Power Automate | Robotic Process Automation with Microsoft Dynamics GP and UI flow (Part 2/3)
Dec01

Power Automate | Robotic Process Automation with Microsoft Dynamics GP and UI flow (Part 2/3)

This is the 2nd of a 3-part video series on implementing Robotic Process Automation (RPA) with Microsoft Power Automate UI flows and Microsoft Dynamics GP.This video shows how to call a UI flow from a Power Automate flow. I also show how to create and leverage a manually triggered flow to enter field values corresponding to a payables transaction and pass those on to the UI flow inputs to… Continue Reading Mariano Gomez’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Services
Nov29

Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Services

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With the fixed version of the Web Services for Microsoft Dynamics GP downloaded, run the setup utility from the downloaded Gp 2018 R2 file. Accept the terms of the License Agreement: This is not a Multi-tenant Configuration, so… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Download Web Services
Nov28

Hands On with Microsoft Dynamics GP October 2019 Release: Download Web Services

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. As mentioned in the last post, there is a bug with the version of the Web Servcies shipped in the Microsoft Dynamics GP October 2019 release; to successfully install the Web Services as described in the following posts, you will need… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Error Configuring Web Services
Nov27

Hands On with Microsoft Dynamics GP October 2019 Release: Error Configuring Web Services

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. When I installed the web services, I encountered a problem where they would not work. The installation looked like it had worked fine and they also configured fine, but I found that nothing was working. When I did some further… Continue Reading Ian Grieve’s...

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Year End Tax Updates – plan ahead!
Nov26

Year End Tax Updates – plan ahead!

In lieu of a #TipTuesday post, today’s post is a heads up for planning for this year end’s tax updates. With the changes to the product names earlier this year – i.e. dropping the “year” number from the name – there are some ripple effects that some customers are only starting to realize will happen this year end. Ideally your VAR/partner has been already communicating some of this to you but…...

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Hands On with Microsoft Dynamics GP October 2019 Release: Web Service prerequisites
Nov26

Hands On with Microsoft Dynamics GP October 2019 Release: Web Service prerequisites

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. The next few posts are going to cover the installation of the Web Services for Microsoft Dynamics GP. Before we start the installation itself, there are some prerequisites to make sure are sorted out. The majority of them will be… Continue Reading Ian Grieve’s...

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Power Automate | Robotic Process Automation with Microsoft Dynamics GP and UI flows (Part 1/3)
Nov26

Power Automate | Robotic Process Automation with Microsoft Dynamics GP and UI flows (Part 1/3)

This is the first of a 3-part video series on implementing Robotic Process Automation (RPA) with Microsoft Power Automate UI flows and Microsoft Dynamics GP. This video shows how to get started with UI flows by automating a vendor invoice voucher entry in Microsoft Dynamics GP and while some of what’s outlined here is specific to this ERP, the same principles apply for instrumenting any other… Continue Reading Mariano...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Resource Cache
Nov25

Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Resource Cache

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With the web client working correctly, the final element required for installation is to install the GP Web Resource Cache on the session host machine(s); this can help to improve performance. Do this by launching the Microsoft… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Web Client first run
Nov22

Hands On with Microsoft Dynamics GP October 2019 Release: Web Client first run

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Over the last few posts, I’ve installed the Microsoft Dynamics GP web client and it is now time to test it to ensure it is working correctly. To do this, open your web browser and navigate to the fully qualified URL you set during the… Continue Reading Ian...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client Help
Nov21

Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client Help

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. After closing the web client installer, there are two windows which will pop-up. The first is the Microsoft Dynamics GP Web Components Configuration Wizard which we covered in the last post. The second is the Microsoft Dynamics GP Web… Continue Reading Ian...

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Hands On with Microsoft Dynamics GP October 2019 Release: Configure Web Components
Nov20

Hands On with Microsoft Dynamics GP October 2019 Release: Configure Web Components

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. After closing the web client installer, there are two windows which will pop-up. The first is the Microsoft Dynamics GP Web Components Configuration Wizard; click Next to begin: If your Windows user has permissions to access SQL… Continue Reading Ian Grieve’s...

