Using Microsoft Dynamics Great Plains Utilities application you can complete a number of additional configuration procedures that are required after installing Dynamics GP. You’ll use MS Dynamics GP Utilities to complete the following tasks after you’ve installed software and data on a server computer.
- Select whether to use default or custom settings to configure the system database.
- Create SQL Server databases for Dynamics GP.
- Deploy predefined SQL Server Reporting Services reports that are included in the Dynamics GP.
- Deploy predefined Microsoft Excel reports that are included in the Dynamics GP.
- Create your account framework and synchronize the Dynamics GP dictionary, if you are providing the custom settings.
- Select a default account framework and synchronize the Dynamics GP dictionary, if you decide to use the default settings.
- Define the account sorting options, if you are providing custom settings.
- Enter the password for the DYNSA user.
- Set up the system password, which controls the access to system management functions in Dynamics GP, if you are providing custom settings.
- Synchronize the sample data with your account framework, if you installed the sample company.
- Remove SOP and Invoicing message. This lets you remove a message that appears every time you enter a transaction in the Sales Order Processing or Invoicing if both modules are registered.
- Create an SQLServer login for the Dynamics GP Web Client
- Select the authentication type for the MS Dynamics GP Web Client.
- Create additional companies, as needed.
Removing SOP and Invoicing Message in Microsoft Dynamics Great Plains Utilities
Return to the Dynamics GP Utilities and complete this task after you’ve set up Sales Order Processing. The following message will appear every time you enter a transaction in the Sales Order Processing or Invoicing if both modules are registered: “Sales Order Processing and Invoicing modules are both installed.
They do not share information. The Transactions should be entered into one module only.” To remove this message, select Remove SOP and Invoicing message in the Additional Tasks window and click Process, then follow the instructions in the window.
Managing the Web Client SQL Server Login
Use the Manage Web Client SQL Server Login window to create or modify a SQL Server login for the Dynamics GP Web Client. By using single Web Client SQL Server login, each web client user can access the web client by providing their standard Windows login credentials instead of using their own SQL Server login.
During the initial Microsoft Dynamics GP installation, you can create the SQL Server login. Each web client session can use the login to access the SQL Server.
To manage the Web Client SQL Server login:
- Select the Manage Web Client SQL Server Login option in the Additional Tasks window and select Process.
- In the Manage Web Client SQL Server Login window, specify SQL Server
The Login and password for the Web Client SQL Server login.
- If the login has an existing password, you can mark the Change password option to enter the different password.
- Click Save. The Additional Tasks window reappears.
Managing Microsoft Dynamics GP Utilities User Authentication
Use the Manage user authentication process to change the authentication type for this MS Dynamics GP instance. If there are accounts assigned for the current authentication type, the assigned accounts will be removed when the authentication type is changed. You cannot change the authentication type if there is an active workflow or a workflow that is currently pending user action.
During the initial MS Dynamics GP installation, you selected an authentication type. If you upgraded to this version of Dynamics GP from a previous release, the authentication type was set to the Windows Account automatically.
To manage the user authentication
- Select the manage user authentication option in the Additional Tasks window and select Process.
- In the Manage User Authentication window, select Authentication Type drop down and select the authentication type.
- If you have selected the Organizational Account, provide the required configuration information for using Organizational Accounts.
Provide Azure AD domain name for the user accounts. An example is contoso.onmicrosoft.com. Provide the name of the SQL Server instance where the web components database is stored and the name of the web components database.
- Click OK. The Additional Tasks window reappears.
Additional Installation Tasks in Microsoft Dynamics Great Plains Utilities
The Additional Tasks window in Microsoft Dynamics GP Utilities contains the following selections:
- Add sample company data
- Create a company
- Remove SOP and Invoicing message
- Update modified forms and reports
- Synchronize forms and reports dictionaries
- Manage Web Client SQL Server login
- Manage user authentication
The Update modified forms and the reports option is used when upgrading from a previous release; it isn’t used when you initially install Dynamics GP. The Synchronize forms and the report dictionaries option can be used at any time when you want to synchronize your forms and reports to your account framework.
Start Dynamics GP Utilities if you haven’t already and follow the instructions in the Microsoft Dynamics GP Utilities windows until you open the Additional Tasks window.