GP Upgrades – know your environment part 4

My last post was a few months ago and since then I’ve gotten a little distracted with other things (summer, nicer weather, etc.). I’m ready to try to catch up and finish this upgrade series, continuing on for now with the “know your environment” topic. So far I have covered some product terminology, product types & ISV products, and a bit about identifying external applications. In this post, I will talk about what I look for in terms of integrations and things to consider for upgrades.

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Canadian Payroll Mid-Year Update 2021

A week or so ago, the mid-year update for Dynamics GP was dropped. For Dynamics GP Canadian Payroll users, there are only tax changes in 1 jurisdiction – New Brunswick. In addition to the CPY updates, there are a number of other fixes in this update. As is typical with the mid-year update, it is more than just Canadian Payroll updates, it’s a full service pack.

For all of the details on the other changes, please refer to Terry Heley’s blog post. There are simply too many updates listed to summarize!

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GP Upgrades – know your environment part 2

In my last post in this Dynamics GP upgrade series, I talked about getting to know your environment. The importance of understanding some of the moving parts cannot be understated, if you are “in charge” of your environment in any meaningful way. Reading this series won’t allow you to bypass utilizing a partner or consultant for some things, but hopefully it gives you more background to understand different parts of the environment, and perhaps fill some knowledge gaps.

In this blog post, I will continue on the Know Your Environment angle, continuing from where I left off. I covered most of the core Dynamics GP “Microsoft” elements of a given environment but ignored ISVs plus many other parts of the environment to be aware of. Overall this part of the upgrade series may still take more than 2 posts to adequately cover!

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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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