An application group must be established and recognized by the SQL Server Agent containing a list of all personnel that will need to view and update customer information within the Microsoft Dynamics GP database.  The group and its role assignments will grant access to Microsoft Dynamics GP through its web service.

 

 

     Updating Web Services Security for AR Credit & Collections

1.   From the application server,

2.   Access Start > Administrative Tools > Dynamics Security Console,

3.   Open the Microsoft Dynamics Security folder,

4.   Open the DynamicsGPWebServices folder,

Add a new Group to the Application Level Group and assign personnel to the group:

5.   Open the Application Level Groups folder,

6.   Click New to add a new group,

7.   On the General tab, enter the Name and Description for this group.  MoversSuite suggests using “mss” as the group name (which can be any name),

8.   Open the User Members tab,

9.   Update members listing of Windows users belonging to the group through the use of the Add and Remove functions,

Figure 66: Properties dialog

10.  Press OK to close the dialog,

Create roles for the new application group:

11.  Open the Role Assignments folder,

12.  Click the Add action to open the Add Role Assignments dialog,

Figure 67: Add Role Assignment dialog

13.  Select a Role as the newly created application group.  MoversSuite suggests using “Mss Customer Information” for this role,

14.  Select the appropriate Microsoft Dynamics GP database (LTRAN) from the list of company names,

15.  Press Add Groups,

16.  Select the newly created application group,

17.  Press OK to add the role,

18.  Open the Roles folder,

19.  Select newly created group from the list of Roles,

20.  Press the Properties action (Actions > Properties) to access the Mss Customer Information Properties dialog,

Figure 68: Customer Information Properties

21.  Add the following Operations to the role:

Create Customer Addresses

Delete Customer Addresses

Modify Customer Addresses

Modify Customers

Query Customers

View Customer Addresses

View Customers

22.  Add the following Tasks to the role:

View Company Information

View Customers

23.  Users that will need to add or update contacts through AR Credit & Collections will need to have the mssExec role in their Microsoft Windows network permissions, since email addresses cannot be updated through the Microsoft Dynamics GP web service,

24.  Press OK to keep changes to the role.

Important:  Changes made the Microsoft Dynamics GP web service, such as updating user permissions, can take up to 20 minutes to be in effect depending upon the web service security cache refresh time.  Refer to the Microsoft Dynamics GP web services installation guide for more information.