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January, 2011:

Book Review: Dynamics GP 2010 Implementation by Victoria Yudin

Full Disclosure: I received a no-charge electronic copy of the book from the publisher.

In my opinion, Victoria Yudin has managed to cram all of the information necessary to properly implement Dynamics GP 2010 into this book, “Dynamics GP 2010 Implementation“. The material covers everything from start to finish – from building your implementation team through to post-implementation follow up and training.

Chapters 1-4 cover the essential planning exercises you will need to follow in order to successfully implement your ERP system. I like the fact that she spent the time to outline some of the intricacies of Dynamics GP (such as how, for a SQL-based application, it doesn’t use SQL Server effectively as it could, and why), and how the Dexterity runtime works. Also of benefit in this section is a good guide on how to select the right people for your implementation team, and a sizing guide for how to select the right level of hardware for your deployment.

Chapter 5 covers the actual steps to perform the installation and some common configuration items. I was pleasantly surprised that the whole installation stack was covered – in other words, the book walks the reader through the steps of installing SQL Server. For more advanced or experienced implementers, this may be old hat, but for the “new” implementer this information could be very valuable.

Chapters 6-8 walk through module configuration – the main subledgers (AP, AR, SOP, POP, etc) and the GL. Each section is well written and contains enough detail for a “new” implementer to configure the system the appropriate way.

Chapter 9 covers populating master data using Integration Manager. While I personally am not a fan of Integration Manager, for the “new” implementer it is worthwhile to understand how it works and what it can do.

Chapter 10 covers training, and lists out some common tools that may be of use post-deployment. Echoing the rest of this book, this area is a good mix of suggestions and hard facts to aid the implementer.

Overall, I was impressed by the depth and breadth of material covered. One thing I would have liked to see more of is “tips and tricks” or “lessoned learned” by the author. As someone with many years of experience, I am sure the author has come across a number of unique or interesting scenarios, and adding some of those to the book would have added a little more flavour to the book.

I also would have loved to see a “what’s new” section which highlights some of the main changes  between GP 10 and GP 2010. Although the book appears slanted towards those performing a new implementation of the Dynamics GP system, having insight into what is new about this particular release of the product, as compared to the previous version, would have been helpful as well.

In all, I’d rate the book as an 8/10. Well written, comprehensive, and with enough breadth and depth that I didn’t feel like I was missing anything critical in order to properly implement Dynamics GP 2010.

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Upcoming Book Review: Microsoft Dynamics GP 2010 Implementation by Victoria Yudin

Just a quick note that I am hard at work on a review of Victoria Yudin’s new book, “Microsoft Dynamics GP 2010 Implementation“. Watch this space for a full review in the next few days.

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Build IT Better: Overview

As an IT Architect, my job is to help design solutions to complex business problems. Along the way I’ve learned a few things – some by trial and error, some by listening to what smart people have to say – which help me do my job well.
In the month of January, I’m launching the “Build It Better” series of articles. It’s my goal to craft a series of daily blog postings which will tackle the 5 key areas of building solutions which will “Wow” your customers, whether they are internal or external:

  1. Requirements Gathering
  2. Design
  3. Build, Configure
  4. Test
  5. Deploy

In each section, I’ll have 5 different tips, tricks, or suggestions on how to excel at each particular area. At the end, I hope you’ll have learned a few things which will help you “Build IT Better” as you tackle your next challenge.

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In Praise of FieldService, Or: Product 949, You Sure Are Fine

Having spent the better part of my career working with Dynamics GP, I’ve had the pleasure of working with most of the core modules, and a number of 3rd party applications as well. By far and away, my favourite module to work with has been the FieldService module, and more specifically, the Contracts Administration portion of it. I find it’s well designed, well written, and very easy to enhance and extend when the need for custom business processes dictates.

After reflecting on why it is I find this to be my favourite module, it comes down to the fact that so much of it is based on SQL stored procedures. This fact alone has enabled us to make some very useful and powerful changes to the behaviour of certain parts of the module in a fairly easy and straightforward manner. Some of the changes we’ve made by modifying certain stored procedures are:

  1. Create SOP orders with a series of items, then create contractible items based on those items. (Procedure modified: SVC_Create_Cont_Line_From_SOP)
  2. Automatically create/change/delete items on a contract at renewal time. (Procedure modified: SVC_Contract_Renew)
  3. Repurpose certain fields and tables for other uses (Procedure modified: SVC_Create_Cont_Line_From_SOP).
  4. Eliminate contracts from appearing in the Contract Move screen based on certain criteria (Procedure modified: SVC_Create_Contract_Move_WORK)

In most cases, a combination of modifying the stored procedure, plus some “light” VBA coding is all that’s required to implement the custom business logic we require. It would be fantastic if other modules implemented more of a “stored procedure” based approach.

In short, for the developer who does not know Dexterity, the implementation of the FieldService module, with it’s heavy use of SQL stored procedures, makes it pretty straightforward to enhance the application in a rapid and efficient way.

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