Technology Talk

Microsoft Dynamics - Why a Test Upgrade is Important

by Tanya Kratzer 25. June 2014 20:26

One of the most important steps in any upgrade process is your test environment. If you have not set up a test environment yet, or perhaps your existing environment is in need of some attention, now is the time to get it 100% functional. You might be saying, “I’ve never done a test upgrade before, why would I start now?” Perhaps you’re the type to just make some backups, shoot for the moon, and hope that everything goes fine. Don’t put it off any longer! You could use that old server that your IT staff uses for a doorstop, or a simple Virtual Machine deployed in Hyper-V, or perhaps it’s time to explore the Microsoft Azure workspace and deploy some virtual machines in the cloud to test your upgrade! Whichever you decide to use, your system, time, and (more importantly) data will be much more protected from unforeseen issues in a test environment.

If you rely on some of the great third party add-ons that are available for Dynamics for your day-to-day workings, your test environment is a perfect sandbox to confirm their functionality with new releases, and with one another. A test environment is a great place to work with new add-ons you may be considering implementing in your environment. Keeping your business processes working smoothly is a very high priority, and performing valid tests of these functions before taking the plunge will ensure a smooth transition into a new release.

Dynamics GP 2013 R2 Compatible with SQL Server 2014

by Tanya Kratzer 1. May 2014 17:52

Dynamics GP 2013 R2, scheduled to release later this month, will be compatible with SQL Server 2014. There are no plans to test GP 2010 compatibility with SQL Server 2014.  For GP 2010, you will need Hotfix KB 2654242 Version 11.00.1914 or later to be compatible with SQL Server 2012.

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Dynamics GP 2013 | Microsoft Dynamics

Dynamics GP Convergence News

by Tanya Kratzer 12. April 2014 00:46

Here is a link to a Prezi presentation regarding the recent news on the new road map and rapid release cycles, beginning with Dynamics GP 2013 Release 2 (R2). 

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Dynamics GP 2013

Dynamics GP 2013 R2 - LATEST NEWS!

by Tanya Kratzer 12. March 2014 21:20

The next update to Microsoft Dynamics GP 2013, called GP 2013 R2, appears to now have a target release date in the range of late March to May 2014.

(Note: An earlier report from a Microsoft source to a GP blogger noted that GP 2013 R2 will be released in May 2014, but that statement appears to have been retracted.)

Microsoft decided on the release name of GP 2013 R2 rather than "SP3" due to its size. According to one report, the release has been characterized as "very large", presumably in comparison to a typical service pack, with both table changes and a range of new features.

Key takeaways from Convergence 2014 relating to Dynamics GP Roadmap:

 

Rapid release, twice a year

Will implement votes from MSConnect into regular releases

Deepened investment in .Net development

Building out apps for procurement and time entry to replace Business Portal (no BP for GP 2015)

Full replacement of existing workflows – move from SP workflow to Dynamics GP native workflow

Moving to Dex-based service call (consumes and exposes services – example is creating a batch from an integration)

Replacing existing Requisition Management solution and moving into GP (fat and web client)

Business Analyzer release 6 (now HTML 5 for cross device support to be supported in the future)

Windows 8 design

 

Dynamics GP 2013 R2 Big Rocks and Features (Mar-May release)

 

BIG ROCKS

Requisitions

Workflow

Procurement

Identity Management

 

SYSTEM WIDE

SmartList Designer 2.0 – create a brand new SmartList from an existing SmartList

New auto-hide feature in SmartList – navigation pane will automatically disappear once you’ve clicked your favorite in SmartList

Take company offline – lock for maintenance

Print remaining docs for email

Print and email in one step

Email and print any report in word format – email based on document type (quotes versus orders, etc.)

