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Andosi Blog

Exploring Great Design

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, 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 media has become

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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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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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Today I started a new project that had a requirement to create a new form in Microsoft Dynamics GP 9 to track additional item attributes.

 
On a clean install of Windows 7 32-bit, Office 2010, and Microsoft Dynamics GP 9, I received the file not found VBA6.dll error as soon as I'd made my first VBA modification:
 

 
I tried a few fixes including downloading and registering a new copy of the VBA6.DLL, but the error persisted.
 
Then I found a post by Beth Gardner describing the same problem. The resolution involved both a registry edit and
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I discovered a problem in the way Dynamics GP Evergreen Contract Lines calculated revenue when 1) billing annually and 2) entering a quantity > 1 on the Contract Line.  Quite simply, it just didn't calculate the Total Amount on the Contact Line or the Invoice Amounts accurately.  This client is running GP 2010.

This was discovered late in the implementation finally being logged as a bug by Microsoft Support just days before data conversion was to be completed for the cutover to production.  Yikes!!  I was in quite a pinch without a good Plan B just days before go live.

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Check out the Dynamics Community blog post on the voting for the most influential people in Microsoft Dynamics.  They did a great job of highlighting the Dynamics GP contingent to make it easy for you to vote.  They've moved me to Poll 5.

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

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I'm not really sure how, and no I did not nominate myself, but I made it into the top 260 nominees for Dynamics World's Microsoft Dynamics Most Influential People.  Thanks to who ever did nominate me.  You can view the list of nominees here.

Several of my old friends are on the list; Mark Polino, Ross Carlson, Dwight Specht, Troy Ensor, Bob McAdam, and Shane Hall to a name a few.  Plus some of my new friends like Mariano and Dave Musgrave will surely be moving up the list this year.  People like Andy Hafer really deserve the recognition

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I recently received a request to lock down the Sales Transaction Entry Line Drop Ship checkbox when a line had been fulfilled.  This purpose was to prevent users from mistakenly marking a fulfilled line as Drop Shipped which automatically removes all of the Serial Numbers from the line.

 
To do this just add the Sales Transaction Entry window to Visual Basic.  Then add the Quantity Fulfilled field and Drop Ship checkbox to your project.  Copy the code below and paste it behind the SalesTransactionEntryDetail(Grid):
 
Private Sub Grid_AfterLineGotFocus()
    DropShipLock
End Sub
 
Private Sub QtyFulfilled_AfterUserChanged()
    DropShipLock
End
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I was recently talking shop with another consultant that has a customer who's Dynamics GP password was valid when they logged in but expired after causing a batch posting interruption.  Has this ever happened to you?

He submitted a support request to Microsoft to explain this issue and seek out a resolution.  The response he received was:

As for ways to overcome the password becoming invalid mid-day, there are two options:

1. Keep the password synchronized (time-wise) with the windows password and use the windows password reminder as a GP password reminder
2. Use the GP Password Expiration Notification utility,

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