Microsoft Great Plains Implementation ? Overview for IT Director/Controller

What is installation in the language of technology? Installation has server and client sides.

  • Server side - Installation creates security environment (logins) on MS SQL Server or MSDE, creates system database - DYNAMICS and then company databases. All these tasks are performed by Microsoft Great Plains Utilities
  • Workstation side - workstation installation copies the client side application, installs current version of MDAC (we need SQL ODBC driver - please check documentation on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to create server side (see above) - you need to check Install Client and Server Components

What is following implementation? Implementation requires combination of technological and accounting skills

  • System Setup - you should refer to GP documentation. In general setup consists of Company information, General GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a few
  • Master Records - you should either use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .
  • Beginning Balances - this is recommended approach - you place aside the old accounting application for querying the historical data and enter beginning balances in Great Plains GL, AR, AP, SOP, POP, Payroll. When you have balances in the system you are ready to use it in production
  • Historical Data conversion - this is optional, in order to do historical data conversion you need to know basic Great Plains tables structure (Setup->Tools->Resource Description->Tables Structure). This is similar to surgery - so you probably need outside consultant to help you. If the volume of historical data is small - you can deploy Great Plains Integration Manager and then post the records in the modules.
  • User Training - we are just listing this item - it is up to you to decide on the way to train your users
  • Using Two Systems in Parallel - this is recommended. You should print the reports from both systems during this test period and compare the results
  • Customization - typical areas of customizations: Invoice form, Crystal Reports, pulling info from multiple databases, including Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Dexterity forms and logic customization, integration with CRM, RMS and other business systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packages

Do I need consultant? We strongly recommend you to use consultant in the following cases

  • You have identified the need for Great Plains Dexterity customization
  • You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
  • You are doing migration from Great Plains Accounting to Microsoft Great Plains
  • You have to create a lot or ReportWriter Modified Great Plains Reports
  • You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
  • Your Great Plains has more than 20 users in this case the mistake may lead to serious business problems
  • You don't have support for your old Great Plains - then you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade
Good luck with installation, implementation, upgrade and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call 1-866-528-0577! [email protected]

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, Florida, New York, Georgia, Washington, Minnesota, Colorado, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: [email protected]

In The News:

Govt amends VAHAN software  The Tribune India

Microsoft Navision Customization and Reporting ? Tips For Programmer/IT Specialist

C/SIDE (Client/Server Integrated Development Environment) - The core of... Read More

The XP Firewall Isnt Enough

You might think you don't need a firewall... Read More

25 Things Mapping Software Can Do For You

1. With mapping software you can create a report that... Read More

Microsoft Great Plains Chemicals & Paint Industry Implementation & Customization Notes

Microsoft Great Plains fits to majority of industries, in the... Read More

Information Products: A Business Owners Best Friend

We live in a post-industrial age where information is the... Read More

The Dirt on Screensavers

Remember back in the days where screensavers were the coolest... Read More

Destination: Desktop for Google

First we had the original Google search that evolved into... Read More

Crystal Reports - Geterogeneus databases: SQL Server, Oracle, Unidata, Btrieve ? Tips For Developer

Crystal Reports is the most flexible tool on the market... Read More

Selecting Corporate ERP: Microsoft Business Solutions Great Plains ? Estimation Parameters

As we could imagine, if you are reading this article... Read More

Alien Intruders!

You probably didn't casually invite, or extend a formal attendance... Read More

Brief Notes About Mainframe Software Pricing

We don't think about mainframe software pricing anymore, we just... Read More

eStore Advantage ? Extending Microsoft eConnect for MBS Great Plains

eStore Advantage allows front-office applications to communicate with back-office business... Read More

Microsoft Great Plains Integrations - Tips for Developer

In this short FAQ style article we would like to... Read More

Windows Screensavers Explained

In this article you will find some background information about... Read More

A Simple Guide To Wikis

A wiki is an editable text-based website. But you don't... Read More

Microsoft CRM Integration & Customization: SharePoint Document Gateway

MS CRM is very close to document workflow automation, including... Read More

Monitoring Software Can be Used for Spying as Well

We all already got used to computer monitoring both at... Read More

PHP On-The-Fly!

IntroductionPHP can be used for a lot of different things,... Read More

Partitioning, Formatting and Reinstalling in Windows 98

Formatting and reinstalling windows 98 is very easy if you... Read More

Looking for an Alternative to Microsoft Office? You Should Be!

Now is the time to look at an alternative to... Read More

ERP Remote Support: Microsoft Great Plains Analysis ? Pluses & Minuses

Former Great Plains Software Dynamics/eEnterprise and currently Microsoft Business Solutions... Read More

IT Strategy for Large Corporation: ERP/MRP/CRM, Unix/Linux/Windows, Microsoft/Java

Combining Microsoft Business Solutions Great Plains ERP with non-Microsoft Business... Read More

Microsoft Great Plains Oil & Gas ? Implementation & Customization Highlights

Microsoft Great Plains serves the wide spectrum of horizontal markets.... Read More

Software Piracy - Global Increase

Pirated software is on the increase and now accounts for... Read More

Microsoft Navision and Crystal Reports - An Overview

Microsoft Business Solutions ? Navision is an integrated solution for... Read More