How to avoid giving sa password to Dynamics GP users

I am often asked this question by all the good IT managers – How can we minimize the usage of ‘sa’ with Dynamics GP ? Quite often I can jot down the answer specific to the user’s setup.

In the “ What to Know Before the Auditors Ask:  Risk Management & Controls in Microsoft Dynamics GP” today,  Andrew Snook from FastPath pointed to a whitepaper they have written on this very topic. Go check it out at–minimizing-the-use-of-sa-in-microsoft-dynamics-gp.aspx

Here’s Mark and Andy all enthused in this fully booked session.


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How to avoid giving sa password to Dynamics GP users

March 19, 2013 · Jivtesh Singh · No Comments
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Virtual Convergence 2013 for when you can’t attend in person

David Meego - Click for blog homepage

This week the Microsoft Dynamics Convergence 2013 conference is being held in New Orleans, Louisiana, USA at the Ernest N. Morial Convention Center (NOMCC). It started on Monday 18th March 2013 and continues to Thursday 21st March 2013.

If you are like me and unable to attend in person, they you don’t have to miss out on all the Convergence goodness as you can be an Virtual Attendee and watch many of the sessions via the interwebs.

Beginning today on Tuesday 19th March 2013 (this evening my time), Virtual Convergence will have live broadcasts and recordings of the keynote and general sessions as well as concurrent sessions.

For more info see the Microsoft Dynamics Convergence Blog:


While I am not there in person, I have many friends keeping me in the loop and also am following the blogs of the people who are there. I will be posting a summary of all the blog posts as a wrap up next week.

If you are there, don’t forget to attend the Support Debugging Tool session that Mariano is presenting. He will be showing off some great new features that will be available in the next build:

  • CSGP30 – The Microsoft Dynamics GP Support Debugging Tool
    on Thursday, March 21st from 2:30 pm – 3:30 pm

The Support Debugging Tool is the ultimate FREE tool for consultants, administrators and users to support and administer their Microsoft Dynamics GP systems.

Enjoy the conference.


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Virtual Convergence 2013 for when you can’t attend in person

March 19, 2013 · David Musgrave · No Comments
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Microsoft Convergence New Orleans 2013 : GPPC PreGAME

Yesterday marked the beginning of the Dynamic Communities events. Also, it would be my first time presenting for this week.
The days started out with a relaxing breakfast with my wife. After that, it was all business. At 10:30 AM I headed over to the ballroom area to get registered for GPPC.
GP Partner Connections Banner
The registration desk was buzzing with Katie Froeber, Shanna Hensch trying to wrap-up placing the badges inside the clear holders. This process was very time consuming and they still had a bunch of badges to filled out by hand, since they were not printed.

After helping out with the badges, it was time for the GPPC Welcome Session along with the Ask the MVP. The session featured Jesse Byam as the host who did a fantastic job at keeping attendees warmed with his jokes as the ballroom was freezing!

As is customary during these welcome sessions, we had a representative from Microsoft announce some of the immediate upcoming product and partner oriented events. This time around it was Jay Manley‘s turn to do the honors.

Jay Manley, Microsoft

Some of the product and partner events announced are as follow:

  • Microsoft Dynamics GP 2013 SP1 will be available by mid April.

  • Business Portal for Microsoft Dynamics GP 2013 will be available by mid April and will be SharePoint 2010 ready.

  • Microsoft Dynamics GP 2013 Feature Pack (R2) is scheduled to hit the market some 18 months from now.

  • Web Client updates are scheduled to be released every 3 months, with service packs still within a 6 month cycle, with Payroll and HR ready to hit the block after Convergence.

  • Microsoft Dynamics GP Technical Airlift 2013 will be from September 18 – 21 in Fargo, North Dakota, once again hosted by GPPC. Both Microsoft and GPPC have vowed to keep this conference on a yearly basis.

After the GPPC Welcome, it was time to hit the stage with my esteemed MVP colleagues, Belinda Allen, Frank Hamelly, Jivtesh Singh, Leslie Vail, and Mark Polino.

