On-Demand Webinar: 36 ISVs in 45 Minutes!

It’s hard to keep up with the big world of add-ons available for Dynamics GP. There are so many productive and time-saving tools out there, it can be impossible to stay abreast of the options. That’s why CSSI presented this special webinar, which is now available for your on-demand viewing. In this recording, the GP team is joined by Kim Peterson of Dynamics Connections, presenting “Rapid-fire: 36 ISVs in 45 minutes”. Kim has an extensive knowledge of the GP ecosystem, and gives you a quick summary of a wide swath of useful add-on products.

Here is the slide deck for the presentation:

The GP add-ons included in the 36 ISVs in 45 Minutes session include:

To learn more about any of the GP add-ons covered in this presentation, click here to contact CSSI.

Imagine if you could have a robust set of interactive, easy-to-distribute, colorful reports and dashboards pulling data from your Microsoft Dynamics GP accounting system? Now you can, courtesy of Power BI and the Power BI Report Pack available through CSSI. See the pre-recorded webinar below for a detailed walk-through of this game-changing product.

Microsoft Power BI is Microsoft’s flagship, Data Analytics, and AI Reporting platform. Using this platform, we have created the Power BI REPORT PACK for Dynamics GP. The REPORT PACK is a suite of 100+ PRE-BUILT, turnkey, interactive dashboard reports for surfacing and analyzing all of your GP data. (GL, AR, AP, Sales Analysis, Forecasting, Budgets, Bank Recon, Inventory, Purchasing, Project Accounting, and Trend Analysis)

* Also features Multi-Year analysis, contrast and comparison.

GP Power BI Report Pack - AR and AP Aging Report

The Report Pack features stunning interactive graphs, actionable Data Insights, AI Analytics, Forecasting (predictive analytics) and drill through detail reports giving you an unprecedented 360-degree view of your data allowing you to make quicker and more informed decisions. You have never seen your data like this before.

GP Power BI Report Pack - GL and Transaction Imbalance Report

Let’s face it – nobody likes doing Expense Reports! But it is a necessary function of today’s increasingly mobile workforce. If you would like to remove the hassle from processing expense reports, check out this on-demand webinar:

In the video, CSSI introduces experts from Gorilla Expense, a GP add-on which is an automated, end-to-end Expense Management solution. In the webinar, we’ll talk about Gorilla Expense and show off features such as:

  • Submitting expense reports with electronic receipts from the mobile app
  • Creating and submitting an expense report on the web
  • Approving the expense report as a manager
  • Sending the data to GP with Gorilla Expense’s unique ‘1-click’ integration

Interested in learning more about Gorilla Expense today? Contact CSSI today to learn how we can take the pain out of expense reports.

Like many people, you may be currently home-bound due to the COVID-19 crisis. Perhaps it’s the first time you are working from home with GP, and contending with problems and issues. Thankfully, Microsoft has prepared a Q&A to assist with some of the most common issues.

Problems You May Be Encountering Working From Home With GP

#1 Are you being kicked out of GP in the middle of a session?

Potential causes may be:

  • If using RemoteApp or Citrix sessions, does the issue occur if you remove these and login to Dynamics GP directly from the server or workstation, or RDP to the machine, not using RemoteApp or Citrix?
  • Damaged or corrupted FORM.DIC / REPORT.DIC dictionary files

#2 Is GP crashing on the terminal server?

Potential causes:

  • The use of a P2P/WAN configuration – Microsoft Dynamics GP isn’t designed to work in and is not supported in a WAN environment.
  • Installation/Configuration issues

How to deploy Microsoft Dynamics GP and Microsoft Business Solutions – Great Plains in a Terminal Server environment 

#3 Are you experiencing performance issues with GP on a terminal server environment?

Potential causes:

  • Some of the files GP is using, is not located on the Terminal Server. Put the Dynamics.set file and all dictionary files that are listed in the Dynamics.set file onto the server that is running Terminal Server.Troubleshooting Dynamics GP in Terminal Server

#4 Is Dynamics GP crashing?

Potential causes:

  • Reboot the server or workstation Microsoft Dynamics GP is installed onto.
  • Damaged or corrupted FORM.DIC / REPORT.DIC dictionary files
  • Antivirus application doesn’t have exclusion for Dynamics GP directory, shared folders holding GP dictionary files, nor the Dynamics.exe file itself.
  • We also recommend exclusions on these file types:
    .cnk – File is used when service packs or product is installed. These files should not be in the directory for a significant time.
    .dic and .chm – Files are the Help files for Microsoft Dynamics GP.
    .set – Is the start file for Dynamics GP and Utilities, the files store information of what and where products are installed.
    .ini – Is the configuration files. These files hold information about which user logged on most recently, what data source is used, and the path.
    .dat – These files are ctree .dat files that are used with an SQL database.
    .idx – These files are ctree index files that are used with an SQL database.
    .vba – Files are used if there are Microsoft Visual Basic for Applications (VBA) modifications for Microsoft Dynamics GP.
    .log – This file type used if you use a Dexsql.log file to troubleshoot an error message.
  • Add Dynamics.exe as an exclusion in DEP.
  1. Log into the Windows Server as an administrator 
  2. Browse to the Control Panel and click on ‘System and Security’. 
  3. Click on ‘System’, then click on ‘Advanced system settings’ on the left-hand side of the window. 
  4. In the ‘System Properties’ window that opens, click on the ‘Advanced’ tab, then click on ‘Settings’ in the Performance section. 
  5. In the ‘Performance Options’ window, click the ‘Data Execution Prevention’ tab. 
  6. Select the ‘Turn on DEP for all programs and services except those I select’ option, then click the ‘Add…’ button and browse to the Microsoft Dynamics GP directory and select the Dynamics.exe file, click Open. 
  7. Click Apply to save your changes and then click OK to close the window. 
  8. Have users log out and back into Dynamics GP and verify whether they continue to see the issue with the freezing occur or not after this change is made.
  • If Microsoft Dynamics GP is ‘crashing’ randomly not related to user- or machine-specific processes, it could be due to SQL connectivity issues: SQL Connectivity Errors seen in Microsoft Dynamics GP
  • Third party products and features installed on Microsoft Dynamics GP, to include RemoteApp and Citrix sessions.

