of SalesHQ from ISC Software: Manage customer accounts [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a manage customer accounts post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Manage customer accounts video: GP Elementz from ISC Software GP… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Manage customer accounts
May13

Features of SalesHQ from ISC Software: Manage customer accounts

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Logons for customers to SalesHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ… Continue Reading...

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Features of SalesHQ from ISC Software: Change images [Video]
May13

Features of SalesHQ from ISC Software: Change images [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a change images post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Change images video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Change images
May13

Features of SalesHQ from ISC Software: Change images

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. There are three images used by SalesHQ and all of which can be customised The three images are: Company logo favicon Background To add or replace the existing images, open the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ »… Continue Reading...

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Vivaldi browser releases V3
May12

Vivaldi browser releases V3

Many years ago I discovered the Opera browser and found it was much better than the other browsers around. Leading edge it usually had features in advance of other browsers and I especially liked the speed dial (a landing page you could add your favourites to for quick access). Unfortunately, the last version of Opera using their own engine was version 12 released in 2012 and killed in 2013… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Configuration [Video]
May12

Features of SalesHQ from ISC Software: Configuration [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a configuration post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Configuration video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Configuration
May12

Features of SalesHQ from ISC Software: Configuration

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Configuration of SalesHQ is done through windows added to Microsoft Dynamics GP by a Dexterity add-in. The configuration is done via the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ » SalesHQ Company Setup): There are three… Continue...

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Features of SalesHQ from ISC Software: Secure access [Video]
May12

Features of SalesHQ from ISC Software: Secure access [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a secure access post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Secure access video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Secure access
May12

Features of SalesHQ from ISC Software: Secure access

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. One of the key requirements behind the development of SalesHQ was that it be secure and, unlike the Web Services for Microsoft Dynamics GP, it uses a version of the TLS standard which is not being retired in 2020. SalesHQ has four components: The Portal… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
May11

Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published an introduction to SalesHQ post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Introduction to SalesHQ video: GP Elementz from ISC Software GP… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Introduction to SalesHQ
May11

Features of SalesHQ from ISC Software: Introduction to SalesHQ

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time. Each user is… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Series Index
May11

Features of SalesHQ from ISC Software: Series Index

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.This post is part of the GP Elementz from ISC Software series, but is also the series index for the Features of SalesHQ from ISC Software sub-series. In this series of posts I am going to take a look at the features of the SalesHQ portal. GP Elementz from… Continue Reading Ian Grieve’s...

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SmartConnect Error: Data source name not found…
May08

SmartConnect Error: Data source name not found…

I’ve recently been working on a SmartConnect project with a client. Integrations were created, tested and signed off as working by the members of the project team. However, when additional users starting using SmartConnect, an error was encountered by some users, not all, running the integrations: Connection could not be validated ERROR [IM002] [Microsoft][ODBC Driver Manager] Data source...

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Thunderbolt dock problem? Try this.
May07

Thunderbolt dock problem? Try this.

This post is purely to save someone else (or my future self) the frustration of troubleshooting their Thunderbolt dock if they reinstall Windows and then can’t get the dock working. Background The context around my situation was this: I’m using a Lenovo P43s and Lenovo “ThinkPad Thunderbolt 3 Workstation Doc”, part 40ANY230US.I ran a system update for the P43s which ended up… Continue Reading Jen...

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Move SSL certificate to a different store
May07

Move SSL certificate to a different store

In the last post, I mentioned moving an SSL certificte between stores and thought it might be worth showing how to do it. Launch the Microsoft Management Console (Win+R and type mmc) and click the File menu and select Add/Remove Snap-in…: In the Available snap-ins list select Certificates and click the Add > button: Select Computer account and click Next: Select the Local compuer: (the… Continue Reading Ian...

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#Hack4GoodMBAS 2020 Global Hackaton
May06

#Hack4GoodMBAS 2020 Global Hackaton

This past weekend, I was privileged to participate on the 24-hour Hack4Good MBAS 2020 global hackathon, carried out prior to the Microsoft Business Applications Summit 2020.The theme for this hackathon revolved around COVID-19 and challenged all participating teams to create innovative solutions leveraging the entire Microsoft stack to solve a single problem. The hackathon involved teams from… Continue Reading Mariano...

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Error adding certificate to Web Services for Microsoft Dynamics GP
May06

Error adding certificate to Web Services for Microsoft Dynamics GP

With the current situation a lot of clients now have people working from home using a number of approaches. One of them is to use the Workflow module for document approvals and the integration with Web Services for approval via email. When approvals are done by email on devices outside the domain, the web services need to be securely configured with an SSL certificate. I was recently working… Continue Reading Ian Grieve’s...

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Creating an Office365 app password for emailing with Microsoft Dynamics GP
May05

Creating an Office365 app password for emailing with Microsoft Dynamics GP

In a post a couple of weeks ago on emailing from Microsoft Dynamics GP, I mentioned using Office365 Exchange integrationfor sending the emails. Usually this works fine, but, increasingly, clients are activating 2FA (Two-factor authentication) is being enabled, which means users cannot log on using their normal password as the Microsoft Dynamics GP doesn’t use 2FA. You can however create an app… Continue Reading Ian...

