How To Install Connector for Microsoft Dynamics GP – Create A New Integration

Microsoft Dynamics GPThis is the fourth post in the series on how to install the Connector for Microsoft Dynamics GP; the first three posts covered the prerequisites, installation and adapter configuration. This one will show the step-by-step process to create a new integration between Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011.

To create a new integration between Microsoft Dynamics GP and Microsoft Dynamics CRM, open the Connector for Microsoft Dynamics from the Windows Start menu (Start menu ¯ All Programs ¯ Microsoft Dynamics ¯ Microsoft Dynamics Adapter ¯ Connector for Microsoft Dynamics).

To create a new integration, click the New Integration button on the toolbar;

Connector for Microsoft Dynamics

In this window, you have a choice to create a new integration from blank or by using a template;

New Integration - Create integration from:

In this example, I’m going to use the template for Dynamics GP 2010/Dynamics CRM 2011 (using CRM Accounts);

New Integration - Create integration from:

Select the Companies which the integration will work between from the two drop down lists (the top one is Dynamics GP and the bottom Dynamics CRM);

New Integration - Create integration from:

After clicking the create button, you’ll be returned to the Connector for Microsoft Dynamics main window which will be showing the integrations which have been created from the template;

Connector for Microsoft Dynamics

Before any of the integrations can be activated there are a few other issues which need to be resolved/checked which I’ll step through in the next posts of this series.

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