8815: Integration Manager in Microsoft Dynamics GP 10.0 (2 Days)
About this Course
The two-day Microsoft Dynamics GP Integration Manager course develops your understanding of how to integrate outside systems with the Microsoft Dynamics GP accounting application through the use of tools designed to import records. You will find value in using Integration Manager for 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.
An overview of the available integration and development tools is presented, including the benefits and required skills for each tool. Instruction is provided on the Import Utility. Import Utility enables you to quickly transfer data into any table in any module in Microsoft Dynamics GP, providing for increased import capabilities.
Audience Profile
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 want to increase their knowledge and the skills necessary to create integrations between Microsoft Dynamics GP and other data sources.
Prerequisite
Before attending this course, students must have:
- General knowledge of Microsoft Windows
- Basic knowledge of Microsoft Dynamics GP 10.0
At Course Completion
After completing this course, students will be able to:
- Understand the development tools available for use with Microsoft Dynamics GP
- Understand thefeatures and benefits of the Import Utility
- Understand how to determine import specifications and field structures
- Understand the steps to create integrations withthe Import Utility
- Describe thefeatures and benefits of using Integration Manager
- Understand the step-by-step instructions to install and start Integration Manager
- Register Integration Manager
- Understand the security considerations when using Integration Manager
- View Integration Manager version information
- Create and convert integration databases
- Navigate the Integration Manager Workspace
- Understand the key steps involved in planning an integration
- Understand how Integration Manager integrates with Microsoft Dynamics GP
- Identify the key components of an integration
- Createan integration using the Integration Properties window
- Define the source of the integration by using the Add Source window
- Define relationships between multiple sources by using the Relationships window
- Add a destination to the integration using the Destination window
- Map the source data to the destination data by using the Integration Mapping window
- Save and run an integration in Integration Manager or Microsoft Dynamics GP
- Examine the Integration Log for any errors
- Modify the location of the integration database and translate source file paths
- Use the Object Browser
- Understand local and global translations
- Modify the type of relationship between two source queries
- Use ODBC sources
- Implement VBScripting to customize integrations
- Use the Script Library
- Understand how to schedule an integration to run automatically
Course Outline
Module 1: Microsoft Dynamics GP Tools Overview
This chapter provides students with a general overview of the tools available to integrate data into Microsoft Dynamics GP.
Lessons
- Methods of integrating data
- Description and comparison of tools
Lab : Select the right tool for the job
After completing this chapter, students will be able to:
- Understand the tools available for integration with Microsoft Dynamics GP
- Understand the development tools available for use with Microsoft Dynamics GP
- Successfully choice the right tool for an integration project
Module 2: Import Utility
This chapter focuses on Import Utility. It examines the features and benefits of using Import Utility to import data into Microsoft Dynamics GP and reviews 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 then define and perform an import.
Lessons
- Features and benefits
- Steps involved in creating an import
- Determining field structures
- Define and run an import
Lab : Import Utility
After completing this chapter, students will be able to:
- Understand thefeatures and benefits of the Import Utility
- Understand how to determine import specifications and field structures
- Understand the steps to create integrations withthe Import Utility
- Successfully import a text file in to the RM Customer Master and Customer Master Address tables
Module 3: Integration Manager Overview and Installation
This chapter identifies the features and benefits of Integration Manager. The installation of Integration Manager is covered, as well as the security requirements. How to navigate within the application is discussed, and the steps involved in planning an integration.
Lessons
- Feature and benefits
- Installation
- Registration
- Security Requirements
- Navigation and Elements
- Planning an Integration
Lab : Install Integration Manager
Lab : Register Integration Manager
After completing this chapter, students will be able to:
- Describe thefeatures and benefits of using Integration Manager
- Understand the step-by-step instructions to install and start Integration Manager
- Register Integration Manager
- Understand the security considerations when using Integration Manager
- View Integration Manager version information
- Create and convert integration databases
- Navigate the Integration Manager Workspace
- Understand the key steps involved in planning an integration
- Install Integration Manager with Microsoft Dynamics GP and eConnect destination adapters
- Register Integration Manager
Module 4: Creating Integrations
This chapter walks through the steps involved in creating an integration including how to add sources, define relationships, and add a destination. Defining relationships between multiple sources, and the destination mapping process is also discussed.
Lessons
- Integration with Microsoft Dynamics GP
- Create integrations
- Define sources
- Define relationship between sources
- Select a destination
- Create destination mappings
- Save and run an integration
- Examine the integration log
Lab : GL Accounts Integration
Lab : GL Transaction Integration
Lab : GL Transaction Integration Using One Source File
Lab : Customer and RM Transaction Integration
Lab : Purchase Order Integration with eConnect
Lab : Item Integration with eConnect
After completing this chapter, students will be able to:
- Understand how Integration Manager integrates with Microsoft Dynamics GP
- Identify the key components of an integration
- Createthe integration using the Integration Properties window
- Define the source of the integration by using the Add Source window
- Define relationships between multiple sources by using the Relationships window
- Add a destination to the integration using the Destination window
- Map the source data to the destination data by using the Integration Mapping window
- Save and run an integration in Integration Manager or Microsoft Dynamics GP
- Examine the Integration Log for any errors
Module 5: Advanced Integration Topics
This chapter examines advanced topics including the different options that allow you to further customize and enhance the functionality of integration manager. These options allow for viewing of integration manager objects, increased manipulation of source data, and the scheduling of integrations.
Lessons
- Configure Integration Manager
- Object Browser
- Query Relationship Types
- ODBC data sources, including simple and advanced
- VBScripting, including insertion levels and events
- Script Library
- Scheduling an Integration
Lab : Payroll Transaction Integration
Lab : PM Transaction Integration
Lab : Schedule an Integration
After completing this chapter, students will be able to:
- Modify the location of the integration database and translate source file paths
- Use the Object Browser
- Understand local and global translations
- Modify the type of relationship between two source queries
- Use ODBC sources
- Implement VBScripting to customize integrations
- Using the Script Library
- Understand how to schedule an integration to run automatically
- Use local and global translations
- Apply VBScripting to integrations
- Create the components necessary to schedule an integration