Tag: LifeHacks

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!

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

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 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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Dynamics GP & Power BI – How to delete APP registrations

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 delete APP registrations

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Dynamics GP & Power BI – Publish using a custom SQL View

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 publish a custom SQL View to Power BI

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Dynamics GP & Power BI – How to see Apps registered to your account

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 see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

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Dynamics GP & Power BI – Configure OData Service in Dynamics GP

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 Configure the OData Service in Dynamics GP

Step 1:  Navigate to Reporting Tools Setup

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Dynamics GP & Power BI – Setting up the OData Service

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 Setup the OData Service with Dynamics GP

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Come see me at Vision 2018! A GP User Conference Charlotte, NC

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.

It is a one day conference packed with content!  This years event covers Dynamics GP, Dynamics CRM and related MS Office products.

It’s a fun day filled with TONS of learning and networking!  (Oh, and door prizes!!!)

Come join us on April 26, 2018 at the Ritz-Carlton in Charlotte, NC to learn, network and have a great time!  Click here for more details about the event.

Below is a list of the sessions that I will be presenting, come see me!!

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GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!

Microsoft Dynamics GP has a great feature that captures posting processes that have issues or get interrupted.  This is EXTREMELY helpful and helps protect GP users against many different reasons a batch would fail to post.

Normally we go into Batch Recover (Microsoft Dynamics GP>Tools>Routines>Batch Recovery) for two reasons:  We either receive an error when the batch tries posting (that we notice) or, at month end, when things aren’t necessarily making sense when reviewing our financials or our reconciliations.

Here is a tip to help make sure that postings that go to ‘Batch Recovery’ are noticed much sooner than month end, and helps save us tons of time!

Continue reading “GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!”