Microsoft releases Dynamics CRM 4.0 to manufacturing

Microsoft releases Dynamics CRM 4.0 to manufacturing
Latest version targeted at VAR channel with improved multi-tenant
capabilities

By Ephraim Schwartz
December 18, 2007

Targeted mainly at its VAR (Value Added Reseller) channel, Microsoft
Dynamics CRM Version 4.0 was released to manufacturing this week.

Version 4.0, code-named Titan, will be available in several versions: an
on-premises application, a partner or VAR-hosted version plus a version of
Dynamics hosted by Microsoft Dynamics CRM Live, the Microsoft-hosted
deployment.

All versions will share a single code base and the hosted versions use a
multi-tenant architecture.

Addressing its new upgrade message to its VAR channel, Microsoft officials
said Version 4.0 includes an upgraded version of multi-tenant that will
support multiple customers per server.

Other upgrades include a choice of 25 languages and support for multiple
currencies and embedded BI capabilities, including an ad hoc reporting
wizard that will allow nontechnical users to create custom reports.

Version 4.0 will also integrate with Microsoft's unified communications
platform, Microsoft Office Communications Server, along with its presence
and location features.

Although Microsoft will offer to host a version on its Live platform, the
channel is the backbone of its strategy, according to most industry
analysts.

Josh Greenbaum, principal analyst at Enterprise Applications Consulting said
that the Microsoft channel is so strong in the SMB market that it is the
envy of all the other software vendors.

"Everyone is trying to steal Microsoft channel partners. If you are an
enterprise ISV there is no better and more mature channel than Microsoft,"
Greenbaum said.

Microsoft and Novell have the two oldest legacy channels in the industry,
and Greenbaum called them, "the nuts and bolts wizards."

In a prepared statement, Microsoft said it relies on its strong network of
partner companies to bring technology to customers in the SMB marketplace,
claiming over 400,000 partners.

Dynamics CRM 4.0 is expected to be available in the first quarter.

http://www.infoworld.com/article/07/12/18/Dynamicscrm_1.html?t=sendEmail.jsp

Dynamics GP Web Services

In addition to the attachment – here are some additional Web Services added for V10…

http://cid-93f15bb5e5c02783.skydrive.live.com/self.aspx/Public/List-Web%20Services%20for%20Microsoft%20Dynamics%20GP.PDF

 

Additional Web Services added for V10

FieldService

CreateServiceCall

UpdateServiceCall

GetServiceCallByKey

GetServiceCallList

CreateServiceQuote

UpdateServiceQuote

GetServiceQuoteByKey

GetServiceQuoteList

CreateServiceEquipment

UpdateServiceEquipment

GetServiceEquipmentByKey

GetServiceEquipmentList

CreateReturnMaterialAuthorization

UpdateReturnMaterialAuthorization

GetReturnsMaterialAuthorizationByKey

GetReturnsMaterialAuthorizationList

There were a few additional ones added in V10 to accommodate the new Workflow and Search capabilities, as well.

Creat and Maintaining Successful ERP Implementations Across Countries

Microsoft Dynamics AX Supply Chain Management Overiew

Dynamics GP

About Maison......

http://cid-93f15bb5e5c02783.skydrive.live.com/browse.aspx/Maison%20Consultin
g%200%20Solutions%20Presentation

Dynamics GP eEnterprise transaction flow

http://www.box.net/shared/ysazyz7a5c

Excellent file

We Oppose Emergency in Pakistan

We Oppose Emergency in Pakistan

Opening Balances in Dynamics AX

Opening Balances in AX

Wednesday, October 03, 2007

11:42 PM

Inventory:

Journal Name: Movement

Module : Inventory Management

Tables:

InventJournalTrans

InventDim

Open an offset account in Coa and offset all the inventory transactions with
that account so it would not get double when we will load COA opening.

Customer/Vendor/Ledger/Bank:

Journal Type: Daily

Module : GL

Tables:

LedgerJournalTrans

Notes:

For Customer select Account type "Customer"

For Vendor select Account Type "Vendor"

For Bank select Account Type "Bank"

For Coa select Account Type "Ledger"

Open offset account in Coa and offset all transactions with that account so
it would not get double balance when we will load COA opening.

