Recent ISC Software Webinar: Automation in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Automation in Microsoft Dynamics GP. In this webinar, we covered how automation can be used in Microsoft Dynamics GP to improve efficiencies and accuracy of data. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the highlights of how automation can be used in Microsoft Dynamics GP to improve efficiencies and improve data accuracy:

  1. Introduction
  2. Integration
  3. Scanning
  4. Approval
  5. Posting
  6. Reporting
  7. Conclusion

Introduction ^

Where possible in this webinar I highlighted standard, or Microsoft supplied, features or additional products where they are available. However, in many cases the standard functionality does not allow for full automation. This is an intentional design choice made when Microsoft Dynamics GP was first created back in the md-90s. The company who created Great Plains, the original name of Dynamics GP, was intended from the very beginning to be extensible with the intention that there be a thriving third-party marketplace for add-ons.

This is the current situation; the core Dynamics GP system has strong core financials and distribution modules, but wider functionality is provided by third party (Independent Software Vendors (ISVs) who have a variety of add-ons and complimentary products which provide the functionality required or automating processes. In each of the areas, there are usually a number of products available from several vendors, but I have selected one in each area. usually an add-on which I have used with several clients across a number of years and which has received positive reviews.

Before implementing one of the solutions, I’d recommend reviewing the functionality it includes, the functionality of competing products and making your own decision about which will best fit your requirements.

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Configure eConnect on Server

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With eConnect installed, we can now configure the Incoming Queue; I always do this as I have a number of clients using eConnect in this mode.

As the configuration required hasn’t changed, I’m going to link back to the three posts I did when Dynamics GP 2018 RTM was released:

  1. Configure eConnect Service
  2. Configure eConnect Incoming Queue
  3. Set eConnect Incoming Queue Permissions

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install eConnect on Server

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

Before installing the eConnect Runtime, make sure you have the prereqisites installed. The launch the setup utility and select eConnect from under the Additional Products heading.

Setup Utility

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install eConnect prerequisites on server

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

One of the main integration tools used with Microsoft Dynamics GP is eConnect; however, before eConnect can be installed, there are two prerequisites which need to be installed. I’ve posted about these prerequisites before and they haven’t changed, so I’ll link back to the original posts; while the version of Windows Server may have changed, but the process is the same.

The first prerequisite, is to set the service account as a local administrator on the server. Without doing this, the eConnect services will not start correctly.

Secondly, you need to install the MSMQ Triggers Windows feature. Without this, the Incomging/Outgoing eConnect queues cannot be installed.

Once these two prerequisites are met, you’ll be ready to install eConnect on the server.

Click to show/hide the Hands on with the Microsoft Dynamics GP Fall 2020 Release Series Index

Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager prerequisites

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In this post, I’m going to take a quick look at the prerequisites for Integration Manager.

Integration Manager has two adaptors available for integrating data into Microsoft Dynamics GP.

The first adaptor is the Microsoft Dynamics GP one which requires you to have the Dynamics GP client open and logged into the company into which you want to integrate data.

The second adaptor is the eConnect one; this requires eConnect to be installed, although it doesn’t need the Incomging/Outgoing queues installed within eConnect which is different to the earlier post on installing eConnect; it also does not require Dynamics GP installed.

Click to show/hide the Hands On with Microsoft Dynamics GP October 2019 Release Series Index

Hands On with Microsoft Dynamics GP October 2019 Release: Configure eConnect

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With eConnect installed, we can now configure the Incoming Queue; I always do this as I have a number of clients using eConnect in this mode.

As the configuration required hasn’t changed, I’m going to link back to the three posts I did when Dynamics GP 2018 RTM was released:

  1. Configure eConnect Service
  2. Configure eConnect Incoming Queue
  3. Set eConnect Incoming Queue Permissions

Click to show/hide the Hands On with Microsoft Dynamics GP October 2019 Release Series Index

Hands On with Microsoft Dynamics GP October 2019 Release: Install eConnect

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With the eConnect prerequisites installed, we can now move onto installing eConnect.

Do this by launching the Setup utility from the installation media and, under the Additional Products heading, select eConnect:

Setup Utility

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release: Install eConnect”

Hands On with Microsoft Dynamics GP October 2019 Release: eConnect prerequisites

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. One of the main integration tools used with Microsoft Dynamics GP is eConnect; however, before eConnect can be installed, there are two prerequisites which need to be installed.

I’ve posted about these prerequisites before, so I’ll link back to the original posts; the version of Windows Server may have changed, but the process is the same.

The first prerequisite, is to set the service account as a local administrator on the server. Without doing this, the eConnect services will not start correctly.

Secondly, you need to install the MSMQ Triggers Windows feature. Without this, the Incomging/Outgoing eConnect queues cannot be installed.

Once these two prerequisites are met, you’ll be ready to install eConnect on the server.

Click to show/hide the Hands On with Microsoft Dynamics GP October 2019 Release Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Install Integration Manager

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

In the last post, I installed eConnect on the client to make the eConnect adaptors available to Integration Manager; in this post, I am going to install Integration Manager.

To do this, launch the setup utility and select Integration Manager from under the Additional Products heading:

Integration Manager

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Integration Manager”

Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect on Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

I already stepped through the installation of eConnect on the server, but eConnect is also needed on the client in order to use the eConnect adaptors in Integration Manager.

To install eConnect on a client PC, launch the setup utility and select eConnect under the Additional Products header:

setup utility

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect on Client”