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Power Apps | #MadeItWithPowerApps Best App for Workplace Frustration
Nov19

Power Apps | #MadeItWithPowerApps Best App for Workplace Frustration

This video was made in response to the Microsoft Power Apps team challenge, found here. What was your best app and what workplace frustration inspired you to make it? Film a video with your answer and share it with #MadeItWithPowerApps and #Sweepstakes for a chance to win.This is the second video in a series of weekly videos leading up to the announcement of the sweepstakes winners. Music in… Continue Reading Mariano...

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Microsoft Power Automate Tutorial – Google Maps API
Nov19

Microsoft Power Automate Tutorial – Google Maps API

Welcome to another video about Microsoft Power Automate and building flows! This week I team up with none other than Jon Levesque, Sr. Platform Evangelist for the Power Platform at Microsoft (Twitter: @JonLevesque, YouTube: click here ) to show how to incorporate the Google Maps API to enrich our Dynamics data! Big thanks to Jon for inviting me this week to show off how to use this API!   For… Continue Reading Mariano...

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SmartList Export Options
Nov19

SmartList Export Options

Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where a macro will do some basic formatting and create a formula for Net Amount. The method I show below is just one way to do this, and it’s a mini end-to-end example that you can follow… Continue Reading Jen...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client
Nov19

Hands On with Microsoft Dynamics GP October 2019 Release: Install Web Client

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With a Microsoft Dynamics client with the Web Client Runtime installed, we can install the web client server components. There are two types of web client deployment which can be done: Single machine – this is where all of the web… Continue Reading Ian...

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Hands On with Microsoft Dynamics GP October 2019 Release: Add Web Client Runtime
Nov18

Hands On with Microsoft Dynamics GP October 2019 Release: Add Web Client Runtime

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In the last post of this series, I covered the prerequisites which need to be installed. Before installing the main web client components, we need to add the Web Client Runtime to a server based client installation of Microsoft… Continue Reading Ian Grieve’s...

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Power Virtual Agents | Introduction and Walk-through
Nov15

Power Virtual Agents | Introduction and Walk-through

In this episode I walk through the creation of a bot agent with Power Virtual Agents. I show you how to setup the Power Platform environment, along with creating the bot, setting up the topics, testing and deploying the bot.  For additional information, please check the following resources:Create a bothttps://docs.microsoft.com/en-us/power-virtual-agents/getting-started-create-botMusic in this… Continue Reading Mariano...

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Hands On with Microsoft Dynamics GP October 2019 Release: Web Client prerequisites
Nov15

Hands On with Microsoft Dynamics GP October 2019 Release: Web Client prerequisites

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Over the next few posts, I’ll be stepping through the installation of the Microsoft Dynamics GP web client. Before we start on the installation of the web client components themselves, we need to sort out the prerequisites. These… Continue Reading Ian...

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Power Apps | #MadeItWithPowerApps Tips and Tricks
Nov14

Power Apps | #MadeItWithPowerApps Tips and Tricks

This video was made in response to the Microsoft Power Apps team challenge, found here. The challenge is meant to provide newcomers to the platform with rapid fire tips and tricks that will help them get started.This is the first video in a series of weekly videos leading up to the announcement of the sweepstakes winners.  For additional information, please check the following resources:Add… Continue Reading Mariano...

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Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager first run
Nov14

Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager first run

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With Integration Manager installed there is one last thing which you need to do, and that is run it as administrator and enter the registration key. Find Integration Manager on the Windows Start menu and right click and select Run as… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Integration Manager
Nov13

Hands On with Microsoft Dynamics GP October 2019 Release: Install Integration Manager

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Integration Manager is installed from the installation media. To install it, launch the Setup utility and, under the Additional Products heading, select Integration Manager: Accept the terms of the license agreement and click Next: < div class=’azrcrv-im’...

