Importing modified forms into Dynamics

There are 3 steps involved in getting modified forms imported and operational in Dynamics.  The first step is to actually import the changes.  For this discussion, I am going to assume that you already have the file containing the changes available.  This file has a .package extension, e.g., SopTransactionEntry.package.

1. Here are the steps:
   1. Import changes
   2. Launch Dynamics
   3. Click on the Microsoft Dynamics GP drop down list
      
      
      
      
   4. Select Tools -> Customize -> Customization Maintenance
      
      
      
      
   5. Click the Import tab
      
      
      
      
   6. Click Browse and navigate to package to import
   7. Select package to import
   8. Click Open
      
      
      
      
   9. Verify all products are listed (and Overwrite is X’ed)
   10. Click OK
       
       
       
       
2. Set security on changes
   1. From Dynamics, select Administration -> Administration -> Alternate/Modified Forms and Reports
      
      
      
      
   2. Enter Security password (if prompted)
   3. Click the magnifying glass in the ID field 
      1. Select the ID
      2. Click Select
         
         
         
   4. From the Series drop down list, select the series that the changes pertain to, e.g., Sales
   5. From the Type drop down list, select Windows.  Note that by selecting the Series before the Type, the software only has to load the forms associated with the Series instead of ALL of the forms This saves you a few seconds and makes locating the form easier.
   6. In the Alternate/Modified Forms and Reports List area, expand the Series (e.g., Sales)
   7. Expand the form, e.g., Sales Transaction Entry
   8. Select the Microsoft Dynamics GP (Modified) radio button
      1. This tells the software to use the modified forms for the selected user group
   9. Click the Save Icon
      
      
      
      
3. Verify the changes were imported
   1. Open the modified form
   2. Dynamics displays a period in front of the form name for modified forms
      
      
      
      
      
      Note that you must repeat this process for each user/user group.