Andosi Blog

Exploring Great Design

It wasn’t too long ago that general ledgers and other financial data were kept by hand in notebooks or in rudimentary spreadsheets on the computer. Basic accounting software soon followed, much to the pleasure of accounting departments everywhere. QuickBooks was amongst the leaders to capture the accounting software marketplace and is used by many small businesses today. While QuickBooks is great entry-level accounting software, it has its limitations and these limitations may now be hindering your overall business efficiency, profitability and growth.

Growing Pain #2: Managing the Books and Cash Flow Isn't What it Used to Be

The days of

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Before you make any important business decisions, it is wise to check the books. Can you afford to take on this project or will it strain the profit margin? Unfortunately, when using entry-level accounting software like QuickBooks, the answers don’t come as easily or quickly as the questions. While you can draw financial data from QuickBooks, you still need details from procurement, manufacturing, and other departments to provide all of the information you need to move forward. Constantly going back to the books and your managers means you are looking backward more often than forward.

Growing Pain #4: Looking Back

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When you notice that numbers in the books have mysteriously changed, it is likely not a glitch, but a manual entry that was rewritten. Many basic accounting software programs, QuickBooks included, allow any user to login and edit data as needed, without any restrictions or an audit trail. Unless you keep a close eye on your data, these seemingly little changes can create a larger problem inaccurate numbers and skewed data. Making decisions based on inaccurate data can lead you in the wrong direction and introduce a whole new level of risk.

Growing Pain #3: Lack of Financial Controls

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If you’ve built your business on QuickBooks, you know it’s a great entry-level accounting solution. As your business flourishes, however, QuickBooks may not be able to keep up. There are telltale signs you've hit your limits with your current systems and when those start to occur, its likely your future growth will be stifled until you step up to a more comprehensive business management solution.

We have compiled a list of growing pains businesses like yours are facing when outgrowing QuickBooks. In this blog series, we will address some of those common growing pains and how a business solution from

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Normally when people think of tracking activities in CRM, they think of tracking activities that happen outside of CRM (i.e. phone calls, emails, tasks, etc.).  However, what if you wanted to track activities that happen inside CRM (i.e. the time spent looking at a particular record).  Why would you want to do this?  Well, perhaps you are trying to better gauge how profitable a client is.  If you can track how much time is spent working on each record related to a client and compare it to the revenue generated by that client, you can easily see how profitable the

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No doubt, Microsoft is aggressively attempting to be the leader in customer service and sales using Social Engagement!

With the Microsoft purchasing of Parature in early 2014 (www.parature.com), it was clear that they were aiming to provide Dynamics CRM customers with robust customer service by linking CRM customer support with consumer social sites such as Facebook, Twitter and YouTube.  With the $26Billion purchase of LinkedIn in June 2016 it appears that they now have the other half of the sales equation, Business-to-Business (B2B) is about to be addressed as well.

As consumers, we are now well aware that social

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1.  Positive Pay (aka ‘Safe Pay’) (Fraud Prevention)

Positive pay is the process whereby banks only cash checks if they are matched to an approved list.   Any checks presented that are not on the list will not be honored by the bank, preventing fraudulent check cashing. Note however, Positive Pay does not detect unauthorized electronic transfers.

 2. Daily Bank Reconciliations (Business Efficiency & Fraud Protection)

Fraudulent cyber transactions (ACH transfers, malware hacking, phishing, etc.) are a problem today.   If you wait until month-end to reconcile your accounts, you will likely not catch fraudulent transactions in time (There are no legal

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If you are currently using the out-of the-box Scribe Dynamics GP to CRM template, you might be experiencing issues with missing sales order/invoice line items in CRM.  The problem happens sporadically for no apparent rhythm or reason.  There is, however, a reason for this behavior...and there's even a solution!

Before we get to the solution, let's take a look into what's going on in Scribe and what's causing the issue.

When the Scribe Dynamics GP Adapter is first installed, it creates a table called SCRIBEPUBLISHERQUEUE in the GP company database. It also creates insert/update/delete triggers on certain source tables (e.g.

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Integrating and retrieving data from a Microsoft CRM 2013 instance is a common request, and I have found myself working on a number of these solutions lately. I encountered a recent example where a client was using an Internet Facing Deployment of CRM 2013.

 

In this case, I needed to connect to the Microsoft CRM 2013 server to retrieve data to be integrated into Dynamics GP.

Here is a quick sample of code you may use to connect to an internet facing deployment of Microsoft CRM 2013 using claims based authentication.


// Get the endpoint of the CRM
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Can you really execute native SQL Queries from SharePoint Web Services?

Microsoft SharePoint is great for building enterprise systems tying together various data sources.  If the information you are looking for is in a SharePoint List or Document Library, it is straightforward to call the built-in Web Services to query or manipulate that data.  Through custom Web Parts, you can run server-side code and easily retrieve data that lives outside SharePoint.