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How to copy budgets
Nov12

How to copy budgets

Today’s #TipTuesday comes to you courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is exporting the budget you want to copy and then importing it back in with a new Budget ID. Does it work? Absolutely, it does, and if this method works for you, keep using… Continue Reading Jen Kuntz’s Article on...

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Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager prerequisites
Nov12

Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager prerequisites

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In this post, I’m going to take a quick look at the prerequisites for Integration Manager. Integration Manager has two adaptors available for integrating data into Microsoft Dynamics GP. The first adaptor is the Microsoft Dynamics GP… Continue Reading Ian...

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Hands On with Microsoft Dynamics GP October 2019 Release: Configure eConnect
Nov11

Hands On with Microsoft Dynamics GP October 2019 Release: Configure eConnect

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With eConnect installed, we can now configure the Incoming Queue; I always do this as I have a number of clients using eConnect in this mode. As the configuration required hasn’t changed, I’m going to link back to the three posts I did… Continue Reading Ian...

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Translating a ClassicPress plugin with GlotPress: Export translations
Nov10

Translating a ClassicPress plugin with GlotPress: Export translations

This post is part of the sub-series on Translating a ClassicPress plugin with GlotPress which is part of the Translating a ClassicPress plugin with GlotPress series. Once you have translation sets created for your plugins or themes, you will, at some point, need to download them. You can do this one at a time or in bulk depending on why you’re downloading them; if downloading to make a new… Continue Reading Ian...

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Translating a ClassicPress plugin with GlotPress: Import translations
Nov09

Translating a ClassicPress plugin with GlotPress: Import translations

This post is part of the sub-series on Translating a ClassicPress plugin which is part of the Translating a ClassicPress plugin series. If translations have been created outside of GlotPress, perhaps by a user of your plugin, they can be imported into GlotPress. Do this by opening the project, selecting the translation set you want to update and then clicking Import Translations. Choose your… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: Create new translation set
Nov08

Translating a ClassicPress plugin with GlotPress: Create new translation set

This post is part of the sub-series on Translating a ClassicPress plugin with GlotPress which is part of the Translating a ClassicPress plugin with GlotPress series. GlotPress allows plugins or themes to be translated into many different languages. To translate the text, you need to create a new translation set. TO do this, open the project, expand the project actions and select New… Continue Reading Ian Grieve’s Article...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install eConnect
Nov08

Hands On with Microsoft Dynamics GP October 2019 Release: Install eConnect

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With the eConnect prerequisites installed, we can now move onto installing eConnect. Do this by launching the Setup utility from the installation media and, under the Additional Products heading, select eConnect: Accept the terms of… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: Import translation template
Nov07

Translating a ClassicPress plugin with GlotPress: Import translation template

This post is part of the sub-series on Translating a ClassicPress plugin with GlotPress which is part of the Translating a ClassicPress plugin with GlotPress series. With the project created, the template file can be imported. Load the project and expand the Project axctions; click Import Originals: Click the Choose file button and select the pot file to load and then click the Import… Continue Reading Ian Grieve’s Article...

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Hands On with Microsoft Dynamics GP October 2019 Release: eConnect prerequisites
Nov07

Hands On with Microsoft Dynamics GP October 2019 Release: eConnect prerequisites

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. One of the main integration tools used with Microsoft Dynamics GP is eConnect; however, before eConnect can be installed, there are two prerequisites which need to be installed. I’ve posted about these prerequisites before, so I’ll… Continue Reading Ian...

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Translating a ClassicPress plugin with GlotPress: Create a project
Nov06

Translating a ClassicPress plugin with GlotPress: Create a project

This post is part of the sub-series on Translating a ClassicPress plugin with GlotPress which is part of the Translating a ClassicPress plugin with GlotPress series. With GlotPress installed, the next step is to create a project. Do this by navigating to the GlotPress page on the site with the plugin installed. The URL will be https://{yourdomain}[/highight]/glotpress/ (switch out the… Continue Reading Ian Grieve’s Article...

