Where do I go or how do I get the CRM to integrate with
Great Plains, I think there is supposed to be an
integration tool somewhere, but I cannot find it.
There is an integration CD which you will have received if you are a CRM
partner or customer
"Nathan Tidd" <NTiddSPAM@douglas-associates.com> wrote in message
> Where do I go or how do I get the CRM to integrate with
> Great Plains, I think there is supposed to be an
> integration tool somewhere, but I cannot find it.
It is much more than a "Utility", i...Business Portal
I have installed WSS/Business Portal per the BP 3.0 Installation Guide, but
am having trouble connecting it to my GP company. When I go to the configure
button within the BP site, I only have the option for the Phone Company, and
I have been unable to find any documentation or help on getting the BP
connected to my GP company.
The "connection" to your GP data is made during the Business Portal install
process. During installation you are asked for the GP 9 SQL server
information, to create a login and then several tables are created in the
DYNAMICS database to suppor...GP, Portal, & Project Time
We have GP 8.0 and BP 2.7. We are using Project Time on the Portal to fill
out timesheets. Everyone has a timesheet template set up.
Our Accounting department wants me to blow away everyone's Timesheet
Template and then have everyone create new templates.
What tables do I need to touch, PDK00300 and/or PDK00301? Can I just clear
one or both of these tables or ??? Do any other tables need to to be
Thanks for the post to the Microsoft Dynamics Newsgroups!!
The PDK00300 and t...Launching Word 2000 gets MSO9.DLL missing
I have Office 2000 installed on Win XP Pro and all worked fine for a few
weeks. Now I cannot launch Word/Excell/Powerpoint as I get an error of
'MSO9.DLL is missing'.
Interestingly though if I double-click on a Word or Excel file it does
successfully launch the Office application.
I've tried putting in the Office 2k cd and choosing to repair my Office
installation. This did not fix it.
I also tried the option of re-installing the same software and again this
The only think I didn't try yet is uninstalling Office 2K via add/remove
Thanks...Scheduling Integration for Integration Manager
Does anyone have any step by step procedure or documentation for scheduling
integrations for Integration Manager? I hope there is a workable way for not
so technical users to use so that I won't need to customize a functionality
for this in Dynamics GP.
They want to update their price list if possible using integration manager.
However, they want it to be scheduled, like for example the manager will
create the integrations today, then it will the update (integration), the end
of next week without human intervention. Reason being is that
updates/integration can run during ...CRM Integration with an other SQL db
I'm looking to bridge Navision on SQL with CRM.
Any body got some suggestions on the best way to built that real time link?
How "Real Time" do you want it.
If you want, you can use PostCallouts to implement this kind of integration
(and there is a paper on MSDN on this subject) where you post changes to
Accounts, new Orders, etc. from CRM to your Accounts package.
For the other direction, bringing Accounts and sales information from the
Accounts package into MSCRM then I would look at using a package like Scribe
(BizTalk is also an option) to do this on a sch...Bad Experience with GP Purchase
When our company decided to go with Dynamics GP, Microsoft directed us to a
local "partner" who would sell us the software. This partner would also be
responsible for importing our existing data and customizing GP to fit our
This was in January. We were given a completion date of no later than March
1st. It's now March 12th, and we don't even have our customers imported
correctly into GP (the bill-to addresses are mixed up). At this rate, our
ETA will be April 30th at the earliest (assuming all goes well from this
Sorry for venting, but my ...Resource Missing error when importing Form with VBA
I'm trying to import a package file created on another machine onto a
couple of my servers.
It's only a single modified form with VBA code, called "UM_
However, every time I try to import the package on the server, I get
the error message
Resource "PrintReceipt" is missing.
Now, "Print Receipt" is defined in the package code....so why isn't
Great Plains finding the resource?
<Component Name="UM_Payment_Entry&quo...ACT! Address Book integration
When integrating or using an address book in Outlook, the display name
is automatically appended with the name of the address book the 'look
up' found the name in...
example: Jonathan Dorfman (ACT!)
Is there any way to edit this feature or suppress it?
Thanks in advance.
~~ Message posted from http://www.OutlookForum.com/
~~ View and post usenet messages directly from http://www.OutlookForum.com/
...Integration Transaction Order Issue
We just switched from using Integration Assistant for Excel to Integration
Manager 9.0. The integrations are defined the same way for both programs.
When the General Journal integrations run they complete without
errors/warnings. But when you view the transactions in the batch in Great
Plains the transactions are not in the same order as they were in the Excel
spreadsheet. They seem to be very random.
The total dollar amounts balance and the integration runs successfully but
we can't get the transactions to maintain their order from the Excel
spreadsheet. We can't use a so...CRM to GP Integration CD Builds
We are missing our GP to CRM Integration CD and waiting on delivery of a new
one. However, we do have the Release Candidate 2 CD dated 3/25/2003. Can
anyone tell me if this CD is the same as the RTM CD that went out? I can't
remember if there was another build afterwards.
...Integration Mgr with Excel ODBC
I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
specifying the path for the source file when I click the Table button IM
pauses for a few seconds and then closes. Same thing happens if I try using
xls format. This is on GP 10 SP2 with IM 10.00.1134. Any ideas what would
be causing this to happen?
Changing the spreadsheet to XLS would be a good first step.
Charles Allen, MVP
> I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
> specifying the path for the source file when I click th...Accounts missing
Using Money 2006 small business.. No accounts listed as favorites. Accounts
List shows one account, Account Receivable, with 0 balance and 0 activity.
