Getting the Data into Dynamics GP - Encore …...Peter Kwasnicki Technical Specialist, Encore...

Getting the Data into Dynamics GPPeter Kwasnicki

Peter Kwasnicki

Technical Specialist, Encore Business Solutions

• Over 6 years working at Encore

• Over 12 years working with Dynamics GP, specializing in upgrades,

technical support, security, customizations, and integrations

• Over 15 years working with SQL Server

• Peter.Kwasnicki@encorebusiness.com

Presenter

• Starting the journey

• What is available in your system?

• What is available in 3rd Party Products?

• Demonstration

• 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

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

• Titanium GP Copy/Paste

• 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/$4,500 on-

premise

$279 per month -

$2K per month

Intermediate Easy\Intermediate Difficult

Titanium GP Copy/Paste

• 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 Titanium GP Copy/Paste

Tools Recap & Demos

• GL Copy/Paste:o https://www.encorebusiness.com/blog/gp2013-r2-copy-paste-entries-excel-gl/

• Excel Based Budgeting: o http://www.erpsoftwareblog.com/2017/05/easy-budgeting-with-dynamics-gp/

• Canadian Payroll Import and Export Utilities:o https://community.dynamics.com/gp/b/dynamicsgp/archive/2018/01/29/canadian-payroll-import-and-

export-documentation-and-tricks-updated-microsoft-dynamics-gp

• eConnect:o http://msdynamicsworld.com/story/creating-microsoft-dynamics-gp-integration-econnect-and-visual-

studio

• Mail-Merge Macro:o https://www.encorebusiness.com/blog/mail-merge-macro-overview-dynamics-gp/

• SmartConnect:o https://www.eonesolutions.com/smartconnect/overview/

• TitaniumGP Copy/Paste:o http://www.titaniumgp.com/features/copy-paste/

• Encore Blog:o http://www.encorebusiness.com/blog

Links & Blogs

Your Encorites for Today’s Session

Peter KwasnickiTechnical Specialist

Peter.Kwasnicki@encorebusiness.com

Direct: 204-235-2313

1-888-898-4330 ext. 2313

Encore Care Support:

care@encorebusiness.com

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?

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