After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:
The next action needs to be performed once to register each Microsoft Dynamics GP company in which SalesHQ is going to be used; the window is a Dexterity one so you can record a macro to automate the process by extending the SQL script I posted to log into each company.
To register the company with SalesHQ, open the Register Company in CustomerHQ window ():
This window registers the company in SalesHQ and tells the connector service how it is to access the database; I have opted for Integrated Authentication which means it uses the service account (which we granted access in a previous post); if you opt to use a SQL account, it is a true SQL account account and not a Microsoft Dynamics GP one.
Click OK to complete the registration:
With this step, the company is registered to work with SalesHQ; this step needs to be completed for all companies you be using in SalesHQ.
There is some additional configuration which is required before you can start using SalesHQ; to access the configuration windows you need to logout of a company and back in for the windows to appear on the ().
I’ll cover the configuration over the next three posts in this series.