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Web Client Wednesday – User Interface Differences

How I get dragged into these things is beyond me, but MVP Mark Polino has convinced me that we need to make sure we dedicate a post every Wednesday to the Web Client and frankly, it did not take an arm twist to get me to bite.

Take a look at Mark’s first post where he details how the installation Repair feature saves you from a full re-installation or redeployment.


To kick off this series, I will talk about something I was asked about during my web client training session at GPUG Summit 2013 Tampa: what are the main differences between the desktop and web client user interfaces? This topics has been covered in bits and pieces here and there, but I will try to round them out all in a single post.

At a general level, the first notable change is the replacement of the traditional menu navigation available in the desktop client for the use of navigation bars and lists. But then again, Microsoft introduced navigation lists since version 9.0, so by now you should be a pro using this application feature.

Login

Desktop Client – Login

Web Client – Login

The first thing to note is, the desktop client does allow you to remember the user and password. Not so under the web client.

Menus

Desktop Client Menus

Web Client Menus

The desktop client will continue to display the traditional menu bar as a navigation option. The web client does not display the menu bar and replaces this feature for the navigation lists. The web client incorporates a Sign Out hyperlink to gracefully exit the application. Closing the web page is not recommended as it will strand a user within the system. However, if you close the web page by accident, you can always connect to the same session.

In both cases, the desktop and the web clients allow you to customize the page.

Home Navigation Bar

Desktop Client – Home
Web Client – Home

The Home navigation bar changes from the desktop client to the web client. The desktop client features the User Preferences window and the Shortcuts, Report Shortcuts, Startup, and User Classes folders, which are not available under web client. If you are currently using shortcuts under the desktop client, it is recommended you add these as Quick Links on your home page.


User Preferences

Desktop client – User Preferences

Web Client – User Preferences

The traditional user preferences for required fields are displayed on the desktop client – bold, red, italic, etc. – but not so on the web client. I suspect this is something the Microsoft Dynamics GP development team will work on, but as of SP2 this feature was not present on the web client. To this effect, if you are using the Support Debugging Tool, company color coding is also not available under the web client.

Status Bar


Desktop Client – Status bar

Web Client – Status bar

The web client status bar incorporates the status of the connection, access to the online help, and status of the Silverlight trust to the local resources (printers, folders, etc.) when the certificates are not present on the local computer’s certificate store; in addition to the system date, company, and user information displayed traditionally under the desktop client.

Window Navigation


Desktop Client – Window Navigation



Web Client – Window Navigation

Perhaps, one of the areas where changes will be rather apparent is at the individual window navigation. The web client implements a ribbon, which displays and replaces a number of traditional elements common to the desktop client. For example, on the SOP Entry window, the buttons at the bottom of the window are implemented under a Go To drop-down button on the ribbon. Since menus are not available in Web Client, these desktop only options become a part of the window ribbon in web client. Other elements such as windows displayed by expansion buttons and other form windows become navigational tabs under the web client.

However, the all too familiar browse buttons remain in place at the bottom of both the desktop client and the web client windows.

SmartLists Access


Desktop Client – Smartlist Access                                                          Web Client – Smartlist Access

Since the traditional menu options are not available under the web client, SmartLists must be accessed under the corresponding SmartList Favorites for each navigation bar option. For example, all SmartLists under the sales series, must be accessed from the Sales navigation bar by choosing the SmartList Favorites option for that series. Here’s where naming your SmartLists accordingly becomes really handy once they are listed in the list.

Now, I know these may not be all the differences at hand between the two user interfaces, but if I missed any, please feel free to add your comments to this article.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Web Client Wednesday – User Interface Differences

October 30, 2013 · Mariano Gomez · No Comments
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The Dynamics GP Blogster: VST: Rendering WinForms in Microsoft …

The Dynamics GP Blogster. “Your Microsoft Dynamics GP world without barriers” …. Older Post Home. Subscribe to: Post Comments (Atom) …. Dynamics Confessor Blogspot The new is is located at: http://saci.com/blogs/bel.

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The Dynamics GP Blogster: VST: Rendering WinForms in Microsoft …

September 9, 2013 · Mariano Gomez · No Comments
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SmartList Designer: a nice addition to Microsoft Dynamics GP 2013 SP2

12.00.1482 – the build number for Microsoft Dynamics GP SP2 – brought with it a new list of awesome enhancements. The SmartList reporting tool saw some big improvements with the addition the collapse/expand of the left navigation pane, and a splitter between the tree view and the list box control that displays the actual results. 

*Soapbox*
I have to say, I like the concept, but not the implementation as I believe Microsoft could have used the splitter code written with the Support Debugging Tool as a more elegant solution.
*End Soapbox*

However, the biggest improvement/addition to SmartList is the new SmarList Designer.

