Configurable integration and automation for Microsoft Dynamics GP & CRM

...and as easy to use as Microsoft SmartList Builder!

www.eonesolutions.netAustralia - USA

Easy integration: SmartConnect is the easiest way to bring data into your Microsoft Dynamics Products. The drag and drop interface is powered by Microsoft Dynamics’s eConnect (GP) and Web services (CRM). Replace your manual legacy integration tools with a single solution that provides full data validation, windows scheduling, multi database integrations and supports integration to third party products.

Microsoft Dynamics CRM and GP: A full set of production ready templates makes SmartConnect the easiest way to ensure your Microsoft Dynamics Solutions act as one system. The only system that provides true real time, two way, multi-entity integrations without writing a single line of code or creating complex middle ware databases. Full support for custom entities and attributes without additional configuration together with a full .Net scripting environment to cater for the most complex integration needs. Configure you integrations from a familiar environment within either Microsoft Dynamics CRM or GP and full support for Microsoft Dynamics CRM Online.

Automation:Never perform repetitive tasks again. Point SmartConnect at your existing data (Microsoft Dynamics GP or CRM) and based upon your unique business rules, have SmartConnect perform the next step in the process for you. Trigger the next map to run real time, based on SmartLists, Navigation Lists, CRM lists or on summary data at month end. Teach the system what to do next.

Capture data at the source: The data you capture can come from any number of sources Excel, InfoPath, eXtender or custom web pages which can push data right into Microsoft Dynamics, instantly! SmartConnect pulls data from any ODBC, OLEDB, XML or XSD connection, allowing integration from any POS, CRM, WEB or other point solution that you need to tie with Microsoft Dynamics.

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SmartConnect

SmartConnect provides a very simple drag and drop interface to make all software integrations and process automation easy. Create any type of record in Microsoft Dynamics GP or CRM from any source of data without a single line of code.

SmartConnect allowed us to eliminate a number of slow legacy tools and move to a single solution for all our integrations. When it comes to saving money, automating processes and improving efficiency, having SmartConnect is like having two extra people on our team.

Angus GeddesCEO, Mint Financial

IntegrationPush or pulldata with full

validation

Masterloads

Recurringupdates

CRM True two-way,real-time

“Ready-to-go”, “real life”templates

Linkedweb

services

AutomationDefinableprocesstriggers

Contextsensitive

Seamlessdata

creation

Data sourceMicrosoftExcel &InfoPath

MicrosoftSmartListBuilder

MicrosoftExtender

..or any other

ODBC source!

Architecture .Netframework

Webservices

MicrosofteConnect

SmartConnect

One-stop Integration Microsoft CRM Integration

SmartConnect is the one stop answer to all Dynamics integration needs. It is ideal for upload of master files and balances and runs up to 50 times faster than legacy integration tools. SmartConnect removes many of the traditional limitations of integrations by connecting to any data source and having full scheduling ability without using up licenses of your Dynamics product. SmartConnect is easy to use and despite its flexibility and power can be configured by the same skilled people as legacy solutions.

Features

Broader module coverage than Integration ManagerConnects to XML, Excel, TXT, CSV and any other ODBC sourceOver 100 predefined wizard based data formatting functionsImports into multiple databases simultaneouslySupports integration to Microsoft Dynamics GP ExtenderSupport third party GP modules (Wennsoft, eXtender Enterprise, Multi Facility etc)Supports All custom Entities without any changes or configurationRolling Columns to get next transaction document numberSecurity control ability to build and execute maps

Benefits

Save time with fast integrationEliminate downtime by scheduling integration after hoursCustomizable to update in-house or legacy systemsEliminate rekeying of data, with easy importsFormat data during the import process with calculated fields

While being the easiest to use integration solution for Microsoft Dynamics CRM and GP, SmartConnect is also the most configurable and extensible solution. Out of the box templates mean you can get started with a minimum of fuss and have two way real time integrations running in just hours. SmartConnect supports all Microsoft CRM deployment types including Microsoft CRM Online, and eliminates the need for clunky middle-ware databases and extra servers. Configure the integration directly within Microsoft CRM rather than using an external independent tool. SmartConnect lets you integrate what you need, when you need it and is architected specifically for Microsoft Dynamics CRM and GP.

I now have a single tool for all my GP and CRM integrations. SmartConnect saves me many hours every week because it is so fast, and lets me pull data right from our front end systems into GP, without messing about with CSV files. I love the translation tables.

