Home
>
Software
>
Microsoft Great Plains as ERP and Microsoft CRM as CRM

Microsoft Great Plains as ERP and Microsoft CRM as CRM

If you have Microsoft Great Plains and support it for your company then you need to know some technical details about Great Plains version upgrade and what is going on behind the scenes, which options do you have in case of Dexterity, VBA, SQL customization, additional complexity comes with migration from ctree/Pervasive to MS SQL/MSDE.

What is upgrade in the language of technology? Upgrade has server and client sides.

Server side - upgrade converts tables from old format to the new one. In general words - Microsoft Business Solutions developers may change table structure, append additional fields to add new functionality, things like that. Upgrade copies the table with changes to temporary table, then drops original table, recreates it with new structure and copies all the data from temp table to the newly created one.
Workstation side - workstation is written in Great Plains Dexterity and has Dynamics.exe - engine and DYNAMICS.DIC - dictionary. These two plus all the additional files will be replaced with the new ones. Other dictionaries, such us REPORTS.DIC and FORMS.DIC should be also upgraded and upgrade will try to deal with them automatically. In some cases modified reports (in REPORTS.DIC) could not be upgraded and need to be recreated in the new version.

What is customization upgrade? You should consider different types of customizations: Dexterity, VBA/Modifier, SQL, ReportWriter, Crystal Reports

Dexterity Customization - being very short - Dexterity may have so called Custom Forms - these do not need upgrade - they should work as is. Then Dexterity may alter existing Great Plains forms (so-called Alternate Great Plains forms) - in this case Dexterity customization should be redone for these forms/screens. Plus additional consideration should be given to Dexterity triggers, shadow tables, etc.
VBA/Modifier customization - Modifier allows you to modify existing Great Plains windows - it creates so called modified Great Plains windows, stored in FORMS.DIC. Usually modification is placing new buttons or fields, which in turn will be given VBA s (stored in DYNAMICS.VBA). VBA s may call something nice, like Crystal Report, or have some data access logic. Usually the old version of DYNAMICS.VBA workds with the new version. You may need to rearrange buttons on the modified form.
SQL - you may have some stored procs for data integration, EDI or the like - if the addressed tables will be changed in the new version then you need to analyze your SQL code. The good news is - Microsoft Business Solution doesn't make a lot of changes since version 7.0, because Microsoft is now trying to merge the products it owns: Great Plains, Solomon, Navision and Axapta - and so has different priorities
ReportWriter - MBS doesn't change tables, but it keeps changing Dexterity formulas used in ReportWriter original reports - this is the problem in so-called Modified Reports upgrade - usually you have these reports modified: SOP Blank Invoice form, SOP Blank Picking ticket, etc. If report can not be upgraded - it should be redone in the new version with some exceptions.
Crystal Reports - the nice thing about Crystal Report - id doesn't need to be upgraded (if the fields in the tables exist in the new version - which is usually true statement)

What is upgrade for third-party modules? Your Great Plains may have so-called third party modules: Mekorma, Kampdata, Horyzon, Wennsoft, Avalara, Truepay, Trinity, Intellisol to name a few

Third party modules may have their own utility for upgrade. You just need to know that your third-party is ready for the new Great Plains version - if not - you just wait and stay on the old version.

What is migration from Ctree/Pervasive.SQL 2000 to MS SQL/MSDE? MBS has migration tool. You need first to install Great Plains on SQL Server with exactly the same account/segments structure and then install migration tool (it is Dexterity chunk) on your ctree/Pervasive workstation - then, when you integrate the chunk - you will map it to target SQL-based Great Plains Company, select all system and company tables, click the button and it will move all your tables one-by-one. In the case when your Great Plains ctree/Pervasive has third parties - you need to check if the vendor has migration tool - otherwise you have to do manual move, use SQL Linked server to your legacy data

Do I need consultant? It is probably good idea to have consultant to do the upgrade. We strongly recommend you to use consultant in the following cases

You have Dexterity customization
You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
You have a lot or ReportWriter Modified Great Plains Reports
You have old version of Great Plains: Dynamics or eEnteroprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
Your Great Plains has more than 20 users and you have to have upgrade done over the weekend - if it fails - you have business problems
You don't have support - in this case you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck in upgrading and if you have issues or concerns √ we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (help@albaspectrum.com) You can reach Andrew at 1-630-961-5918 or 1-866-528-0577. He is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

help@albaspectrum.com

Wood Dale Chicago prom limo .. Lockport Chicago limo O’Hare

In The News:

Fueled by artificial intelligence, CyberDog the robotic dog is designed specifically locate fire ant nests, which are endangering ecosystems.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents

Internet browsers are useful, but they can be dangerous. Clicking on malicious links can direct you to dangerous websites that steal information or infect your device.

Apple's latest iOS update introduces advanced artificial intelligence capabilities, which may be capturing and analyzing sensitive information.

Breach site confirmed 56,904,909 Hot Topic users' data leaked online. Tech expert Kurt “CyberGuy" Knutsson says the company's silence makes matters even worse.

Tech expert Kurt “CyberGuy" Knutsson discusses how an innovative Easy-Way kit turns standard strollers electric, simplifying navigation for parents.

Tech expert Kurt “CyberGuy" Knutsson talks about T-Mobile being hacked in broad cyberattack on global phone and internet companies.

Tech expert Kurt “CyberGuy" Knutsson shows you how to add, customize and manage widgets for quick access to apps and info from your iPhone home screen.

Wrong Google searches can not only compromise your device and personal data. They can also bring law enforcement to your doorstep. Hackers are targeting Google searches.

China's Shanghai Kepler Robotics has developed a new humanoid robot that can carry up to 35 pounds per hand for commercial applications across various industries

Checking your hearing has gotten easier with the new hearing test feature in AirPods Pro 2. You can take reliable hearing tests using your iPhone or iPad.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Kurt "CyberGuy" Knutsson explains how a VPN — virtual private network — works and how running it can slow down the operation of your device.

The WalkON Suit F1, an exoskeleton developed to help people with disabilities, can actually walk over to a person in a wheelchair, solving a major problem.

ClickFix, a new scam targeting computer users, is on the rise in the U.S. The scam prompts its targets to click on a link to fix a problem.

Skydweller is the world's largest unmanned solar-powered aircraft that can stay airborne for weeks, and even months, without refueling.

The U.S. government said it is investigating after People's Republic of China hackers targeted commercial telecommunications service providers in the U.S.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Scammers are using increasingly sophisticated ways to lure unsuspecting victims, and some are impersonating an email help desk or support team.

You can unsend or edit your iMessages with the latest iOS updates. Kurt the CyberGuy explains how you can save yourself some potential embarrassment.

Kurt “CyberGuy" Knutsson says there’s been a rise in cybercriminal services using hacked police and government emails to send subpoenas and data requests to U.S. companies.

Kurt “CyberGuy" Knutsson discusses how Axiom Space and luxury designer Prada are collaborating on NASA's Artemis III spacesuit design.

Voice assistants may cause confusion across devices. Tech expert Kurt “CyberGuy" Knutsson offers some solutions to fix it.

Shameless scammers trick veterans into giving personal info or cash. Tech expert Kurt “CyberGuy" Knutsson explores five common scams.

Microsoft Great Plains as ERP and Microsoft CRM as CRM

Software