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Dynamics CRM

Update Rollup 2 for CRM 2013

Update Rollup 2 for CRM 2013

Important Resources :- Support Document Download Link Build number and file names for this update rollup Rollup package Build number File name (32-bit editions) File name (64-bit editions) Microsoft Dynamics CRM 2013 Server 06.00.0002.0046 Not applicable CRM2013-Server-KB2919956-LangID-amd64.exe Microsoft Dynamics CRM 2013 for Microsoft Office Outlook 06.00.0002.0046 CRM2013-Client-KB2919956-ENU-LangID-i386.exe CRM2013-Client-KB2919956-ENU-LangID-amd64.exe Microsoft Dynamics CRM 2013 E-mail Router 06.00.0002.0046 […]

Microsoft Dynamics CRM 2013 Best Practices Analyzer

Microsoft Dynamics CRM 2013 Best Practices Analyzer

For those of you who haven’t already tried this tool, this is a CRM 2013 Diagnostic tool that gathers information about Microsoft Dynamics CRM 2013 server roles and offers recommendations. I , myself installed this tool in one of my CRM 2013 Environments and noticed it did provide some valuable and information that I should […]

CRM 2013 Online + Email Router + Exchange Online

CRM 2013 Online + Email Router + Exchange Online

Today we will look into how we can configure mailing for CRM for the below configuration:- CRM Online + Email Router + Exchange Online A few guides that would be helpful when achieving the same is :- Microsoft Dynamics CRM Online Email Router Installation Guide However what is the email router? The Microsoft Dynamics CRM […]

Get CRM 2013 certified!

Get CRM 2013 certified!

Dynamics professionals can now get CRM 2013 certified! Exam Number Exam Title Release date Link Exam MB2-700 Microsoft Dynamics CRM 2013 Applications January 22, 2014 Link Exam MB2-703 Microsoft Dynamics CRM 2013 Customization and Configuration January 24, 2014 Link For all Dynamics CRM 2011 certified professionals please note that the below notice on the Microsoft […]

Integration between SharePoint 2013 and CRM 2013 (On-Premise)

Integration between SharePoint 2013 and CRM 2013 (On-Premise)

This article explains how we can achieve integration between Dynamics CRM 2013 and SharePoint 2013 in 5 simple steps! STEP 1: Download and Install the list component for CRM 2013 that can be found at the below link. Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for […]

General Content

Creating a Quality Website for a Business

Creating a Quality Website for a Business

Nowadays, internet is the best media to meet the need of anything. That is what we can use when we are looking for anything. We can simply use this kind of technology to meet the need in an easy and fast way. One of the ideas is when we are looking for particular services or […]

Analytical Accounting

Post Through GL for Computer Checks – with Analytical Accounting

Post Through GL for Computer Checks – with Analytical Accounting

When you have Analytical Accounting module installed and configured in a GP company, the Post Through GL for Computer Checks gets automatically disabled in the specific company (even if it was turned on). If we try to activate the same manually (with Analytical Accounting activated), we get the following error message and the system prevents […]

Restricting Dimension Codes to Specific Account Numbers

Restricting Dimension Codes to Specific Account Numbers

Hi all In this article, I am going to explain yet another functionality in Analytical Accounting, where we can restrict a dimension code to a specific account number (or) a specific range of accounts. When a dimension code is created, we need to grant access to the dimension codes to specific users who can use […]

SQL Script for Budgets vs. Actuals in Amounts in Analytical Accounting – By Budget Tree Node

SQL Script for Budgets vs. Actuals in Amounts in Analytical Accounting – By Budget Tree Node

Hi all This script is in continuation to the previous article where I had posted a script for Budgets vs. Actuals in Amounts in Analytical Accounting – By Dimension Code. This script is for viewing Budgets vs. Actuals (for amounts) at Budget Tree Node level. IF EXISTS ( SELECT * FROM sys.objects WHERE object_id = […]

SQL Script for Budgets vs. Actuals in Amounts in Analytical Accounting – By Dimension Code

SQL Script for Budgets vs. Actuals in Amounts in Analytical Accounting – By Dimension Code

Hi all Today, I am posting a script for analyzing Budgets vs. Actuals (using Amounts) in Analytical Accounting. However, there are two methods of analyzing the budget information in Analytical Accounting. They are: Node Level Dimension Code Level This script is for viewing Budgets vs. Actuals at Dimension Code level. I will be posting the […]