Created with Microsoft Office OneNote 2007
One place for all your notes and information

Accounts Reflection

Accounts Reflection

Sunday, September 23, 2007

6:24 PM

Module : Accounts Receivable

Packing Slip Stage: Item Status= Deducted Order Status= Delivered

Account Name

Dr / Cr

Account Type

Header

Offset Delivered Sales Un-Invoiced

Debit

Asset

FLOATING INVENTORY/

Goods in Transit

Delivered Sales Un-Invoiced

Credit

Asset

FLOATING INVENTORY/

Goods in Transit

Invoice: Order Status: Invoiced

Account Name

Dr/Cr

Account Type

Header

COGS

Debit

P&L

Cost of material

Sales

Credit

P&L

SALES

Trade Receivables

Debit

Asset

ACCOUNTS RECIEVABLE

Offset Delivered Sales Un-Invoiced

Credit

Asset

FLOATING INVENTORY/

Goods in Transit

Delivered Sales Un-Invoiced

Debit

Asset

FLOATING INVENTORY/

Goods in Transit

Inventory

Credit

Asset

CURRENT ASSETS/Warehouse

Module : Accounts Payable

Packing Slip:

Account Name

Dr/ Cr

Account Type

Header

Offset Received Purchased Un-Invoiced

Credit

Asset

FLOATING INVENTORY/

Goods in Transit

Received Purchased Un-Invoiced

Debit

Asset

FLOATING INVENTORY/

Goods in Transit

Invoice:

Account Name

Dr/ Cr

Account Type

Header

Trade payables

Credit

Liability

ACCOUNTS PAYABLE

Offset Received Purchased Un-Invoiced

Debit

Asset

Floating Inventory

Received Purchased Un-Invoiced

Credit

Asset

Floating Inventory

Inventory

Debit

Asset

CURRENT ASSETS/ ware house

Created with Microsoft Office OneNote 2007
One place for all your notes and information

Upgrading Business Portal 3.0 to 4.0

Since Microsoft has launched Microsoft Dynamics GP 10.0 and Business Portal 4.0, up gradation of Business Portal from version 3.0 to 4.0 has been an issue discussion. Questions are being raised that can Business Portal 3.0 be upgraded smoothly and efficiently to version 4.0. While contacting Microsoft the detail we get is like they just try to make us understand that soon Microsoft is launching an upgrade tool for Business Portal. Recently I with my team was engaged in up gradation task for one of our customer from GP9.0 to GP10.0 and BP3.0 to BP 4.0. Customer is extensively using Requisition management and can’t afford to loose and be in critical technical issue while upgrading. After some R&D and team effort we were able to do this and while executing this activity I found some answers which are creating issues in out minds related to Business Portal Up grade.

Is this an Issue? (What actually is the cause?)

To clarify the real problem lets first discuss some technical detail regarding Business Portal.

Business Portal uses following technologies to work

· Share point services

· Dot Net Framework

· IIS

· .NET

· Dynamics GP server database (SQL server)

Usually Share point service’s functionality with Business Portal creates ambiguity in our minds. We always relate issue of Share point services with Business Portal which is not fare. Point to understand is that Share point services is totally separate and independent product and so is Business Portal. Business Portal actually needs WSS platform to run and execute. Similarly Share point up gradation and BP up gradation both are independent. Here I would say once you get Share point at the point where it meets BP’s pre-requisite needs, then BP’s up gradation is as smooth as you update a virus definition in your antivirus software. Isn’t it great?.

What is upgraded and what is not?

Almost all the applications like Requisition management at BP are updated while up grading BP;

· All current data (new created requisitions, Approved Requisitions, Requisitions ready to be converted in PO’s) are up graded as it is. Which is greatJ

· Requisition Hierarchy is upgraded as it is.

· User’s permissions in requisition management are upgraded as it is.

