Tag: DYNAMICS GP

Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve the error:

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message…  Unable to connect to the Power BI site.  Contact your system administrator.

reached out to me with this roadblock, and I’m glad she did!  I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!

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SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

As part of a SmartList Search series (which can be found here), we will discuss the search options available in the search window.

Search options are found at the bottom of the SmartList search window.  There are two options available; Maximum Records and Search Type.  In addition to these two options, I will also talk about the three buttons below the search options (Clear All, Columns, Order By).

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GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!

Smartlists are a linear list of your data.  You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.

With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.

A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that?  Let’s take a look at the options for basic and advanced search functionality.

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GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!

AA (Analytical Accounting) provides the ability to add additional details to transactions without adding new segments to your chart of accounts.  It does a lot of other ‘fun’ stuff, but before you dive into the deep end… consider an alternative… consider Multidimensional Analysis (MDA for the acronym fans out there).

Once thought to be removed from Dynamics GP (and maybe even some folks still believe it is not in GP), MDA lives and breathes in Dynamics GP and is an underutilized feature… so let’s take a look at this functionality!

What is MDA and how does it work?

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GP #LifeHacks 110: Post Financial Transactions to History

Does this sound familiar?  “I can’t close my fiscal year yet… the audit is not finished.”

Closing a fiscal year in Dynamics GP does a few things, but in particular, it closes the Profit and Loss account balances out to the retained earnings account.

Many customers fear closing their fiscal year because their previous years work is not complete.  This causes complications with summary windows as well as with Financial Reporting.

I believe, in most cases, that the fiscal year can be closed right on schedule… just like closing any other month… no need to wait… no need to rebuild reports to create a make shift ‘balance brought forward’.  Just use the ‘Post to History’ functionality.

Let’s take a brief look at this…

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Dynamics GP & Power BI – An Error Has Occurred In The Script On This Page

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve “An error has occurred in the script on this page.” Error when hovering over Power BI within Dynamics GP

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GP #LifeHacks 113: Resetting Forgotten System Password

Some of the administrator type functions in Dynamics GP use a system password in order to provide a thin layer of protection against unintentional and/or inappropriate use.

This password often gets misplaced, forgotten, or just disappears with turnover.

I have some good news for you if you fall into this situation… A SQL Script can be used to reset the password.

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GP #LifeHacks 137: Add a SQL View to Smartlist using Designer

Dynamics GP offers a very good tool to create your own Smartlists… Smartlist Designer.

One of the cool things users can do is incorporate custom SQL views into Smartlist through SmartList designer… this can be a HUGE time saver and really gives you the ability to get data you would normally not be able to get in a normal Smartlists.

Below are the steps needed to add a SQL View to your Smartlists.

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Looking for the MS Connect replacement for Dynamics GP?

The MS Connect site, which was the one-stop repository for ideas/suggestions/bug fixes relating to Dynamics GP (among other things) was retired not too long ago.

Since then, I have had many discussions, online and in person, regarding its replacement. And so far, the replacement was ‘in the works’… until now.

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Dynamics GP & Power BI – Resolve Error: This login failed

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve “This login failed. Attempt to login again or contact your system administrator” error when connecting to Client ID

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