Posts Tagged ‘Tech Tuesday’

Tech Thursday: New Field Types in Extender

We have added two new field types to Extender, Website and Email Address. As you can see in the screenshot below the 2 new field types were added to an Extender window.  One for the Vendor Website and one for the Contact email address.These new fields will work on an Extender form as well, just…

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Tech Tuesday: SmartView Aged Trial Balance Cannot Be Modified

SmartView has a great feature to give you a Receivables Aged Trial Balance as well as a Payables Aged Trial Balance.  If you are unfamiliar with this feature, you can find more information on it here.Need a Better Aged Trial Balance? Check Out SmartView.The one big question we get on these lists is if they…

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Tech Tuesday: Getting a Hyper-V Virtual Machine Online

If you’ve ever had to troubleshoot networking issues on a virtual machine, I share your pain.  I recently had a several day battle with my VM that eventually ended in win for me, but not without changing everything up to a wired connection and reading more than I wanted to about switches.  The problem with…

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Tech Tuesday: Connecting to SmartConnect and SmartConnect Online From Excel

It’s no secret that getting a hold of your data in Excel is important (and sometimes absolutely necessary) for many businesses.  Excel is unmatched in terms of data manipulation capabilities for everyday tasks, but it can be a huge pain point getting data into/out of the systems we use.  Getting data into and out of…

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Tech Tuesday: Using Power Query to Merge Worksheets for the Excel Addin

If you have multiple sheets in an Excel file that need to be integrated with the SmartConnect Excel Addin, this process will help to get all the data into one sheet for the addin.In Excel, the first step is to create a data connection for each sheet containing the data we need. Select any cell in…

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Tech Thursday: Resetting the web client password in SmartConnect

One question I’ve seen come in a few times recently is “how do I reset the web client password in SmartConnect?” It’s easy. Simply follow my steps below and you’ll be well on your way.  Open SmartConnect, hit the “Setup” tab, and then click on the “Security” button. Highlight the user you want to change the password…

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Tech Tuesday: Returning max records in SmartList and SmartView

If you try to compare records between SmartView and SmartList and they do not match, it’s possible it is because there are more records being returned than what is set in the Maximum Records settings.  The Microsoft Dynamics GP SmartList default is 1000 records.  The SmartView and SmartList queries are a little different and may…

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Tech Tuesday: Accessing the Real-time Request Log in SmartConnect.com
Tech Thursday: New Field Types in Extender
Integrations from Excel to Microsoft CRM - A Match Made in Heaven
eOne GPUG Summit Sessions
SmartConnect 2018 now compatible with Microsoft Business Central October Release

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