The first of the sessions I attended was Tips for Creating Integrations which was run by a former Microsoftie who now works at eOne. The session did have general tips on what you should be thinking about and asking when creating integrations, but was, as you would expect for a session run by a partner, focused on using their tools. In this case, the tool was SmartConnect.
As a partner of eOne already, SmartConnect was already on my list to take a look at (we currently mainly do SmartList Builder although we also have clients with Extender and SmartView), it was a very interesting session showing how data could be integrated into Dynamics GP from other sources such as Dynamics CRM or a web site and also how the Excel add-in can be used to extract data, and then update Dynamics GP once the user edits the data in Excel.
Much to think about.
The Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.
The sixth Feature of the Day is Organizational Accounts User Authentication.
This feature allows users to be authenticated for Microsoft Dynamics GP using organizational account credentials, also known as Azure AD accounts. This allows the user to log into the Microsoft Dynamics GP Web Client using the same credentials that are used for Office 365, Microsoft Dynamics CRM Online, or many other cloud applications:
This is not a book I have written, but rather one that, like the Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide, I have done some technical reviewing on behalf of the publisher, Packt Publishing. This is basically assisting the publisher to verify that the content of the book is technically accurate and can be successfully followed. Well, while I was working on the Microsoft Dynamics GP 2013 Cookbook I was also doing technical reviewing of the Microsoft Dynamics CRM 2011 Cookbook by Dipankar Bhattacharya;
While working with Packt Publishing on the Microsoft Dynamics GP 2013 Cookbook (which can be pre-ordered direct from Packt Publishing) I was approached to do some technical reviewing of a Microsoft Dynamics CRM book; the Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese which has now been published;
This book covers:
- Introduce yourself to the certification exam and helpful exam taking tips
- Learn about marketing automation and its application to your organization
- How to enable an efficient and accurate sales process
- Service your customers and get metrics to make sure your customers are truly happy
- Schedule and plan for resource allocation if needed while servicing your customers
- Prepare for the MB2-868 certification exam with a mock 75 question exam
If you’re intending to get certified on Microsoft Dynamics CRM then this certification guide will be a great tool for preparing.
This is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.
Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and pickilists synchronised, the next step is to start running the integrations.
As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.
In the Connector for Microsoft Dynamics () navigate down to the UofM Schedule to Unit Group node ( );
This is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.
One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.
There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder () and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;
This is the fifth post in the series on how to install the Connector for Microsoft Dynamics GP; the first four posts covered the prerequisites, installation, adapter configuration and creating a new integration.
In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.
This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.
Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;
This 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 ().
To create a new integration, click the New Integration button on the toolbar;
This is the third post in the series on how to install the Connector for Microsoft Dynamics GP; the first two posts covered the prerequisites and installation. This one will show the step-by-step process to configure the Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011 adapters.
To configure the adapters, open the Connector for Microsoft Dynamics program () where you will be presented, on first run, the Adapter Settings utility which will be on the Activate new adapters page.
Enter the Integration Account (in my case DOMAIN\DynamicsConnector) and password and also the URL for the Microsoft Dynamics CRM Discovery Service.
The account being used for the Integration Account needs to be a valid CRM user with organization level read privileges for SystemUser (I usually do this by creating a role only with this one security privilege) on the organisations you’re going to integrate into. This user will be added to the following security roles by the configuration utility (which I’ll cover in a moment);
- System Customizer
- Dynamics Integration (this security role is automatically created)
The URL for my system is http://azc-crm1:5555/XRMServices/2011/Discovery.svc (your address can be found in Dynamics CRM under Settings ¯ Customise ¯ Developer Resources);
This is the second post in the series on how to install the Connector for Microsoft Dynamics GP; the first post covered the prerequisites.
When the Connector for Microsoft Dynamics GP setup utility is run, the first window is just a welcome screen, so click next;