Donna Whitely Systems Manager, Synthes

Features

Real time, scheduled or manual integrationsGraphical linking of multiple web services or tablesFully maintained within SmartConnect - no need to write code in SQL or DTS. Supports all customer entities and attributesSupports multi-organizationsSupport CRM Online, self hosted, other hosted and Internet facing deploymentsFully functional, production ready templatesCreated duplicate checking rules within Microsoft CRMUser Interface within Microsoft CRM, for familiar look and feel.Easy to use for both Microsoft Dynamics GP and CRM implementers

Benefits

Rapid Deployment due to templates and ease of useIntegrate anything to anything – both waysReal time integrations from auto created plug-insData validated in both systemsUse SmartConnect for both data loads into Microsoft CRM and Integration with Microsoft GP

Having our CRM and GP solutions talking together has really changed our business. We have not found a scenario that SmartConnect cannot handle. The templates were a great start and covered all of our initial needs, better still, we are now using SmartConnect to support our recent customizations to CRM and GP.

Andy Murray CEO, Genero Group

Automation Push and Pull Data Sources

Configurable integration and automation for Microsoft Dynamics GP & CRM

SmartConnect provides a simple user interface for configuring links to both eConnect and Microsoft CRM Web services. Every organization using Dynamics now has a very powerful, configurable engine that can automate the creation of any record or transaction. By pointing SmartConnect at GP data or GP screens (or CRM data or screens), and applying your specific business rules, you can have SmartConnect complete the next step in your workflow process. You have invested heavily in your ERP solution, now have it earn its keep!

SmartConnect allows you push data from Excel, Excel Report Builder, InfoPath or eXtender, or pull data direct from SmartLists or Navigation Lists and create transactions within Microsoft Dynamics. Reduce the number of licenses you need of Microsoft Dynamics GP or CRM and allow remote users to upload data without VPN’s, WAN’s or Citrix simply by exposing the SmartConnect web service. Build custom data entry screens wither within Microsoft Dynamics GP (eXtender), externally in InfoPath of Excel or design a custom ASP page – then have one click push back to Microsoft Dynamics.

Features

Independent schedule to trigger maps to run when you need themUse Microsoft Dynamics GP as a source of data from creating new GP recordsPull Microsoft Dynamics GP and CRM data real-time form the data entry screenActivate maps from the save button in both applicationsCopy data across multiple Microsoft Dynamics GP databasesData restrictions to ensure the map only runs when your business rules are metPre and Post scripting tasks to update any other software system you have runningInclude custom nodes that update any other software system

Benefits

Eliminate repetitive tasks by automating themCopy data across databases automaticallyUpdate and populate eXtender fields, based up external or internal dataCreate invoiced in Microsoft Dynamics CRM when a case is closedTrigger a new transaction in Microsoft Dynamics GP when an order is placed, shipped or invoiced No need for costly development projects

We use SmartConnect for customers that do not do any external integrations. It is awesome to have a engine like this to generate transactions. We are able to deliver truly creative solutions for our customers that blow away other ERP solutions without needing to call on our developers.

Matt Calderwood Practice Manager, Eclipse Computing

Features

XSD data source to capture data from InfoPathOut-of-box Excel Add-insWeb Service driven for full remote integrationActive Directory level securityError messages returned to remote userPush the results of a SmartList or Navigation List into SmartConnectPush the results of a updates Excel Report back into SmartConnectNo external configuration required.

Benefits

Send out a new spreadsheet that automatically updates Microsoft Dynamics GP when submittedBuild user friendly data entry in InfoPath – enter data from anywhere.Build maps for your web developer – all he does is call the web serviceUse a SmartList, Change the restrictions and push this data to SmartConnectSelect records in Navigation Lists, then push them through SmartConnectSave money by making Microsoft Dynamics GP generate its own transactions

Our store managers at our 15 retail outlets simply punch the daily takings report into a simple and easy to use InfoPath form and hit submit. Our retail manager can check over all the reports in GP and approve it to go right to the general ledger.

Charles WrightRetail Manager, Retail America

C O N T A C T

Australia & USA

eOne Integrated Business SolutionsWorld SquareLevel 6, 650 George StreetSydney, NSW 2000AustraliaPhone: +612 9931 2000Fax: +612 9221 3440Email: info@eonesolutions.net

eOne Integrated Business SolutionseOne House4141 38th Street SWFargo, ND 58104 USAPhone: 888-319-eOne(3663)Fax: 888-319-eOne(3663)Email: info@eonesolutions.net

www.eonesolutions.net

SmartConnect “Ready-to-go” Templates

SmartConnect supports the integration to and creation of all eConnect standard and custom nodes!

SmartConnect will allow you to map any Entity in Microsoft Dynamics CRM to any Node within Microsoft Dynamics eConnect. To give you a head start we have predefined templates for Microsoft CRM and GP integration. The number of “ready-to-go” templates grows each month and they can be downloaded from the eOne website.