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Hands On with Microsoft Dynamics GP October 2019 Release: Create new company
Nov06

Hands On with Microsoft Dynamics GP October 2019 Release: Create new company

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In this post, I am going to take a look at creating a new company in Microsoft Dynamics GP. To create a new company, launch GP Utilities and log in as sa: On the welcome step, click Next: The system database version needs to be… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: Creating administrators
Nov05

Translating a ClassicPress plugin with GlotPress: Creating administrators

This post is part of the sub-series on Translating a ClassicPress plugin which is part of the Translating a ClassicPress plugin series. Wth the GlotPress plugin installed, it is now availabe for use. Anyone can create a translation set, but users can be designated as administrators and have the ability to administer projects. Before we create a project, we’ll take a quick diversion to create… Continue Reading Ian...

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Excel tip – is X in the list?
Nov05

Excel tip – is X in the list?

Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one. I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting when reviewing these forms prior to uploading the data into Dynamics GP to… Continue Reading Jen Kuntz’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Client first run
Nov05

Hands On with Microsoft Dynamics GP October 2019 Release: Client first run

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With the sample company added, I can now log into Microsoft Dynamics GP. The first time you log in, there will be a short pause as the SQL Messages are added to the database: As there is only one company in Dynamics GP, you will be… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: Download and install GlotPress
Nov04

Translating a ClassicPress plugin with GlotPress: Download and install GlotPress

This post is part of the sub-series on Translating a ClassicPress plugin which is part of the Translating a ClassicPress plugin series. The plugin version of GlotPress is easy to install on ClassicPress; on the ClassicPress site it is to be installed into, navigate to the Add New page of the Plugins. Enter glotpress in the search field; the first result should be the plugin, so click the… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Add sample company
Nov04

Hands On with Microsoft Dynamics GP October 2019 Release: Add sample company

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Over the series so far, I have downloaded and installed the prerequisites and client and then deployed the system database. In this post, I am going to add the sample company. To do this, launch GP Utilities and log in using the sa… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: What is GlotPress?
Nov03

Translating a ClassicPress plugin with GlotPress: What is GlotPress?

This post is part of the sub-series on Translating a ClassicPress plugin with GlotPress which is part of the Translating a ClassicPress plugin with GlotPress series. In the previous part of the wider series, I blogged about using PO Edit to translate a plugin. PO Edit is not the only tool available for translating a ClassicPress plugin; there is another one called GlotPress. I tend to view PO… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Deploy system database
Nov01

Hands On with Microsoft Dynamics GP October 2019 Release: Deploy system database

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. As mentioned in the last post, the client installation these days includes the server installation. With one client now installed, the next step is to deploy the system database. Do this by launching GP Utilities from the Windows… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Microsoft Dynamics GP client
Oct31

Hands On with Microsoft Dynamics GP October 2019 Release: Install Microsoft Dynamics GP client

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In a previous post, i downloaded the media so the next action is to install the client. Back in the old days of Microsoft Dynamics GP 9, I would have installed the server components first, but since Dynamics GP 10, the client includes… Continue Reading Ian...

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Power Platform | Having fun with NASA APIs, PowerApps, and Flow
Oct30

Power Platform | Having fun with NASA APIs, PowerApps, and Flow

This video shows how to leverage the power of PowerApps and the capabilities of Microsoft Flow to work with REST APIs. In this case, I will take advantage of NASA’s Astronomy Picture of the Day open API to show Microsoft Flow in action. The resulting picture’s title, URL, and explanation are used to create a nice app to display the latest NASA space picture prowess. For additional information,… Continue Reading...

