Mass Update CPY Basic Personal Exemption – JenKuntz.ca
Mar19

Mass Update CPY Basic Personal Exemption – JenKuntz.ca

Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption amounts or that somehow the wrong amounts are in there. So, today’s #TipTuesday is a… Continue Reading Jen Kuntz’s Article on their...

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What’s included in those SQL rpt roles? – JenKuntz.ca
Mar12

What’s included in those SQL rpt roles? – JenKuntz.ca

Today’s #TipTuesday is a security tip to help you identify what exact permissions the SQL fixed database roles have, that start with rpt*. If you’re granting access to some of your windows users or groups, you want to know what they can get into, right? The purpose behind the rpt* roles is generally for SSRS (SQL Reporting Services) reports that ship with Dynamics GP since users… Continue Reading Jen Kuntz’s Article on...

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Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca
Mar05

Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca

Today’s #TipTuesday is too late for 2018 filings but hopefully those this applies to will file it away for next year. The post is as a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file for multiple employers. TL;DR version: it does that out of the box although the UI doesn’t make it seem… Continue Reading Jen Kuntz’s Article on...

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Fun with XML, the end – JenKuntz.ca
Mar04

Fun with XML, the end – JenKuntz.ca

(At least I hope it’s the end, LOL!). Here are the various parts to my mini-series so far, which is the story behind all of this (part 1), the technical deep dive into the SQL query (part 2), a bit about namespaces in the FOR XML (part 3) and finally a bit about validating an XML file against an XSD schema (part 4). So, what is this post about? This is taking a step back to describe… Continue Reading Jen Kuntz’s Article on...

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Fun with XML, part 4 – JenKuntz.ca
Mar03

Fun with XML, part 4 – JenKuntz.ca

The last of the “technical” parts of this mini-series is about how to validate an XML file with a parser, against an XSD schema. This would complete the list of things I learned in this journey to create a T5 XML file, that I didn’t know before I started. If you’re interested in the previous parts, part 1 is the story behind all of this, part 2 is a deep dive into the SQL code… Continue Reading Jen Kuntz’s Article on their...

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Fun with XML, part 3 – JenKuntz.ca
Mar03

Fun with XML, part 3 – JenKuntz.ca

The fun continues! Today’s post is about the namespaces. I was unable to figure this out for the longest time and ended up giving up, manually pasting in the values I needed for submission. It was only in prepping this post that I came up with a way to get the namespace attributes in the right spot. If you are interested in the entire journey, check out part 1 (the story behind this)… Continue Reading Jen Kuntz’s Article...

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Fun with XML, part 2 – JenKuntz.ca
Mar02

Fun with XML, part 2 – JenKuntz.ca

Today’s post is a continuation of the mini-series I started on Feb 28th. You can read the first part here if you’d like, which contains the story behind this. In this post I’ll be getting into the technical details on what I learned. This is about the guts of the XML itself, in SQL, where I ended up writing this procedure. First, before I get into the details, I wanted to… Continue Reading Jen Kuntz’s Article on their...

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Fun with XML, part 1 – JenKuntz.ca
Mar01

Fun with XML, part 1 – JenKuntz.ca

This is going to be a short series of posts (short series, not short posts!) about my journey with creating an XML file for T5 filing with the Canada Revenue Agency (CRA for short). So many things happened in the last couple of weeks on this, that there were plenty of lessons learned to share and stories to tell! The story overall was one of a lot of frustration at times but in the end, a… Continue Reading Jen Kuntz’s...

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Additional menu in GP windows – JenKuntz.ca
Feb26

Additional menu in GP windows – JenKuntz.ca

Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when you use Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had forgotten about how security worked, as it… Continue Reading Jen Kuntz’s Article on their...

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When did that G/L Account get added? – JenKuntz.ca
Feb19

When did that G/L Account get added? – JenKuntz.ca

This phrase was uttered in the office recently, by the person who is tracking final changes to the year end Financial Statements. Her statements were out of balance, which turned out to be a new G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!” Yes, there must be a… Continue Reading Jen Kuntz’s Article on their...

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SmartList Options – JenKuntz.ca
Feb12

SmartList Options – JenKuntz.ca

Today’s #TipTuesday is a hidden gem, and if you didn’t know what you could do with it, you’re going to love this post! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools. What is it? First of all, this window is found on the… Continue Reading Jen Kuntz’s Article on their...

