Microsoft Dynamics Gp 2016 Mac
- Microsoft Dynamics Gp 2016 Mac Pro
- Microsoft Dynamics Gp 2018 Manual
- Microsoft Dynamics Gp 2016 Cash Receipt
- Microsoft Dynamics Gp 2016 Documentation
- Microsoft Dynamics Gp 2016 Manual
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Use the information in this chapter to log in to Dynamics GP for the first time and register Dynamics GP. You also may have to grant user access to alternate Dynamics GP windows and reports.
Logging in to and quitting Dynamics GP
If you have trouble starting Dynamics GP, contact your network administrator.
To log in to Dynamics GP:
- Choose Start > Programs > Microsoft Dynamics > GPThe Welcome to Dynamics GP window opens.
Enter your user ID and password. Passwords are case-sensitive.
Click OK. The Company Login window appears.
Select a company and click OK. The Dynamics GP main menu appears.
To switch to a different company while you are working in Dynamics GP, choose Dynamics GP menu >> User and Company.
To quit Dynamics GP:
Save your work in the window you are working in.
Choose Dynamics GP menu >> Exit.
Registering Dynamics GP
By registering your software, we can provide you with better service. We can gather information about additional needs you have and how Dynamics GP can be improved. Software registration also eliminates unauthorized use of the software without imposing restrictive copy protection.
You can enter your site name and registration keys for Dynamics GP in the Registration window (Administration>> Setup >> System >> Registration).
You must register Dynamics GP before you can use it. Enter your site name and registration keys exactly as they appear on your registration document. If you don’t register a module before you begin to use it, you won’t be able to open any transaction entry window. Modules in the sample company, Fabrikam, Inc., are registered and you can use the sample company to practice procedures.
After you’ve registered Dynamics GP, you won’t need to register additional companies that you add. To verify that a module has been registered, open the Dynamics GP Options window (Help >> About Dynamics GP >> Options). Registered modules have a check mark in the Registered column.
Security for Dynamics GP
The default security settings in Dynamics GP allow all users access to only the windows and forms in Dynamics GP that are needed to log in to the application. After setting up new user records, you should set access to companies and set up security for new users. To learn more about setting up security, refer to the System Setup Guide (Help >> Contents >> select Setting up the System).
Each time you install a new feature or component in Dynamics GP, such as Human Resources, you must set up security for that feature or component. For example, if you have been using Dynamics GP for a year and you just installed Human Resources, you will need to set up access to Human Resources before anyone can use it.
Refer to the Planning For Security document (C:Program FilesMicrosoft DynamicsGPDocumentationSecurityPlanning.pdf) or to the System Setup Guide (Help >> Contents >> select Setting up the System) for more information about security.
Tasks for SQL Server Reporting Services reports
Review the following tasks.
Security
After deploying the Dynamics GP SQL Server Reporting Services reports, the only individuals who will be able to access or view the reports within the Report Manager are those users who are members of the web server ’s local administrator group and local administrators on SQL Server. The web site administrator has to implement and grant access to the Reporting Services Web site and database objects required to print reports.
If you have deployed reports using the SharePoint integrated mode and have already assigned permissions to users, those same users will have access to report server items and operations immediately after you configure the integration settings between Microsoft SharePoint and a report server. You can use existing permissions to upload report definitions and other documents, view reports, create subscriptions, and manage items.
If you have not assigned permissions, assign user and group accounts to predefined SharePoint groups. You also can create new permission levels and groups, or modify existing ones to vary server access permissions as specific needs arise.
You can deploy SQL Server Reporting Services reports for multiple Dynamics GP instances to a single Microsoft SQL Server Reporting Server. If you have deployed reports to a folder on a Microsoft SQL Server Reporting Server using the Native mode, you must to provide access to the folder.
Microsoft Dynamics CRM
Before you render a SQL Server Reporting Services report with CRM data, be sure to start the Microsoft Dynamics CRM application to initialize data
-->This chapter contains a list of prerequisites and system requirement changes for Dynamics GP, as well as disk space requirements for SQL Server computers.
Note
Recommended system requirements depend on the number of users and transactions. If there will be many users performing concurrent tasks, such as depreciation, posting, or heavy reporting, enhancing your hardware and system software will improve performance.
Releases supported by the upgrade
You can upgrade to Dynamics GP from selected previous releases. To review whether or not you can upgrade your release, see CustomerSource.
If you are upgrading to Dynamics GP, you must install the latest update or hotfix for Dynamics GP before starting Dynamics GP Utilities. See CustomerSource for the latest update information.
System requirement changes
The following changes are new with Dynamics GP. For a complete list of all system requirements, see https://go.microsoft.com/fwlink/?LinkId=521785. You may want to consider upgrading your hardware for improved performance.
