Implementing SmartConnect: System Requirements

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).

Before starting to install SmartConnect, the following requirements should be checked to ensure compatibility; if procureing new servers or software, I’d generally advise to aim for the top of the requirements to ensure greatest longevity.

Processors:

  • 32 bit processor machines, 2 GHz or greater.
  • 64 bit processor machines, 2 GHz or greater.

Memory (RAM):

  • 1 GB of RAM is required, at least 4GB is recommended.

Continue reading “Implementing SmartConnect: System Requirements”

Implementing SmartConnect: SmartConnect vs. Integration Manager

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).

For providing clients with integrations, we’ve typically used Integration Manager, which is part of the Customisation Pack. Having recently taken a look at SmartConnect from eOne Solutions, I rapidly came to the conclusion that while Integrating Manager is easy to use and integrations are relatively simple to create, it lacks a lot of the features of SmartConnect.

Feature Integration Manager SmartConnect
Easy to create integrations
Schedule Integrations to run automatically  
Use Excel XLSX as a data source  
Connect to almost any datasource  
Integrate to any eConnect node  
Integrate with custom eConnect nodes  
Extend integrations programatically VBA VB.NET or C#
Chain integrations to run one after the other  
Schedule export of data to other systems  
Robust when integrating large datasets  

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Implementing SmartConnect: Introduction

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).

SmartConnect provides an alternative to Integration Manager, which is part of the Microsoft Dynamics GP Customisation Pack. While Integration Manager allows users to create and run integrations on an ad hoc basis, SmartConnect provides much more functionality, such as the ability to schedule integrations, poll a folder to load all files within and load data from many different data sources including Excel spreadsheets, transform data and provides a web service which can be called from any application.

There are three types of integration which can be created in SmartConnect:

  • Bulk Data Sources – Bulk data sources are configured to look at fixed data locations (such as a particular file or folder). The SmartConnect Scheduler can be used to define a schedule on which bulk data source integrations should be run.
  • Change Data Sources – A change data source will track all data changes since the map last ran successfully; based on the schedule, it will execute a SmartConnect map to integrate the data.
  • Real Time Data Sources – Data is integrated in real time from any Microsoft Dynamics GP window or direct from Dynamics CRM to any destination.

Continue reading “Implementing SmartConnect: Introduction”

Implementing SmartConnect: Who Are eOne Solutions?

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).

I’ve done a small number of posts before on eOne’s SmartList Builder previously, but this is the first series of posts I’ve done on one of their products.

I’m sure everyone using Microsoft Dynamics GP is aware of who eOne Solutions are, but in case you don’t, eOne are a Microsoft Dynamics GP ISV (Independent Software Vendor) based in Fargo, North Dakota, and with offices in Texas and Australia.

They have created a number of products which either install into Microsoft Dynamics GP or which integrate with it:

  1. SmartConnect – the subject of this series is an integration tool which allows you to integrate lots of different systems with Microsoft Dynamics GP.
  2. Extender – allows you to create new windows and forms for Microsoft Dynamics GP, without needing the services of a developer.
  3. SmartView – provides an alternate, fast and flexible interface to the existing SmartLists.
  4. Node Builder – allows easy creation of new eConnect nodes to be created without the need for a developer.
  5. Flexicoder – allows you to automatically recode Sales transactions with configurable rules and references.
  6. SmartPost – automates the posting of Microsoft Dynamics GP batches.
  7. SmartList Builder – enables both the creation of new SmartList objects or modification of existing ones. Up to 32 tables can be linked and tables can be standard GP tables, any Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

I’ve worked with many clients using SmartList Builder and it has proven to be a very popular tool with them for the ease and flexibility of creating new SmartLists. In more recent times, I’ve also done work with Extender, SmartConnect and NodeBuilder. In this series, I am going to be focused on SmartConnect, but over the coming year, I’ll also be taking a look at some of the other products.

