Implementing SmartConnect: Console First Run

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Over the last few posts, I’ve stepped through the installation of SmartConnect and the GP Addin. With that done we can now log into SmartConnect itself and go through the final steps of preparing it for use.

SmartConnect is launched from the Windows Start menu; the first run should be using the account used to install it as this is the first administrator account. The server name will already be displayed, so click OK to login (login used Windows authentication):

SmartConnect Login

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Implementing SmartConnect: Update GP Cache

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

With the SmartConnect GP Addin installed the next step is to use it to populate the GP Resource Cache.

To do this open the SmartConnect Maintenance window (Microsoft Dynamics GP menu » Tools » SmartConnect » SmartConnect Maintenance) and click the Process button:

SmartConnect Maintenance

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Implementing SmartConnect: Install GP Addin

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

The next step in installing SmartConnect, is to install the GP Addin. This was in the zip we downloaded as part of the installation post; launch the SmartConnect GP Addin….exe.

Select the relevant version of Microsoft Dynamics GP from the list and click Next:

SmartConnect - Select which components of SmartConnect GP Addin will be installed

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Implementing SmartConnect: Assign SQL Login Security

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

A couple of days ago, I covered the installation of SmartConnect, but there are a few additional steps required.

One of these steps is to configure the SmartConnect account with access to update mdgp. This account is the one used by SmartConnect when running the maps; it requires DYNGRP access to all of the mdgp databases in order to both select, insert and update information.

To do this, open SQL Server Management Studio, expand the Security and Logins nodes, find the SmartConnect user account created during the installation, right-click and select Properties.

Select User Mapping, select the DYNAMICS database (assuming you’re using the default system database name), scroll down in the bottom of the window and mark DYNGRP:

SQL Login Properties

Repeat the above step for all of the companies databases and then click OK to commit the changes.

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Windows 10 Calculator Replacement: Installation

ApplicationsThis post is part of a series on the Old Calculator for Windows 10 replacement for the default Windows 10 Calculator App.

The Old Calculator for Windows 10 can be downloaded from Winaero:

Download app from Winaero

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Windows 10 Calculator Replacement: Series Index

ApplicationsTime has flown over the last 12 months. It was this time last year that I complained on Twitter about the new Calculator app in Windows 10 and Steve Endow suggested an alternative called Old Calculator for Windows 10.

Well, I’ve installed it without issue on a few machines since then and not had any issues, so I thought I’d share a little more about this app.

Windows 10 Calculator Replacement
Installation

All Workflow Approvers Need A Display name in AD

Microsoft Dynamics GPGetting on towards two years ago, I did a post where I mentioned that AD Groups used as approvers need to have a display name set; I don’t seem to have mentioned that ordinary domain user accounts set as approvers also need to have a display name set.

I’ve recently been reminded about this on a test system where the admin account I was logging in as did not have a display name.

Where there is no display name, you can set the approver, but when you click OK, the name disappears.

Implementing SmartConnect: Configure Windows Service

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Once the core of SmartConnect has been installed, there are a few steps which need to be completed. The first of these is to configure the eOne SmartConnect Service to start with Windows. In theory it is configured to do so during the installation, but I’ve found that the service tries to start before SQL Server, but fails. This service needs to be running to allow maps to be scheduled to run automatically.

To remedy this problem, you have two options:

  1. Configure the service startup to Automatic (Delayed Start).
  2. Add a dependency for Microsoft SQL Server to the service.

Either one of these options, should be sufficient to remedy the issue and allow the service to correctly start and therefore allow maps to be scheduled.

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Implementing SmartConnect: Installation

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

The first step in installing SmartConnect from eOne Solutions, is to download the installation media. SmartConnect can be downloaded from here. I’d always advise downloading the latest version, especially as SmartConnect is backward compatible with many versions of Microsoft Dynamics GP.

SmartConnect Downloads website

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Making Tax Digital Now Available in Dynamics GP 2016 and 2018

Microsoft Dynamics GPMicrosoft’s Jodi Christiansen has, on the Inside Microsoft Dynamics GP blog, announced the release of the January hotfix which includes the Making Tax Digital (MTD) updates required for VAT submissions to HMRC from April.

The Microsoft Docs site has been updated with setup instructions; I need to get it downloaded and installed to confirm the functionality, as all of the setup is around the VAT 100 and not VAT Daybook. Clients with more complex VAT often need VAT Daybook which allows them to define which tax codes appear in which boxes on the VAT Return. We’ve previously been assured by Microsoft that the MTD update would include both VAT 100 and VAT Daybook so I need to check that this is in fact the case.

The hotfix can be downloaded from CustomerSource (login required):

  1. Microsoft Dynamics GP 2016
  2. Microsoft Dynamics GP 2018

The MTD changes are only available for Microsoft Dynamics GP 2016 and 2018; applying the hotfix will update you to the latest version of the R2 release of these versions. If you’re on a prior version you will need to either upgrade to 2016 or 2018 or source an alternative way of submitting to MTD, such as ISC Software’s Making Tax Digital add-in.