Only thing that doesn’t up grade is Business Portal Security due to lot of changes in Share Point 3.0.

by Ali.jawad@m-consultants.com

Microsoft Dynamics GP Project Accounting Inquiries

Main Page

What a nice and plane sequence for accessing PA on a corporate, contracts,
Projects and Cost category Level!

Corporate Inquiry

Where to use?

Corporate Level estimated Revenue, Profits, Revenue Earned, Total Costs
Incurred, cost of Revenues, GP, Billed to date and Estimated Cost to
Complete

Customer wise estimated Revenue, Profits, Revenue Earned, Total Costs
Incurred, cost of Revenues, GP, Billed to date and Estimated Cost to
Complete

Runtime access of Only posted, only unposted, with either Estimate, open or
Close status....

Customer Inquiry:

Where to use?

Project Information by All contracts

Project information for any customer

Project Information for each contract

(unposted/Posted, with Estimate, open and close status)

Contract Inquiry

Where to use?

Project Information by all customers by all contracts

Project Information for any customer by all contracts

(unposted/Posted, with Estimate, open and close status)

Project Inquiry:

Where to use?

Project Wise detailed status with cost category (unposted/Posted, with
Estimate, open and close status)

Can only see by Timesheet or Equipment or mis log or purchase invoice or
employee expense and inventory

Project Detail Inquiry:

Where to use?

Cost Category by any Project

Cost Category by all projects

For comment and suggestions, please write to farhan.ahmad.cheema@gmail.com

 

Convergence 2007 - Copenhagen (Must attend)

Agenda

Partner Day is Monday, 22 October and is for partners only. If you are a partner, click here for more information regarding the agenda, marketing materials and more!
(this link will open a new window and direct you to PartnerSource)

Tuesday 23 October 07:30 Registration open 09:00 – 10:30 Keynote: Jeff Raikes 10:30 – 16:30 Expo 11:00 – 12:00 General Sessions 12:00 – 13:30 Lunch 13:30 – 14:30 General Sessions 15:00 – 16:00 Breakout Sessions / Chalk & Talk 16:30 – 17:30 Breakout Sessions / Chalk & Talk 17:30 – 20:00 Expo Reception	Wednesday 24 October 07:30 Registration open 08:30 – 10:00 Keynote: Kirill Tatarinov 10:00 – 16:00 Expo 10:30 – 11:30 Breakout Sessions / Chalk & Talk 12:00 – 13:00 Breakout Sessions / Chalk & Talk 13:00 – 14:30 Lunch 14:30 – 15:30 Breakout Sessions / Chalk & Talk 16:00 – 17:00 Breakout Sessions / Chalk & Talk 17:30 – 18:30 Breakout Sessions / Chalk & Talk	Thursday 25 October 08:00 Registration open 09:00 – 10:00 Breakout Sessions / Chalk & Talk 10:30 – 15:00 Expo 11:00 – 12:30 Breakout Sessions / Chalk & Talk 12:30 – 14:00 Breakout Sessions / Chalk & Talk 13:30 – 15:00 Lunch 15:00 – 16:30 Breakout Sessions / Chalk & Talk 16:30 – 18:00 Breakout Sessions / Chalk & Talk

How to configure Business Alert for Dynamics GP (GL Module)

Hi Zeeshan,

Please follow these steps to create the business alert

1- Create New Business Alert

2- Use these tables in "select tables" window

GL00100

GL10001

3- Provide this relationship in "Joining Table" window

GL00100.ACTINDEX= GL10001.ACTINDEX

4- Define this alert formula in "Business Alert Formula" window

GL00100 ( GL00100_T2.ACTNUMBR_1 = 100 OR GL00100_T2.ACTNUMBR_1 =

200 ) AND ( GL00100_T2.ACTNUMBR_3 = 01 OR GL00100_T2.ACTNUMBR_3 =

02 ) AND

(GL10001_T1.DEBITAMT >= 50000 OR GL10001_T1.CRDTAMNT >= 50000)

5- You have done. Next you can setup the alert notification.

