Category: New Features

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
Continue reading “Dynamics GP & Power BI – Setting up the OData Service”

Dynamics GP & Power BI – What it does and how to use it – New for GP2018

Dynamics GP has had a few iterations of its Power BI integration over the years.  I was very excited to see Power BI functionality in GP – this started with ~Dynamics GP 2016.  Despite my excitement, I found it hard to ‘get on board’ as the functionality was limited and somewhat unreliable.  Microsoft heard our case and delivered many changes with Dynamics GP 2018.  The Power BI and Dynamics GP friendship has been renewed and I think you will really like it!
PBI
I have implemented this for a few businesses who use Dynamics GP… they LOVE IT, and so do I!  This blog is meant to outline how this functionality works in GP and in Power BI.  There is a lot to cover… and to keep our “millennial” attention spans primed, I broke this into a few blog posts.
Some of this is already available from other sources, but for my own reference, I wanted to create a series so I can easily reference it all in one place… as I learn more, I will update these blogs accordingly.
Continue reading “Dynamics GP & Power BI – What it does and how to use it – New for GP2018”

Dynamics GP Workflow Types – By Version Release – As of GP 2018 R2

Since the release of Dynamics GP 2013 R2, Microsoft has been reinventing Workflow and adding new Workflow functionality to each subsequent release.
Since a lot of GP Users are not on the most recent version of GP, I am often asked – “What workflows do I have available to me in my current version?”.
I put together a list of Workflows along with their release version, for your reference (and mine LOL).
Continue reading “Dynamics GP Workflow Types – By Version Release – As of GP 2018 R2”

GP #LifeHacks 141: Hide/Mask Social Security Numbers

Are you using the robust HR and Payroll module for Dynamics GP?  If so, I hope you are masking social security numbers on your reports!
A relatively new feature (GP 2015 R2) in the HR/Payroll module allows for automatically masking of SSN’s on certain reports.  It’s actually quite simple.
Here is a step by step on how to implement this feature on some key reports in your system.  It’s a piece of cake!! Continue reading “GP #LifeHacks 141: Hide/Mask Social Security Numbers”