Running a bit late, it was time to meet up with Kerri Garbis, President at Ovation Communication to do our first rehearsal for the General Session. Kerri provided Mark and I with some great tips for our General Session delivery. After our initial rehearsal, it was time to meet up with the Microsoft Product Management team over at the Keynote Session room, in Hall J for a walkthrough of the stage and what Mark and I were supposed to do when we got there on Tuesday morning.

I have to say, the shared size of the room can be a bit intimidating and to know we will be in front of 5,000 people makes for great excitement! Can’t wait for the General Session to begin!

Hall J – Keynote Room

I personally had a unique opportunity to see the video and sound engineers at work, fine-tuning every little gizmo to ensure a successful Convergence opening. There are literally 100’s of computers, miles of cables, milliards of connections, speakers, cranes, at any given moment back there with an army of people moving around constantly.

Pam Misialek then showed us our way to the stage for our presentation and walked us through some details including where we would be positioned, our stance, how we should address the audience, the monitors, etc. This was a really cool experience for me, since this is the first time I am delivering a presentation in such setting.

Pam Misialek and Mark Polino

The projection screens are definitely theater size and the General Session is sure to be a success. The projection on these screens is done from the back stage, which really caught my attention. At the back of the stage the image is flipped horizontally, which makes it appear in normal mode when seen from the front stage. This technique reduces the glare caused by front projection and creates a smoother, softer image.

Projection Screens in Hall J

One last look at the room from the stage reminded me of the responsibility ahead. Mark and I feel pretty well about our 5 minutes of fame and are sure ready to put on a good show – MVP style!

A look at the room from the stage

Well, it was time to return to the Hilton Hotel where Aaron Donat and I would be delivering our PreGAME session, Implementing Microsoft Dynamics GP 2013 Web Client. We had really good attendance to our session, which ran a good 30 minutes over its original schedule. We walked through all the Web Client elements and provided live demos of Web Client and Web Management console, explaining all the different challenges with things like certificates and ports. We strongly encouraged partners to attend one of the deep dive sessions offered during Convergence and/or to join a training class.

After our session, it was time for a little R&R at the GPPC partner reception. The reception featured a Jazz group and quite a bit of interaction between partners.

GPPC partner reception

My wife and I had quiet dinner plans for the evening and went out to the ultra famous Commander’s Palace where we started out with a couple Hibiscus Martinis, “Hand-crafted Jamaican Hibiscus tea, fresh squeezed lime and Bombay Sapphire come together beautifully to make a cocktail that is as stunningly beautiful as it is delicious and refreshing”. Our dinner ended with a great Creole Bread Pudding Soufflé with warm whiskey cream and a cup of New Orleans style coffee (with chicory).

Well, it was time go get some rest since a new days awaited with General Session rehearsals on stage and GPUG sessions.

Until next post!

Mariano Gomez, MVP
IntellPartners, LLC

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Microsoft Convergence New Orleans 2013 : GPPC PreGAME

March 18, 2013 · Mariano Gomez · No Comments
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GPUG Pre-Game General Session

The GPUG Pre-Game general session came in with some nice announcements – most importantly – Dynamics GP 2013 SP1 will be available mid April.


Jesse Byam, Etelligent Solutions, Inc set things off. Canadian guy in shorts, in freezing weather, certain thing – nobody got bored.




Jay Manley – took over with the important announcements.


Kim Peterson- came in to start the MVP session



The MVPs tacking the questions




I was thrilled to be in such fantastic company, and we took upon interesting questions ranging from – “What keeps you up at night” to “Impact of new limited users”.

Also announced was the shiny new GPUG Community site –

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GPUG Pre-Game General Session

March 18, 2013 · Jivtesh Singh · No Comments
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RapidStart for Dynamics GP–A must see set of tools

Imagine configuring new companies in Dynamics GP in minutes rather than hours or days. In the Rapid Implementation session at (GPUG Pre-Game) – Jay, Gloria and Scott showed how they have done this in the past few months. Dynamics GP has great new tools for speeding up configurations, migrations for new implementations – RapidStart. Microsoft is going to start marketing this tool heavily, so make sure you are up to speed with the tool!

