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Refreshable Excel report for historical GL trial balance in Dynamics GP

Want to see your historical General Ledger trial balance in Excel? Yes, you can always print out the one from GP and dump it to Excel and manipulate the results, but there is an easier way. Below is a stored procedure you can use to create this. As an added bonus, if you’re using GP Reports Viewer you can […]

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Refreshable Excel report for historical GL trial balance in Dynamics GP

August 13, 2015 · Victoria Yudin · No Comments
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Delete/Unassigned bulk items from Sites or Assign bulk Items to Sites

Few days before I was having client requirement to unassigned around 50K + items from specific sites. There were several help available on web one of is from MVP Mohood (http://mahmoudsaadi.blogspot.com/2013/11/delete-item-site-assignment.html) . I followed his sql query to delete all those items from sites.

But recently I found new feature in Dynamics GP 2013. From Navigation–>Click on Inventory –> Click Items. You have option to add filters base on your requirements.  Check mark items you want to unassigned from sites.  Click on Unassigned Site icon. Select Site and click Unassigned.























You have option to to add site with same screen.

Thanks much
Sandip Jadhav

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Delete/Unassigned bulk items from Sites or Assign bulk Items to Sites

July 28, 2015 · Sandip Jadhav · No Comments
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Bank Deposit Slip from Dynamics GP.

I want to document one of forgotten feature in Dynamics GP i.e. printing Bank Deposit Slip from Dynamics GP.

User can print Bank Deposit Slip right from Dynamics GP.

Goto–&gtTransactions–>Financial–> Bank Deposits

































Select your transactions–>Click on Print button to print Deposit Slip.





Depend on yours transactions report has all details – Checks #, Cash Details etc . User can take this form to Bank.

I have updated this forms as per customers bank preprinted format.

Thanks much for reading !!!



Until Next Post!!!

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Bank Deposit Slip from Dynamics GP.

July 14, 2015 · Sandip Jadhav · No Comments
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GP 2015 R2–What’s coming and GP’s roadmap

With Convergence all wrapped up – David Musgrave has started his series of posts
covering his experience at his
blog
. A couple of slides from the general session are worth checking out if
you haven’t seen them already. One of the exciting things on the roadmap is the
HTML5 Web client on the roadmap for R3.

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GP 2015 R2–What’s coming and GP’s roadmap

March 31, 2015 · Jivtesh Singh · No Comments
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Microsoft Convergence Atlanta 2015 (#CONV15) – Day 1

Keynote and General Session

I know, it’s been over a week since Microsoft Convergence 2015 closed its doors, however, I did not want the time to go by without reliving some of the things I personally experienced throughout the event. With early mornings and late evenings it became impossible to write blog posts as things were happening, considering my own involvement with quite a few of the activities and presentations at Convergence.

Day 1 started out with David and I rushing through Atlanta’s traffic to get to the Georgia World Congress Center. From there we would head over to the Phillips Arena for the Opening Keynote Speech. We got there at the tail end of the presentation of Dance 411. The Dance 411 Foundation’s mission is to foster the well-being of urban youth and young adults through self-expression. They provide a quality education and exposure to the discipline of dance, drama and music. Judson Althoff, President Microsoft North America was in the middle of interviewing JJ Crampton and Sindy Scheider, both directors of the Foundation and requesting everyone filled out the Convergence event evals, for which Microsoft would make a donation to the Foundation.

Dance 411

Once the dance group completed their presentation, Althoff was once on stage to talk about the Atlanta Youth Project and Truly Living Well Center for Natural Urban Agriculture and the volunteering work done in conjunction with the Convergence attendees who signed up for community outreach, now a staple of these events. The community outreach video was accompanied by an original song by The Groove Merchants.

Upon the conclusion of the community outreach video, Althoff was back on stage to describe the upcoming days at Convergence and some of the guest speakers that attendees would have a chance to experience. He also alluded to the fact that the event itself, Convergence, is also evolving and changing, just like the businesses present at the event. He also noted that Convergence used to be a Dynamics only event. Microsoft has expanded the event and evolved it to actually incorporate all of its innovations. Convergence has become the Premier Business Event.

