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WebSan Blog (131)

Monday, 11 November 2013 10:41

Customization Containment Within Dynamics GP

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When developing Dynamics GP customizations in our WebSan environment, our development phase is contained within a local server configuration to ensure that all modifications to the forms and reports dictionaries are local and will not affect our hosted users. However, there are a few more items to note when separating a development from a production environment.

When enabling and granting access to modified forms and reports in GP, administrative users would navigate to the Microsoft Dynamics GP menu >> Administration >> Alternative/Modified Forms and Reports and grant access to the modified item by selecting the ID, Product, and Type (Windows: Forms or Reports), then checking the box beside the version they would like accessible:

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The ID field at the top of this window is used to specify which group of users has access to the forms and reports chosen in the list underneath. Users are assigned an “Alternate Modified Forms and Reports ID” in the ‘User Security’ window:

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Therefore, if you are customizing the ‘Payables Transaction Entry’ window and want to ensure that current GP users cannot view these changes until they are completed, you can add your own GP login to a new “DEV” group that has the customized form selected such that further work and testing can be performed without effecting production users. While the ID field handles what version of the form or report the user can view, any VBA code that is applied to the customization is made accessible through the “EventMode” property in the ‘Visual Basic Editor’ (Alt+F11), if the form or report has been added to VBA.

Within the VBA code, you can select the form or report that is using VBA and set the EventMode property to either “0-emOriginalOnly”, “1-emModifiedOnly”, or “2-emNever”. The first applies the VBA code to the original (un-modified) object only, while the second applies it to the modified version. The third ensures that VBA code is not run when that object is accessed:

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By utilizing these two properties, it is possible to contain a customization to only a particular group of users until testing is completed, and is ready to be deployed to a production system. If development is occurring within a production environment, configuring these two settings will ensure that other users are unaffected.

Brandon Germaine is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner 2013 Canadian Channel Elite Awards Winner. Brandon can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 219.

Saturday’s ice storm was one of the worst ice storms in Toronto’s history. A utility company described the ice story as‘ far worse than imagined. Forestry crews have been brought in to help cut up and move massive tree limbs littering streets and roadways. Over 225,000 homes and businesses are still without heat and light across the city. The city is currently working to restore power and heat across Toronto. (Source: metronews)

It was business as usual here at WebSan Solutions! We experienced no issues throughout the storm and our backup generating system was on standby if needed. Our Microsoft Dynamics GP Hosted environment was up and running without a hitch. You always have access to your data, through our secure network, in our SAS70/SSAE16 certified data centre!

WebSan Solutions is dedicated to helping all businesses make better business decisions by improving their access to important company data and information, in rain or shine!

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc.a Channel Elite Awards Winner for 2013

 

WebSan Solutions, largest Canadian Cloud Dynamics GP Partner, has been named a 2013 VAR Star by Bob Scott’s Insights magazine. http://bobscottsinsights.com/

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software.

The selection of mid-market accounting software resellers for Bob Scott’s VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honor.

A variety of criteria go into the definition of quality including including awards resellers have received from vendors, such as the Microsoft Dynamics President’s Club and Inner Circle, Million Dollar Club and Chairman’s Club of Sage North America. Other factors involved in the selection include performance, contribution to the industry and reputation.

“We are pleased to be recognized as a Top 100 VAR” said Andrew King, Managing Director. 

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

 

Customer Relationship Management (CRM) has been a growing trend in the last couple of years. Any business owner knows that your sales team is only as good as the tools and the people it employs. Dynamics CRM is the right solution for your unique business needs because your sales team is able to market and sell your goods or services efficiently and effectively.

Sales people need a way to monitor, track and record sales force automation, marketing campaigns and funnel management. Microsoft Dynamics CRM 2013 focuses on 5 aspects of the sales cycle: Sales, customer care, marketing, social and technology.

Here is a list of benefits that Microsoft Dynamics CRM 2013 as to offer:

  • Easily configurable
  • Powerful tablet applications
  • Touch-optimized phone applications
  • Communicate with ease (Microsoft Lync, Skype, Yammer)
  • Real Time Workflow
  • Enhanced business processes

At WebSan Solutions, we offer robust, integrated end-to-end software solutions for managing your business.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Tuesday, 01 September 2009 09:46

Welcome!

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Welcome to the WebSan Solutions Blog!

This blog will feature posts about the latest ways to get the most out of your enterprise system and how to leverage a WMS to improve warehouse operations plus much more! Check back often for updates, there is also a RSS feed you can subscribe to for your convenience!