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Microsoft Great Plains Project Series
Course 8519: Two days; Instructor-led

Introduction

The two day Microsoft DynamicsT GP Integration Manager course develops your understanding of how to integrate outside systems with your Microsoft Dynamics GP accounting application through the use of tools designed to safely and easily import records. You will find value in using Integration Manager for safely converting data into a new Microsoft Dynamics GP installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Microsoft Dynamics GP. In addition to Integration Manager, information will be provided on Table Import. Table Import enables you to quickly transfer data from other sources into Microsoft Dynamics GP, regardless of module, table, operating system or database.

Audience

Microsoft Dynamics GP Integration Manager training is recommended for people who plan to install, implement, configure, consult, or support the tools used to integrate data with Microsoft Dynamics GP. This class is targeted towards individuals that desire to increase their knowledge and the skills necessary to create automated integrations between Microsoft Dynamics GP and existing outside data sources.

At Course Completion

After completing this course, students will be able to:

.

Explain the different methods used to import data into Microsoft Dynamics GP.
.

Identify the different tools available to assist users in importing records into Microsoft Dynamics GP.
.

Recognize the features and benefits of using Import Utility.
.

Learn the steps for setting up an import.
.

Identify the available resources that can be used to assist the user in setting up an import.
.

Identify the different field structures.
.

Define a table import.
.

Create a table import definition to import customer information.
.

Identify the features and benefits of Integration Manager.
.

Install Integration Manager.
.

Recognize the basic steps in creating an integration.
.

Identify the destinations available with the Great Plains Standard Adapter.
.

Create an integration for GL Accounts.
.

Create an integration for GL Transactions using two source files.
.

Create a GL Transaction integration using one source file.
.

Create a Customer integration.
.

Create a RM Transaction integration.
.

Create an Integration Group.
.

Configure Integration Manager setup options.
.

Create Translations.
.

Create ODBC sources.
.

Use VBScripting with Integration Manager.
.

Use the Integration Manager Script Library.
.

Identify the steps needed to schedule an integration.
.

Create a payroll transaction integration.
.

Review the differences between the SQL Optimized Adapter and the Great Plains Standard Adapter.
.

Create an Inventory Transaction Integration using the SQL Optimized Adapter.
.

Create a Sales Order Processing Transaction Integration using the SQL Optimized Adapter.
.

Create a Purchase Order Integration using the SQL Optimized Adapter.
.

Identify the steps to create a custom destination.
.

Create a payables manual check integration using the Direct to Table Document Definition Wizard.
.

Understand the XML source and destination adapters, and their uses.
.

Create a vendor integration using the XML Source adapter.
.

Create a PM Transaction integration using the XML Source adapter.

Prerequisites

Before attending this course, students must have:

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General knowledge of Microsoft® Windows®.
.

Basic knowledge of Microsoft Dynamics GP.

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.


Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.


Course Outline

Chapter 1: Microsoft Dynamics GP Tools Overview

The purpose of this chapter is to give students a general overview of the tools available to integrate data into Microsoft Dynamics GP.

Main Topics

.

Methods of integrating data
.

Description and comparison of tools

After completing this chapter, students will be able to:

.

Explain the different methods used to enter data into Microsoft Dynamics GP.
.

Review each of the different tools available to assist users in importing records into Microsoft Dynamics GP.

Chapter 2: Import Utility

This chapter focuses on Import Utility. We will examine the features and benefits of using Import Utility to import data into Microsoft Dynamics GP. We will review the basic steps in creating a table import. There is also a section on resources that can be used to determine what information needs to be imported and how to determine field structures. We will then define and perform an import.

Main Topics

.

Features and benefits
.

Steps involved in creating an import
.

Field structures
.

Define and run an import
.

Lab
.

Import Utility

After completing this chapter, students will be able to:

.

Recognize the available resources that can be used to assist the user in setting up an import.
.

Define the steps for setting up an import.
.

Create an import definition.

Chapter 3: Integration Manager Overview

The purpose of this chapter is to identify the features and benefits of Integration Manager. We will go over the Integration Manager installation as well.

Main Topics

.

Feature and benefits
.

Installation

After completing this chapter, students will be able to:

.

Identify the features and benefits of Integration Manager.
.

Install Integration Manager.
.

Launch and register Integration Manager.

Chapter 4: Great Plains Standard Adapter

In this chapter we will discuss the most commonly used destination adapter in Integration Manager: the Great Plains Standard Adapter. We will define the steps in creating a basic integration. The available destinations will be listed as well.

Main Topics

.

Great Plains Standard Adapter introduction
.

Steps to create an integration
.

Available Destinations
.

Labs
.

GL Accounts Integration
.

GL Transaction Integration
.

GL Integration using One Source File
.

Customer and RM Transaction Integration

After completing this chapter, students will be able to:

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Define a Business Object.
.

Create the Integration.
.

Define the Source.
.

