getting the data into dynamics gp · • good for quick minor updates (i.e. stuck batch) ......
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Getting the Data into Dynamics GPSteve Michaelson
Steve MichaelsonUsing GP since 2002 (GP 8)
Using SQL since 1998 (7.0)
I enjoy creating simple/elegant integration solutions
I also enjoy creating complex/technical integration solutions
• Starting the journey
• What is available in your system?
• What is available in 3rd Party Products?
• Questions and Answers
Agenda
• Basic questions o What purpose does it solve?o Where and what is the Data Source?o Frequency of integration?o Manual or Automated?o Existing data in Dynamics GP? Updates,
inserts, or both?
• Advanced questionso Example of data?o Data delivery for integration?o Eliminate record duplication?o Changes to records after integration?
Where do you start? At the source!
• Basic questionso New process or manual entry now?
o GP Module windows being populated?
o GP windows, modified, customized or third party?
• Advanced questionso Number of sources?
o Do the records map? Or is there a translation?
o Important/required fields populated?
o Error Notification?
o Reconciling between the source and Dynamics GP?
Where do you go? Dynamics GP
• Specific Purpose Toolo General Ledger Transaction Copy/Paste
o Excel Based Budgeting
o Canadian Payroll Import/Export Utilities
• Multi-Purpose Toolso Table Import
o Direct SQL queries
o SQL Server Integration Services
o eConnect
o Dynamics GP Web Services
o Integration Manager
o GP macros & Word Mail-merge macros
What you have – Here and now!
General Ledger Copy\Paste
Financial >>Transactions>> General
General Ledger Correcting Entry
• Create Reversal Entry
• Create Correcting Entry
• Set Default Amounts
Excel Based Budgeting
Financial >>Cards>>Budgets
Canadian Payroll Import and Export Utilities
Microsoft Dynamics GP>>Tools>>Utilities>>Payroll Canada>>Import and Export
Table Import
Microsoft Dynamics GP menu >> Tools >> Integrate >> Table Import
Direct SQL Updates & SQL Server Integration Services
Use SQL Server Management Studio
• Extreme caution advised as you can ruin your data. Make sure you have a working database backup or test in a test environment
• Direct SQL update/insert scripts
• Good for quick minor updates (i.e. stuck batch)
• Requires Transact-SQL knowledge or scripts from a trusted source
• SQL Server Integration Services (SSIS)
• Platform for building complex data integrations and data transformations
• Requires advanced knowledge
eConnect
Integration Manager
Microsoft Dynamics GP menu >> Tools >> Integrate >> Integration Manager
Mail-Merge Macro
3rd Party Integration Tools & Customizations
• SmartConnect from eOne• No-code, scalable, and configurable integrations• Allows scheduling integrations and real-time integrations
• Scribe• Focused on integrations with CRM systems such as Microsoft CRM,
SalesForce, and more
• Joe Software Excel Everywhere
• Anything is possible by customization, but feasibility will need to be evaluated. Talk to Encore about other 3rd party solutions and customization options.
WHAT’S INCLUDED?
▪ SmartConnect Data Integration Solution
▪ SmartConnect Add-in for Excel
▪ SmartConnect Web Client
▪ 3 Instances of SmartConnect
▪ All Connectors (Sources and Destinations)
▪ Access for unlimited users
▪ All templates (Starting points for your integrations)
Key Points
Installation
Security
Mapping
Scheduling
Notification
Performance –based on 10K customer file
Software Cost
Usability
Integration Tool ComparisonIntegration Manager SmartConnect Scribe
Easy Easy Easy
Dynamics GP User Specific User Specific
Limited/ScriptsFlexible/works with
ExtenderFlexible
Manual/Scheduled Automated Automated
Error Log File Email Email
4.66 hours w/GP
Adapter1.5 minutes Less than 2 minutes
$7,100 – w/ 18%
Microsoft Renewal
$267per
month/$5,300 on-
premise
$279 per month -
$2K per month
Intermediate Easy\Intermediate Difficult
Joe Software Excel Everywhere
• Specific Purpose Tools
o General Ledger Transaction Copy\Paste
o Excel Based Budgeting
o Canadian Payroll Import/Export Utilities
• Multi-Purpose Tools
o eConnect, GP Web Services
o SQL Server Integration Services (SSIS), Table Import, Direct SQL updates (Use extreme caution)
o Mail-merge macros
o Dexterity customizations
• Integration Tools Available
o Integration Manager
o SmartConnect
o Scribe
o Joe Software Excel Everywhere
Tools Recap & Demos
Your Encorites for Today’s Session
Steve MichaelsonSolution Specialist
Direct: 206-508-8799
Encore Care Support:
1-866-472-0824
www.encorebusiness.com
• Subject matter covered:• Entering data into Dynamics GP for master
records and transactions
• Session objectives:• Give the client options to automate data
entry for diverse systems
• Methods of presentation:• Training Session with Accompanying Slide
Deck; Demo>
• Education and/or experience prerequisites:
• Basic Level to Intermediate
• Level of knowledge to be attained:
• Basic to Intermediate Overview of Fundamentals
CPE Credit Session Information
Questions?
Thank youPlease fill out the survey provided