Analytical Accounting Information Flow from Purchase Order to Receipts

Analytical Accounting Information Flow from Purchase Order to Receipts

Hi all This article is to explain how Analytical Accounting (AA) information is transferred from Purchase Orders to Receiving Transaction Entry. The scenario explained below is on an environment where there is one transaction dimension configured in Analytical Accounting. Create a Purchase Order with 2 line items as explained below. PO Number Line Seq. No […]

SQL Server

Dynamics GP 2010 Database SDK – Company Database Details Uploaded

Dynamics GP 2010 Database SDK – Company Database Details Uploaded

Hi all As a follow up to my post titled “Dynamics GP 2010 SDK”, I have updated the SDK section with the details of the company database as well, as I had mentioned in the earlier post. You should now see a section in the SDK page as shown below for the company database, from […]

Dynamics GP 2010 R2 Database SDK

Dynamics GP 2010 R2 Database SDK

Hi all I have launched a new section in my blog called Database SDK which can be accessed from Documentation >> GP 2010 >> Database SDK When this page is opened, it gives options for viewing the details of the SQL objects in the Dynamics GP system database (i.e.) DYNAMICS. You can click on the […]

SQL Script for AP-GL Reconciliation – Updated

SQL Script for AP-GL Reconciliation – Updated

Hi all Sometime back, I had posted the SQL Script for AP-GL Reconciliation in my blog. At the time of posting the script, it had supported only one account index for AP. Today, I have updated the script to support multiple account indexes for Accounts Payable. Please take a look at the updated script in […]

SQL Script for AP-GL Reconciliation

SQL Script for AP-GL Reconciliation

Hi all It has been some time since I have posted something useful on my blog. This was because I was busy writing up and testing the reconciliation script that I had developed to reconcile payables and receivables with the general ledger. In this article, I have posted a script to reconcile payables with general […]

SQL View for Daily Payment Summary

SQL View for Daily Payment Summary

Hi all Based on a request from the community, I have decided to post a script for identifying all the payments made on a specific date from a checkbook and the details of what was voided for the specific date. This query helps a great deal in reconciling the funds that were used for processing […]

Support Debugging Tool

Support Debugging Tool Customization #11 – Restricting Salesperson ID for Existing Customers

Support Debugging Tool Customization #11 – Restricting Salesperson ID for Existing Customers

Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/139b760a-5c63-4b16-b480-79f0a569075c where the requirement was as below. “We want to modify the Customer Maintenance window to make the Salesperson ID field uneditable for existing records only.  I went into Modifier and made this field uneditable but that makes it uneditable each time the window opens.  We […]

Support Debugging Tool–Build 16 Available Now!

Support Debugging Tool–Build 16 Available Now!

Hi all The all awaited Build 16 of the Support Debugging Tool is available now…and of course with loads and loads of new features and splendid enhancements. Some of the key additions to SDT is listed below. Macro Recording Functionality SQL Profile Tracing Functionality Trigger Administration Functionality Automation Functionality for Microsoft Support Usage These are […]

Support Debugging Tool Customization #10 – Credit Limit Check Skip in Receivables Transaction Entry (using SQL Execute in SDT)

Support Debugging Tool Customization #10 – Credit Limit Check Skip in Receivables Transaction Entry (using SQL Execute in SDT)

Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/a3237a4f-fa4c-4603-8048-94cc0b2af467 where the requirement was as below. “Is there anything in Accounts Receivable that will allow a certain type of document (whatever that may be) bypass the Credit Limit Check? My client has a customer with a Credit Limit of $5000. They are additionally seeking a […]

Support Debugging Tool Customization #9 – Credit Limit Check Skip in Receivables Transaction Entry (using Native Dexterity Save Logic)

Support Debugging Tool Customization #9 – Credit Limit Check Skip in Receivables Transaction Entry (using Native Dexterity Save Logic)

Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/a3237a4f-fa4c-4603-8048-94cc0b2af467 where the requirement was as below. “Is there anything in Accounts Receivable that will allow a certain type of document (whatever that may be) bypass the Credit Limit Check? My client has a customer with a Credit Limit of $5000.  They are additionally seeking a […]

Support Debugging Tool Customization #8 – Displaying Long Item Descriptions on SOP Blank Invoice

Support Debugging Tool Customization #8 – Displaying Long Item Descriptions on SOP Blank Invoice

This article is based on a recent support request on the SOP Blank Invoice Report form. The Item Description on the report was just 60 characters and the actual item description was about 100 characters. This resulted in the item description getting truncated. I have written this article using the article titled “How to display […]

Blogs I Follow

Receiving Transaction Entry is not Printing – Dynamics GP 2013 R2

Receiving Transaction Entry is not Printing – Dynamics GP 2013 R2

Got a wired case this morning with one of my customers, they said that “some” receiving’s are not printing and other are working fine! I tried the following: 1. Created multiple receiving’s and none caused the issue

Can SmartConnect Integrate Dynamics GP & Salesforce.com?

