MBS Podcast #004: We are BACK BABY!!!

Mark, Belinda and Shawn (That’s me!) are back after a few months of silence from our WORLD FAMOUS podcast – MBSPost!640x640_13316945
This episode, we talk about what we have been up to, some other fun stuff, including handhelds and VR…. a little about our work projects and a bit about my son, Taylor and his journey since his accident on July 4th, 2018!  Check out his upcoming 5k page for more information!
http://www.PenniesForTaylor.com/5K2019
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Moving Dynamics GP to the Cloud?

Come join me for a FREE workshop at the Microsoft Office in Charlotte!  We will be discussing how to get Dynamics GP in the cloud – best practices, options and things to be on the look out for!
March 26th, 2019
1:30p – 2:30p
8055 Microsoft Way, Charlotte, NC  28273
2019-03-28_10-09-40
I hope to see you there!
Thanks for reading!
Shawn


Shawn Dorward
Microsoft MVP, Business Applications
GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP


 
Original Post: https://gplifehacks.com/2019/03/01/moving-dynamics-gp-to-the-cloud/

BC #LifeHacks 112: Jet Reports Error – Renew Jet Reports Financials

When trying to use Jet Reports connected to Business Central recently, I encountered an error that had me scratching my head!

I had a valid license but it kept giving me an error: “Renew Jet Reports Financials” – it further said in the dialogue box that my subscription had expired… but it didn’t… so what to do now?

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Jet Basics – Connecting the Data Source

Now that Jet Basics is installed, it’s time to connect to the Dynamics GP Data Source.
GP Data can be both on site (on premises) or in the cloud (Remote Data Service).
Below is a quick guide on how to connect to your data source!
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Jet Basics – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!
Many of those sample reports rely on something called ‘Friendly Names’.
Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂  Rather than your typical naming convention for GP – like GL20000.
Not only are the sample reports built using these friendly names, but it makes it much easier to use.
Also Jet Basics comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.
Below is a quick guide on how to use the GP Update Utility – PRO TIP!  It’s ok to add this later but I 100% recommend doing this before getting started.
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Jet Basics – How do I install it?

Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.
Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?
Here is how to install Jet Basics.
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Jet Basics – What is it and how do I get it?

Jet Basics is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports.  It lives in excel and connects directly to your Dynamics GP database.  It’s FREE…  interested?  YES PLEASE!!
This quick write up walks through how to get the Jet Basics add-in and get it installed in your excel application.
Jet Basics works with versions of GP dating all the back to version 9… it also even works with Excel 2010!!  So, let’s take a look.
For the complete series listing on Jet Basics – Click here!
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GP #LifeHacks 200: Replace Management Reporter with Jet Basics

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…
At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!
Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.
In this series I will break down how to install Jet Basics and how to build out your first simple reports.
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Come see me at Vision 2019! A Dynamics User Conference Charlotte, NC

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.
It is a two day conference PACKED with content!  This years event covers Dynamics GP, Dynamics CRM, Business Central/NAV and related MS Office products.
It’s a TWO DAY event filled with TONS of learning and networking!  (Oh, and door prizes!!!)
Come join us on April 23rd and 24th, 2019 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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Come see me at FOCUS 2019!! #UserGroupFocus

User Group FOCUS is being held in Houston Texas!  What a cool place to visit and learn about Microsoft Dynamics 365, AX, CRM, and BC/NAV, and multi-level education on the Power platform (Power BI, PowerApps, and Flow)!

These sessions are FOCUSED (get it..) on primarily advanced sessions – the tracks are packed with 90 minute sessions!  Check it out here!

This year, my first year, I will be presenting on two different topics, outlined below.

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