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Microsoft Dynamic GP 2010 : System and Company Setup (part 7) - Company setup - Posting setup, E-mail setup

New functionality in Dynamics GP 2010 adds the ability to e-mail certain types of reports directly out of Dynamics GP to your customers and vendors. Each module that allows e-mailing functionality will have some additional setup steps, however first the company e-mail setup must be completed.

Microsoft Dynamic GP 2010 : System and Company Setup (part 6) - Company setup - Shipping Methods, Credit Cards

If you are planning on storing the Carrier, Contact, and Phone Number and want to make this available to the Dynamics GP users, make sure that the users needing this data have security access to the Shipments Methods Setup window. There are no out-of-the-box reports or inquiry windows that show this information.

Microsoft Dynamic GP 2010 : System and Company Setup (part 5) - Company setup - Company setup, Fiscal Periods

Fiscal Periods define the structure of your accounting periods and years in Dynamics GP. Each company set up in Dynamics GP has a completely independent fiscal period setup. During installation, Dynamics GP will create a default fiscal year based on the calendar year of the application installation date.

Microsoft Dynamic GP 2010 : System and Company Setup (part 4) - Company setup - Multicurrency, Taxes

If you are following the Setup Checklist in Dynamics GP, Multicurrency setup is listed under the Financial series, however it is important to complete this before some of the other setup steps. Even if you are not planning on using the Multicurrency functionality, you will need to define the functional currency for your Dynamics GP company.

Microsoft Dynamic GP 2010 : System and Company Setup (part 3) - Company setup - Account setup

General Ledger accounts are needed to perform many other setup steps and should be created as the next step. Even if you have decided to import your chart of accounts, it is helpful to know how to set up new accounts for any that you may want to create manually.

Microsoft Dynamic GP 2010 : System and Company Setup (part 2)

Once Dynamics GP users are created, they need to be granted access to the Dynamics GP companies they can log into and security needs to be set up for them.

Microsoft Dynamic GP 2010 : System and Company Setup (part 1)

System setup for Dynamics GP includes settings that are global to your entire Dynamics GP installation such as the system password, registration, creating users, setting up user security, currency settings, exchange rates, and additional system-wide settings.

Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 4) - Updating Data by Using Data Enrichment

Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 3) - Reviewing the Import Status

The import will run in the background after it has been initiated. You can continue to use Microsoft Dynamics CRM during this time. The process can take a minute to several minutes, depending on the size of the import file.

Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 2) - Importing Data with Automatic Data Mapping

The most time-consuming part of the process is mapping the fields, which is a simple task that nevertheless takes patience and an understanding of basic data concepts.

Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 1) - Using the Import Data Wizard

Most data import tools allow users to import simple values into text fields. For more complex data importing—importing into drop-down lists and lookup fields, for example—you usually need to enlist IT resources to write code to map the data. These

Microsoft Dynamics CRM 2011 : Reporting with Excel (part 4) - Uploading Excel Reports to the Reports List in Microsoft Dynamics CRM

You are now able to create reports that have value to others in your organization in addition to yourself. Although you learned that you can store dynamic Excel reports in a shared network location, this might be cumbersome and difficult to find.

Microsoft Dynamics CRM 2011 : Reporting with Excel (part 3) - Exporting Dynamic Data to Excel PivotTables

In addition to letting you export data to dynamic Excel worksheets, Microsoft Dynamics CRM lets you export data to Excel PivotTables. Excel PivotTables give you the ability to cross-tabulate data to produce summarized reports.

Microsoft Dynamics CRM 2011 : Reporting with Excel (part 2) - Exporting Dynamic Data to Excel Worksheets

If you are using Microsoft Dynamics CRM as it is intended, your data changes regularly. The number of records in your database on a particular day will probably be different the next day, and the data captured within those records will be updated frequently.

Microsoft Dynamics CRM 2011 : Reporting with Excel (part 1) - Exporting Static Data to Excel Worksheets

Excel is a tool that most people in traditional business environments are familiar with and use in some capacity. With Excel, you can organize, format, and analyze data. Many business applications give the end user the ability to export or download record-level data into Excel, and Microsoft Dynamics CRM is no exception.

