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Showing posts from September, 2010

How to resize logo in Microsoft Dynamics GP Word Templates

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Getting used to the new Word Templates functionality can be a bit challenging at times. One of those challenges came in the form or a simple question: "How to resize the logo on the template?". One thing to keep in mind is that most objects on a Microsoft Dynamics GP Word Template document live inside of content controls. With that said, here are the steps to achieve this, taking the SOP Blank Invoice Form Template* as an example: 1. Under Report Template Maintenance , select the SOP Blank Invoice Form template from the More Reports list. 2. Click the New button to create a new template. For this example, we will create the template based on the existing template and we will call it SOP Blank Invoice Form Icon . Click Ok to continue. 3. Highlight the newly created template, then click the Modify button to open Microsoft Word. 4. Click on the Picture content control to add a logo image. Note: This image must also exist in the Image library under Template Config

My first post over at Dynamics Latam

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My first post on COM interop and Dexterity is out over at Dynamics Latam ! This will be an excellent venue for me to give back to Spanish speaking community Microsoft Dynamics GP in North, Central, and South America and will sure up other venues to spread the GP gospel. Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/

Debugging Microsoft Dynamics GP 2010 Word Templates

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In my previous article I outlined a few steps to add a page of terms and conditions to an invoice form. However, these changes did not come without their challenges. When I initially started out working on this customized template, my "natural instinct" was to add a new section to the Word template and unlink the header and footer from the previous section, then add the text. To complicate matters a bit more, I had added this new template as a modified version of a modified report - SOP Blank Invoice Form Template (Modified) . Typically this is what would be encountered in a GP environment anyways as most standard GP invoice forms were customized even before the Word Templates functionality even existed in GP. Somehow, these changes managed to crash and display a message in the Template Processing Exceptions(TPE) window and I ended up with this error: One or more templates could not be processed. View the exception log for more details. Well, that was a good start... b

How to add a "Terms and Conditions" page to a Microsoft Dynamics GP Word Template document

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It's officially Microsoft Office Word Templates week here at The Dynamics GP Blogster ! With the integration of Microsoft Word Templates into Microsoft Dynamics GP 2010, the possibilities of delivering professional looking business facing documents increased 1000-fold. Now, Microsoft Dynamics GP users want to take full advantage of Word's editing and document formating capabilities to introduce extra information in their business facing documents that was simply quite complex or impossible to achieve with Report Writer. A common request among users is to add a Terms and Conditions page to a SOP invoice form. For this example, we will use the SOP Blank Invoice Form report. You can follow these steps to achieve just that: 1. If you haven't done so, enable the SOP Blank Invoice Form Template* report under the Template Configuration Manager window. Click Save to continue. 2.  Open the Report Template Maintenance window and choose the SOP Blank Invoice Form from

The Dynamics GP Blogster changes its motto!

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"Your Microsoft Dynamics GP World Without Barriers" When I first created this site and posted my first article back in March of 2008, my original goal was to show you, the reader, a number of tips and tricks I had learned over the years from working with Microsoft Dynamics GP and developing international localizations and customizations, hence the initial site's motto "A comprehensive resource for technical and functional tips and tricks for the Microsoft Dynamics GP platform" . Since that very first article, this site has published over 475 articles that have ranged from SQL scripts, to VBA customizations, to conference sessions, to events, to topics covered by other bloggers, and heck, even some CRM stuff (as it relates to GP). Popular among readers are some of the specialized content like The Technology Corner , which outlines what going on outside of the Microsoft Dynamics GP world that will eventually impact how you work with Dynamics GP; and From the N

Microsoft Dynamics GP 2010 Service Pack 1 now available!

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Over at Inside Microsoft Dynamics GP , Andy Westby has news on the release of Microsoft Dynamics GP 2010 Service Pack 1. Customers and Partners can now download the new service pack from these links: CustomerSource: https://mbs.microsoft.com/customersource/downloads/servicepacks/mdgp2010_patchreleases.htm PartnerSource: https://mbs.microsoft.com/partnersource/downloads/servicepack/mdgp2010_patchreleases.htm NOTE: As of the time of this post, I could not download the new service pack as it seems the download site is already extremely busy. With the release of Service Pack 1, Microsoft will be launching 2 new online services. However, these have yet to be disclosed. Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/

The Technology Corner: Linda Rosencrance looks at IE9 Beta across the CRM spectrum

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My friend, Linda Rosencrance over at MSDynamicsWorld takes a look at early attempts to run Microsoft Dynamics CRM 4 and 5 with the new Internet Explorer 9 Beta in her new article . She also features some of my earlier comments and findings with running Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010 with IE9 Beta. The bottom line is, IE9 Beta is not going to be supported by Microsoft whether you are running Microsoft Dynamics CRM or Microsoft Dynamics GP. Any attempts of running IE9 Beta should be conducted in a non-production environment. Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/

Test-Driven Development with Dexterity

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Often, when speaking to Visual Studio developers I am introduced to some new (or not so new) software engineering technique available via the slur of tools provided by Team Foundation Server (TFS). One of such tools is the ability to write/implement in-line test cases along with the rest of your code. This is known in Software Engineering as Test-Driven development or is sometimes referred to as self-testing code. Dexterity also has these capabilities, believe it or not. Sufficient to say, that the Dexterity development environment and the sanScript language were conceived by Software Engineering and Compiler purists who were way ahead of their time back in the 80s when the mid market ERP was racing towards identifying a clear leader -- see Microsoft Dynamics GP Architectural Foundations Series - featuring Microsoft's Tim Brookins . To address this issue, the SanScript language implements assertions . See A Historical Perspective on Runtime Assertion Checking in Software Engineer