Analytical AccountingAA Trans Dimension Code Bank ReconciliationBR Bank Deposits BR Bank Transaction Void BR Bank Transaction BR Delete Bank Deposits BR Post Bank DepositsCompanyCMP Create Bank CMP Credit Card CMP Internet Address CMP Create Country CMP Shipping MethodField ServiceFS Equipment FS RMA FS RTV FS Service CallLock BoxLB Lockbox Bank DetailsLB Create LockboxPurchasingPM Create Buyer PM Manual Check PM Scheduled Payments PM Transaction PM Vendor Address PM Vendor Master

Sales Order ProcessingSOP Delete Document SOP Delete Line SOP Distributions SOP Line Component SOP Process Hold SOP Process Hold Master SOP Serial SOP to POP Transaction SOP Transaction SOP Void DocumentFixed AssetsFA Create Account FA Create Asset Book FA Create Asset Book ITC FA Create Asset Class ID FA Create Asset ID FA Create Asset FA Create Asset User FA Create Book Class FA Create Book FA Create InsuranceFA Create Lease FA Create Location FA Create Physical LocFA Create Retirement FA Create StructureExtenderExtender FormsExtender Detailed FormsiExtender WindowsExtender Detailed Windows

PO ProcessingPOP Document Delete POP Document Void POP Enter Match Invoice POP Map Sites POP Receiving’s POP/ SOP Link Remove POP TransactionInventoryIV Create Item Currency IV Create Item Price List IV Create IV Item Class IV Create PlannerIV Create Price Group IV Create Price Level IV Create Site Bin IV Create UOM Sched IV Inventory Item Site IV Inventory Site IV Inventory Transaction IV Item Master IV Lot Category IV Multibin Bin Transfer IV Vendor ItemShared MasterSM Mda SM Transaction BatchWennsoft NodesBinary Stream NodesAny Custom Node!

ReceivablesRM Apply RM Cash Receipts RM Customer Items RM Create Parent ID RM Customer Address RM Customer Class RM Customer Master RM Delete Customer RM Delete Cust Address RM Delete Salesperson RM Parent ID Child RM Prospect Master RM Salesperson Master RM Sched Payments RM Territory MasterRM Transaction RM Unapply Transaction RM Void TransactionProject AccountingPA Accounts Setup PA Change Order PA Contract Bill Cycle PA Contracts PA Employee Expense PA Equip Log Trans PA MiscLog Expense PA Project Access List PA Project Billing Cycles PA Project Budget PA Project EquipmentPA Project Fees PA Projects PA Time Sheets

PayrollComputer Transaction Create Benefit Create Deduction Create Department Create Empl Address Create Empl Benefit Create Empl Class Create Empl Deduction Create Empl Local Tax Create Empl Pay Code Create Empl State Tax Create Empl Tax Create Local Tax Create Location Create Pay Code Create Position Create Shift Code Create Supervisor Create Worker CompDelete Employee Manual TransactionGeneral LedgerGL Account GL Checkbook Master GL Create Category GL Create Accnt CurrenGL Fixed Alloc Account GL Transaction GL Variable Alloc Accnt

Microsoft Dynamics CRM Import Templates

RecordCurrencySiteSales TerritoryUnit Of MeasureProduct

RecordOrderQuoteAccountContactCase

Microsoft Dynamics GP Import Templates

RecordBank Transactions with AA codes. Fixed Asset Master Records General Ledger - Chart of Accounts General Ledger journals with AA codes Inventory Item and Price Vendor Master RecordsPayables Transactions with default distributionsPayables Transactions with AA codesPayables Transactions with DistributionsPurchase OrdersPurchase Order Receipts

RecordProject Accounting Expenses Project Accounting Contracts Project Accounting TimesheetsCustomer and AddressesRM transactions with DistributionsRM transactions with AA codesRM transactions with Default DistributionsSOP Invoices, Orders and ReturnsPayroll TransactionsEmployee's and addressesField Service Calls

“Ready to Go” Microsoft Dynamics CRM to GP Templates:

Microsoft GPShipping MethodCurrency IDMore AddressesSales TerritoryClassPayment TermsCurrent BalancesCustomersItemItem Quantity Price ListSales OrderSales OrderSales invoiceRM InvoiceUnit of MeasureUnit of MeasureeXtender contacts

DirectionGP to CRMGP to CRMBoth WaysCRM to GPGP to CRMGP to CRMGP to CRMBoth WaysGP to CRMGP to CRMGP to CRMCRM to GPBoth WaysGP to CRMCRM to GPGP to CRMGP to CRMCRM to GP

Real Time YYYYYYYYYYYYYYYYYY

Bulk LoadYYYYYYYYYYYYYYYYYY

Microsoft CRMShipping MethodCurrencyAddress IDTerritoryCategoryPayment TermsAgingAccountsProductQuantityPrice ListsQuoteOrderInvoiceOrderUnitUnit GroupContacts

Having our CRM and GP solutions talking together has really changed our business. We have not found a scenario that SmartConnect cannot handle. The templates were a great start and covered all of our initial needs, better still, we are now using SmartConnect to support our recent customizations to CRM and GP.

Andy Murray CEO, Genero Group

SmartConnect supports integration to and creation of any of the following record types in Microsoft Dynamics CRM:All Microsoft CRM entities including all custom entities and custom attributes can be updated via SmartConnect