5/30/2018

Dynamics GP 2016 Workflow Email Notification Error

Dynamics GP Workflow interface has been simplified ever since GP 2013 was launched. The functionality continued to improve on each version release. The ability to setup and configure workflows within native GP interface has reduced several steps in the process.

I got a call this morning from my client who's a happy customer using Dynamics GP workflows extensively in his organization for more than an year ever since I implemented GP for him. The problem is none of the workflow notifications are popping up in users inbox. Strange.

After taking control of his screen through a remote connection, I quickly went with the series of troubleshooting steps.

1. What is the mail server used by client? Office 365.

2. Did the workflow email sender account password change recently? Yes. they did change the password recently. So, I went to Workflow setup window through Microsoft Dynamics GP | Administration | Workflow Setup and have him update the password twice.


3. After saving the record, tried with a test email that didn't work. 

4. I read somewhere for office 365 to use FQDN so tried using domain.onmicrosoft.com. didn't work.

5. I wanted to be sure if SMTP is working fine for Office 365. So opened Powershell and followed below steps

   Type  

$msolcred = get-credential

 that will ask for Office 365 credentials


Send-MailMessage –From user@domain.com –To user@domain.com –Subject “Test Email” –Body “Test SMTP Relay Service” -SmtpServer smtp.office365.com -Credential $msolcred -UseSsl -Port 587

Replace user@domain.com with Office 365 domain email address. 

6. Ensuring the SMTP test delivered successfully a test email, configured with the same settings in Workflow setup. Did it work this time? Yes. 

Good Luck






5/05/2017

Dynamics GP 2016 Bank Reconciliation Training


1/22/2013

How to Publish Management Reporter Reports to SharePoint

Recently I was asked to integrate Management Reporter reports to SharePoint Foundation 2010. With Management Reporter 2012, it's quite simple to achieve.
 
All you have to do is to follow the steps below
 
1. Go to SharePoint site and create a document library.
 
2. Assign site permissions for the people who need to see the reports. Also provide Design and contribute permissions to the Management Reporter process service user.
 
3. Go to Management Reporter and choose the report from report definitions you'd want to publish to SharePoint.
 
4. Click Output and Distribution tab from the report definition.
 
 

5. Check Generate to multiple report library locations and add the SharePoint document library link in Related Report Link location as shown below.
 
 
6. If you want this report to be automatically publishing to SharePoint, You can setup a report schedule in Report scheduler.
 
7. You can see the reports in SharePoint like this.
 
 
 
8. When you click any report, it'll open like this where you can have the option of viewing it in Excel, Report viewer or XPS document. You can also set a default view so that next time it won't ask for a choice.