Best Regards,

Waqas Butt

Microsoft Business Solutions Consultant

Mbl: +97150 1606879

-----Original Message-----

From: Zeeshan_butt via ms-greatplains-l

[mailto:ms-greatplains-l@groups.ittoolbox.com]

Sent: Tuesday, September 25, 2007 4:36 PM

To: Waqas_Butt

Subject: [ms-greatplains-l] Business Alert

Hi All:

I am trying to create a Business alert in GP. Give me an alert If GL Open

Transaction amount posted >50000 for an account which have got segment 1 =

100 or 200 and segment 3 = 01 or 02 and segment 2 = any

I will be thankful for your help in this.

Zeeshan

Receivables Analysis in Excel

 

One Report Showing:

1. Location

2. Company

3. Aging

4. Figures in One.

FA

Microsoft Dynamics GP - Analysis Cubes for Excel

How to configure;

 

1. Install Analysis Cube for Excel Library

go to Tools>Analysis Cubes>Create PivotTable Reports

Please add required fields

Click Save

Click Excel

Wait for few minutes, depending upon the data size it might take a little longer Your results are displayed in Excel.

please write feedback to farhan.ahmad.cheema@gmail.com

Company Setup in GP 10.0

Explaining GP 10 Company Setup Window

Option	Explanation
Use Shipping Method When Selecting Default Tax Schedule	During Tax calculation if it is required to have multiple taxes for different states, this option is very helpful. e.g. if shipment is for CA, it will deduct CA state Tax, if it is for NY, it will deduct NY Tax
Calculate Terms Discount Before Taxes	If taxes doesn't support Term Discounts, Amount to be calculated on Total and not on discounted amount
enable Intrastat Tracking	If wants to track Intrastat enable this
Separate Payment Distributions	if GL is required to keep track of transactions for each module entry, mark this option for payment GL accounts to keep additional record
Merge Trade Discount and Markdown Distributions in Sales	If you don't mark this option, the distributions that are of the same type with the same account number will be combined. (Suggested to keep it un checked for Pakistan)
Merge Trade Discount Distributions in Purchasing	If this option is not marked, the trade discounts and markdown distributions will e separated from the sales Distribution
Calculate Tax Rebates	Mark This option to allow correcting tax amounts for a transaction with a terms discount
Enable Posting Numbers in General Ledger	Use this option if you want solid numbering of Transactions, without gaps, solid numbering is a legal requirements in few countries
Enable GST for Australia	Enable GST for Australia
Enable Tax Date	If tax date is different from the document date, you can check this option and a tax date field will be available on all control documents
Enable Reverse Charge Taxes	Helpful for negative taxation, like withholding tax
Calculate Taxes in General Ledger	option available if paying without BR module and wants tax calculation in GL
Allow Summary-Level Tax Edits	if editing allowed in summary windows, check this option
Require Tax Details totals to Match the Pre-Tax Amount	If proposed and actual is same mark this
Specify Tax Details for Automatic Tax Calculation	if multiple taxes are assigned, you may select which tax to be activated
Enable EU Transaction Tracking	for Enabling EU Transactions
Enable DDR and European Electronic Funds Transfer	for EU
Enable Canadian Tax Detail	for Canada

 

Withholding Vendor ID:

specify which vendor to Act as Tax Authority

Withholding File/Reconciliation Number

Withholding Tax Rate

Default 3.5% in case of Pakistan

Display Posting Number Per: Year or Period

Interface in Dynamics GP 10.0

Lets talk about UI of Dynamics GP

Navigation Pane

 

1. ShortCut Area
   
2. Create Shortcuts, external, internal, within GP
   
3. Add Folder, Add Window, Add Macro, Add Webpage, Add External Shortcut

Navigation Pane Button Area

1. Add new buttons
   
2. Configuration Button
   

Dynamics GP 10.0 - How to Log on?

Starting Dynamics GP is like any other windows program, Click >Start>All programs>Microsoft Dynamics>GP 10.0>GP

Enter user name and password;

Select Which company you would like to log on to?

You should be able to see similar screen;

Are you interested in Testing your skills? wait till next post :-)