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Manifest to manage scaling for for High DPI displays
May04

Manifest to manage scaling for for High DPI displays

With more clients working remotely, there has been an increase in the number of people asking me about Microsoft Dynamics GP not scaling text properly. The problem can occur in the text showing either very small or very large (with different versions of Microsoft Dynamics GP handling fonts differently they can display with different problems): This issue has been raised with me by users with… Continue Reading Ian Grieve’s...

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Power Platform Share with Steve, Mariano, and Belinda (Episode 7)
May01

Power Platform Share with Steve, Mariano, and Belinda (Episode 7)

I caught up with fellow MVP’s Steve Endow and Belinda Allen again for our Power Platform Share and have invited a special guest, fellow MVP Reza Dorrani to present some of the latest Power Platform features and stuff he’s been working on. Suffice to say Reza blew us away with his COVID-19 tracker while showing some of the new mapping and geospatial capabilities available with Power Apps.  <br…...

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Hide Desktop Icons
May01

Hide Desktop Icons

A few years ago I used to have a Windows desktop covered in icons, which was almost a throwback to the old Windows 3 Program Manage (I think that’s what it was called, but I had to look it up). In recent years, I’ve tended to go for a much cleaner look to the desktop and use a lot of shortcuts to start applications instead. I dislike having the Recycle Bin on the desktop, which is there by… Continue Reading Ian...

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Features of CustomerHQ from ISC Software: Free Trial available [Video]
Apr30

Features of CustomerHQ from ISC Software: Free Trial available [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Free Trial available post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – Free Trial Available video: GP Elementz from ISC Software GP… Continue Reading Ian Grieve’s...

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Features of CustomerHQ from ISC Software: Free Trial available
Apr30

Features of CustomerHQ from ISC Software: Free Trial available

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. There is a 28 day free trial available for CustomerHQ which allows you to try it with no cost and no obligation to buy and connected to a system of your choice. The 28 day free trial can be quickly installed and connected to the system of you choice; if you… Continue Reading Ian...

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Features of CustomerHQ from ISC Software: View Statements [Video]
Apr29

Features of CustomerHQ from ISC Software: View Statements [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a view statements post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – View Statements video: GP Elementz from ISC Software GP Elementz from… Continue Reading Ian...

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Features of CustomerHQ from ISC Software: View Statements
Apr29

Features of CustomerHQ from ISC Software: View Statements

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. CustomerHQ allows customers and salespeople to view statements generated in Microsoft Dynamics GP within the last two years. When users log into CustomerHQ, the statements are access by clicking the See More button on the Statements tile: This will drill… Continue Reading Ian Grieve’s...

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Features of CustomerHQ from ISC Software: View transactions [Video]
Apr29

Features of CustomerHQ from ISC Software: View transactions [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a view transactions post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – View Transactions video: GP Elementz from ISC Software GP Elementz… Continue Reading Ian...

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Features of CustomerHQ from ISC Software: View transactions
Apr29

Features of CustomerHQ from ISC Software: View transactions

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. CustomerHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in CustomerHQ Company Setup is… Continue Reading Ian Grieve’s...

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Features of CustomerHQ from ISC Software: Account Summary [Video]
Apr28

Features of CustomerHQ from ISC Software: Account Summary [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published an Account Summary post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – Account Summary video: GP Elementz from ISC Software GP Elementz from… Continue Reading Ian...

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Features of CustomerHQ from ISC Software: Account Summary
Apr28

Features of CustomerHQ from ISC Software: Account Summary

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. When a customer logs in, or a salesperson selects an account, the first element of the home page of CustomerHQ is part o the Account Summary which shows the name, primary address, credit limit and payment terms; clicking the View Account Summary button… Continue Reading Ian Grieve’s...

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Testing email functionality
Apr28

Testing email functionality

Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips around how to test it. As you may have read in my post last week, I made some mistakes in testing that have led to this post. Long story short: I neglected to edit all the tables that had live email addresses when I did some testing. There are some other things I could have also done to prevent compounding… Continue Reading Jen...

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Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Apr28

Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a manage salesperson accounts post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – Manage Salesperson Logons video: GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of CustomerHQ from ISC Software: Manage salesperson accounts
Apr28

Features of CustomerHQ from ISC Software: Manage salesperson accounts

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Salespeople in CustomerHQ are hooked to a Microsoft Dynamics GP Salesperson, but largely operate independently of the standard functionality. You need one Salesperson record, but it does not need to be assigned to any customers. This is because the… Continue Reading Ian Grieve’s...

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Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Apr27

Features of CustomerHQ from ISC Software: Manage customer accounts [Video]

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a manage customer accounts post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – CustomerHQ – Manage Customer Accounts video: GP Elementz from ISC Software

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Features of CustomerHQ from ISC Software: Manage customer accounts
Apr27

Features of CustomerHQ from ISC Software: Manage customer accounts

This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Logons for customers to CustomerHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the CustomerHQ Setup window (Administration area page » Setup » Company »… Continue Reading...

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