Operating system requirement changes
Review the following table for supported client operating system changes.
| Operating systems supported | Editions |
|---|---|
| Windows 7 | Pro |
| Ultimate | |
| Enterprise | |
| Windows 8 and 8.1 | Pro |
| Ultimate | |
| Enterprise | |
| Windows 10 | Pro |
| Enterprise | |
| Windows Server 2008 R2 | Enterprise |
| Standard | |
| Windows Server 2012, Windows Server 2012 R2, Windows Server 2016 | Datacenter |
| Operating systems not supported | Editions |
| Windows XP | All editions |
| Windows Vista | All editions |
| Windows Server 2003 | All editions |
Database configuration changes
Microsoft SQL Server 2012, 2014, 2016 and 2019 Express, Standard, and Enterprise Editions are supported.
Previous versions of SQL Server are no longer supported.
Internet Explorer change
Internet Explorer 11 and Edge are the only supported. IE browsers.
Microsoft Office change
Microsoft Office 2013, Microsoft Office 2016 and Microsoft Office 2019 are supported. All previous versions are no longer supported.
Home page prerequisites
To display metrics and reports in the Business Analyzer area on your home page, install and set up Microsoft SQL Server Reporting Services to use with Dynamics GP. The reports and metrics you want to display must be created in SQL Server Reporting Services. For more information about installing and setting up Reporting Services for use with Dynamics GP, go to the Dynamics GP documentation resource Web site for the most current documentation.
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The following versions of SQL Server Reporting Services are supported.
SQL Server 2012 Reporting Services
SQL Server 2014 Reporting Services
SQ” Server 2016 Reporting Services
Word templates prerequisites
The following components must be installed before you can use Word Templates for Dynamics GP.
Microsoft Word 2013 or later to make layout changes such changing the font size
Open XML SDK 2.0 for Microsoft Office (installed as a Dynamics GP prerequisite)
If a component isn't installed, you can download the component from microsoft.com.
Additional components are required to modify templates.
Dynamics GP Add-in for Microsoft Word
Visual Studio Tools for Office Runtime 2.0 or later (Visual Studio Tools for Office Runtime 3.0 is installed with Dynamics GP Add-in for Microsoft Word.)
You can install Dynamics GP Add-in for Microsoft Word from the Dynamics GP installation media. Double-click the Setup.exe file and then click Dynamics GP Add-in for Microsoft Word.
Microsoft Dynamics Gp 2016 Mac Pro
Email requirements
Review the following requirements.
You can send documents by email if you’re using a MAPI-compliant e-mail service or Exchange 2007 Service Pack 1 or greater with Exchange Web Services.
If you are using Exchange 2007 Service Pack 1 or greater with Exchange Web Services, the Autodiscover service must be enabled to connect to the Exchange server.
The email functionality in Dynamics GP supports the following document types. Depending on the document type and the email service, Microsoft Word 2010 or later and Word templates for Dynamics GP are required.
| File format | Word 2013 | Word templates | Web Client |
|---|---|---|---|
| XPS | Required for MAPI | Enabled | Not available |
| Required for MAPI | Enabled | Not available | |
| DOCX | Not required | Enabled | Available* |
| HTML | Not required | Not required | Available* |
| *Email for Dynamics GP Web Client will only be available if Exchange is your server type in the System Preferences window. |
Before you can send documents as DOCX, PDF, or XPS attachments, the Word template for the document must be enabled in the Template Configuration Manager window.
The email functionality is supported on the 32-bit edition of Microsoft Office2013.
The email functionality is supported on the 64-bit edition of Microsoft Office2013 if you are using Exchange 2007 Service Pack 1 or greater with Exchange Web Services and Exchange is your server type in the System Preferences window.
Depending on the file format you choose to send your documents in e-mail, your customers and vendors must be using the following components to view their documents.
| File format | Component |
|---|---|
| XPS | Microsoft XPS Viewer |
| Adobe Reader | |
| DOCS | Microsoft Word Viewer |
| HTML* | Internet Explorer 11 and Edge |
| *If you are using Dynamics GP Web Client only for your customers and vendors must be using HTML to view their documents. |
SQL Server Reporting Services requirements
Before you deploy Dynamics GP Reporting Services reports, you must install and configure SQL Server Reporting Services, and then set up security for SQL Server Reporting Services reports. Review the following table for the version of SQL Server Reporting Services and the report type available for that version.
| SQL Server Reporting Services version | Report type available |
|---|---|
| Reporting Services 2012 Standard or Enterprise Reporting Services 2014 Standard or Enterprise Reporting Services 2016 Standard or Enterprise | SQL Server Reporting Services reports |
Charts and key performance indicators (KPIs) Map charts
Modify the Report Server web.config file
To deploy the SQL Server Reporting Services reports, you must modify the Report Server web.config file for the timeout execution and the maximum request length. If you don’t update the Report Server web.config file for the timeout execution, you might receive an error that states that the operation has timed out. If you don’t update the Report Server web.config file for the maximum request length, you will receive an error that the deployment has exceeded the maximum request length allowed by the target server.
Note
You must be an administrator to modify the Report Server web config file.
To modify the Report Server Web config file:
Create a backup copy of the web.config file located in the ReportServer folder. (The ReportServer folder is located in C:Program FilesMicrosoft SQL ServerMSSQLSERVERReporting ServicesReportServer where Reporting Services is installed.)
Open the Report Server web.config file using a text editor, such as Notebad.
Search for <httpRuntime executionTimeout='9000' />.
