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Debi Johnson, Author at FMT

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Using SmartConnect Customization to capture Dynamics GP Fixed Asset ID with GP Rolling Column
Recently, I had a client that needed to integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect. When building the integration, I encountered an issue with using a GP Rolling Column for the Fixed Asset ID; SmartConnect does not include the native capability to capture the next Fixed Asset ID with their GP Rolling Columns. I was able to customize SmartConnect in order to provide this capability of finding the next Fixed Asset ID and updating the GP table where this ID is stored. When SmartConnect is added to Dynamics GP, there are some stored procedures that are added to the GP database and one of them is to get what is referred to as “next” numbers. This is how the GP Rolling columns in SmartConnect know what the next number is, whether it is the next journal entry number, payment number, etc. Since there is no stored […]
Enhancing Dynamics GP With VBA Customization
There are times in Dynamics GP where you want to change the behavior of a form and VBA customization (Visual Basic for Applications) can be a great tool to use! For instance, changing the site ID and requested ship date in a sales order header doesn’t revise sales line items that are already in the sales order – changing the site ID and requested ship date in existing line items was a requirement for one of our clients. In this blog, we will go over how to enhance Dynamics GP using customization via VBA and deployment.   Customization Before making any changes, make sure to copy the DYNAMICS.SET file (name the copy DYNAMICS_DEV.SET or something similar to distinguish it from the original). Open GP using this copied file by dragging the DYNAMICS_DEV.SET file over the Dynamics.exe file and select open. This will allow you to make changes without affecting the […]
Why SmartConnect Is the Go-To Integration Tool for Dynamics GP
SmartConnect is a very sophisticated tool for integrations. With its high level of versatility, it does a great job of automating your integration needs. It is definitely one of my tools of choice!   Data can be read from Dynamics GP, Dynamics CRM, OLEDB or ODBC, text files, Excel, XML and more.     You can even use multiple data sources and then join the results from the multiple data source. This makes utilizing data sources from separate databases or even joining a database data source with a text file data source possible!     You can also set a network folder as a data source. The files in the folder can be Excel, text, XML, or XmlQuery. As long as the files match a designated template (or schema for a text file), SmartConnect will be able to process all the files contained in the folder. You can designate folders […]
Comparing Corporate Performance Management and Business Intelligence
The difference between Business intelligence (BI) and Corporate Performance Management (CPM) can often become muddled and confusing for businesses looking to choose the right solution for their reporting. While both are very closely intertwined, understanding the differences and similarities between the two is important to choosing the correct option for your business. In this blog, we will help to clear up the confusion between BI and CPM by addressing the similarities and differences between these two systems. BI Business Intelligence describes the technology used to gather and analyze data relevant to an enterprise in order to improve business decision making. This includes ad-hoc queries, OLAP (on-line analytical processing), scorecards and searches. BI can also be used for many types of visualizations such as dashboards, scorecards, and KPIs. While BI is graphically-oriented, it goes beyond just displaying data. BI can also allow users to drill down into a chart or report […]
Microsoft Dynamics GP Integration Tools Guaranteed to Make Your Life Easier
Integration tools can be used to incorporate data from a variety of sources into Dynamics GP. They can also export data from Dynamics GP into many different file types such as text, Excel and XML. For some integrations, you will simply be moving data straight into Dynamics GP. For others, you will want to convert or manipulate the data prior to integrating it. Simple or complex, integration tools can make the whole process easier! The backbone of these tools is eConnect, a set of SQL stored procedures that can be installed for Dynamics GP. They are used to accept data and integrate it into the appropriate database tables. The eConnect stored procedures use business rules to validate the data before integrating it to GP, thus protecting the integrity of the data and only allowing you to insert valid data. Using eConnect without integration tools can be a complicated process. Which […]
Creating an Integration Manager to Process Intercompany Payables (PM) Transactions in Microsoft Dynamics GP - Step-by-Step Instructions
Sometimes a company is associated with other companies. For instance, there could be a parent company that has multiple subsidiary companies under its umbrella. The parent, or originating, company would want to be reimbursed for expenses being incurred by the subsidiary, or destination, company. In order to do this in Microsoft Dynamics GP, an intercompany Payables (PM) transaction is needed. If these transactions occur frequently, it is beneficial to create an Integration Manager that can automatically create these intercompany transactions, minimizing manual work and maximizing efficiency. Integration Manager provides you with an easy way to integrate data between business applications. You can integrate data from external business databases, e-commerce solutions, or other data file types into the Microsoft Dynamics GP application. In order to do Intercompany PM transactions, you must have more than one GP company created in your database. The examples presented here will use the standard GP test […]
Business Intelligence Semantic Model – Creating Your First Tabular Model Project – Part 2 of 2
This blog continues from where I left off in Part 1 – “Creating Your First Tabular Model”. As covered in part 1 you'll need to meet the following requirements in order to create your first new tabular model project: Have an instance of SQL Server 2012 running in Tabular mode. Have SQL Server Data Tools (SSDT) – installed as part of SQL Server 2012. Microsoft provides different sample databases – the one I use in this blog is AdventureWorksDW2012 and can be found at http://msftdbprodsamples.codeplex.com/releases/view/55330. In part 1 of the blog series we created and deployed our tabular model using SQL Server Data Tools, and we created a simple report using Power View within Excel.     It’s a simple report. A very simple report. As promised in the last blog, I’m going to show you how to enhance it with some created measures, and you’ll learn how to make […]
Business Intelligence Semantic Model – Creating Your First Tabular Model Project – Part 1 of 2
This is the first part in a blog series of two. Go straight to part 2 here.  In order to create your new tabular model project, ensure that you meet the following prerequisites: Have an instance of SQL Server 2012 running in Tabular mode. Have SQL Server Data Tools (SSDT) installed as part of SQL Server 2012. Microsoft provides sample databases. The one referenced in this blog is AdventureWorksDW2012 and can be downloaded from http://msftdbprodsamples.codeplex.com/releases/view/55330. Tabular models are created by selecting SQL Server Data Tools under Microsoft SQL Server 2012. The new tabular model opens a new project dialog in the tabular model authoring environment (Visual Studio 2010 or later) where you specify the Analysis Services Tabular Project template under Business Intelligence Analysis Services. Once your project is created, it opens in SQL Server Data Tools and an empty model, Model.bim, appears in the model designer, ready for use. When […]
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