Course 8351A:

Microsoft Business Solutions - Great Plains 8.0 Integration Manager

Length:2 Days
Published:November 10, 2004
Language(s):English
Audience(s):IT Professionals
Level:200
Technology:Microsoft Business Solutions–Great Plains 8.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
The two day Microsoft Business Solutions Great Plains Integration Manager course develops your understanding of how to integrate outside systems with your Microsoft Great Plains accounting application through the use of tools designed to safely and easily import records. You'll find value in using Integration Manager for safely converting data into a new Microsoft Great Plains installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Microsoft Great Plains. In addition to Integration Manager, information will be provided on Table Import. Table Import enables you to quickly transfer data from other sources into Microsoft Great Plains, regardless of module, table, operating system or database.
Audience Profile
Microsoft Great Plains Integration Manager training is recommended for people who plan to install, implement, configure, consult, or support the tools used to integrate data with Great Plains. This class is targeted towards individuals that desire to increase their knowledge and the skills necessary to create automated integrations between Great Plains and existing outside data sources.
At Course Completion
After completing this course, students will be able to:
  • Explain the different methods used to import data into Microsoft Great Plains
  • Identify the different tools available to assist users in importing records into Microsoft Great Plains
  • Recognize the features and benefits of using Import Utility
  • Learn the steps for setting up an import
  • Identify the available resources that can be used to assist the user in setting up an import
  • Identify the different field structures
  • Define a table import
  • Create a table import definition to import customer information
  • Identify the features and benefits of Integration Manager
  • Install Integration Manager
  • Recognize the basic steps in creating an integration
  • Identify the destinations available with the Microsoft Great Plains 8.0 Adapter
  • Create an integration for GL Accounts.
  • Create an integration for GL Transactions using two source files
  • Create a GL Transaction integration using one source file
  • Create a Customer integration
  • Create a RM Transaction integration
  • Create an Integration Group
  • Configure Integration Manager setup options
  • Create Translations
  • Create ODBC sources
  • Use VBScripting with Integration Manager
  • Use the Integration Manager Script Library
  • Identify the steps needed to schedule an integration
  • Create a payroll transaction integration
  • Review the differences between the SQL Optimized Adapter and the Microsoft Great Plains 8.0 Adapter.
  • Create an Inventory Transaction Integration using the SQL Optimized Adapter.
  • Create a Sales Order Processing Transaction Integration using the SQL Optimized Adapter
  • Create a purchase order integration using the SQL Optimized Adapter
  • Identify the steps to create a custom destination
  • Create a payables manual check integration using the Direct to Table Adapter
  • Understand the XML source and destination adapters, and their uses
  • Create a vendor integration using the XML Source adapter
  • Create a PM Transaction integration using the XML Source adapter
Course OutlineModule 1: Microsoft Great Plains Tools Overview
The purpose of this chapter is to give students a general overview of the tools available to integrate data into Microsoft Great Plains.
Lessons
  • Methods of integrating data
  • Description and comparison of tools
Module 2: Import Utility
This chapter focuses on Import Utility. We will examine the features and benefits of using Import Utility to import data into Microsoft Great Plains. We will review 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 will then define and perform an import.
Lessons
  • Features and benefits
  • Steps involved in creating an import
  • Field structures
  • Define and run an import
Module 3: Integration Manager Overview
The purpose of this chapter is to identify the features and benefits of Integration Manager. We'll go over the Integration Manager installation as well.
Lessons
  • Feature and benefits
  • Installation
Module 4: Microsoft Great Plains 8.0 Adapter
In this chapter we will discuss the most commonly used destination adapter in Integration Manager: the Microsoft Great Plains 8.0 Adapter. We will define the steps in creating a basic integration. The available destinations will be listed as well.
Lessons
  • Microsoft Great Plains 8.0 Adapter introduction
  • Steps to create an integration
  • Available Destinations