Microsoft Dynamics Ax 2009 : Developing Role Centers - Role Center Web Parts

Developers can quickly customize Role Centers to add business-specific and industry-specific content, making Role Centers even more useful for businesses and the people who run them. In this section, we describe how to customize the Role Centers that ship with Dynamics AX 2009 and how to build a new one.

Microsoft Dynamics Ax 2009 : Role Centers - Introduction

A tremendous amount of information and functionality are available to people who work with Microsoft Dynamics AX. Role Centers have been developed to help users manage that information, enabling them to prioritize their tasks and make quick business decisions.

Microsoft Dynamics Ax 2009 : Enterprise Portal - Securing Web Elements, Developing the Navigation

To securely expose Web User Controls through Web parts in Windows SharePoint Services, you must create a Web managed node pointing to the Web control in the AOT. You can assign security keys, along with other configuration keys, to the Web node.

Microsoft Dynamics Ax 2009 : Programming Enterprise Portal Controls (part 4) - ViewState, Page Life Cycle, Proxy Classes

If you need to call X++ classes or table methods or enums in your Web User Control, the Enterprise Portal framework provides an easy way of creating managed wrappers for these X++ objects and using them in your Web User Control.

Microsoft Dynamics Ax 2009 : Programming Enterprise Portal Controls (part 3) - Labels, Formatting, Error Handling

In Enterprise Portal, .NET Business Connector (including proxies), the metadata, and the data layer all throw exceptions in case of error conditions. The Enterprise Portal ASP.NET controls automatically handle these exceptions, taking appropriate actions and displaying the errors in Infolog.

Microsoft Dynamics Ax 2009 : Programming Enterprise Portal Controls (part 2) - Data, Metadata

The Enterprise Portal framework provides a rich set of APIs to access the metadata from the AOT in managed code. The Microsoft.Dynamics.Framework.Metadata.Ax namespace contains several classes that work together to retrieve metadata from the AOT.

Microsoft Dynamics Ax 2009 : Programming Enterprise Portal Controls (part 1) - AJAX, Session, Context

ASP.NET AJAX allows the developer to create ASP.NET Web pages that can update data on the Web page without completely reloading the page. ASP.NET AJAX provides client-side and server-side components that use the XMLHttpRequest object along with JavaScript and DHTML to enable portions of the page to update asynchronously, again without reloading the entire page.

Microsoft Dynamics GP 2010 : Speeding up month-end processing with Reconcile to GL functionality

One process that can be extremely time consuming is balancing subledgers to the general ledger to ensure that everything in the system is balanced. An out-of-balance situation can occur if users change the GL account on a subledger transaction.

Microsoft Dynamics GP 2010 : Getting control of printing with Named Printers

In the recipe Reducing posting steps with better Printing Control, we touched on the edge of the Named Printers functionality by turning off the System Print Dialog.

Microsoft Dynamics GP 2010 : Speeding up entry by Copying a Purchase Order

Creating purchase orders can be a time-consuming process. It's not uncommon to have a large number of line items being ordered. Validating part numbers and prices can also take time.

Microsoft Dynamic GP 2010 : Dynamics GP System - Additional setup considerations

In addition to the setup categories we have discussed so far, there are a few more topics that are sometimes not looked at until after installation but that you may want to consider prior to setup.

Microsoft Dynamic GP 2010 : Dynamics GP System - Users and security, Sales and purchase taxes

As part of the planning for your Dynamics GP setup, you will need to determine whether sales and purchase taxes should be calculated and tracked by the system. Even though the concept is the same, sales and purchase taxes must be set up separately, as a tax in Dynamics GP can only be one or the other.

Microsoft Dynamic GP 2010 : Dynamics GP System - Fiscal periods and years

Dynamics GP manuals and online help state that you can only post transactions to two open years. This is not the case—you can post transactions to any and all open years you have in Dynamics GP.

Microsoft Dynamic CRM 2011 : Categorizing a Report

You now know how to create, modify, share, and schedule reports. As you begin creating additional reports, you’ll find proper categorization very helpful for organizing different types of reports into logical groupings.

Microsoft Dynamic CRM 2011 : Sharing a Report, Scheduling a Report

By default, Microsoft Dynamics CRM prevents other users from being able to use your report at this point, but it does allow you to share the report with other users as you see fit.