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Hands On with Microsoft Dynamics GP October 2019 Release: Microsoft Dynamics GP client prerequisites
Oct30

Hands On with Microsoft Dynamics GP October 2019 Release: Microsoft Dynamics GP client prerequisites

This post is part of the series where I am going hands on with the new version of Microsoft Dynamics GP. Before installing any of the Microsoft Dynamics GP components, you need to make sure the system requirements are met. On top of this there is also some prerequisites which need to be met before the Microsoft Dynamics GP client or other components can be installed. Most of these… Continue Reading Ian Grieve’s Article on...

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Hands On with Microsoft Dynamics GP October 2019 Release: Download Microsoft Dynamics GP media
Oct29

Hands On with Microsoft Dynamics GP October 2019 Release: Download Microsoft Dynamics GP media

This post is part of the series where I am going hands on with the new version of Microsoft Dynamics GP. With the release of Microsoft Dynamics GP October 2019 release, you can download the software in one of two flavours: Full Download Service Pack The full release is for doing fresh installs or upgrading from versions of Dynamics GP prior to 2018; if you are on 2018 you can download and use… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: System Requirements
Oct28

Hands On with Microsoft Dynamics GP October 2019 Release: System Requirements

This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. The October 2019 release of Microsoft Dynamics GP largely has the same system requirements as Microsoft Dynamics GP 2018 R2 with the addition of the following: Windows Server 2019 SQL Server 2019 Office 2019 Click to show/hide the… Continue Reading Ian Grieve’s...

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Translating a ClassicPress plugin with GlotPress: Series Index
Oct26

Translating a ClassicPress plugin with GlotPress: Series Index

As part of my wider series on Translating a ClassicPress plugin with GlotPress, I am taking a look at the ways in which a plugin is internationalized and localized. The second method of translating a plugin I am going to look at is GlotPress; this is a web app intended for collaboration on translations. It is used by the ClassicPress project itself. Translating a ClassicPress plugin

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Translating a ClassicPress plugin with Poedit: Create Translations
Oct25

Translating a ClassicPress plugin with Poedit: Create Translations

This post is part of the sub-series on Translating a ClassicPress plugin with Poedit which is part of the Translating a ClassicPress plugin with Poedit series. With a translation template created, people can now use it to translate into other languages, which is what I am going to cover in this post. Launch Poedit and click on the large Create new translation button on the main screen: Select… Continue Reading Ian Grieve’s...

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Hands On with Microsoft Dynamics GP October 2019 Release: Series Index
Oct25

Hands On with Microsoft Dynamics GP October 2019 Release: Series Index

The new version of Microsoft Dynamics GP is the Microsoft Dynamics GP “October 2019” Release on the Modern Lifecycle and was released for download on the 7th October 2019. In this series of posts, I’ll be going hands on with this new release and installing and configuring the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be… Continue Reading Ian...

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Translating a ClassicPress plugin with Poedit: Create New Translation Template
Oct24

Translating a ClassicPress plugin with Poedit: Create New Translation Template

This post is part of the sub-series on Translating a ClassicPress plugin with Poedit which is part of the Translating a ClassicPress plugin with Poedit series. With Pedit installed we can use it to localise a ClassicPress plugin. The first to doing this is to create a template. As I am using the free version I cannot use the Translate WordPress theme or plug-in option, so click the (File menu)… Continue Reading Ian...

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MDGP “October 2019” Release Feature of the Day: More new features?
Oct24

MDGP “October 2019” Release Feature of the Day: More new features?

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is . Unlike in other years, the Feature of the Day series has not covered all of the new features; I’ll be doing a Hands On series for the installation next, after which I will do a… Continue Reading...

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Translating a ClassicPress plugin with Poedit: Install Poedit
Oct23

Translating a ClassicPress plugin with Poedit: Install Poedit

This post is part of the sub-series on Translating a ClassicPress plugin with Poedit which is part of the Translating a ClassicPress plugin with Poedit series. With the Windows version of Poedit downloaded launch the downloaded setup application. Accept the terms of the license agreement and click Next: Check the destination location, change if desired, and click Next: Verify the install… Continue Reading Ian Grieve’s...

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