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Implementing SmartConnect: Series Index

eOne SolutionsSmartConnect is 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).

I’ve known about SmartConnect for quite a long time now, but have only just started working with it and thought a series of posts on the installation and configuration process might be useful to do.

The index below will update as each post goes live if you are reading directly here (if you’re reading on a syndicated version, you will need to check back to the original post).

Implementing SmartConnect
Who Are eOne Solutions?
Introduction
SmartConnect vs. Integration Manager
System Requirements
Prerequisites
Installation
Configure Windows Service
Configure Windows Service
Assign SQL Login Security
Install GP Addin
Update GP Cache
Console First Run
Configure GP Connector

What Are The GP Elementz Portals?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

Continue reading “What Are The GP Elementz Portals?”

What Are The GP Elementz?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

Over time, ISC Software have created a number of customisations for clients which have been made more widely available to customers as the GP Elementz; if you’re an ISC Software support customer, then you have access to the GP Elementz add-ons free of charge.

There are a few add-ons available as GP Elementz:

  • Enhanced Notes​ – Extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality.
  • Distribution ​Elementz – ​A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.
  • Financial Elementz – A collection of windows and reports that enhance standard financial Dynamics GP function.
  • Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.
  • ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.

Over time, I am going to take a detailed look into these add-ons in my usual way (installation and then a hands on and review), so keep an eye out for those posts. More details on them all can be found on the GP Elementz website or you can use the enquiry form below to get in touch.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message:

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What Services Does ISC Software Offer?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

This short series of posts is a quick introduction to ISC Software and what they offer to Microsoft Dynamics GP clients in the UK, Ireland and in the rest of the world.

Implementations & Upgrades

ISC Software can implement Microsoft Dynamics GP or upgrade existing systems.

Consultancy

Consultancy is available to help you get the most out of your Microsoft Dynamics GP system whether this be reviewing processes, user training, implementing a new module or approval workflows.
Continue reading “What Services Does ISC Software Offer?”

Microsoft Dynamics GP: Information about the VAT 100 Return

Microsoft Dynamics GPSr. Technical Support Engineer Cheryl Waswick did a post yesterday on the Dynamics GP Support and Services Blog about the upcoming Making Tax Digital changes for VAT submission in the UK.

Microsoft have been fielding a lot of questions from partners about the VAT 100 Report in relation to Making Tax Digital and have put together some information on VAT 100 in a Q&A format.

As Cheyrl notes, that post should not be your sole source of information, but the information there may be useful.

Cheryl also says that a post is due soon with details on how Microsoft Dynamics GP will be meting the requirements of Making Tax Digital.

Who Are ISC Software?

ISC Software SolutionsAs I mentioned in the last post, I have joined ISC Software Solutions, a Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor), as the Lead ERP Consultant.

ISC Software are Microsoft business software specialists whose ethos is centered upon our customers. We deliver products and solutions in the way that best meets the needs of our customers and the industries in which they work.

ISC Software are a privately owned company that focuses on the delivery of business software solutions. Our company was formed in 2003, following a management buyout of the Business Solutions Division of ISC Computers plc. We are headquartered in Cambridgeshire, United Kingdom, with an additional office based in Dublin, Ireland.​ Our focus is purely Microsoft business management software:

  • Microsoft Dynamics GP
  • Microsoft Dynamics CRM
  • Microsoft SharePoint
  • Microsoft Azure and Office 365

In addition to having a team of Dexterity developers for extending Microsoft Dynamics GP, ISC Software also use mainstream technologies, primarily Microsoft .NET and tools, Visual Studio .NET, to customise the standard Microsoft products, in our role as a Microsoft partner to provide the extra 20% needed to extend products further to meet exact customer requirements.

ISC Software offer a comprehensive range of consulting, custom software development and support services to assist customers to improve efficiencies through automating processes, accessing key data and sharing information.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Click to show/hide the Who Are ISC Software? Series Index