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Beyond Integrations

Beyond Integrations

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Beyond Integrations

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  1. Beyond Integrations Presented by Barry Crowell and Frank Reese

  2. Overview Whatwe willcoverin thissession • Whywouldyouimplement anintegration • Typesof integrations • IntegrationTools • Demonstrationof integrationtools

  3. 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 Management

  4. 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.

  5. 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 asynchronous

  6. 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 • MC2

  7. 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 3rd 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 integration

  8. Integration Manager Demo Barry will demonstrate a simple Integration using integration manager • Input file • Integration setup • Integration Execution • Results

  9. eConnect eConnectwas introducedby Microsoft withversion7.5 of Microsoft Dynamics-GP. eConnectisapowerful integrationtoolthat isdesignedfor developersto integrate systems. ProsofeConnect • Canintegrate withanyapplication • Manybuiltinintegrationpoints • Canbeusedto integratetothirdparty products • Fastdataintegration • Isa twoway integration • Builtinwebservicesfor easy integrationfor developers • Provides the ability to create pre and post changes ConsofeConnect • Developercentric andrequires VisualStudio

  10. 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 integration

  11. 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 CRM

  12. Smart Connect Integrations • Projects • Generated drop ship XML delivered to vendors • Developed custom nodes to integrate 3rd party GP products • Integrate Employee project time • Import GL transactions • Schedule POS bulk integrations • Inventory updates • Stock refresh orders

  13. 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 adapters

  14. 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 Server

  15. Demo • Smart Connect • MC2