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Changing Password Managers – JenKuntz.ca
Feb10

Changing Password Managers – JenKuntz.ca

Back in October last year, I posted a couple of articles around my recommendations and use of Two-Factor authentication. (Here’s part 1 and part 2 for those articles, if you’re interested in reading them.) In my part 2 post, I indicated that I was also using a password manager and was using LastPass at the time. I have recently switched to 1Password and after posting a couple of… Continue Reading Jen Kuntz’s Article on...

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My write-off doesn’t add up! – JenKuntz.ca
Feb06

My write-off doesn’t add up! – JenKuntz.ca

Or does it? Today’s post is the first #TipTuesday of 2019, and a little bit of an obscure one at that. The short version is, if you use the write-off feature while you are applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance. In fact, at first glance, it seems like the report is actually wrong,… Continue Reading Jen Kuntz’s Article...

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Keeping up with the MVP firehose – JenKuntz.ca
Jan14

Keeping up with the MVP firehose – JenKuntz.ca

It’s January, which means we’re coming to the end of another contribution year for those of us Microsoft MVPs that are up for renewal on July 1st. By the end of March, we need to have submitted our contributions, and new this year, answered the four magic questions on the MVP site. This is the first year where I feel like I’m getting things under control in terms of MVP… Continue Reading Jen Kuntz’s Article on their...

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New Year’s Resolutions 2019 – JenKuntz.ca
Jan01

New Year’s Resolutions 2019 – JenKuntz.ca

Well, it’s that time of year again, and time to look back at 2018 and plan for the new year. This is the 9th year where I’ve been writing these resolution posts and it’s always fun to look back at what I thought the last year would bring. If I could describe 2018 in one word or phrase, it would be “emotional roller-coaster”. This year had more ups and downs that I’ve had in… Continue Reading Jen Kuntz’s Article on their...

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Top 10 Blog Posts from 2018 – JenKuntz.ca
Dec31

Top 10 Blog Posts from 2018 – JenKuntz.ca

I took a look at last year’s top 10 list and 4 “new” posts made it to the top 10 with the oldest post being from August 2011. This year, 7 posts made the list from 2018, and 3 repeats. It’s always interesting what topics or posts have staying power or something relevant to today’s searches! I guess it’s safe to say that users still continue to have issues restoring GP from… Continue Reading Jen Kuntz’s Article on their...

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Canadian Payroll 2018 Year End Update – JenKuntz.ca
Dec21

Canadian Payroll 2018 Year End Update – JenKuntz.ca

Will you look at that? It’s nearly Christmas and year-end and that means it’s time for some tax updates. Today the last of the updates were released for US English and they cover GP 2015, GP 2016 and GP 2018. Hopefully if you are reading this and still running GP 2013, you’ve got a backup plan in place! Documentation Here’s the official documentation, now on… Continue Reading Jen Kuntz’s Article on their...

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Clear Companies script & custom tables – JenKuntz.ca
Dec21

Clear Companies script & custom tables – JenKuntz.ca

This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year in fact, but I didn’t get into the Clear Companies script. What is the Clear… Continue Reading Jen Kuntz’s Article on their...

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Quick Journals – JenKuntz.ca
Dec18

Quick Journals – JenKuntz.ca

The last couple of #TipTuesday posts have been around some older “new” features – copy journal entry and backout/correct journal entry. Today I thought I would write a quick tip post around one of the lesser known options for creating journal entries in Dynamics GP: quick journals. Next week for my last #TipTuesday of the year, I’ll have a post about the other option which is… Continue Reading Jen Kuntz’s Article on their...

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Backout or Correct Journal Entry – JenKuntz.ca
Dec11

Backout or Correct Journal Entry – JenKuntz.ca

Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing or correcting journal entries without utilizing this. The best part about this… Continue Reading Jen Kuntz’s Article on...

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Copy Journal Entry – JenKuntz.ca
Dec04

Copy Journal Entry – JenKuntz.ca

Today’s #TipTuesday post is about the Copy Journal Entry feature in Dynamics GP. This has been around forever, or it feels like it at least! Despite that, there are still users I’ve encountered over the years that were unaware this was possible. So… this is for you! What is it? Simply put, this is a feature that allows a user to copy a previously posted journal entry. This can be… Continue Reading Jen Kuntz’s Article on...