SmartList Designer

SmartList Designer allows you to create queries based on table definitions found in Microsoft Dynamics GP and any third party application. You can create a new
SmartList or to create a new SmartList based on an existing SmartList. You also can modify the SmartList that you created using SmartList Designer.

I have to say, if you have had a number of SmartLists built with SmartList Builder, then using the SmartList Designer should be a piece of cake. I’ve found the user interface to be extremely intuitive and all the controls and navigation just seem to be in the right place.

Now, the one-million-and-one-dollar question…

How is this tool different or similar to SmartList Builder?

The similarities are obvious: they both allow you to create SmartLists from scratch based on any Dexterity dictionary table definition using a very intuitive UI. SmartList Designer however, goes a bit further and allows you to preview the data without even releasing the new list into production. If nothing else was provided, this would be the one feature to cherish. SmartList Designer also allows you to build SmartLists based on other SmartLists, a feature currently not available in SmartList Builder.

SmartList Builder allows you to access tables and views that aren’t a part of a Dexterity dictionary, this is, tables and views created directly in the SQL Server company database. Of course, on of the advantages of this approach is being able to access data from other non-Microsoft Dynamics GP databases on your server. I also believe calculated fields in SmartList Builder are more powerful as you can access the wide array of functions provided by the version of Microsoft SQL Server you are running on. SmartList Designer, in turn, provides a preset number of commonly used (as in limited) functions catalogued as Arithmetic, Text, Date & Time, Math, and Aggregate.

I also like the slick the deployment method of SmartList Designer Smartlists: “OK and done!”. SmartList Builder, in turn, has to push these to SmartList, which in turn reads the elements and convert them to an actual SmartList – a pseudo compilation, if you will.

To access SmartList Designer, click on the New button on SmartList’s toolbar.

SmartList Builder

I invite you to weigh in on the new SmartList Designer. Tell me what you like or don’t like and let me know if you consider it alternative to SmartList Builder.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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SmartList Designer: a nice addition to Microsoft Dynamics GP 2013 SP2

September 5, 2013 · Mariano Gomez · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 255

Microsoft Dynamics GP 2013 Service Pack 2 is now available

Service Pack 2 for Microsoft Dynamics GP 2013 is now available for your consumption. Microsoft has released the product ahead of schedule – originally, September of 2013. I guess this will make for an even more exciting Microsoft Dynamics GP Technical Airlift 2013.
 
Service Pack 2 is probably the most comprehensive update so far to Microsoft Dynamics GP 2013 and includes a number of fixes and enhancements. Let’s take a quick look:
 
Modules activated for Web Client:
  • Field Service
    • Service Call Management
    • Depot Management
    • Preventative Maintenance
  • Project Accounting
  • Manufacturing
    • Bill of Materials
    • Manufacturing Order Processing
    • Master Production Scheduling
    • MRP
    • Manufacturing Suite
  • Fixed Assets Enhancements
  • Business Activity Statement (BAS) for Australian GST
  • Payment Document Management (PDM)
 
Features Exclusive to Web Client:
  • Visual Studio Tools for Web Client v1.0
  • Keyboard Shortcut enhancements
  • Change single machine configuration to support both the Web Client web site and runtime service using the same port  
  • Add styling to ribbon to show focus  
  • Web client messaging retry/refresh & Client Side error handling / notification improvements
  • Better scrollbars for standard reports 
 
New Desktop & Web Client Features:
  • GL – Roll down changes to Account Segment Description
  • Reconcile checkbook without marking transactions
  • Cash Receipts Inquiry display checkbook ID
  • Customer Combiner & Modifier
  • Vendor Combiner & Modifier
  • Payables Void Enhancements
  • AA Finance Charge assessment
  • AA and Sales order deposits
  • Payroll Inquiry Check Date Sort Options
  • Applicant E-mail in HR
  • Doc Attach 2.0:
    • Document Flow
    • Status Tracking
    • Delete Password
    • Attachment Properties
    • Attachment Email
    • Delete Utility
  • SmartList Splitter
  • SmartList Designer
Note: the SmartList Splitter was a cool piece of code made available with the Support Debugging Tool initially. If you are running Microsoft Dynamics GP 2010, you can take advantage of this via the Support Debugging Tool.
 
Service Pack 2 can be recognized by its new build number, 12.00.1482 and the Dexterity version is 12.00.0269. For more version details download the MDGP2013_MSPVersionList.xls file. For the install guide and a list of issues fixed, download the 12.0SP2_install_guide_ENUS.pdf file. Both files are available from the main Service Pack page (or from the links here).
 

