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Armanino Dynamics Blog

Armanino Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Monday, July 21, 2014

Update Rollup 3 for Microsoft Dynamics CRM 2013 is now available!

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On July 15, 2014, Microsoft released Update Rollup 3 (UR3) for Dynamics CRM 2013. On-premises customers can download UR3 from this page. The UR3 packages are currently in the Microsoft Download Center and are scheduled to appear in Microsoft Update sometime in August.

In keeping with the new Dynamics CRM 2013 version numbering scheme, the build number for UR3 is 06.00.0003.0106 (a/k/a 6.0.3.0106).

The developers have been busy! UR3 includes more than 200 fixes, which can be found on this page (search for the heading “Issues that are resolved.”) We are pleased to report that the infamous Brasilia time zone bug, which was rectified in Dynamics CRM 2011 UR16, has now been eradicated from CRM 2013.

Friday, July 18, 2014

New Dynamics GP 2013 R2 Dashboards

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Microsoft's Dynamics GP 2013 R2 release includes four ready-to-go dashboards for Purchasing, Inventory, Sales, and Finance. They are deployed as part of the familiar Excel Reports for Dynamics GP. These dashboards show off the results that Excel can deliver from your Dynamics GP data.

Though you’ve been able to easily create similar dashboards using Excel Reports for Dynamics GP, these four are proof of what you can do and can also give you some additional ideas. Plus you get four complete dashboards to use and build upon, if you want.

And because they’re deployed along with the Excel Reports for Dynamics GP, the data connection to your SQL server will be made automatically. Beautiful!

These dashboards were created using this basic design concept:

  • Use separate worksheets/tabs to pull the data from Dynamics GP. (Use Excel Reports for Dynamics GP to make this easy.)
  • Use pivot tables to sort and select the data you want for your dashboard.
  • Use lists or graphs to actually display the results.
  • Combine all lists and graphs on one worksheet/tab for your dashboard.

Thursday, June 19, 2014

Manually link or unlink organizations using the global address book within Dynamics AX

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Have you ever wondered how to manually link or unlink two organizations using the global address book within Dynamics AX − for example, linking a customer to a vendor, or a vendor in one entity to a vendor in another entity?

If so, here is a basic but often overlooked feature that can help.

When creating another organization with the same name, a prompt will appear. That prompt allows you to utilize the existing address organization and associate it to whichever record you are creating.

Here is an example of that form:

Troubleshooting: Removing the Old Data Mart in Management Reporter 2012

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Recently we had a few customers with a heavy load of financial data in GP, which can gum up the refresh process.  Here are a two tips to help  to overcome these data mart challenges in Management Reporter 2012:

  1. Sometimes, when attempting to refresh the data mart, you think the data mart is removed, but it isn’t. 

    Scenario: You first disable the data mart, then proceed to remove it in the configuration console.  After you do that, you remove the data mart in the SQL database.  When trying to rebuild the new data mart, you get an error saying that the “integration is already in place.”  This is because the data mart never was completely removed.

    Solution:
    To fix this, you can create a blank database in SQL called “ManagementReporterDM” and then remove the data mart one more time from the configuration console.

Tuesday, June 17, 2014

8 Steps to Implementing “Good” Credit Management

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Effectively managing the credit you extend to customers allows your company to conserve working capital, reduce bad debts and create better relationships with customers. Below are eight steps to help you start properly managing customer credit:

  1. Establish a credit policy and stick to it. This is the first step to good credit management. A credit policy will help you define to whom you will give credit, and under what terms.

  2. Ensure that sales documents include specific payment terms and contractual language that communicates the relevant aspects of your credit policy.

  3. Analyze aged receivables on a regular basis. Take corrective action and follow up on it.

  4. Initiate collection actions as soon as your credit policy is violated. There’s really no reason to wait.

Friday, June 13, 2014

Document Attachment Setup for Microsoft Dynamics GP 2013

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In our recent Dynamics GP Tips & Tricks Webinar: Preparing for Your 1099, we introduced a new feature in Dynamics GP 2013.

The Document Attachment Management window is used to attach documents or preview the attachments for customer, vendor  and item records. However, the Attachment Manager must be enabled before you can use it. Below are the setup process and a vendor attachment example. 

Navigate to the Administration tab, under Setup >> Company, and you will see Document Attachment Management.

Monday, June 2, 2014

Microsoft Dynamics CRM 2013 Service Pack 1 is now available!

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On Tuesday, May 27, 2013, Microsoft released Service Pack 1 (SP1) for Dynamics CRM 2013. On-Premises customers can download SP1 from this page. For online customers, this is also referred to as “CRM Online Spring ’14” (a/k/a “Leo” for the astronomically-inclined).

A complete list of the 50+ fixes can be found near the bottom of this page. SP1 also encompasses everything contained within CRM 2013 UR1 and UR2 . SP1 will also be required for any future Update Rollups that are based upon it.

One significant fix is that users can now save appointments after having upgrading from CRM 2011 to CRM 2013 or importing CRM 2011 appointments. There are also a number of fixes related to the Outlook Client. Microsoft has also squelched several annoying JavaScript errors, mostly related to subgrids. However, there is a bit of confusion in this list, because several items refer to Update Rollup 16. UR16 applies to CRM 2011, not CRM 2013.

In addition to the abovementioned fixes, SP1 introduces considerable new functionality. Highlights include Parature integration, Insights (née Inside View) integration*, Social Listening support, numerous incident/case enhancements. Full details can be found at this page.

As always, Armanino suggests that you wait a few weeks after the Service Pack is deployed to allow for thorough testing before implementing it into your production environment.

*Insights is available at no additional cost to CRM Online customers with US Professional licenses.

Monday, May 12, 2014

Update Rollup 17 for Microsoft Dynamics CRM 2011 is now available!

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Thursday, May 9, 2014 marked a momentous day. No, not the NFL Draft… it’s the release of Update Rollup 17 (UR17) for Dynamics CRM 2011! You can download UR17 from this page. A complete list of the 70+ fixes can be found here.

Internet Explorer 11 users will be pleased to know that Microsoft has added bona fide support for IE11. No more compatibility mode!

Also, we are particularly pleased to see the following issue resolved, which was causing a number of users to experience errors randomly: When a form is opened, if a user clicks “Insert Template” before the rest of the form finishes loading, one of the following script errors might occur:

  • 'Mscrm.FormControlInputBehavior.GetBehavior(...)' is null or not an object 
  • Unable to get property 'Items' of undefined or null reference 
  • Object expected 

As always, Armanino suggests that you wait a few weeks after UR17 is deployed to allow for thorough testing before implementing it into your production environment.

By Greg Lief, Microsoft Dynamics CRM Consultant at Armanino

Monday, April 28, 2014

Working capital loans: why a good accounting system matters

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If you’re considering asking your bank for a sizeable working capital loan, you should make sure you have the right accounting system in place beforehand, so you can avoid audit pain later.

After you get a loan, you’re going to have to provide good and accurate financial statements for several years, which means the bank will audit your records during the life of the loan and may require an independent audit by a CPA firm.

Let’s go over what to expect if you have a $10 million working capital loan:

Don’t panic if Management Reporter does this to you!

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You may have just spent weeks or months building out your financial reports in Management Reporter, and then a new company is added to Dynamics GP.  “Easy,” you think, “I’ll just open up the Management Reporter Console and refresh my company list.”  You do this successfully and triumphantly return to Management Reporter to test out the new entity.

And then you see this:

Screenshot of Empty Report Definitions in Management Reporter


Your Report Definitions are completely gone. You frantically click on Rows, Columns and Trees, to no avail – they are all empty.