Microsoft Dynamics GP Integration Manager
Course 8519: Two days;
Instructor-Led
Course Fee:
$998.00
Course Time: 2 day, 9:30 am - 4:30 pm, or 4 evenings, 6pm - 9pm
Introduction
The two day Microsoft Dynamics 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.
|
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Define a table import.
|
| |
Create a table import definition to import
customer information.
|
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Identify the features and benefits of
Integration Manager.
|
| |
Install Integration Manager.
|
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Recognize the basic steps in creating an
integration.
|
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Identify the destinations available with the
Great Plains Standard Adapter.
|
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Create an integration for GL Accounts.
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Create an integration for GL Transactions
using two source files.
|
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Create a GL Transaction integration using one
source file.
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Create a Customer integration.
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Create a RM Transaction integration.
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Create an Integration Group.
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Configure Integration Manager setup options.
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Create Translations.
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Create ODBC sources.
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Use VBScripting with Integration Manager.
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Use the Integration Manager Script Library.
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Identify the steps needed to schedule an
integration.
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Create a payroll transaction integration.
|
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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 Microsoftฎ Windowsฎ.
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Basic knowledge of Microsoft Dynamics GP.
|
Microsoft Certification exams
No Microsoft Certification 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
|
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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
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Features and benefits
|
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Steps involved in creating an import
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Field structures
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Define and run an import
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Lab
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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.
|
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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
|
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Installation
|
After completing this chapter, students will be able
to:
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Identify the features and benefits of
Integration Manager.
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Install Integration Manager.
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Launch and register Integration Manager.
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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
|
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Steps to create an integration
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Available Destinations
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Labs
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GL Accounts Integration
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GL Transaction Integration
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GL Integration using One Source File
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Customer and RM Transaction Integration
|
After completing this chapter, students will be able
to:
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Define a Business Object.
|
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Create the Integration.
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Define the Source.
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Set up row and sorting options.
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Define source relationships.
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Select the Destination.
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Create the destination mapping.
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Check the integration log for errors.
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Set up integration groups.
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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.
|
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Successfully create and run an integration
for GL Transactions.
|
| |
Successfully create and run an integration
for GL Transactions that uses one source file.
|
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Successfully create a Customer Integration.
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Successfully create a Receivables Transaction
Integration.
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Create and run an integration group.
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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
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Setup options
|
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Object Browser
|
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Data translations
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Query relationship types
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ODBC connectivity
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VBScripting
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Scheduling integrations
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Lab
|
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Payroll Transaction Integration
|
After completing this chapter, students will be able
to:
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Change the location of the im.mdb.
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Create a pathname translation.
|
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Use the Object Browser.
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Create data translations.
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Identify the query relationship types.
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Create a simple ODBC source.
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Create an advanced ODBC source.
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Identify the different levels of scripting.
|
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Create a VBScript and attach it to an
integration event.
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Use the script library.
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Schedule an integration.
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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.
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Implement a data translation.
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Implement VBScripting.
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Use ODBC connectivity for the source.
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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
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Introduction
|
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Destinations available
|
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Differences between the SQL Optimized Adapter
and Great Plains Standard Adapter
|
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Destination Settings
|
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Destination Options
|
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Troubleshooting integrations
|
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Labs
|
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Inventory Transaction Integration
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SOP Transaction Integration
|
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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.
|
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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
|
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Elements of a Custom Destination
|
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Creating a Custom Destination
|
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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
|
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Using the XML Destination
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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
|
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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
|
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