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AutoComplete Tips – JenKuntz.ca
Nov27

AutoComplete Tips – JenKuntz.ca

Today’s #TipTuesday post is all about the AutoComplete feature in Dynamics GP. There’s not a lot to this but at the same time, there are a few tips I can pass along that you may not have known about! What is it? AutoComplete is the feature where a drop down list appears in certain fields in Dynamics GP, allowing a user to more quickly complete data entry using recently used… Continue Reading Jen Kuntz’s Article on their...

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Getting a list of write-offs follow up – JenKuntz.ca
Nov20

Getting a list of write-offs follow up – JenKuntz.ca

Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow up where I’ll walk through in fairly high level detail a way that should be a lot more reliable as it’s based on the… Continue Reading Jen Kuntz’s Article on...

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Getting a list of write-offs – JenKuntz.ca
Nov13

Getting a list of write-offs – JenKuntz.ca

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use… Continue Reading Jen Kuntz’s...

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My Reports in GP – JenKuntz.ca
Nov06

My Reports in GP – JenKuntz.ca

Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is a section of Dynamics GP where a user can save reports they run frequently so… Continue Reading Jen Kuntz’s Article...

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Connecting a 2nd PC as a second monitor – JenKuntz.ca
Oct30

Connecting a 2nd PC as a second monitor – JenKuntz.ca

Today’s #TipTuesday is yet another non-Dynamics GP post… I’m on a bit of a roll of finding oddball new things that are worth sharing. I’ll get back to more GP content soon, I promise! Background In a previous post, I had written about some health issues my Dad had. I’ve been hanging out with him and his wife at their home a couple of hours out of town from me, helping them get… Continue Reading Jen Kuntz’s Article on their...

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Take company offline – JenKuntz.ca
Oct23

Take company offline – JenKuntz.ca

Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most… Continue Reading Jen Kuntz’s...

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GPUG Summit 2018 Recap – JenKuntz.ca
Oct20

GPUG Summit 2018 Recap – JenKuntz.ca

So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week. Previous Posts Here are the posts from earlier in the week: Getting Home There were no misadventures getting home, thankfully. It was a long day of travel with a connection via Vancouver. I decided to splurge and pay to upgrade my seat on the Vancouver to Toronto leg and I’m… Continue Reading Jen Kuntz’s Article...

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GPUG Summit 2018 Day 2 – JenKuntz.ca
Oct18

GPUG Summit 2018 Day 2 – JenKuntz.ca

Today was day 2 of the official portion of GPUG Summit 2018 in Phoenix, and my last day here. I’m flying out early Thursday to head back home, missing the 3rd day (so there will be no recap from me about it!). Here is how my day fared today… Breakfast & Bad News Breakfast was horrible today, for more than one reason. The food today was just not great. Yesterday’s wasn’t outstanding… Continue Reading Jen Kuntz’s Article...

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GPUG Summit 2018 – Day 1 – JenKuntz.ca
Oct17

GPUG Summit 2018 – Day 1 – JenKuntz.ca

Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right! This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events,… Continue Reading Jen Kuntz’s Article on...

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How to follow a conference or event – JenKuntz.ca
Oct16

How to follow a conference or event – JenKuntz.ca

Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with! Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on… Continue Reading Jen Kuntz’s Article on their...

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GPUG Summit 2018 Pre-Day – JenKuntz.ca
Oct15

GPUG Summit 2018 Pre-Day – JenKuntz.ca

Today was a “long” day but a short day at GPUG Summit. This year’s conference is in Phoenix, Arizona. I originally wasn’t planning on attending, so my time here is short due to the length of my stay being primarily a factor of the cost of the flights I could find to get here! Travel Day There is not much of interest on my flights today. The only funny item was the start of the day… Continue Reading Jen Kuntz’s Article on...

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Dynamics GP is on docs.microsoft.com! – JenKuntz.ca
Oct14

Dynamics GP is on docs.microsoft.com! – JenKuntz.ca

Great news! Dynamics GP documentation is starting to make its way onto the docs.microsoft.com platform. That is AWESOME! So many of us have been vocal about the lack of updated documentation and this is a good first step about addressing that IMHO. Why is this so great? Take a look at all of the other Microsoft products and services that already have documentation on this platform! It’s… Continue Reading Jen Kuntz’s...