Can't seem to locate any prior activity on AR or otherwise. Working from
21Mb My Money file; both quick and full repair show "no repair needed".
Recent backups show same as My Money conditions.
Any suggestions on returning this 21Mb data brick back into the historic
business archive that it was last week?
...Using a SQL Job to run an unattended Integration with Integration
Is there a way to run an Integration using a sql job instead of using a
Windows Scheduled task. I am using SQL Optimizer so I do not need to log into
Great Plains first.
Lewis: Yes. You would first create a .bat file (DOS program). In this batch
file, you move to the Integration Manager folder (optional), then you would
use the command line called IMRun.exe located in this folder (IMRun.Exe
"IntegrationName" -Refer documentation) . Once you create the batch file, you
would call this batch file using a DTS package within SQL EM. Then you would
schedule a SQL job to call this D...GP module feature list
Need help in finding a feature list of HR and payroll module of GP. is it
available somewhere on MS site ? or any document on setup CD ? or any other
way to get hold of it.
Thanks & Regards
I'm not aware of a simple listing of features available from MS. There's a
tool called the Accounting Library that can provide this information. You
should be aware of any tool because not all answers are correct. It could be
the person who answered the question did not know how to handle a
requirement. But, the Accounting Library is pretty good. The web site...CRM Integration 1.2 for Great Plains
The CRM Integration 1.2 for Great Plains seems to only support
integration between one Great Plains company databse and an
installation of CRM.
Does anyone know if it is possible to integrate more than one Great
Plains database to a CRM installation using the the standard CRM
Integration 1.2 for Great Plains and Biztalk server.
CRM <=> GP Integration only supports integraiton to one GP
>The CRM Integration 1.2 for Great Plains seems to only
>integration between one Great Plains company databse and
>installation of CRM....Scheduled Integration via Integration Manager
I in dire need of help and would need to know if there is any way that I can
schedule integrations using integration manager. For example, my client
would want to update the price list via integration manager. Is there a way
for them to just enter a date to run the integration, and if possible a time
as well, then it will automatically run the integration at that specified
date and time?
Any workarounds, ways and step by step procedure on how to achieve that,
would be very very great.
The IM user guide covers that in detail. If you don't already ...Integration DB Size
Our integration database is growing at a very rapid pace (about 200 MB per
day) ... compared to the pace that our GP & CRM databases are growing. Is
there some way to "shrink" the Integration DB?
Presentations Direct - http://www.presentationsdirect.com
> Binding Machines
> Paper Shredders
http://www.presentationsdirect.com/paper-shredders/gbc-paper-shredders.asp...STOCK TAKING IN GP
How to conduct physical count of stock in Great Plains inventory?
Do we need to stop all transactions till such time the variances are cleared
or can the users continue working while variances are being checked and
Thanks for your time.
A mojor point of the stock counting function is to allow people to work in
Great Plains while the stock count is being taken and analyzed. One just has
to be sure that the physical flow of goods is contolled to allow for a good
count. Other than that; process on.
> How to conduct physical count of stock in Grea...Field Service for GP 9
I am installing GP 9 from scratch and can not find the install for the field
service module. Normally I would expect to find it under Additional
Products, but it is not listed in the version 9 cds. Because of this I am
getting an error when I open GP Utilities - "Unable to get extended version
information for product 919.
Field Service is always installed by Default now and isn't listed as a
separate module which is why you don't see it. I don't know what 919 is but
Field Service is 949. Typo?
This pos...Re: Integration Manager Error
"6538" <firstname.lastname@example.org> wrote in message news:...
> Running a JE integration and receive the following error. I have checked
> the source documents and previewed and all appears fine.
> This integration cannot be run because of the following problem(s):
> Source Recordset '1' not round - used for Record Source option on
> collection 'Entries'
...Missing Journal Entry Lines v8
We've been having a problem in v8 for the past few weeks in which journal
entry lines are missing from journal entries. I believe that all v8 service
packs have been applied, but I can't swear to it.
The journals are coming from PM. When they arrive in G/L, the journal
headers are in GL10000, but there are no associated lines in GL10001. It's
not a question of data being missing in the lines, but rather there are no
The distributions do exist in PM in PM30600 so we are able to recover the
data and create journal entries, but this is not a good situation.
We have ...Mas90 integration
I am trying to find out if RMS is compatible with Mas90 (MAS 90 is a 32-bit
accounting, distribution and light manufacturing software)
If the integration is possible where can i find the steps on how to set it
up, or if there is a module for this where can I purchase it from?
Try the Peachtree 3.0 export. It is very close. MAS had and import tool to
import the file, as I remember it is and module they offer. Good luck.
"Haik" <Haik@discussions.microsoft.com> wrote in message
>I ...Bank Reconciliation Integration Problem #2
We are receiving "No Matching Transaction found for Transaction Number"
warning message during a bank reconcilliation integration for the XFR type.
Have checked that the transaction number is correct in CM20200, and we can
clear the XFR types manually.
Is this transaction type not allowed for some reason? Or is there some other
reason why we get this warning?
Here is the response I got from MBS Developer Support:
This has been logged as bug 26212:
SUMMARY: When running a bank reconcilation integration if one of the
transactions is a bank transfer with a type of XF...Sharepoint Integrate with CRM
Does Any one know virtual pc image that had integration sharepoint with crm
for demo purpose available for download ?
thanks to all in advance