Document Attach 3.0 – email attachments with all your transaction attachments

Convert OLE notes to doc attach Attachments, which are saved as a blob in SQL (OLE object migration utility)

SSRS on transaction forms

Ribbons on desktop client

Ribbons on all forms

Azure Backups – one click and have your backups stored directly into the Microsoft Azure storage infrastructure

BIG ROCK - New workflow framework – moving from SharePoint to native GP (POs and Requisitions first, migrate the rest of the existing workflows in GP in future releases)

BIG ROCK – Identity Management - Web Client Login = Single Sign On

 

FINANCIALS

Reverse the fiscal year end close process Utility

Fixed Assets – Default asset ID from asset class

Multi-currency is now linked to Analytical Accounting

Copy and paste from Excel into General Ledger JE (validates data being pasted)

Default soft order for checks in Payables Management Setup

New inquiry window – looking up cash receipts, you can now see what checkbook it went into, in one spot

BIG ROCK - Requisitions Phase I – access via limited user license

BIG ROCK – Procurement – via app

 

DISTRIBUTION

“Suggested Items” enhancement

Assign an item to multiple sites

Prepayment Additions

 

OTHER

Encumbrance reports with SSRS

Business Analyzer Release 6

Simple Time Management entry from web client (tap, enter, submit)

Remove inactive pay code

Microsoft Dynamics SL How-To Video Topics Now Available

by Tanya Kratzer 11. March 2014 17:47

Here is just a sampling of the various topics now available on YouTube:

Accounts Payable - Using the advanced payment selection feature to select documents for payment
http://youtu.be/cHG9ylEtJ00

Accounts Payable - How to use pre-payments
http://youtu.be/bwA0PFOye40

Accounts Payable - How to use recurring entries
http://youtu.be/ZTW_430AKiM

Accounts Receivable - How to void a payment or reversing an application
http://youtu.be/J6pGfalBNvY

Administration - How to enter Registration Keys
http://youtu.be/LcZXn9_ydDA

Application Server - How to configure application server
http://youtu.be/9deY_r8Uo0I

Customization Manager - How to rename a field
http://youtu.be/pOswu5THX0c

General Ledger - How to use the reverse/correct/duplicate feature
http://youtu.be/ZplY_DhnRt0

Inventory - How to create an inventory adjustment
http://youtu.be/eU0L9hQ1Qcs

Payroll - How to setup a pre-tax deduction
http://youtu.be/eU0L9hQ1Qcs

Quick Send - How to quick send an OM invoice
http://youtu.be/uRB-AIHA6dg

Transaction Import - How to use Transaction Import
http://youtu.be/PYKpLxPbIXw

Now Available! Report Assistants for Microsoft Dynamics SL 2011

by Tanya Kratzer 11. March 2014 17:41

Flexible reporting is an important part of a company's ability to effectively operate their business. These manuals are intended to assist end users with flexible reporting in Microsoft Dynamics SL modules. The manuals are useful during the creation or modification of reports. Each manual is divided into three parts: Sort and Select Statements, Data Field Illustrations, and Report Information. CustomerSource access is required to download these manuals.

https://mbs.microsoft.com/customersource/northamerica/SL/learning/documentation/how-to-articles/MSDYN_ReportAssistantsSL2011

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Happy Thanksgiving from SVA Consulting!

by Jenny Herritz 27. November 2013 19:37

Just as visualizing your business data can make it easier to make decisions, visualizing your Thanksgiving Recipes can bring success to your holiday dinner!  Click on the picture below to link to the interactive visualization to find the best Thanksgiving recipes.

Have a safe, fun, and delicious Thanksgiving!

 

 

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Hey! The 1980’s called and they want their graph back!

by Jenny Herritz 19. November 2013 16:38

You wouldn’t wear a hot pink tie or a shirt clip to work in 2013, would you?  Then, why would you use the same graphing techniques from the 1980’s?

