Microsoft Great Plains Integration with
Legacy Systems – overview for developer
by Andrew Karasev
Looks like Microsoft Great Plains becomes more and more popular, partly
because of Microsoft muscles behind it. Now it is targeted to the whole spectrum
of horizontal and vertical market clientele. Small companies use Small Business
Manager (which is based on the same technology – Great Plains Dexterity
dictionary and runtime), Great Plains Standard on MSDE is for small to midsize
clients, and then Great Plains serves the rest of the market up to big
corporations.
If you are developer who is asked: how do we implement
Great Plains integration/interface with your legacy or other system – read this and you will have the clues on where to look further.
- Great Plains Integration Manager - this is rather
end-user tool - it is very intuitive, it validates 100% of business logic,
brings in/updates master records (accounts, employees, customers, vendors.
etc.) brings in transactions into work tables. The limitation of
Integration Manager - it does use GP windows behind the scenes without showing
them - so it is relatively slow - you can bring 100 records - but when you are
talking about thousands - it is not a good option. By the way you can
program Integration Manager with VBA.
- eConnect – it is type of Software Development Kit
with samples in VB.Net. Obviously the development environment should be
Visual Studio.Net. eConnect will allow you to integrate master records -
such as new customers, vendors, employees, etc., plus you can bring
transactions into so called Great Plains work tables (eConnect doesn't allow
you to bring open or historical records - you need to post work records in
Great Plains, the same limitation applies to Integration Manager above)
eConnect is rather for ongoing integration. It was initially created for
eCommerce application integration to Great Plains.
- SQL Stored Procedures. Obviously you have
unlimited control and possibilities with SQL queries. You need to know
Great Plains tables structure and data flow. Launch
Great Plains and go to Tools->Resource Description->Tables. Find the
table in the proper series. If you are looking for the customers – it
should be RM00101 – customer master file. If you need historical Sales
Order Processing documents – they are in SOP30200 – Sales History Header file,
etc. Do not change existing tables - do not create new
fields, etc. Also you need to realize that each GP table has DEX_ROW_ID
- identity column. Sometimes it is good idea to use inbound/outbound XML
in the parameters - then you can deploy web service as a middle party between
two systems.
- Data Transformation Services (DTS) – Good tool
for importing your third party data into staging tables in GP - then you can
pull them in using either stored procs of Integration Manager. You can
also deploy this tool for EDI export/import.
- Great Plains Dexterity Custom Screens.
Sometimes users prefer to have seamlessly integrated into GP interface custom
screens - for parameters settings and initiating integration. Dexterity
is a good option, however remember - it is always better to create new custom
screen versus customizing existing one - due to the future upgrade issues.
Also - Dexterity is in phasing our by Microsoft Business Solutions.
- Modifier/VBA custom buttons on the existing screens -
alternative to Dexterity is you are comfortable with VBA and ADO.
- MS Access – if you are doing one time conversion
and your legacy has old ODBC compliant platform - you can use MS Access to
create linked tables there - or import into MS Access.
- SQL Linked Servers – you can do direct SQL
queries to other ODBC compliant platform via SQL Linked Server (including
ORACLE, UNIDATA, Pervasive SQL, Ctree, etc) - you may need to familiarize
yourself with OPENROWSET command in Transact SQL. This is also good
option if you need cross-platform Crystal Report - pulling data from SQL
Server and third party databases on the same report.
- Warning - do not place existing GP tables into
Replication! - you will have upgrade issues.
Happy integrating! if you want us to do the job -
give us a call 1-866-528-0577!
help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum
Technologies – USA nationwide Great Plains, Microsoft CRM customization company,
based in Chicago, California, Texas, New York, Florida and having locations in
multiple states and internationally (www.albaspectrum.com
), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK
developer.

Alba Spectrum Technologies