GP Upgrades – know your environment

This is the 3rd post in my series about GP Upgrades. Today’s topic is what I refer to as “getting to know your environment”, as part of the planning process around your upgrade. If you are planning an upgrade, it’s important to understand where the moving parts are, and at least to have what I refer to as a “conversational” knowledge of your GP system, even if you aren’t familiar with the nitty gritty details. This is too long a section for one post so I will be breaking it up into smaller pieces.

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SmartList Export: Excel content error

Last year, I wrote a post about a relatively common SmartList Export error, the “Excel cannot open the file” error. Today, I was working on a client upgrade and cleaned up a ton of minor issues with some Canadian Payroll smartlists they use.

In writing this post, I have also developed a quick hatred for SmartList Designer, as you will read later in the post.

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GP Upgrades – process overview

Last week I posted the first in a series I am writing relating to Dynamics GP upgrades. This week’s topic is an overview of what the process looks like for many organizations, from the point of view of upgrades I’ve done or been involved with. At the end of this post I’ve included a Context section to further clarify what my background is which will heavily shape the recommendations and approaches I discuss through this entire series.

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GP Upgrade Tips series intro

I’m finally ready to get back into a regular blogging rhythm and will be starting a series around Dynamics GP upgrades. I’ve presented on this topic a few times and what I plan on covering is how I approach and manage upgrades. What this series will not be about are the technical “how to upgrade” aspects. There are plenty of other articles out there covering the actual upgrade process and technical elements, so I don’t feel the need to repeat that here.

I am working with a client on their upgrade now so a lot of the things I cover will be fresh in my mind as they are in the “test upgrade” phase right now, and not “going live” for a few more weeks now. This also may result in the topics being a little bit random, vs. a specific order of events style of posting!

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Remove all notes in PowerPoint

WOW, it’s been *some time* since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned!

This is a super easy tip that I learned today. I also learned I’m a super lazy PowerPoint creator. I create PowerPoint presentations by copying the last presentation I did and duplicating a bunch of slides that have the layout I like. 40 slides in, I realize every darn slide has the same Presenter’s Notes in it. DOH!

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Issues with Word Templates

Recently, there have been issues with Dynamics GP and Word Templates, due to some changes to the most recent Microsoft Office build releases. Specifically, documents generated in Word Templates cannot be opened in Microsoft Word, once you’re running a build from Sept 8/9th or newer. Today’s post is an attempt to clarify what the situation is, and what is and is not affected and clarify some of your options.

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What happened to #TipTuesday?

Hey, everyone reading this… no, I haven’t fallen off the face of the earth. I’m hoping to get back into regular blogging this Fall. Ahem, I mean Autumn. (that’s for David Musgrave 🙂 ).

I’ve been fortunate to stay safe & healthy as well as maintain most of my business during COVID-19, that’s the good news. There have been a few unrelated things that have kept me away from my normal blogging routine. Individually, they are things that normally would have little or no effect. Cumulatively, they weighed me down enough that blogging is what fell by the wayside.

I won’t go into details except to say that there are a number of things going on in the world, the U.S., and closer to home in Canada that have given me pause and make me wonder if what I’m doing *here* matters in the grand scheme of things going on out there right now.

It’s been a weird year, there’s no denying that, and like many of you I will be glad to see it come to an end. In the meantime, I have some work to do to rebuild a lost virtual machine on my computer so I can re-install SQL and Dynamics GP and get back to having an environment to test and mock-up scenarios for blogging.

Stay tuned… 🙂

Excel – where did my workbook go?

Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on their computer, I realized what the problem was. It turns out someone accidentally “hid” the workbook and then saved it for the next unsuspecting user. To the user, it was akin to voodoo, something appears to “open” but nothing is visible.

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