This session had the following stalwarts –

  • Jay Manley (Sr. Product Manager – Microsoft)
  • Gloria J. Braunschweig, (CMA President)
  • Scott Dimmick (Practice Manager – Tribridge)



Naturally, the seasoned Dynamics GP consultants would go – well that would only work in some cases. And, you would be absolutely right! What I loved in Rapid start was the ability to create templates that you could reuse across industries.

RapidStart comes with inbuilt integrations for Quickbooks, Peachtree and excel templates that can be used with other software.



However, this being the first version there are some caveats –

  • Not all modules are supported (project accounting / canadian payroll, australian GST to name a few )
  • The tool does a complete sync of all setups supported (not a partial sync)

Still it would be a great starting point, and all GP Partners should be looking at this. Get the tool for FREE at 

RapidStart Download Page

For more information about the Rapid Implementation Tools, please visit

Gloria has written a book on Rapid Implementation – check it out at

ERP Software Blog has a video at


RapidStart for GP 2013

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RapidStart for Dynamics GP–A must see set of tools

March 18, 2013 · Jivtesh Singh · No Comments
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Will Your Existing GP Customizations Work in GP 2013‌?

With the recent release of Microsoft Dynamics GP 2013 comes an exciting new feature: the Web Client. We’ve all longed for the Web Client, dreaming of a day when we could access our system from any web browser without being tied to our desktops and office networks, and now it’s finally here! Before we all begin to jump for joy, there is one thing to realize before making the switch to GP 2013—some of the customizations that you’ve made over the years to your existing Dynamics GP installation may not be fully compatible in the new Web Client.

Before going further, let’s take a look at the different ways that GP can be customized, which of those ways will present an issue moving over to the new GP 2013 Web Client, and the next steps to make the transition.

4 Types of Dynamics GP Customizations

There are four ways that Dynamics GP software can be modified or customized:

  1. Modifier – Allows changes to be made to the user interface (UI). Examples include adding new fields, moving fields around, and changing field labels, etc. Customizations made to GP using Modifier will be compatible with both the GP 2013 desktop version as well as the Web Client.
  2. Dexterity –This is the programming language in which Dynamics GP is written and customizations to the code level require a Dexterity developer. Example of changes to Dexterity code include things like adding new business logic or capturing business domain specific data through alternate forms or window modifications. The possibilities are endless. Customizations made to GP using Dexterity will be compatible with both the GP 2013 desktop version as well as the Web Client.
  3. VBA – Is most often used to add additional functionality to fields such as disabling a field or automatically populate fields from a database, etc. Although customizations made to GP using VBA will be compatible with the desktop version of GP 2013, at this time they are not compatible with the GP 2013 Web Client.
  4. VST – Allows the same type of changes that would be made with Dexterity but with the .NET programming language. Although customizations made to GP using VST will be compatible with the desktop version of GP 2013, at this time they are not compatible with the GP 2013 Web Client without additional modifications.
Type of Customization
Compatible with GP 2013 Desktop Version
Compatible with
GP 2013 Web Client
How to tell if you have this customization
The page title of the window will have a dot in front of it
The dexterity modification will be listed in the Dynamics.set file: C:Program FilesMicrosoft DynamicsGP (or the application directory where you installed GP)
(Visual Basic for Applications)
The page title of the window will have a dot at the end of it
(Visual Studios Tools)
All customizations are stored in the AddIn subfolder of the Microsoft DynamicsGP folder.

How to Tell What Kind of Customizations You Have

There are a few simple ways to tell what type of customizations you have in Dynamics GP.

1.       Modifier – The Customization Maintenance window will list modified forms, modified reports, and custom VBA code and references that are active on the workstation.
Tools -> Customize -> Customization Maintenance

If you have made customizations to GP using Modifier, there will be a dot in front of the window’s page title.