Without further due, Satya Nadella was on stage to talk about how Microsoft is empowering every person and every organization on the planet to achieve more, via the “systems on intelligence”.

Satya Nadella on Microsoft’s Vision

The systems of intelligence interact with the systems of record to make sense of the data collected. Microsoft is focusing on the automation of the systems of intelligence, with the richness of its cloud infrastructure. To further talk about how other industries are taking advantage of the technologies that drive the systems of intelligence, Satya welcomed Seattle Seahawks’ Russell Wilson.

Seattle Seahawks Russell Wilson

Russell described how he uses OneNote to track all his activities on and off the field and how the National Football League (NFL) leverages Microsoft Surface during the games to analyze team formations, plays, and players in near real time – Microsoft is a sponsor of the NFL.

The rest of the presentation focused around the use of other technologies such as Yammer within Microsoft itself. Also there was a cool case study on how AccuWeather is leveraging Microsoft Azure to deliver custom and personalized weather to both consumers and businesses.

AccuWeather

After the case studies, it was time for Mark, Belinda, and I to head over to the GWCC to wire up for the Microsoft Dynamics GP General Session, to be held at the Sydney Marcus Auditorium. Upon arrival, I went back stage to check in and had a chance to capture this picture with the engineering team at work.

Video and Audio Engineering Room

This year, the Microsoft Dynamics GP General Session featured a number of info-bites showing what each of the presenters were doing at different stages during the 90’s and various terminologies born from that time.

Little bits of information before session

This year’s Dynamics GP General Session would focus on product strategy and roadmap, and as customary, it began with with Errol Schoenfish welcoming all attendees and discussing the Microsoft Cloud for Business strategy, which features Office 365, Azure, and the business applications, including Microsoft Dynamics GP. Errol went on to demo a Time Management app (#IfErrolCanDoIt) showing how it would work on various device platforms.

Then came the highlight of the event (ehem!): The MVP Duel featuring Mark Polino and I, with a special guest, Belinda Allen. Our presentation, showcasing a number of new features in Microsoft Dynamics GP 2015, went very smooth and features were well received by the audience.

The MVP Duel – From left to right: MVPs Mark Polino, Belinda Allen, and Mariano Gomez

Up next was the customer story featuring Rural Renewable Energy Alliance (RREAL), a non-profit dedicated to make solar energy available to low income families.

Next up was Jennifer Ranz to demo a day in the life of a RREAL employee. Jenn showed the dashboards released for Office 365 and PowerBI. Jason Edens from RREAL came on stage to talk about how their company is leveraging Microsoft Dynamics GP to run their business.

The session went on with other demos and a glimpse into the future of Microsoft Dynamics GP. First up was Jeff Trosen to talk about the evolution of the Microsoft Dynamics GP roadmap. Chad Sogge came up next to talk about the new HTML 5 interface and provide a demo of how this new web client technology will allow for a better user experience across browsers and devices.

Errol Schoenfish and Chad Sogge on the Future of Microsoft Dynamics GP Web Client

I had to finally get a shot of the audience.

Microsoft Dynamics GP General Session Attendance

Well, in my next post, I will talk about the sessions we delivered throughout the rest of the event.

Until next post!

MG.-
Mariano Gomez, MVP
Intelligent Partnerships, LLC
http://www.intelligentpartnerships.com/

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Microsoft Convergence Atlanta 2015 (#CONV15) – Day 1

March 30, 2015 · Mariano Gomez · No Comments
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Microsoft Convergence Atlanta 2015: GPPC PreGame

Hi everyone and welcome to Microsoft Convergence 2015 from the beautiful city of Atlanta, Georgia, my hometown. I really like that Convergence has called Atlanta home 4 out of the past 5 years – it also makes it pretty convenient for me to attend while sleeping in the best hotel in town: my home!

Microsoft Convergence 2015 welcome banner at Georgia Wold Congress Center

After not much convincing, David accepted my invitation to stay to be a guest for the duration of Convergence. As such, my jobs is to also make sure we get to and from the convention center on time for the numerous commitments we have this week.