Module 5: Project One GL Accounts
This chapter focuses on creating an integration for GL Accounts.
Lessons
  • Project Overview
  • Test Your Skills
Module 6: Project Two GL Transaction
This chapter focuses on creating an integration for GL Transactions. There will be two source files.
Lessons
  • Project Overview
  • Test Your Skills
Module 7: GL Integration using One Source File
This chapter focuses on creating an integration for GL Transactions that uses one source file.
Lessons
  • Project Overview
  • Test Your Skills
Module 8: Customer and RM Transaction Integration
This chapter focuses on creating two integrations: a customer integration and receivables transaction integration. An integration group will then be created to run the integrations together.
Lessons
  • Project Overview
  • Test Your Skills Customers
  • Test Your Skills RM Transaction
  • Test Your Skills Integration Group
Module 9: Advanced Integration Topics
In this chapter we will discuss advanced integration topics. We will discuss different options that allow you to further customize and enhance the integration to work with the source data.
Lessons
  • Setup options
  • Object Browser
  • Data translations
  • Query relationship types
  • ODBC connectivity
  • VBScripting
  • Scheduling integrations
Module 10: Project Five Payroll Transaction Integration
This chapter focuses on creating an integration for a Payroll Transaction. This project will implement some advanced features, such as a simple ODBC query, data translation, and VB Scripting.
Lessons
  • Project Overview
  • Test Your Skills
Module 11: SQL Optimized Adapter
This chapter focuses on introducing students to the SQL Optimized Adapter. Unlike the Microsoft Great Plains 8.0 Adapter, the SQL Optimized Adapter integrates at the table level, with full data validation.
Lessons
  • Introduction
  • Destinations available
  • Differences between the SQL Optimized Adapter and Microsoft Great Plains 8.0 Adapter
  • Destination Settings
  • Destination Options
  • Troubleshooting integrations
Module 12: Project Six Inventory Transaction Integration
This chapter focuses on creating an integration for an Inventory Transaction using the SQL Optimized Adapter.
Lessons
  • Project Overview
  • Test Your Skills
Module 13: Project Seven SOP Transaction Integration
This chapter focuses on creating an integration for a Sales Order Processing Transaction using the SQL Optimized Adapter.
Lessons
  • Project Overview
  • Test Your Skills
Module 14: Project Eight Purchase Order Transaction Integration
This chapter focuses on creating an integration for a Purchase Order Transaction using the SQL Optimized Adapter.
Lessons
  • Project Overview
  • Test Your Skills
Module 15: Direct To Table Adapter
This chapter focuses introducing students to the Direct to Table Adapter. The Direct to Table Adapter integrates at the database level.
Lessons
  • Introduction
  • Creating a Custom Destination
  • Elements of a Custom Destination
Module 16: Project Nine Payables Manual Checks Integration
This chapter focuses on creating an integration for a Payables Manual Checks using the Direct to Table Adapter.
Lessons
  • Project Overview
  • Test Your Skills
Module 17: XML Source Adapter
This chapter focuses on introducing students to the XML Source and Destination Adapters. Using the XML Source Adapter allows you to integrate data from a well-formed XML document using Integration Manager. While the XML Destination allows you to transform data from a source to a specified XML definition.
Lessons
  • Adding an XML Source
  • Import Command
  • Using the XML Destination
Module 18: Project Ten Vendor Integration
This chapter focuses on creating an integration for Vendors. An XML Source will be used.
Lessons
  • Project Overview
  • Test Your Skills
Module 19: Project Eleven PM Transaction Integration
This chapter focuses on creating an integration for a Payables Transaction. An XML Source will be used.
Lessons
  • Project Overview
  • Test Your Skills
Module 20: Appendices
• Integration Assistant for Microsoft Excel Overview
• Planning an Integration
• Script Library Contents
• Fixed Assets Destination Case Study
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • Basic knowledge of Microsoft Great Plains
Have Questions? For advice about training and certification, connect with peers: For questions about a specific certification, chat with a Microsoft Certified Professional (MCP): To find out about recommended blogs, Web sites, and upcoming Live Meetings on popular topics, visit our community site:
Course index

Find Training Near You

Tip

Our Microsoft Certified Partners for Learning Solutions have not yet provided us with their schedules. This training may still be scheduled in your area.

Search for Certified Learning Solutions Partners in your area.

Related Services