Set up row and sorting options.
.

Define source relationships.
.

Select the Destination.
.

Create the destination mapping.
.

Check the integration log for errors.
.

Set up integration groups.

These labs focus on creating an integration for GL Accounts, creating an integration for GL Transactions, creating an integration for GL Transactions that uses one source file. There is also a lab focusing on creating two integrations: a customer integration and receivables transaction integration. An integration group will then be created to run the integrations together.

After completing the Labs, students will be able to:

.

Successfully create and run an integration for GL Accounts.
.

Successfully create and run an integration for GL Transactions.
.

Successfully create and run an integration for GL Transactions that uses one source file.
.

Successfully create a Customer Integration.
.

Successfully create a Receivables Transaction Integration.
.

Create and run an integration group.

Chapter 5: Advanced Integration Topics

In this chapter we will discuss advanced integration topics. We will discuss different options that allow you to further customize and enhance the integration to work with the source data.

Main Topics

.

Setup options
.

Object Browser
.

Data translations
.

Query relationship types
.

ODBC connectivity
.

VBScripting
.

Scheduling integrations
.

Lab
.

Payroll Transaction Integration

After completing this chapter, students will be able to:

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Change the location of the im.mdb.
.

Create a pathname translation.
.

Use the Object Browser.
.

Create data translations.
.

Identify the query relationship types.
.

Create a simple ODBC source.
.

Create an advanced ODBC source.
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Identify the different levels of scripting.
.

Create a VBScript and attach it to an integration event.
.

Use the script library.
.

Schedule an integration.

The lab focuses on creating an integration for a Payroll Transaction. This project will implement some advanced features, such as a simple ODBC query, data translation, and VBScripting.

After completing the lab, students will be able to:

.

Successfully create and run a payroll transaction integration.
.

Implement a data translation.
.

Implement VBScripting.
.

Use ODBC connectivity for the source.

Chapter 6: SQL Optimized Adapter

This chapter focuses on introducing students to the SQL Optimized Adapter. Unlike the Great Plains Standard Adapter, the SQL Optimized Adapter integrates at the table level, with full data validation.

Main Topics

.

Introduction
.

Destinations available
.

Differences between the SQL Optimized Adapter and Great Plains Standard Adapter
.

Destination Settings
.

Destination Options
.

Troubleshooting integrations
.

Labs
.

Inventory Transaction Integration
.

SOP Transaction Integration
.

Purchase order Entry Integration

After completing this chapter, students will be able to:

.

Recognize what destinations are available with the SQL Optimized Adapter.
.

Identify the differences between the adapters.
.

Set the Destination Settings & Options.
.

Troubleshoot integrations using the SQL Optimized Adapter.

These labs focus on creating an integration for an Inventory Transaction and Sales Order Processing Transaction using the SQL Optimized Adapter. A lab focuses on creating an integration for a Purchase Order Transaction using the SQL Optimized Adapter.

After completing these labs, students will be able to:

.

Successfully create and run an inventory transaction integration.
.

Identify the Destination Options for Sales Order Processing using the SQL Optimized Adapter.
.

Successfully create and run a sales order transaction integration.
.

Successfully create and run a purchase order transaction integration.

Chapter 7: Direct To Table Adapter

This chapter focuses on introducing students to the Direct to Table Adapter. The Direct to Table Adapter integrates at the database level.

Main Topics

.

Introduction
.

Elements of a Custom Destination
.

Creating a Custom Destination
.

Lab
.

Payables Manual Checks

After completing this chapter, students will be able to:

.

Identify features of the Direct to Table Adapter.
.

Use the Direct to Table Document Definition Wizard.
.

Create a custom destination.

This lab focuses on creating an integration for a Payables Manual Checks using the Direct to Table Adapter.

After completing this lab, students will be able to:

.

Successfully create and run a payables manual checks integration.

Chapter 8: XML Source Adapter

This chapter focuses on introducing students to the XML Source and Destination Adapters. Using the XML Source Adapter allows you to integrate data from a well-formed XML document using Integration Manager. While the XML Destination allows you to transform data from a source to a specified XML definition.

Main Topics

.

Adding an XML Source
.

Import Command
.

Using the XML Destination
.

Labs
.

Vendor Integration
.

PM Transaction Integration

After completing this chapter, students will be able to:

.

Identify the XML Source Properties.
.

Import a document definition.
.

Identify the Source Settings.
.

Understand the XML Destination.

These labs focus on creating an integration for Vendors and for a Payables Transaction. An XML Source will be used.

After completing this lab, students will be able to:

.

Successfully create and run a Vendor integration.
.

Create an XML Source.
.

Successfully create and run a payables transaction integration.
.

Create an XML Source.

Appendices

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Test Your Knowledge
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Lab Answers and Solutions
.

Planning an Integration
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Script Library Contents
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Project Accounting Case Study
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Fixed Assets Case Study