Presented by Barry Crowell and Frank Reese Overview W h at we w i l l co v er in this s es s i o n W h y w o uld y o u imp l e m e n t an in ID: 320009
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Slide1
Beyond Integrations
Presented by Barry Crowell and Frank ReeseSlide2
Overview
W
h
at
we
w
i
l
l
co
v
er
in this
s
es
s
i
o
n
W
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y
w
o
uld
y
o
u
imp
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e
m
e
n
t an
in
t
eg
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ation
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ypes
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ati
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ns
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e
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r
ation
T
o
o
ls
Dem
o
nst
r
ati
o
n
o
f in
t
eg
r
ati
o
n
to
o
lsSlide3
Why Integrate?
Integration is a function of exchanging data with
external systems
and your
financial system
.
Your
business utilizes an industry specific package and you need to integrate into
your ERP
system
:
Membership management
Customer
Relationship Management System
Ecommerce
System
Other
external
systems
Inventory ManagementSlide4
Types of Integration
Some of the most common integrations
include:
Integrate
accounts payable transactions from an membership management system
Integrate
an inventory management application
GL
Integration
Integrate
external CRM systems
Integrate
other critical systems such as membership management, scanning, etc.Slide5
What type of Integration
Selecting the right integration tool requires a well thought out process.
When evaluating tools
you need to consider the
following:
Who
will be running the integration
What
technology will the integration interface with
What
are the business requirements for the integration
Build a
flow diagram of the integration to define how it will work
How
much data will be
integrated
Does the integration need to be synchronous or asynchronousSlide6
Integration Tools
Some of the integration tools available on the market
Today includes:
Integration
Manager from
Microsoft
eConnect from
Microsoft
Smart
Connect from eOne
Scribe
from Scribe Software
MC2Slide7
Integration Manager
Integration manager was first introduced from the Taylor Group in 1995 to solve
an Integration
problem that resellers had with Dynamics GP. It was later purchased
by Great
Plains and integrated with it’s suite of product offerings.
Pros
of using Integration Manager
Simple
to use
Provides
validation
VBA
can be
used
Schedule with 3
rd
party products
Cons of using Integration Manager
Must
be logged into Dynamics
Limited
Error reporting
Speed
Limited
to what you
can integrate
Cannot
use third party
forms
One
way integrationSlide8
Integration Manager Demo
Barry will demonstrate a simple Integration using integration manager
Input file
Integration setup
Integration Execution
ResultsSlide9
eConnect
e
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nn
e
c
t
w
a
s
i
n
trod
uc
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d
by
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i
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roso
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on
7
.
5 of
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roso
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-G
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.
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Co
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ct
i
s
a
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o
w
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rf
u
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in
t
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gr
a
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i
on
tool
th
a
t
i
s
d
e
s
i
g
n
e
d
f
o
r
de
v
e
l
o
p
e
rs
to i
n
t
e
gr
a
te sy
s
te
m
s.
Pros
of
e
C
o
n
n
e
ct
Can
i
n
t
e
gr
a
te
wi
th
a
n
y
a
p
p
li
c
a
t
i
on
M
a
n
y
bu
il
t
i
n
i
n
t
e
gr
a
t
i
on
poi
n
ts
Can
be
us
e
d
to
i
n
t
e
gr
a
te
to
th
i
rd
p
a
rty pro
d
u
c
ts
F
a
s
t
data
i
n
t
e
gr
a
t
i
on
I
s
a t
w
o
w
ay
i
n
t
e
grat
i
on
B
u
i
l
t
i
n
we
b
se
rvic
e
s
for
e
a
s
y
i
n
t
e
gr
a
t
i
on
for
d
e
v
el
ope
r
s
Provides the ability to create pre and post changes
C
o
n
s
of
e
C
o
n
n
e
ct
D
e
v
el
oper
ce
n
tr
i
c
an
d
r
e
q
u
i
r
e
s
V
is
u
a
l
S
tud
i
oSlide10
eConnect Implementations
Projects
eCommerce to ERP for inventory and sales orders
Inventory management
Shipping automation
Order Processing automation
Budget integration from Sharepoint
CRM integration to GP
POS
real-time
integrationSlide11
Smart Connect
Smart Connect was introduced by eOne in 2008 as an integration tool that provides
more advanced
capabilities than Integration manager. eOne develops other solutions and
is located
in Australia with offices in Fargo, ND.
Pros of Smart Connect
Very
Flexible
Data
imports are very fast
Can
be used by non developers
Scripting
can be done in VB.Net or C#
Can
integrate to Extender or other third party products
Is
a two way integration
Can
be used with programs such as
Excel,
InfoPath,
etc.
Cons of Smart Connect
Currently
GP Centric
Only
has built in Adapters for GP and CRMSlide12
Smart Connect Integrations
Projects
Generated drop ship XML delivered to vendors
Developed custom nodes to integrate 3
rd
party GP products
Integrate Employee project time
Import GL transactions
Schedule POS bulk integrations
Inventory updates
Stock refresh ordersSlide13
Scribe
Scribe was introduced by Scribe Software shortly after Microsoft CRM was released.
Since then
Scribe has developed other adapters that can provide integrations between
business applications
and ERP systems
Pros
of Scribe
Very
Powerful configuration
Data
imports are very fast
Can
be used by non developers
Debugging
tools are advanced
Can
run as a stand alone integration tool
Is
a two way integration
Built
in adapters for GP, NAV, Exchange, ACT, Pivotal, Salesforce, Saleslogix
Cons of Scribe
Greater
learning curve over the other tools
Some
limitations on the adaptersSlide14
MC2
MC2 Software has been serving the Great Plans community for 25 years and has developed the process scheduler for Great Plains. A fully integrated application designed to schedule Accounting transaction processing and other accounting routines.
Pros of MC2 Scheduling
Batch Posting
Routine Maintenance
Reports
Cons of
MC2
Requires Dynamics GP Process ServerSlide15
Demo
Smart Connect
MC2