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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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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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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SmartList Export: Excel cannot open error

Today’s #TipTuesday is one a client ran into a little while ago, and is worth sharing how you may find out what is causing the issue. The TL;DR version is a strange character somehow was input into an invoice comment and it caused an issue when that record (with that field) was exported to Excel from a Dynamics GP SmartList. Exporting to Word instead of Excel showed where the character was to be able to edit the data to remove it.

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