Mass emailing customer documents with Microsoft Dynamics GP 2010

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In a previous article, I detailed the steps required to setup the email feature in Microsoft Dynamics GP 2010 - see Configuring Email for Sales and Purchasing Documents in Microsoft Dynamics GP 2010 . Now, I will show you how to take advantage of a few Dynamics GP features to mass email customer documents. That's right! En mass, bulk, or simply a bunch of them at a time! First up, is the Print Sales Documents window, Transactions > Sales > Print Sales Documents, or if you prefer, click Sales on the Navigation Bar, then click the Print Sales Documents link under the Transactions web part. Use this window to mass email sales documents when your ranges are predictable, for example, when you are emailing documents that are in sequence, or belong to the same date or consecutive dates, or based on the batch number or batch status. Second up is the Sales Navigation Lists . By clicking on Sales on the Navigation Bar, then choosing Sales Order Transactions, you can display all

The Technology Corner: IE9 Beta Follow Up

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In my previous article I talked about the recent launch of the new Internet Explorer 9 Beta . There are a couple of things I forgot to mention and I want to bring them along in this post for further clarification: 1. Microsoft Dynamics GP is currently NOT supported with Internet Explorer 9 Beta. If you decide to install IE9 Beta, do so in a test environment, not in production as you will not be able to receive support should you have any issues. 2. Internet Explorer 9 Beta will not be made compatible with Windows XP. The new Microsoft browser will run on Windows Vista, Windows 7, Windows 2003, and Windows 2008, but no plans for a Windows XP version. 3. You will continue to need the Microsoft Office Web Components to run the metrics on the home page, even with IE9 Beta. Nonetheless, I have to say that my experience so far with the new browser and Microsoft Dynamics GP 2010 and Dynamics GP 10.0 has been very satisfactory. The home page seems to load faster and the metri

The Technology Corner: Microsoft Internet Explorer 9 Beta now available for download

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If you keep up much with what's going on in the Microsoft world, you may have come across the new Internet Explorer 9 Beta . I have installed it and have to say that the performance is just plain superior to the prior two iterations (IE7 and IE8). In addition, I have not run across any issues with Microsoft Dynamics GP home page or any of the new features in GP 2010 not working as expected, for example, the Connect feature -- I must say though, that I continue to experience the pop ups I reported a few weeks ago, all before the upgrade. If you are one of those who love to explore with new applications, this is certainly one of them you can try. IE9 continues to need some work as some fonts seem to be pretty rough around the edges, but other than that I love it. Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/

Is the new "Remember User and Password" feature in Microsoft Dynamics GP 2010 safe?

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Increasingly, a number of you have been asking about the security of the new "Remember User and Password" login feature in Microsoft Dynamics GP 2010. I will start with the short answer to this question... Yes! Very safe indeed. Back in January, I posted an article about the new feature - see Microsoft Dynamics GP 2010 - Security Enhancements . In this article, I described the new automatic login capabilities in Microsft Dynamics GP 2010. As you may know by now, these settings are stored in the Windows Registry under the HKEY_CURRENT_USER registry hive as shown below: HKEY_CURRENT_USER/Software/Microsoft/Dynamics GP The ProtectedValueA and ProtectedValueB keys correspond to the user Id and password values respectively and are stored as REG_BINARY values. You may be thinking, it would be simple enough to get a cracker from any website that decodes the value into a readable string. Even if you did, the development team has taken extra precautions to introduce an entropi

Configuring Email for Sales and Purchasing Documents in Microsoft Dynamics GP 2010

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Recently, I have been receiving a number of questions on the new Sales documents email functionality in Microsoft Dynamics GP 2010 and how to get it configured and working adequately. If you know me by now, I love to translate those questions into useful articles for the Microsoft Dynamics GP community at large. Fortunately enough, the configuration process is not that difficult. Microsoft Dynamics GP 2010 allows this feature to be configured in a top-down approach which in turn ensures that all related areas of the application are email- aware. As a first step, there is a setup needed to be done at the company level - MSDGP > Setup > Company > E-mail Settings, or if you prefer, click on Administration on the Navigation Bar, then locate the E-mail Settings link under the Setup web-part: The first settings you will be able to configure is whether you want the actual document embedded as part of the email body or as an attachment to the email itself. My preference is the l

Dynamics Latam Blog

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No, it's not a new Salsa group, but they will sure write to the tune of it. It's actually the brand new Microsoft Dynamics Latin American blog, Dynamics Latam , featuring my buddy Francisco Hillyer and Betrand Desmarest (left to right) showcasing content for the Spanish speaking Dynamics community around the world. I have been in touch with Francisco for the past 3 years. He just recently moved from California to become a part of Microsoft's Mexico's support team. Chances are you will see future contributions of mine added to this new blog - ehem! Muchos exitos compadres, Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/

Nigel Frank's Microsoft Dynamics 2010 Salary Survey

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Microsoft Dynamics specialist recruiter, Nigel Frank International launches its 2010 Microsoft Dynamics salary survey . Fill out the survey and in the process enter your name to win a brand new Apple iPad. Until next post! MG.- Mariano Gomez, MVP Maximum Global Business, LLC http://www.maximumglobalbusiness.com/