If you have a separate test environment from your production environment your users password can easily get out of synch. When you restore the DYNAMICS database from your production system into your test environment, your users can have issues logging into the test system after the restore. This is because the DYNAMICS database stores the GP password and it could be differ...
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8/10/2010, 0 Comments, Categories: GP,SQL,Support
As your database grows, you may experience long wait time when looking up data in Great Plains. One way to possibly improve your database performance would be to update the statics for the database. Use the information below to update your database statistics using the Dynamics GP application.
Use the SQL Maintenance window to reconfigure your data table keys for better performance.
Microsoft SQL...
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6/10/2010, 0 Comments, Categories: GP,Great Plains,Support
Often time you will be requested to run SQL scripts to update or remove data in specific tables. While the preferred backup method would be the entire database, you can also choose to only backup the individual table.
To backup an individual table
Log in to the SQL server and open SQL server Management Studio. (Start >> Programs >> Microsoft SQL Server >> SQL Manage...
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6/8/2010, 0 Comments, Categories: SQL
With the release of Office 2010, we have been seeing an increase of customers reporting an error "Object doesn't support this property or method" when viewing the Dynamics GP home page. The error message typically looks like the one below:
Installing the 2003 Office Web Components ...
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6/7/2010, 0 Comments, Categories: GP,Microsoft,Support,Great Plains
It can be frustrating at times to find where data is stored in the Dynamics GP database because the table names are 8 characters long. Using Resource Descriptions (MDGP Button >> Tools >> Resource Description >> Tables) can be helpful, but also can be a difficult to manage/navigate. You can also try and use the Software Development Kit (SDK), but it is a separate installation and can be even more confusing to use.
Mic...
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6/6/2010, 0 Comments, Categories: GP,GP 2010,Microsoft,Support
For those of you who have been using Outlook 2010 with MSCRM, you probably initially noticed that the familiar CRM buttons were moved to the Add-Ins section of the Outlook ribbon. This was obviously very annoying for those of us familiar with CRM. Well Microsoft has clearly listened to the end-user community and with rollup 11, the CRM buttons are back on the main Outlook ribbon. I'm sure there are other great features of Rollup 11, but th...
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6/3/2010, 0 Comments, Categories: CRM
When you have an issue in Dynamics GP, you want that issue resolved as soon as possible. Being a Dynamics GP consultant for the past 10 years, I have had to work with Microsoft support many times to resolve issues. The most important thing you can do to expedite results when working with Microsoft support is to provide as much detailed information in your initial request as possible. If you don't, your first response from support generally will b...
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6/2/2010, 0 Comments, Categories: Support,Great Plains,Microsoft,GP
As some of you are aware of, Microsoft has recently two new accelerators, Customer Portal and Partner Portal. The intention of this article is not to highlight the benefits and features of the two new accelerators, but rather to point out a dilemma we faced when installing both portals on our development environment. When installing the portals, we wanted to ...
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6/1/2010, 0 Comments, Categories: CRM,Accelerators,xRM
Adding mapping functionality to CRM can give business a better visualization of accounts based on location. Here are some benefits that may help your business using this mapping feature in CRM:
-You can get a quick view of how many customers are in a region to help with analysis.
-As a potential marketing tool, display on a website as to where clients and accounts are located.
-When talking to a prospect, you can d...
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5/11/2010, 0 Comments, Categories: CRM,JavaScript,xRM
FMT Consultants has been doing quite a few deployments of Dynamics CRM 4.0 on 64-bit Windows Server 2008 machines. There are many different ways on can deploy CRM which is covered in detail in the Implementation Guide. While the number of servers used in a deployment is dependent on budget, existing hardware and other factors, FMT has adopted certain guidelines for Server 2008 configurations regardless of the number of actual machines.
W...
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4/14/2010, 0 Comments, Categories: CRM,xRM
Microsoft just released a white paper detailing a new benchmark study they performed involving the test of 100,000 concurrent users over several organizations. This test resulted in an average response time of .29 seconds! In addition, by taking advantage of the Hyper-V technology offered with Windows Server 2008, they were able to use a combination of virtual machines that reduced the physical server need from 20 to 2. This obvi...
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4/13/2010, 0 Comments, Categories: CRM,xRM
You've heard about CRM and you've heard about xRM, but are you still wondering what it can do for you and your business? Wonder no more! Join FMT Consultants in sunny Southern California for a FREE lunch and learn that features fun discussion topics and a common sense demonstration of the power of CRM and xRM.
Dynamics CRM delivers a 360 degree view of your customer relationships, but this is only the beginning. By leveraging the easy-to...
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4/12/2010, 0 Comments, Categories: CRM,xRM
Today, Microsoft released the latest Dynamics CRM 4.0 rollup. Feel free to read the Release Notes or Download the rollup. Before you download the rollup here are some quick points to remember:
-If you haven't already done so, install rollup 7 as later rollups depend on it
-Backup your production databases and servers before installing the rollup
-Make sure you install the correct versions of the rollup (32-bit or 64-...
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4/8/2010, 0 Comments, Categories: CRM
Many business professionals today have found that working outside of the traditional office is a requirement for the job. This can be for those workers lucky enough to be able to work from home as well as the seasoned road warrior who spends several days a week or month away from home base visiting clients. One of the biggest challenges these remotely located individuals always face is how to access their company's network and stay up to date wit...
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3/10/2010, 0 Comments, Categories: CRM,xRM
Microsoft Dynamics CRM is currently going through a very exciting transition from being considered as a CRM application in the traditional sense of customer relationship management to embracing it as a flexible and scalable platform for relationship management of any kind. The essence of this transition has been captured by a handy new acronym, Read More
3/8/2010, 0 Comments, Categories: xRM
The following code can be used to get the grid icon for a particular entity. If you want to get the Outlook Icon or the Larger Version (the one on the actual entity record) use the columns OutlookShortcutIcon and LargeEntityIcon respectively from the OrganizationUIBase table.
/* Use the following using statements */
using Sy...
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3/1/2010, 0 Comments, Categories: CRM,xRM
By now most people have heard of the term “xRM” and how it opens up the possibility of building any application one can design. However, a lot of businesses are still asking “what exactly is xRM and how can it work for me?” By investing in xRM, not only will a company gain access to a solid product in Dynamics CRM, but that company will also be given a platform to build,at a redu...
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2/24/2010, 0 Comments, Categories: xRM
Both the online and offline versions of the CRM Outlook Client support synchronizing CRM contacts and CRM activities to Outlook folders, or Outlook synchronization. Outlook synchronization enables Outlook users to view Dynamics CRM information, including contacts, tasks, phone calls, letters, faxes, appointments, and e-mails, within the Outlook interface. This document describes the client synchronization process that is associated with Update Ro...
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2/16/2010, 0 Comments, Categories: Support,CRM
One of the most widely heard complaints about CRM systems is that they are supposed to be user-friendly and intuitive, but it doesn’t take long to discover that any functionality that is also friendly to your particular company can still require a formidable amount of time and effort spent on customization and coding. This could also be said for Dynamics CRM in its earlier iterations – many early adopters...
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2/1/2010, 0 Comments, Categories: Consulting,CRM,xRM
Are you someone who, in the last several years, gave Microsoft Dynamics CRM a chance, only to find yourself disappointed in what it could (or couldn’t) do? If so, you are certainly not alone. Accustomed to the whiz-bang sizzle that often accompanies new Microsoft innovations and expecting the same from Microsoft’s entry into th...
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1/12/2010, 0 Comments, Categories: CRM