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Two Factor Authentication, part 2 – JenKuntz.ca
Oct09

Two Factor Authentication, part 2 – JenKuntz.ca

Today’s #TipTuesday is a continuation of last week’s first post on Two Factor Authentication, 2FA for short. Today I am not getting into examples, as I found an interesting article last week after posting my first blog, that illustrates some of why 2FA and password managers are important. Instead of trying to document what already exists, I focused on some other things in this post and… Continue Reading Jen Kuntz’s Article...

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GP & Intelligent Cloud – first impressions – JenKuntz.ca
Oct09

GP & Intelligent Cloud – first impressions – JenKuntz.ca

Last week, Dynamics GP 2018 R2 was released and the first thing I did was check out and set up the replication with the Intelligent Cloud. I’ve tried a few more things, with somewhat minimal success, which means I need to do some more learning around how to navigate Business Central. In the meantime, here are a few tips around replication that I have figured out, and where I’m at with… Continue Reading Jen Kuntz’s Article...

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GP 2018 R2 Intelligent Cloud – JenKuntz.ca
Oct03

GP 2018 R2 Intelligent Cloud – JenKuntz.ca

Great news! GP 2018 R2 was released today, October 2, 2018. There are tons of posts on the official Dynamics GP blog about the features through their feature of the day series. I downloaded and installed it on my Surface Go, so I could try it on this device as well as check out the new features. After I was done, I went through the Intelligent Cloud setup to see how it looked. Getting… Continue Reading Jen Kuntz’s Article...

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Two Factor Authentication, part 1 – JenKuntz.ca
Oct02

Two Factor Authentication, part 1 – JenKuntz.ca

Today’s #TipTuesday is a topic that likely needs multiple posts to handle it properly. In fact, as I write this, it’s already long before I even get into examples and “how to” on common sites so this will be a mini-series in my #TipTuesday series (a series within a series?!). Long story short: with all of the data breaches and hacks out there, the best thing you can do to protect… Continue Reading Jen Kuntz’s Article on...

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Advanced Lookups – JenKuntz.ca
Sep25

Advanced Lookups – JenKuntz.ca

Today’s #TipTuesday is an oldie but a goodie: Advanced Lookups. These have been around as long as I can remember, but they are one of those hidden things in Dynamics GP that many users don’t realize exists. What are they? For selected Lookup windows in Dynamics GP, Advanced Lookups will add extra sorting and lookup options, up to 4 additional fields for a user to access quickly without… Continue Reading Jen Kuntz’s Article...

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Copy & Paste Unique Values – JenKuntz.ca
Sep18

Copy & Paste Unique Values – JenKuntz.ca

Here’s a cool little Excel tip for #TipTuesday. Have you ever had a column of information in Excel and wanted to get a distinct / unique list of values from one of your columns of data? I learned a new thing last week doing just this, and, surprise, it wasn’t “create a pivot table with that column”! Sample Data Here’s my sample data: from the RM00101 table in Dynamics GP’s TWO… Continue Reading Jen Kuntz’s Article on their...

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Surface Go – First Impressions – JenKuntz.ca
Sep17

Surface Go – First Impressions – JenKuntz.ca

TL;DR summary: I like it! I have had the Surface Go for just over 1 week now. I had been interested in it since it came out and did a lot of research on my recent trip to Fargo comparing US prices vs. CAD prices and comparing the “unique” build configuration that Costco was selling vs. what everyone else had. Yes, I’m one of those… Options & Pricing The basic options and pricing I… Continue Reading Jen Kuntz’s Article...

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GP Utilities user permissions part 2 – JenKuntz.ca
Sep11

GP Utilities user permissions part 2 – JenKuntz.ca

Today’s #TipTuesday is short, but also related to a post from a couple of weeks ago where I posted what the minimum permissions required were for using GP Utilities. Coincidentally (or perhaps not?), last week a consultant posted a “tip” on this on the GPUG Open Forum, where there was a dangerous suggestion made, that I’m not sure they fully realized the implication of (at least I… Continue Reading Jen Kuntz’s Article on...

