Tag: LifeHacks

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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GP #LifeHacks 147: Show Unused Codes On Paystub With YTD Information!

Payroll for Microsoft Dynamics GP is packed with tons of cool functionality… most importantly.. making sure everyone gets paid! 🙂
How about those deductions and benefits… yup, it handles those too, all represented on the employee pay stub… SWEET!
But what happens when a code is inactivated part way through the year… the code no longer shows up on the statement!?!?!?! YIKES!
That’s OK, you can change a simple setting to get them to show up, automatically… keeping your employee’s happy and showing that very valuable YTD amount… especially come close to the end of the year, right?
Here’s how:
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Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

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 resolve the error:

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message…  Unable to connect to the Power BI site.  Contact your system administrator.
reached out to me with this roadblock, and I’m glad she did!  I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!
Continue reading “Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.”

Dynamics GP & Power BI – An Error Has Occurred In The Script On This Page

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 resolve “An error has occurred in the script on this page.” Error when hovering over Power BI within Dynamics GP

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GP #LifeHacks 137: Add a SQL View to Smartlist using Designer

Dynamics GP offers a very good tool to create your own Smartlists… Smartlist Designer.
One of the cool things users can do is incorporate custom SQL views into Smartlist through SmartList designer… this can be a HUGE time saver and really gives you the ability to get data you would normally not be able to get in a normal Smartlists.
Below are the steps needed to add a SQL View to your Smartlists.
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Dynamics GP & Power BI – How to delete APP registrations

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 delete APP registrations

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Dynamics GP & Power BI – Publish using a custom SQL View

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 publish a custom SQL View to Power BI

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Dynamics GP & Power BI – How to see Apps registered to your account

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 see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

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Dynamics GP & Power BI – Configure OData Service in Dynamics GP

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 Configure the OData Service in Dynamics GP

Step 1:  Navigate to Reporting Tools Setup

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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
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