 

 
But what if you don’t have the access to run Server-Side code?  How can you get to the data that lives in SQL Server from your client-side
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With the recent release of Microsoft Dynamics GP 2013 comes an exciting new feature: the Web Client. We've all longed for the Web Client, dreaming of a day when we could access our system from any web browser without being tied to our desktops and office networks, and now it’s finally here! Before we all begin to jump for joy, there is one thing to realize before making the switch to GP 2013—some of the customizations that you've made over the years to your existing Dynamics GP installation may not be fully compatible in the new Web Client.



Before going

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WCF is great for building web services.  It's also great for interacting with existing web services.  Visual Studio makes it so easy . . . add a service reference, point to the WSDL of the service and just like that, you have a set of classes to handle the service and data contracts.
Unfortunately, sometimes web services don't live up to their contracts.  Recently, I was interacting with a web service and found that sometimes the response would be null.  I fired up Fiddler and looked at the SOAP messages.  Sure enough, an error had occurred on the remote server

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CSS Consolidator

Sometimes you inherit a huge pile of CSS and want to make a few changes. Sometimes there are huge groups of duplicated rules. Sometimes, you just want to see everywhere Comic Sans is used in your stylesheets. (Hopefully, nowhere.)
Paste in your Source CSS below and click Consolidate CSS.  Rules and selectors will be consolidated in the next textbox.  All processing is done client-side in JavaScript.
Below that, you will see a breakdown of your styles, arranged by Selector, Attribute and Values.
Why did I do this?  Why not?

Source CSS (No @media tags please)

Consolidated CSS

Selectors
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A few days ago I created a simple example to create a vendor in Dynamics GP using eConnect. I received a few requests to show a sample integration to create new customers. Creating new customers in Dynamics GP via eConnect is a common request and usually proceeds the creation of other receivables documents.
The sample below creates a new customer using the eConnect .NET assembly and in-memory serialization.
To run the following code on your machine:

  1. Install the latest version of the eConnect 11 SDK.
  2. Create a new Console Application in Microsoft Visual Studio.
Add references to these dynamic link
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Developing several integrations between Microsoft Dynamics GP 2010 and various third-party systems the last few weeks reminded me to update my previous article on In Memory Serialization for eConnect 10.
Microsoft Dynamics GP 2010 uses eConnect version 11 which includes significant updates. Notably, the COM+ component has been changed to a WCF service.
In this example, I am creating a new vendor record in Dynamics GP using the same in memory serialization technique. Why write a file to disk unnecessarily?
To run the following code on your machine:

  1. Install the latest version of the eConnect 11 SDK.
  2. Create a
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Recently I was asked to look into an error a client was receiving while standing up a new Citrix server installation for their Dynamics GP 9 clients:
 

NOTE: If you are recieving this error while attempting to upgrade from Dynamics GP 9 to Dynamics GP 10, see this article.
 
When we hit the debug button to look at the underlying VBA code, we saw this line:
 

Based on the line of VBA code above, I knew that a connection to a database was needed, and the RetrieveGlobals9.dll was not installed on the new Citrix server. You
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I've updated the Lock Trace Utility for Dynamics GP with 2 new features.
The first enhancement will replace the standard "This batch is being edited by another user" prompt when attempting to post or delete a SOP Batch with the name of the user that has the batch locked with an activity record in SY00800.

 
The second enhancement will clear all records that are locked by users that are not actively logged in to GP.  This will be executed when attempting to access a transaction locked by a user that is not actively logged in.  After, the record
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An article I posted sometime ago with a SQL Script that would reconcile SOP Batch Totals has really developed legs recently.  It's been downloaded several times a week for several months.  As a result, I felt some enhancement was in order.
To that end, I've compiled the same logic, with few exceptions, into an assembly you can download here.  Copy this to your Addins folder and then you can perform this same function from the Sales Batch Entry Additional Menu without having to run a SQL script or access the Reconcile Receivable Amounts Window in GP.

One exception to

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The other day I was working on a SharePoint project that required the deployment of a Content Type, a List Template, a couple of List Instances and a couple of Feature Receivers. Things were coming along well until I started to reorganize the project. I dragged the List Instances into the List Template folder and renamed several folders to better represent their purposes. When I went to deploy, I got the error: "Error occurred in deployment step 'Activate Features': Invalid file name".

 
I looked around the .spdata files, checked the Feature file and double-checked them all again. Everything looked
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The Dynamics GP Blogster: Microsoft Dynamics GP 2010 R2 is hot off the press...: "Microsoft has made GP 2010 R2 available prior to the original launch date of May 1, 2011. The product can be downloaded from CustomerSource ..."

This blog has been relocated from http://mbsguru.blogspot.com/ with authorization.
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