#5 Does GP crash or close when emailing?

 —Microsoft Dynamics GP crashes/closes when emailing after Office update 

Are you experiencing issues not covered here? Contact CSSI’s GP support team for help.

The update to GP2018 was released in October of 2019, and we’ve now had time to digest the changes. One of the major (and perhaps confusing) changes is that GP has adopted Microsoft’s ‘Modern Lifecycle Policy’ and will no longer use version numbers. So the official latest version is known as just ‘Dynamics GP’.

For a detailed look at all that’s new in the most recent iteration of GP, please see our on-demand webinar:

Ready to upgrade? Contact CSSI to learn how we can make your upgrade painless.

Does your annual budgeting process give you headaches? Do you cobble together spreadsheets and constantly chase down errors? Consider Planning Maestro, an excellent budgeting add-on for GP which enables you to easily budget, forecast financial performance, analyze results, and share info throughout your business.

https://www.youtube.com/watch?v=649upMJoi8M

Planning Maestro is an excellent budgeting add-on for GP. It features:

  • Planning – improve visibility within your business
  • Budgeting – build your budget model in days, easily generate multiple scenarios
  • Forecasting – see the impact of multiple scenarios
  • Analytics & Reporting – build and delivery timely data with reports and dashboards

CSSI is an experienced GP parter as well as a partner of Planning Maestro. Contact CSSI today arrange your personal demo!

Does your company spend more than 4-hours a month working on bank or credit card reconciliations? If so, check out this pre-recorded webinar for a GP add-on which will be of interest to you. Watch ‘Automation Made Easy’ and see how Easy e-Bank Rec works symbiotically with Dynamics GP and offers automation, matching, recording bank transactions and reconciling to make month-end less stressful for everyone.

As inventory visibility and accuracy have become critical to your competitiveness as a business, the right WMS (warehouse management system) makes all the difference in supporting your team. As experts in both GP and barcoding/supply chain operations, we built WMS by CSSI to integrate with Dynamics GP, and to run on the latest generation of Android Mobile Devices. It’s a powerful, fast, customizable WMS which your business will love.

Watch the video above for the recording of our Sept. 5 webinar on WMS by CSSI. To learn more about our WMS, please complete the form at right.

Are you excited about data? Data increasingly provides a competitive advantage to today’s leading organization. How effectively are you utilizing data within your organization?

  • Do the right people have easy access to the data they need to make decisions?
  • Do you have informative, easy-to-share dashboards in place to monitor business results?
  • Are your reports flexible and dynamic? Are non-technical users able to slice and dice the data?
  • Are you able to tie together and compile data stockpiled in various databases throughout your organization?
  • If the answer to any or all of the above is “no”, then how much could you improve your business by turning “no” to “yes”?

In the following webinar, we discuss the power of analytics and Microsoft’s Power BI software, a tool which puts powerful analytical capabilities in the hands of even non-technical users. Power BI enables you to create dashboards and dynamic reports, pushing data down to the users who need it.

Learn more about how CSSI can help you utilize and implement Power BI:

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This video is part 2 of a 2-part series which began with our Management Reporter for Beginners tutorial.

In this video, CSSI present Dynamics GP Intermediate Management Reporter Training. We step up the difficulty level and address some of the more sophisticated things you can do with this tool.

In this Management Reporter Intermediate tutorial, we address:

  • How to build a report in the Management Reporter reporting tool
  • The building blocks of Management Reporter
  • Report definition screen
  • Report building blocks logic – column definition, etc.
  • Organizing the report library into folders
  • How to get percentage columns into a report
  • Exporting data to a Microsoft Excel spreadsheet
  • Adjusting fonts, styles, and colors
  • What are format codes?
  • BASE, CBR, and other fun codes
  • Creating a new report from scratch.

Some of the many great uses for Management Reporter:

  • Balance Sheet
  • Income statement
  • Cash flow statement
  • Trial balance
  • Accounts Receivable
  • Account Payable

Need support with Dynamics GP on other topics such as using the smartlist builder, GP training, SQL server management and optimization, SSRS Reports (SQL Server Reporting Services), or upgrading your version of GP? Learn more about how CSSI can help you on these topics as well as GP’s Management Reporter:

Learn more about how CSSI can help you with GP’s Management Reporter:

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Did you miss the first webinar in this series, Management Reporter for Beginners? Click here to view.