Summit Nashville 2017 4/3/2019 1:48 AM © 2017 Dynamic Communities. All rights reserved.

Integration using only SQL Code Summit Nashville 2017 4/3/2019 1:48 AM Integration using only SQL Code John Lowther Cloud Applications Administrator © 2017 Dynamic Communities. All rights reserved.

General layout for this session. Summit Nashville 2017 4/3/2019 1:48 AM General layout for this session. A little information about me. A little information about you. Information about this session. Agenda Q&A © 2017 Dynamic Communities. All rights reserved.

John Lowther Summit Nashville 2017 4/3/2019 1:48 AM © 2017 Dynamic Communities. All rights reserved.

John Lowther Cloud Applications Administrator – Njevity, Inc. Summit Nashville 2017 4/3/2019 1:48 AM John Lowther Cloud Applications Administrator – Njevity, Inc. Microsoft Business Solutions MVP & GPUG All Star Member of the Association of Dynamics Professionals Chairman on the GP Installation and Configuration Exam Committee GPUG Member – Serving on the Planning and Programming Committees Member of the Professional Association for SQL Server (PASS) Dynamics Credentialed Professional Blogs: Microsoft Dynamics GP DBA | Microsoft Dynamics GP Administrator Working with Dynamics GP over 10 years, Database Administrator (DBA) over 15, Developer over 20 © 2017 Dynamic Communities. All rights reserved.

Who are all you people anyway? Summit Nashville 2017 4/3/2019 1:48 AM Who are all you people anyway? How many GP users are here? How many partners are here? Any none GP people here? How many IT people are here? Any none IT people here? © 2017 Dynamic Communities. All rights reserved.

Description Learn the tips & tricks to integrate information in and out of Microsoft Dynamics GP using just T-SQL code.

Objectives Learn the rules and requirements to use SQL Code to get data into and out of GP. Discover a method to find out what tables to write to and which tables you should never write to. Learn how to know that your integration is actually right.

Disclaimers If there is another way to integrate data into GP USE IT! If you are not willing to have a Development Environment, a Test Environment, in addition to your Production Environment. Do not do this!

Disclaimers You must be willing to use Profiler. You must be willing to use Check Links. Realize Check Links is your friend!

Disclaimers If you are expecting me to give you code NOT GOING TO HAPPEN! If you just have to see a Profiler running. If you just have to see a GL Transaction.

Knowledge of Microsoft T-SQL, Prerequisites Knowledge of Microsoft T-SQL, Stored Procedures, Triggers, Setting up SQL Jobs, SQL Server Profiler, Data Warehousing

Agenda Other “Things” ? Method to determine which tables and fields Why just T-SQL? How to approach the concept Things you need before you get started Method to determine which tables and fields Resources When all else fails

Agenda Getting Data out of GP Getting Data into GP Questions & Answers Types of Data Entry “The" Process Questions & Answers

Other “Things” ? Why just T-SQL? There is not an Add-On Product for what you want to do. Maybe there is BUT your company does not have it. Maybe you just dream T_SQL and want to  It is faster execution time because it is straight to the database there is no abstraction layer to go through like all the other solutions.

Other “Things” ? Why NOT? It is the fastest way to DESTROY Microsoft Dynamics GP that I can think off including deleting the databases with no backups.

Other “Things” ? How to approach the concept Rephrased: Know when to say NO! Consider everything you are doing as automating a manual process. Therefore, if you do not have a manual process you cannot automate it. If you cannot do something via the Interface – DO NOT DO IT IN SQL! Examples: Delete Master Pay codes that have been assigned to Employees Change an entry in any of the modules after they have been posted

Other “Things” ? Time! Take lots of Notes: TEST SYSTEM! Things you need before you get started Time! Take lots of Notes: Lots of Paper, Colored Pens, White Board, Dry Erase Markers TEST SYSTEM! LOTS OF TESTING! Know how to do what ever it is you are going to automate MANUALLY

Which tables and fields Method to determine which tables and fields Resources Information flow and posting and other books Various Blogs SDK (The last time I checked) When all else fails MICROSOFT SQL SERVER PROFILER NOTE: Never write to a WORK TABLE! Never write to a Summary Table!

Getting Data out of GP Smart List Views Connection Strings of Excel Refreshable Reorts Connection Strings of SQL Reporting Services Reports Write to Warehouse Tables Write to CSV Files

Getting Data into GP Realize there are two types of data entry! Single record entry/change only. Example Employee Last Name Batch Record entry. In Batch Record entry you are creating a batch/group of records that Microsoft Dynamics GP will later process in some manor. Write only to the Batch entry tables just like the interface! NOTE: Never write to a WORK TABLE! NOTE: Never write to a Summary Table!

Getting Data into GP The Process Setup SQL Profiler Setup your Dynamics GP Starting Point Start SQL Profiler Run your manual process Stop Profiler STUDY THE RESULTS!

Getting Data into GP Check out all the Stored Procedures in the Results If you can use a GP Stored Procedure then do so. If not get ready for maintenance as new versions come out. But keep in mind that you are looking for SPEED! Sometimes you may just want to do things backwards Example: Code Time  Then TEST, TEST, TEST, TEST, TEST

SQL CODE AHEAD Time to take a sneak peak at some code!

When are you Done? When are you really done, until the next update, SP? When you can manually create some records and import some records, then go into the database and can not tell which records came from where.

John Lowther Cloud Applications Administrator – Njevity, Inc. Summit Nashville 2017 4/3/2019 1:48 AM John Lowther Cloud Applications Administrator – Njevity, Inc. Contact Information: Twitter: @jlowther JohnLowther@Hotmail.com Jlowther@Njevity.com Cell: (601) 842-5462 © 2017 Dynamic Communities. All rights reserved.

Last Reminders Complete Session Survey Summit Nashville 2017 4/3/2019 1:48 AM Last Reminders Complete Session Survey What did you think of this session? We value your feedback in our efforts to continuously improve, please complete the session survey in the app or online at: www.gpugsummit.com/surveys Session Materials The session materials can be found in the app or online in the event community library at: www.gpugsummit.com/materials Thanks and Have a Great Conference! © 2017 Dynamic Communities. All rights reserved.

Summit Nashville 2017 4/3/2019 1:48 AM © 2017 Dynamic Communities. All rights reserved.