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Duplicate payments & internal controls – JenKuntz.ca
Sep07

Duplicate payments & internal controls – JenKuntz.ca

This post really doesn’t have anything to do with Dynamics GP specifically, but more about business process, internal controls or lack thereof and a fun “Twitter Moment” earlier today. Late last week, Steve Endow, fellow Microsoft MVP, independent technical consultant, and ISV (distributor of some ISV products at least!) posted a tweet, and it’s not the first time I’ve seen… Continue Reading Jen Kuntz’s Article on their...

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Flash Fill in Excel – JenKuntz.ca
Sep04

Flash Fill in Excel – JenKuntz.ca

Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where you could use this in a pinch in GP from an exported Smartlist, at the end of this post! Have you ever used Flash Fill? It came out in Office 2013 (as far as I can confirm) and I must say, there are a number of different instances where I’ve found this… Continue Reading Jen Kuntz’s Article on...

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PowerApps Newbie – home screen – JenKuntz.ca
Sep03

PowerApps Newbie – home screen – JenKuntz.ca

This is post 3 in my series, but it’s the first post where I’m starting to document actual work in PowerApps. Today I have simply started to create the shell of my new app “My Golf Stats” as well as start to get the data layout for what I envision in Excel. This post will just be about the app shell and I’ll dig into the Excel part later. Previous Posts The background and… Continue Reading Jen Kuntz’s Article on their...

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PowerApps Newbie – project background – JenKuntz.ca
Sep02

PowerApps Newbie – project background – JenKuntz.ca

I can’t believe it’s nearly 6 weeks ago that I posted my first post on this topic! Wow, time flies when you’re having fun! Quick recap: I’m interested in learning PowerApps, but as of the moment, I don’t have a good handle on a business application for it in my company. So, it’s going to be a personal project I’m going to tackle to get a sense of what it can and can’t… Continue Reading Jen Kuntz’s Article on their...

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GP Utilities user permissions – JenKuntz.ca
Aug28

GP Utilities user permissions – JenKuntz.ca

Today’s #TipTuesday post is around GP Utilities and what permissions are required. If you are going through any service pack install or upgrade, you might have a lot of workstations that need to be updated! In our case, we just upgraded our Dynamics GP and wanted all hands on deck to help with installs, including some IT team members who didn’t have any GP access. Here’s how you do it… Continue Reading Jen Kuntz’s Article...

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GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca
Aug25

GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca

I’m getting ready to leave Fargo for another year and head home after a long but great week of learning and networking. For those that may have missed my earlier posts, here are the 3 posts I wrote after each day of the Dynamics GP Tech conference: Today, my flight isn’t until late in the afternoon so I’m just hanging around the hotel and catching up on things like this (blogging) as… Continue Reading Jen Kuntz’s Article...

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GP Tech 2018 – Day 3 – JenKuntz.ca
Aug23

GP Tech 2018 – Day 3 – JenKuntz.ca

Today was day 3 at the Dynamics GP Tech Conference. As in other years, the 3rd day is a half day and many people head on their way back home right after the conference is done. For me, it’s a bonus part of a day off to regroup, review notes, check in on email etc. and get ready for 2 more days of training. I’m going to be taking the eOne Solutions SmartConnect bootcamp Thursday and… Continue Reading Jen Kuntz’s Article on...

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GP Tech 2018 – Day 2 – JenKuntz.ca
Aug22

GP Tech 2018 – Day 2 – JenKuntz.ca

Today (August 21st) is day 2 of the Dynamics GP Tech Conference. This post will be a fair bit shorter than yesterday as it only covers 1 day and I didn’t take as many detailed notes in the sessions I attended! DynPros Beta Distribution Exam The first thing on my agenda today was sitting in on the first take of the GP Distribution exam. Spoiler alert: I crashed and burned, but I went in… Continue Reading Jen Kuntz’s Article...

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Start/Stop SQL by Batch File – JenKuntz.ca
Aug21

Start/Stop SQL by Batch File – JenKuntz.ca

Today’s #TipTuesday post is for anyone who might be running more than one local instances of SQL Server. I often have at least a couple of instances on my laptop, as historically I would want to have the ability to mimic some client installs, as close as I can. While I am no longer a consultant, I will continue to do this so that I can have an instance the somewhat resembles what version… Continue Reading Jen Kuntz’s...

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