On of those commitments involves attending the PreGame 2015 event hosted by Dynamic Partner Connections, held at the Westin Peachtree Plaza hotel. If you are familiar with this Downtown Atlanta landmark, you will remember it was severely damaged during the 2008 Atlanta tornado outbreak and having to replace over 5600 windows during the renovation process.

David Musgrave and Shanna Hensch

After registering for the event, we both caught up some good ol’ friends of ours and had a chance to exchange pleasantries.

From left to right: David Musgrave, John Lowther, Belinda Allen, Kim Peterson, Mariano Gomez, and Bob McAdam

While I had a session to present at PreGame, I took the opportunity to attend a 1:00 PM session, Using CRM, Office 365, Azure, and the cloud to turbocharge sales moderated by Errol Schoenfish.

Errol Schoenfish

In this session the panel conducted an interactive discussion and heard from partners that have accelerated their sales process to accommodate an ever changing sales environment. These partners are also delivering and deploying Microsoft Dynamics GP in a Cloud first world to both new and existing customers.

After the session was over, I quickly returned to the Congress Center to attend the Dynamics GP General Session rehearsal. It’s always exciting to catch up with my many Microsofties from Fargo, North Dakota.

Brian Mayer and Jodi Christiansen

It’s always cool to see the amount of prep work from the Audio and Video engineering technical staff to make these events and presentations go as smooth as possible. The guys are really engaging and always willing to accommodate pretty much any request as it relates to device connectivity and interfacing to the systems.

Add caption

Unfortunately, a confusion in schedules prevented me from participating in the actual rehearsal since tech check was being conducted from 3 – 4 PM, which encroached on my PreGame session at 4:00 PM. So, I left around 3:30 and back to the Westin.

My session, Microsoft Dynamics GP 2015 Installation and Configuration began with sharp at 4:00, with 10 partners in attendance in the room. We walked through the Microsoft Dynamics GP architecture and its evolution to today’s Web Components, including web client and Service Based Architecture. We had a chance to conduct a full install of Microsoft Dynamics GP, working through the different screens, but unfortunately, ran out of time to address Web Client implementation in full. Since Service Based Architecture depends on having a domain environment, we could not install it either. Nonetheless, a good effort was made to explain the process and what can to expect during the installation.

The session went over the allotted 2 hours and ran until 6:30 PM. I really thank the attendees for gutting it out until then. However, this type of class is suited for a half-day or full-day format.

Up next was the partner reception hosted by Microsoft on the 8th floor of the Westin. After partaking and exchanging pleasantries with many fellow business partners in attendance, it was time to attend the MVP Mingle event.

Partner Reception

The MVP Mingle is a partner sponsored event. We count with the support of FastPath, which specializes in security access and segregation of duties monitoring and compliance, and Data Masons, which develops integrated EDI solutions for the Microsoft Dynamics ERP products.

MVP Mingle

The FastPath Team: Jeff Soelberg, Liz Piteo, Nate Boettcher, Trish Boccuti, and Andy Snook

The MVP Mingle was hosted at STATS Food + Drinks, which has some great appetizers and a good selection of local, national, and foreign brews.

Having a 7:30 AM GP General Session rehearsal meant that it was time to wrap up early and drive home to get some rest for the next day.
Until next post!

MG.-
Mariano Gomez, MVP
Intelligent Partnerships, LLC
http://www.intelligentpartnerships.com/

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Microsoft Convergence Atlanta 2015: GPPC PreGame

March 16, 2015 · Mariano Gomez · No Comments
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Dynamics GP hosting – a great experience with RoseASP

I recently had a great experience that I would like to share. We have a client that was on a very old version of Dynamics GP (8.0), very old version of SQL (2000) a very, very old server (going on 10 years), and outsourced IT. Long story short, their server went down, they lost 2 out of the 3 […]

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Dynamics GP hosting – a great experience with RoseASP

March 16, 2015 · Victoria Yudin · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 137