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Microsoft Dynamics GP Integration Manager
Course 8815 : Two days; Instructor-Led
On This Page
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Introduction |
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Audience |
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At Course Completion |
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Prerequisites |
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Microsoft Certified Professional Exams |
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Course Materials |
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Course Outline |
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Take This Training |
Introduction
The two-day Microsoft Dynamics GP Integration Manager course develops your understanding of how to integrate outside systems with the Microsoft Dynamics GP accounting application through the use of tools designed to import records. You will find value in using Integration Manager for converting data into a new Microsoft Dynamics GP installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Microsoft Dynamics GP.
An overview of the available integration and development tools is presented, including the benefits and required skills for each tool. Instruction is provided on the Import Utility. Import Utility enables you to quickly transfer data into any table in any module in Microsoft Dynamics GP, providing for increased import capabilities.
Audience
Microsoft Dynamics GP Integration Manager training is recommended for people who plan to install, implement, configure, consult, or support the tools used to integrate data with Microsoft Dynamics GP. This class is targeted towards individuals that want to increase their knowledge and the skills necessary to create integrations between Microsoft Dynamics GP and other data sources.
At Course Completion
After completing this course, students will be able to:
| • | Understand the development tools available for use with Microsoft Dynamics GP |
| • | Understand the features and benefits of the Import Utility |
| • | Understand how to determine import specifications and field structures |
| • | Understand the steps to create integrations with the Import Utility |
| • | Describe the features and benefits of using Integration Manager |
| • | Understand the step-by-step instructions to install and start Integration Manager |
| • | Register Integration Manager |
| • | Understand the security considerations when using Integration Manager |
| • | View Integration Manager version information |
| • | Create and convert integration databases |
| • | Navigate the Integration Manager Workspace |
| • | Understand the key steps involved in planning an integration |
| • | Understand how Integration Manager integrates with Microsoft Dynamics GP |
| • | Identify the key components of an integration |
| • | Create an integration using the Integration Properties window |
| • | Define the source of the integration by using the Add Source window |
| • | Define relationships between multiple sources by using the Relationships window |
| • | Add a destination to the integration using the Destination window |
| • | Map the source data to the destination data by using the Integration Mapping window |
| • | Save and run an integration in Integration Manager or Microsoft Dynamics GP |
| • | Examine the Integration Log for any errors |
| • | Modify the location of the integration database and translate source file paths |
| • | Use the Object Browser |
| • | Understand local and global translations |
| • | Modify the type of relationship between two source queries |
| • | Use ODBC sources |
| • | Implement VBScripting to customize integrations |
| • | Use the Script Library |
| • | Understand how to schedule an integration to run automatically |
Prerequisites
Before attending this course, students must have:
| • | General knowledge of Microsoft Windows |
| • | Basic knowledge of Microsoft Dynamics GP 10.0 |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
Course Outline
Chapter 1: Microsoft Dynamics GP Tools Overview
This chapter provides students with a general overview of the tools available to integrate data into Microsoft Dynamics GP.
Main Topics
| • | Methods of integrating data |
| • | Description and comparison of tools |
| • | Lab - Select the right tool for the job |
After completing this chapter, students will be able to:
| • | Understand the tools available for integration with Microsoft Dynamics GP |
| • | Understand the development tools available for use with Microsoft Dynamics GP |
| • | Successfully choice the right tool for an integration project |
Chapter 2: Import Utility
This chapter focuses on Import Utility. It examines the features and benefits of using Import Utility to import data into Microsoft Dynamics GP and reviews the basic steps in creating a table import. There is also a section on resources that can be used to determine what information needs to be imported and how to determine field structures. We then define and perform an import.
Main Topics
| • | Features and benefits |
| • | Steps involved in creating an import |
| • | Determining field structures |
| • | Define and run an import |
| • | Lab - Import Utility |
After completing this chapter, students will be able to:
| • | Understand the features and benefits of the Import Utility |
| • | Understand how to determine import specifications and field structures |
| • | Understand the steps to create integrations with the Import Utility |
| • | Successfully import a text file in to the RM Customer Master and Customer Master Address tables |
Chapter 3: Integration Manager Overview and Installation
This chapter identifies the features and benefits of Integration Manager. The installation of Integration Manager is covered, as well as the security requirements. How to navigate within the application is discussed, and the steps involved in planning an integration.
Main Topics
| • | Feature and benefits |
| • | Installation |
| • | Lab - Install Integration Manager |
| • | Registration |
| • | Lab - Register Integration Manager |
| • | Security Requirements |
| • | Navigation and Elements |
| • | Planning an Integration |
After completing this chapter, students will be able to:
| • | Describe the features and benefits of using Integration Manager |
| • | Understand the step-by-step instructions to install and start Integration Manager |
| • | Register Integration Manager |
| • | Understand the security considerations when using Integration Manager |
| • | View Integration Manager version information |
| • | Create and convert integration databases |
| • | Navigate the Integration Manager Workspace |
| • | Understand the key steps involved in planning an integration |
| • | Install Integration Manager with Microsoft Dynamics GP and eConnect destination adapters |
| • | Register Integration Manager |
Chapter 4: Creating Integrations
This chapter walks through the steps involved in creating an integration including how to add sources, define relationships, and add a destination. Defining relationships between multiple sources, and the destination mapping process is also discussed.
Main Topics
| • | Integration with Microsoft Dynamics GP |
| • | Create integrations |
| • | Define sources |
| • | Define relationship between sources |
| • | Select a destination |
| • | Create destination mappings |
| • | Save and run an integration |
| • | Examine the integration log |
| • | Lab - GL Accounts Integration |
| • | Lab - GL Transaction Integration |
| • | Lab - GL Transaction Integration Using One Source File |
| • | Lab - Customer and RM Transaction Integration |
| • | Lab - Purchase Order Integration with eConnect |
| • | Lab - Item Integration with eConnect |
After completing this chapter, students will be able to:
| • | Understand how Integration Manager integrates with Microsoft Dynamics GP |
| • | Identify the key components of an integration |
| • | Create the integration using the Integration Properties window |
| • | Define the source of the integration by using the Add Source window |
| • | Define relationships between multiple sources by using the Relationships window |
| • | Add a destination to the integration using the Destination window |
| • | Map the source data to the destination data by using the Integration Mapping window |
| • | Save and run an integration in Integration Manager or Microsoft Dynamics GP |
| • | Examine the Integration Log for any errors |
Chapter 5: Advanced Integration Topics
This chapter examines advanced topics including the different options that allow you to further customize and enhance the functionality of integration manager. These options allow for viewing of integration manager objects, increased manipulation of source data, and the scheduling of integrations.
Main Topics
| • | Configure Integration Manager |
| • | Object Browser |
| • | Query Relationship Types |
| • | ODBC data sources, including simple and advanced |
| • | VBScripting, including insertion levels and events |
| • | Script Library |
| • | Scheduling an Integration |
| • | Lab - Payroll Transaction Integration |
| • | Lab - PM Transaction Integration |
| • | Lab - Schedule an Integration |
After completing this chapter, students will be able to:
| • | Modify the location of the integration database and translate source file paths |
| • | Use the Object Browser |
| • | Understand local and global translations |
| • | Modify the type of relationship between two source queries |
| • | Use ODBC sources |
| • | Implement VBScripting to customize integrations |
| • | Using the Script Library |
| • | Understand how to schedule an integration to run automatically |
| • | Use local and global translations |
| • | Apply VBScripting to integrations |
| • | Create the components necessary to schedule an integration |
We are glad to anwer your questions about our business and our course offerings.
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