2.       Dexterity – The Customization Status window will list Dexterity customizations, as well as the Dynamics GP modules and Dexterity-based ISV solutions that are installed and active.
Tools -> Customize -> Customization Status

3.       VBA – The Customization Maintenance window will list modified forms, modified reports, and custom VBA code and references that are active on the workstation.
Tools -> Customize -> Customization Maintenance

If you have made customizations to GP using VBA, there will be a dot at the end of the window’s page title.

4.       VST – All customizations made to GP using VST are stored in a folder called AddIns. If you have VST customizations, you will find them inside this folder located AddIn subfolder of the Dynamics GP client installation. This is typically C:Program Files (x86)Microsoft DynamicsGPAddIns.

Next Steps

If GP customizations exist that may not be compatible with the new GP 2013 Web Client here are a few suggestions to preserve your customization’s functionality.

Business Process Analysis
Is this functionality still needed‌? Can it be improved‌?

Determine if the customization is still needed. New releases are packed with new functionality and the task that the old customization helped accomplish may now be handled out-of-the-box in the new version.  Or, your business may have changed and it is simply not needed any longer! A business process analysis against the new version will help identify which customizations are no longer needed. After reviewing the new release’s capabilities, you may find that there are many other new features offered that you hadn’t even thought of before.

It’s like trading in your old 1994 Honda Accord for the 2013 model—you were excited about the built in navigation system (no more Garmin attached to your windshield) and heated seats but you had no idea that it had blind spot detectors and could park itself! So when you’re ready to make the switch, make a point to learn about all the new features of the software, not just the ones you already know about and you may be pleasantly surprised. Sometimes you don’t know what you don’t know!

Spend Time on Design

If a customization is going to be re-implemented it makes sense to spend a little extra time on the design of the customization. Ask yourself if there are any features that have been lacking that need to be added or can the functionality be changed to make it more user friendly. By making sure you have got the most value out of your customization it will pay off in the long run when you don’t have to continuously make changes to it again and again in the future.

Use Case Documentation

As with all customizations, it is a best practice to document, document, and document. Before sitting down with a developer take screen shots of the areas you want to change and document the business process flow. This will provide clear communication between you and your developer and help to ensure there aren’t any discrepancies between what you are trying to achieve and what the system ends up doing. It’s great to keep them on record as well!

Hire a Professional Dexterity Developer

Now that you are ready to move forward with your customizations into GP 2013’s Web Client, you’ll need to hire a Dexterity developer. Dexterity developers aren’t as easy to come by as other programming languages, but the good news is that if you’ve found one, they probably know their stuff (this isn’t something your neighbor’s nephew in high school can do for you on the weekends). It’s a sophisticated programming language that takes years of experience to learn.

After having completed all of the leg work; conducting your business process analysis and providing your developer with use case documentation, the dexterity changes should be a breeze!

Here are a few things to look for in a Dexterity developer:
·         Is the programmer certified in Dexterity or Microsoft Dynamics GP‌?
·         How many or how long has the programmer been working with Dexterity‌?
·         Will the programmer provide documentation of their changes‌?
·         Will the programmer, or company they work for be able to support you in the years to come‌?

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Will Your Existing GP Customizations Work in GP 2013‌?

March 17, 2013 · Bryan Prince · No Comments
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Extender 2013 Has Arrived – Thanks eOne

Awesome news to me this afternoon…

eOne Solutions has released Extender 2013 for Dynamics GP 2013 today (late yesterday for some regions). Read their official blog post here: Extender Delivered.

Instructions on how to get the new version and license keys can be obtained from either your Partner or eOne directly. Shoot an email to them and they would be more than happy to guide you.

Let me continue with my customisations’ upgrade. Hectic times ahead.


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Extender 2013 Has Arrived – Thanks eOne

March 15, 2013 · Vaidyanathan Mohan · No Comments
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