In that line, change executionTimeout=”9000” to executionTimeout=”19000” and add the value maxRequestLength='20960'.
(<httpRuntime executionTimeout='19000' maxRequestLength='20960'/>
- Save and close the Report Server web.config file.
Dynamics GP CRM requirements
Microsoft Dynamics Gp 2018 Manual
You must be using SQL Server 2012 Reporting Services or later and Microsoft Dynamics CRM 2011 or later to deploy SQL Server Reporting Services reports and metrics that includes CRM data. Microsoft Dynamics CRM supports only the native mode of deployment of SQL Server Reporting Services.
Microsoft Dynamics Gp 2016 Cash Receipt
If Microsoft Dynamics CRM and Dynamics GP are using different report servers, you must install the Microsoft Dynamics CRM Reporting Extensions on the Dynamics GP report server to render reports.
About remote access
You can use Windows Server 2012 Remote Desktop Services, Windows Server 2012 R2 Remote Desktop Services, and Windows Server 2016 Remote Desktop Services. Citrix Xenapps can also be used with most database configurations to provide remote access to Dynamics GP in a Wide Area Network (WAN) environment.
A Windows Server 2008 Terminal Server is supported only as a client. You also can use Remote Desktop Services.
You also should refer to the documentation provided by Citrix for more information.
Determine disk space for the upgrade process
For the upgrade process, be sure that you have enough disk space before you begin. To determine the disk space required for the upgrade, you need to find the size of the largest table for all Dynamics GP databases. To determine disk space, use Microsoft SQL Server Management Studio for Microsoft SQL Server.
Note
You can download an upgrade preparation script that will help you determine the disk space requirements from https://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGPUpgrade.
To determine disk space for the upgrade process using Microsoft SQL Server Management Studio:
- Download and open the Table_Size.txt script.
Copy all of the contents of the script.
In Microsoft SQL Server Management Studio, select a Dynamics GP database, click New Query and paste the contents. Then, execute the query.
Run the script for each Dynamics GP database.
The largest table will be the first record in the result set. You will need to convert the table size from kilobytes to megabytes by using the following calculation. This will determine the amount of space that will be allocated to the data file (MDF) and the transaction log file (LDF) for each database.
(table size in KB/1024) = table size in MB
The table size in megabytes of the largest table from all the databases is the amount of disk space you will need to allocate to the data file of the TEMPDB.
In the following example, the largest table is the SOP30300 in the company database. The TEMPDB will need 176 MB allocated for the data file.
| Database | Total size KB | Rows | Name | MB |
|---|---|---|---|---|
| DYNAMICS | 33913.171873 | 180872 | 98075 | 33 |
| TEST | 180608.280270 | 98075 | SOP30300 | 176 |
- Calculate the total amount of hard disk space that is needed by adding the space needed for the data file and transaction log file of all databases.
For the company databases and the DYNAMICS database, both the data file and transaction log file will be increased to the size of the largest table. For the TEMPDB, only the data file will be increased to the size of the largest table out of all databases.
In following example, TEST, DYNAMICS and TEMPDB are the databases and both the data file (MDF) and transaction log (LDF) file are located on the same hard disk.
| File | MF |
|---|---|
| TEST data file | 176 |
| TEST log file | 176 |
| DYNAMICS data file | 33 |
| DYNAMICS log file | 33 |
| TEMDB data file | 176 |
| Total hard disk space needed | 594 |
If the data files (MDF) are located on a different hard disk than the transaction log (LDF) files, the total space needed would be calculated for each hard disk. For example, assume that the data files are on the E drive and the transaction log files are on the D drive. The following hard disk space would be needed for each drive.
Microsoft Dynamics Gp 2016 Documentation
| File | Drive E: MB | File | Drive D: MB |
|---|---|---|---|
| TEST data file | 176 | TEST log file | 176 |
| DYNAMICS data file | 33 | DYNAMICS log file | 33 |
| TEMPDB data file | 176 | ||
| Total hard disk space needed | 385 | 209 |
Verify that the space is available for each drive by using File Explorer. In Windows Explorer, right-click each drive and select Properties to view free space available. By using the information in the previous table, drive E would need at least 385 MB available and drive D would need at least 209 MB available.
Use Microsoft SQL Server Management Studio to manually increase the space allocated for the data file and the transaction log file for the DYNAMICS database and each company database.
Right-click each database in Microsoft SQL Server Management Studio and select Properties.
In the properties window for each database, choose Files and add the additional space needed for the size of the largest table for that database to the Initial Size column. When adding additional space, you are increasing the space for the data file (MDF) and the transaction log file (LDF) as well.
Repeat for the remaining Dynamics GP databases.
Right-click the TEMPDB database and select Properties. Choose Files and add the additional space needed for the size of the largest table of all Dynamics GP databases to the Space Allocated (MB) column. When adding additional space, you are increasing the space for the data file (MDF) and the transaction log file (LDF) as well.
Note
Microsoft Dynamics Gp 2016 Manual
If the database size is not manual configured, the time needed to upgrade the databases will increase because the database data, transaction log and TEMPDB files will all have to increase.