Can SmartConnect Integrate Dynamics GP & Salesforce.com?

We’ve seen it before… just a typical day in the office for the Accounts Payable team until their worst fear from the Sales team enters the room and informs them that the biggest sale of all time had been lost due to lack of integration between Dynamics GP & Salesforce.com.

Dynamics GP 2015 – Workflow 2.0 Video

Dynamics GP 2015 – Workflow 2.0 Video

There’s an excellent new video on GP 2015 Workflow now out. This is my #1 favourite new feature in GP 2015 https://www.youtube.com/watch?v=YHpXfV_ie5k&feature=youtu.be Workflow 2.0 Includes approvals for – Financial: GL Batch Approval Purchasing: Payables Batch Approval, Vendor Approval Sales: Receivables Batch Approval Payroll: Employee Skills Approval, Direct Deposit Approval, Employee Profile Approval, W4 Approval Project: Expense Report Approval

Windows 10 will be a free upgrade from Windows 7/Windows 8/8.1 for a full year

The Windows  Blog has just announced that – “a free upgrade for Windows 10 will be made available to customers running Windows 7, Windows 8.1, and Windows Phone 8.1 who upgrade in the first year after launch” The upgrade is permanent.

The Great Plains Wall of Fame

I have a 3 week, all expenses paid vacation in Fargo, ND in January at the Microsoft offices, learning some of the finer points of Dynamics AX.  As such, I thought I’d share some of the remarkable sights here.  These two walls, in the hallway as you enter the Horizon Building from the Vista Building on the Microsoft Campus, display an interesting collection of news articles from the early days of Great Plains, up through when Microsoft bought the company in 2001.  Pretty cool to take in the history of the application that so many of us have based careers on. * Click on either image to enlarge Thanks Doug Burgum!

Other Recent Posts

Receiving Transaction Entry is not Printing – Dynamics GP 2013 R2

Receiving Transaction Entry is not Printing – Dynamics GP 2013 R2

| 01/25/2015 | 0 Comments

Got a wired case this morning with one of my customers, they said that “some” receiving’s are not printing and other are working fine! I tried the following: 1. Created multiple receiving’s and none caused the issue

Continue Reading

Can SmartConnect Integrate Dynamics GP & Salesforce.com?

Can SmartConnect Integrate Dynamics GP & Salesforce.com?

| 01/23/2015 | 0 Comments

We’ve seen it before… just a typical day in the office for the Accounts Payable team until their worst fear from the Sales team enters the room and informs them that the biggest sale of all time had been lost due to lack of integration between Dynamics GP & Salesforce.com.

Continue Reading

Dynamics GP 2015 – Workflow 2.0 Video

Dynamics GP 2015 – Workflow 2.0 Video

| 01/23/2015 | 0 Comments

There’s an excellent new video on GP 2015 Workflow now out. This is my #1 favourite new feature in GP 2015 https://www.youtube.com/watch?v=YHpXfV_ie5k&feature=youtu.be Workflow 2.0 Includes approvals for – Financial: GL Batch Approval Purchasing: Payables Batch Approval, Vendor Approval Sales: Receivables Batch Approval Payroll: Employee Skills Approval, Direct Deposit Approval, Employee Profile Approval, W4 Approval Project: Expense Report Approval

Continue Reading

Windows 10 will be a free upgrade from Windows 7/Windows 8/8.1 for a full year

| 01/22/2015 | 0 Comments

The Windows  Blog has just announced that – “a free upgrade for Windows 10 will be made available to customers running Windows 7, Windows 8.1, and Windows Phone 8.1 who upgrade in the first year after launch” The upgrade is permanent.

Continue Reading

The Great Plains Wall of Fame

| 01/21/2015 | 0 Comments

I have a 3 week, all expenses paid vacation in Fargo, ND in January at the Microsoft offices, learning some of the finer points of Dynamics AX.  As such, I thought I’d share some of the remarkable sights here.  These two walls, in the hallway as you enter the Horizon Building from the Vista Building on the Microsoft Campus, display an interesting collection of news articles from the early days of Great Plains, up through when Microsoft bought the company in 2001.  Pretty cool to take in the history of the application that so many of us have based careers on. * Click on either image to enlarge Thanks Doug Burgum!

Continue Reading