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Microsoft great plains as erp and microsoft crm as crm - software


If you have Microsoft Great Plains and assist it for your band then you need to know some mechanical minutiae about Great Plains description upgrade and what is going on after the scenes, which options do you have in case of Dexterity, VBA, SQL customization, extra difficulty comes with migration from ctree/Pervasive to MS SQL/MSDE.

What is upgrade in the idiom of technology? Upgrade has attendant and client sides.

  • Server side - upgrade converts tables from old arrange to the new one. In broad-spectrum words - Microsoft Commerce Solutions developers may adjust table structure, append extra fields to add new functionality, belongings like that. Upgrade copies the table with changes to brief table, then drops earliest table, recreates it with new arrange and copies all the data from temp table to the newly bent one.

  • Workstation side - workstation is in print in Great Plains Adroitness and has Dynamics. exe - engine and DYNAMICS. DIC - dictionary. These two plus all the extra files will be replaced with the new ones. Other dictionaries, such us REPORTS. DIC and FORMS. DIC ought to be also upgraded and upgrade will try to deal with them automatically. In some cases bespoke information (in REPORTS. DIC) could not be upgraded and need to be recreated in the new version.

What is customization upgrade? You ought to bear in mind atypical types of customizations: Dexterity, VBA/Modifier, SQL, ReportWriter, Gemstone Reports

  • Dexterity Customization - being very short - Ability may have so called Custom Forms - these do not need upgrade - they be supposed to work as is. Then Agility may alter accessible Great Plains forms (so-called Alternative Great Plains forms) - in this case Adroitness customization ought to be redone for these forms/screens. Plus extra concern ought to be given to Adroitness triggers, shadow tables, etc.

  • VBA/Modifier customization - Modifier allows you to adapt free Great Plains windows - it creates so called customized Great Plains windows, stored in FORMS. DIC. By and large modification is insertion new buttons or fields, which in turn will be given VBA s (stored in DYNAMICS. VBA). VBA s may call a touch nice, like Precious stone Report, or have some data contact logic. Commonly the old adaptation of DYNAMICS. VBA workds with the new version. You may need to rearrange buttons on the bespoke form.

  • SQL - you may have some stored procs for data integration, EDI or the like - if the addressed tables will be distorted in the new edition then you need to evaluate your SQL code. The good news is - Microsoft Commerce Answer doesn't make a lot of changes since account 7. 0, for the reason that Microsoft is now annoying to merge the crop it owns: Great Plains, Solomon, Navision and Axapta - and so has altered priorities

  • ReportWriter - MBS doesn't adjustment tables, but it keeps altering Adroitness formulas used in ReportWriter first gossip - this is the challenge in so-called Adapted Information upgrade - customarily you have these gossip modified: SOP Blank Bill of lading form, SOP Blank Preference ticket, etc. If account can not be upgraded - it be supposed to be redone in the new adaptation with some exceptions.

  • Crystal Hearsay - the nice thing about Precious stone Bang - id doesn't need to be upgraded (if the fields in the tables exist in the new description - which is commonly true statement)

What is upgrade for third-party modules? Your Great Plains may have so-called third party modules: Mekorma, Kampdata, Horyzon, Wennsoft, Avalara, Truepay, Trinity, Intellisol to name a few

Third party modules may have their own advantage for upgrade. You just need to know that your third-party is ready for the new Great Plains description - if not - you just wait and stay on the old version.

What is migration from Ctree/Pervasive. SQL 2000 to MS SQL/MSDE? MBS has migration tool. You need first to bed in Great Plains on SQL Ma?tre d' with accurately the same account/segments assembly and then bed in migration tool (it is Adroitness chunk) on your ctree/Pervasive workstation - then, when you integrate the chunk - you will map it to aim SQL-based Great Plains Company, decide on all arrangement and ballet company tables, click the fasten and it will move all your tables one-by-one. In the case when your Great Plains ctree/Pervasive has third parties - you need to check if the vendor has migration tool - or else you have to do guidebook move, use SQL Associated attendant to your heritage data

Do I need consultant? It is doubtless good idea to have consultant to do the upgrade. We ardently advise you to use consultant in the subsequent cases

  • You have Ability customization

  • You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, chiefly when you have third-parties devoid of migration tools

  • You have a lot or ReportWriter Bespoke Great Plains Reports

  • You have old adaptation of Great Plains: Dynamics or eEnteroprise 6. 0 or prior - in this case you can not allure to Microsoft Mechanical Assist - it is discontinued

  • Your Great Plains has more than 20 users and you have to have upgrade done over the weekend - if it fails - you have commerce problems

  • You don't have aid - in this case you have to decide on your Microsoft Affair Solutions Partner and pay for the twelve-monthly support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck in upgrading 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! help@albaspectrum. com

About The Author

Andrew Karasev is Chief Equipment Detective in Alba Spectrum Technologies - USA countrywide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia and having locations in many states and worldwide (www. albaspectrum. com) You can reach Andrew at 1-630-961-5918 or 1-866-528-0577. He is Dexterity, SQL, C#. Net, Rock Gossip and Microsoft CRM SDK developer.

akarasev@albaspectrum. com

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