 

According to Wikipedia, the first version of Excel was released in 1985.  Lotus 1-2-3 had the largest market share of the original spreadsheet programs, and the functionality knocked the socks off most business users.  You mean, you can just click a couple buttons and make a graph?  Check out how exciting I can make the graph by choosing bright colors and making it look 3D!  The problem is, many people are stuck in the 1980’s time warp.

 

Here’s an actual screenshot of Lotus 1-2-3 from 1991:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

And here’s an out-of-the-box chart from Excel 2013:

 

I look at this, and I wonder what progress we have made.  Sure, the graphics are better and the pixels are tighter.  We are able to choose a background color now.  But the 3D effect skews the distribution, and it’s very hard to tell much of anything from this graph – do Skateboards or Bikes have larger sales?  How does this compare to last year?  What is the trend?

 

The business graphing tools of yesteryear did a great job in their time.  However, now there are a number of more advanced tools on the market that allow you to create much more impactful and understandable data visualizations.  Take the same data—with prior year—displayed in the graph below:

 

While the graphic takes less space than the 80’s tribute to pie, it’s far easier and faster to gain insight to the data.  The relative position of the categories is obvious, and you can immediately tell if this year’s sales have exceeded the previous year.  The linear fashion of the measure and scale make it easy to estimate the actual sales amount, and the Caption gives a clear explanation of what is represented.

 

What you can’t tell from a screenshot is what really makes this data visualization modern—the ability to interact with it.  No longer should the expectation be to look at a graph and try to decipher it…the expectation should be that you can interact with the data and answer your own questions.  Sorting, slicing and dicing, filtering, annotating…these are all ways stakeholders in the current business environment should be able to work with the data, enabling them to be self-reliant to answer their own questions.

 

Just as our wardrobes and hair have changed over the last 20 or 30 years, the way we interact with data has changed as well.

 

 

 

 

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1099 Vendor Accelerator for Dynamics SL

by Tanya Kratzer 31. October 2013 17:35

Plumbline just relased their new 1099 Vendor Accelerator, touting it as the best thing since sliced bread, at least where Dynamics SL is concerned.

This utility improves the process of reviewing and changing 1099 vendors in one easy-to-work in screen and provides the following benefits:

  • A single screen to view and update vendor's 1099 status and default 1099 box settings
  • Review and edit 1099 transaction default box details in the same screen
  • All changes performed are recorded in an audit table and viewable via screen or exported report
  • Change the current 1099 year with a one-step process
  • Exclude transactions from review by account or subaccount as needed
  • Review information the way you need it...on screen, in a report, or through the grid-to-Excel feature
  • Reduce the time to review your 1099 details

Bonus: Vendor check inquiry screen displays vendor checks by year!

Check it out on YouTube, and contact me for more information and pricing at kratzert@sva.com

Tags:

Dynamics SL

Microsoft Dynamics GP SmartList Builder Discontinuation Announcement

by Tanya Kratzer 19. September 2013 21:22

Effective January 1, 2014, SmartList Builder for Microsoft Dynamics GP (SmartList Builder) will no longer be offered by Microsoft and all associated SKUs will be removed from the Microsoft Dynamics GP price lists including the Service Provider License Agreement (SPLA).

eOne Solutions (eOne), the owner of SmartList Builder, will continue to support existing SmartList Builder customers. eOne will also take responsibility for improving SmartList Builder and selling licenses to and maintenance for the product going forward. New or existing customers who wish to purchase licenses to SmartList Builder can buy them from eOne (or eOne’s resellers) as of January 1, 2014. Licenses to SmartList Builder will be available for purchase from Microsoft until December 31, 2013.

Starting January 1, 2014, Microsoft Dynamics GP customers who obtained licenses to SmartList Builder via the Microsoft Dynamics GP price list will receive a reduction in their Protected List Price and will not be charged enhancement fees for SmartList Builder on their next enhancement renewal date. The license keys for these modules will remain on existing SmartList Builder customers’ accounts, allowing the continued use of the modules. For more information, click here.

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