Microsoft Dynamics GP Reporting – Overview For Developer

Legacy ASP integration – this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is – you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service.

eCommerce – is actual for the clients from Hawaii and Puerto Rico. Microsoft eOrder will be phased out with GP version 9.0. You should be ready to invest some development money into eConnect-based redesign. In some cases, such as Great Plains SOP allocation and posting you will have to rescue to Great Plains stored procedures.

At the same time Microsoft Business Solutions reopened Great Plains Source Code program for MBS partner channel, this signals to us that we need to rehabilitate old Great Plains/Microsoft Dexterity based tools: ReportWriter, Microsoft Dexterity itself to customize Microsoft Dynamics GP so-called “fat” client. Please read below “balanced” and “reasonably conservative” Microsoft Great Plains / Microsoft Dynamics GP 9.0 report design overview:

Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server – you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config – please refer to MS CRM SDK

Microsoft CRM SDK – this is software development kit with C# and partly VB.net code samples – it is supported by Microsoft Business Solutions technical support. It is based on web service calls, if you are C# .NET developer – you are excellently positioned to do this type of customizations. This is the preferred modification scenario and this should be easily upgradeable customization. VB.Net examples will be available soon.

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2. Final Step 10.0 SP5 -> 2010 SP1.  No issues at all, again each company consumed about 20 minutes.  Both steps smoothness was a surprise for us, as we did some custom SQL scripting.  For example we had template company database, which we loaded when new company was created.  Then we had to delete History, Open, Work and some of the master tables (preserving Chart of Accounts).  When you are doing such actions, you may expect the possibility of non-critical data inconsistency (which should not be a problem while you are exploiting the current version, but they might become an issue when you are conducting release update)

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Microsoft Dynamics CRM is the new name for Microsoft Business Solutions CRM. Other Microsoft ERP product were renamed as well: Microsoft Great Plains into Microsoft Dynamics GP, Microsoft Navision into Microsoft Dynamics NAV, Microsoft Axapta into Microsoft Dynamics AX, Microsoft Solomon into Microsoft Dynamics SL. In this small article we are giving our retrospective review of Microsoft Dynamics CRM customization tools and options.

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5. FRx versus Microsoft Management Reporter.  Well, old good days FRx is still doing its job in generating Consolidated Financial Statements.  However it’s under laying technology is quite outdated.  For example Specification Sets are Microsoft Access Databases (where .frl extension might be misleading, by you can open this file with MS Access, assuming that you know its encryption password).  MMR naturally supports 64 bit Windows Server and Workstation (Vista, Windows 7, XP 64, plus you can deploy its client on Windows 2008 Server, including Small Business Server 2008 64 bit).  FRx seems to be also installable on these OS versions, but Microsoft doesn’t guarantee that and it doesn’t support these installs.  We are kind of in hesitation to recommend FRx to MMR conversion to each customer, as we do not usually like the software application with just one or two versions released.  We rather recommend test migration, try all your reports to be printed out in FRx and compared with printed out versions from Microsoft Management Reporter.  This approach has more chances to validate all the features you need in your Financial Reporting and if new reports design tool does the job (in this case Microsoft Management Reporter) – you are good to do switch in production environment

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