Saltar al contenido principal

Domo University Videos

Domo

Microsoft Dynamics Great Plains v2 Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=greatplainsv2

Intro

Microsoft Dynamics Great Plains (often abbreviated as Microsoft Dynamics GP) is a mid-market business accounting software or ERP Software package that helps businesses gain greater control over their financials, better manage their inventory and operations, and make informed decisions that help drive business success. Use Domo's Microsoft Dynamics GP connector to retrieve various HR- and finance-related reports. To learn more about the Microsoft Dynamics GP API, visit their page (https://msdn.microsoft.com/en-us/lib.../cc534132.aspx).

Note: The user interface for building this connector is not yet available in our Connectors listing in the Data Center, meaning you will not be able to configure the connector on your own. However, we at Domo are more than happy to configure the connector for you so you can begin using it to pull your data into Domo. Please don't hesitate to reach out to your CSM or Domo Support. For contact information, see Getting Help.

You connect to your Microsoft Dynamics GP account in the Data Center. This topic discusses the fields and menus that are specific to the Microsoft Dynamics GP connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Microsoft Dynamics GP account and create a DataSet, you must have the following:

  • The domain of your GP server

  • The username and password you use to log into GP

  • The host name/IP address of your GP sever

  • The port number of your GP server

Connecting to Your Microsoft Dynamics GP Account

This section enumerates the options in the Credentials and Details panes in the Microsoft Dynamics GP Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Microsoft Dynamics GP account. The following table describes what is needed for each field:  

Field

Description

Domain

Enter the domain of your GP server.

Username

Enter the username you use to log into GP.

Password

Enter the password you use to log into GP.

Host

Enter the host name or IP address of your GP server.

Port

Enter the port number of your GP server.

Once you have entered valid Microsoft Dynamics GP credentials, you can use the same account any time you go to create a new Microsoft Dynamics GP DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains two menus/fields, one from which you select a report and the other in which you enter the company key you want to retrieve information for.

Menu

Description

Report

Select the Microsoft Dynamics GP report you want to run. The following reports are available:

Applicant Returns a list of applicants.
Applicant Application Returns a list of applications from job applicants.
Applicant Education Returns education information for job applicants.
Applicant Interview Returns a list of applicant interviews.
Applicant Reference Returns a list of applicant references.
Applicant Skill Returns a list of applicant skills.
Applicant Test Returns applicant test information.
Applicant Work History Returns applicant work history information.
BackOffice Role Returns a list of BackOffice roles.
BackOffice Role Assignment Returns a list of BackOffice role assignments.
Bank Returns a list of banks.
Business Office User Assignment Returns a list of business office user assignments.
Cash Receipt Returns a list of cash receipts.
Changed Currency Key Returns a list of changed currency keys.
Changed Internet Address Key Returns a list of changed internet address keys.
Changed Item Key Returns a list of changed item keys.
Changed Price Level Key Returns a list of changed price level keys.
Changed Pricing Key Returns a list of changed pricing keys.
Changed Sales Invoice Key Returns a list of changed sales invoice keys.
Changed Sales Order Key Returns a list of changed sales order keys.
Changed Salesperson Key Returns a list of changed salesperson keys.
Changed Shipping Method Key Returns a list of changed shipping method keys.
Changed Tax Detail Key Returns a list of changed tax detail keys.
Changed Tax Schedule Detail Key Returns a list of changed tax schedule detail keys.
Changed UOFM Schedule Key Returns a list of changed UOFM schedule keys.
Company Returns a list of companies.
Company Address Returns a list of company addresses.
Country Region Code Returns a list of country region codes.
Currency Returns a currency list.
Currency Access Returns currency access information.
Currency Posting Account Returns currency posting account information.
Customer Address Returns a list of customer addresses.
Customer Returns a list of customers.
Customer Receivables Summary Returns a summary of customer receivables.
Dynamics Online Configuration Returns online configuration data for GP.
Employee Address Returns a list of employee addresses.
Employee Returns an employee list.
Employee Pay Code Returns a list of employee pay codes.
Fee Returns a list of fees.
GL Account Category Returns a list of GL account categories.
GL Account Format Returns GL account format information.
GL Account Returns a list of GL accounts.
GL Fixed Allocation Account Returns a list of GL fixed allocation accounts.
GL Posting Account Returns a list of GL posting accounts.
GL Transaction Returns a list of GL transactions.
GL Unit Account Returns a list of GL unit accounts.
GL Variable Allocation Account Returns a list of GL variable allocation accounts.
HR Requisition Returns a list of open requisitions.
Inventoried Item Returns a list of items in inventory.
Inventory Adjustment Returns a list of inventory adjustments.
Inventory Transfer Returns an inventory transfer list.
Inventory Variance Returns an inventory variance list.
Item Class Returns a list of item classes.
Item Currency Returns item currency data.
Item Vendor Returns a list of item vendors.
Item Warehouse Returns a list of warehouses.
Manufacturing Order Returns a manufacturing order list.
Multicurrency Setup Returns multicurrency setup information.
Payables Credit Memo Returns a list of payables credit memos.
Payables Document Returns a list of payables documents.
Payables Finance Charge Returns a list of payables finance charges.
Payables Invoice Returns a list of payables invoices.
Payables Miscellaneous Charge Returns a list of miscellaneous payables charges.
Payables Return Returns a list of payables returns.
Payment Card Type Returns a list of payment card types.
Payment Terms Returns a list of payment terms.
Planned Order Returns a list of planned orders.
Policy Returns a list of policies.
Posted Payables Vendor Payments Returns a list of posted payables vendor payments.
Price Level Returns price level information.
Pricing Returns pricing information.
Project Budget Returns project budget information.
Project Change Order Returns a list of project change orders.
Project Contract Returns a list of project contracts.
Project Employee Expense Returns a list of project employee expenses.
Project Returns a list of projects.
Project Miscellaneous Log Returns a list of miscellaneous project logs.
Project Timesheet Returns a list of project timesheets.
Purchase Invoice Returns a list of purchase invoices.
Purchase Order Returns a list of purchase orders.
Purchase Receipt Returns a list of purchase receipts.
Receivables Credit Memo Returns a list of receivables credit memos.
Receivables Debit Memos Returns a list of receivables debit memos.
Receivables Document Returns a list of receivables documents.
Receivables Finance Charge Returns a list of receivables finance charges.
Receivables Invoice Returns a list of receivables invoices.
Receivables Return Returns a list of receivables returns.
Receivables Service Repair Returns receivables service repair information.
Receivables Warranty Returns a list of receivables warranties.
Return Material Authorization Returns return material authorization information.
Sales Back Order Returns a list of sales back orders.
Sales Document Returns a list of sales documents.
Sales Fulfillment Order Returns a list of sales fulfillment orders.
Sales Invoice Returns a list of sales invoices.
Sales Order Returns a list of sales orders.
Salesperson Commission Returns a list of salesperson commissions.
Salesperson Returns a list of salespeople.
Sales Process Hold Setup Returns sales process hold information.
Sales Quote Returns a list of sales quotes.
Sales Return Returns a list of sales returns.
Sales Territory Returns a list of sales territories.
Service Call Returns a list of service calls.
Service Equipment Returns a list of service equipment.
Service Returns a list of services.
Service Quote Returns a list of service quotes.
Shipping Method Returns a list of shipping methods.
Skill Returns a list of skills.
Skill Set Returns a list of skill sets.
Tax Detail Returns tax detail information.
Tax Schedule Detail Returns tax schedule detail information.
Tax Schedule Returns tax schedule information.
UofM Schedule Returns UoFM schedule information.
User Assignable Business Object Returns a list of user assignable business objects.
Vendor Address Returns a list of vendor addresses.
Vendor Returns a list of vendors.
Warehouse Returns a warehouse list.
WS Enabled Company for User Returns a list of WS-enabled companies for the authenticated user.
WS Enabled Company Returns a list of WS-enabled companies.
Company Key Enter the key of the company you want to retrieve data for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.