Service pack 2 is available from the Service Pack 2 page or you can download the full updated DVD image:

PartnerSource
Product Release Downloads for Microsoft Dynamics GP 2013 Secure Link
Service Pack, Hotfix, and Compliance Update Patch Releases for Microsoft Dynamics GP 2013 Secure Link

CustomerSource
Product Release Downloads for Microsoft Dynamics GP 2013 Secure Link
Service Pack, Hotfix, and Compliance Update Patch Releases for Microsoft Dynamics GP 2013 Secure Link

The Microsoft Dynamics GP Support and Services Blog has more information related to Service Pack 2. Please visit their page for more information:

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Microsoft Dynamics GP 2013 Service Pack 2 is now available

August 30, 2013 · Mariano Gomez · No Comments
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Service Pack 2 for Dynamics GP 2013 Released … – TechNet Blogs

This blog is managed by the Microsoft Dynamics North Americal Partner Technical Services team. It aims at providing highest quality of service to partners in the ERP and CRM solutions from the Microsoft Dynamics family to 

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Service Pack 2 for Dynamics GP 2013 Released … – TechNet Blogs

August 29, 2013 · Sivakumar V · No Comments
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Troubleshooting the Microsoft Dynamics GP 2013 Web Client – Part 1

Part 1 – Microsoft Dynamics GP Support Team’s Posture



With the introduction of the Microsoft Dynamics GP 2013 Web Client, system administrators now face additional challenges when troubleshooting errors produced while accessing the Web Client all the way to using the Microsoft Dynamics GP application itself over the browser.

To understand the troubleshooting process, it’s best to explain the Microsoft Dynamics GP Support team’s posture when addressing a support case: any error event that occur before the Microsoft Dynamics GP login window is presented to the end-user will be treated as a Web Client implementation support issue.

Issues in this category involve everything from the deployment planning of the Web Client up to the point where you obtain the Microsoft Dynamics GP Login window. Items such as issues during the installation of the Web Client, network configuration, certificates, routers, firewall configuration, DNS resolution issues, issues preventing access to the web client Sign In window are all considered issues that prevent an end user from using the Web Client and therefore access Microsoft Dynamics GP.

Web Client Sign In window (Windows Authentication)

Any error event that occurs after the Microsoft Dynamics GP application Login window is presented, and during the normal use of Microsoft Dynamics GP is considered a functional support issue.

Microsoft Dynamics GP Login Window (SQL authentication)

Functional support issues involve everything from issues accessing Microsoft Dynamics GP all the way through using all the application functions within the Web Client: data entry, printing problems, posting issues, Report Writer reporting, SSRS reports, Excel reports, and all issues that may happen within the Microsoft Dynamics GP application while using the Web Client.

Having a clear cut definition between problems will allow you to reach the right support engineer at Microsoft. In addition, implementation issues may require the use of specialized diagnostic tools to collect information about the Web Client installation environment that will allow the support engineer or escalation engineer to better understand how your environment is configured.

In contrast, functional issues would typically follow the standard support protocols you have come to know over the years.

There are some clear benefits to this posturing:

1. A reported problem can be routed to the right support team the first time around. After all, an issue with a certificate may require someone technical from within the support team to address the problem, as opposed to a problem printing a report.

2. Having the right team addressing the issue will allow Support to issue whitepapers, videos, or even training content on how to address the most frequent issues that come to them.

3. Diagnostic information can be served up to the right support engineer at the time a case is created. This is only possible if a problem is tagged as an implementation issue versus a functional issue.

4. It allows both technical and functional support teams at Microsoft to keep stats on product quality, which may result in targeted hotfix or service packs.

Tomorrow I will address the steps involved in resolving an implementation problem and how you can take advantage of some of the latest tools available from Microsoft to assist in the process.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Troubleshooting the Microsoft Dynamics GP 2013 Web Client – Part 1

July 18, 2013 · Mariano Gomez · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 210

How does Microsoft Dynamics GP determine which account to use when sending emails

One of the advantages of working with Microsoft Outlook is its ability to configure multiple email accounts.  Recently, a partner was working with a customer that supports multiple companies, so a such, each employee has an email account per company supported.

The partner was under the impression that Microsoft Dynamics GP “looked” at the mailbox for the email account opened at the time of sending an email, but came to the conclusion it wasn’t the case as the customer could not get emails sent through a second email account.

So how does Microsoft Dynamics GP determine which email account to use when sending emails via Microsoft Outlook?

The mailbox information is determined based on the default email account configured in Microsoft Outlook. To check for the default email account in Microsoft Outlook, follow one of the following two procedures:

Method 1: Control Panel

1. Open the Control Panel
2. Double-click on User Account and Family Safety
3. Click on Mail to Open the Mail Setup – Outlook window
4. Click on the Email Accounts button to open the Account Settings window

Account Settings window

Method 2: Outlook

1. From inside Microsoft Outlook, click on the File menu
2. Click on the Account Settings drop-down button under the Account Information pane.

Account Settings button

3. Click on the Account Settings option in the drop-down and this should open the previously shown Account Settings window.

Now, the account marked with the checkmark next to it will be the default account used by Microsoft Dynamics GP when sending emails.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Excerpt from:
How does Microsoft Dynamics GP determine which account to use when sending emails

June 25, 2013 · Mariano Gomez · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 136