Solver - Gateway Connector for Microsoft Dynamics SL

Solver - Gateway Connector for Microsoft Dynamics SL

Mapping and configuring the Microsoft Dynamics SL Gateway connector/integration to load financial dimensions and GL data

Not currently available

rate limit

Code not recognized.

About this course

In this course, Jay Stewart from the Solver software development team, goes through the process of installing the Solver view scripts and configuring the Microsoft Dynamics SL integration using the Gateway connector. If you have not already done so, we suggest you view the Solver - Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

The following topics are included:   

  • Data Warehouse Permissions
  • Microsoft Dynamics SL SQL Introduction
  • Creating SQL views using SQL Server Management Studio (SSMS)
  • Defining a Solver > Microsoft Dynamics SL SQL Integration for Account-based dimensions
  • Defining a Solver > Microsoft Dynamics SL SQL Integration for the General Ledger module

NOTE: Effective with the June 2020 Cloud release, Excel files are supported with the Gateway connector in addition to CSV and SQL. Please view the Solver - Gateway Connector for Excel course for additional details.

Posted 3/19, Revised 12/19

Curriculum~ 40 minutes

  • Data Warehouse Permissions
  • Getting Started & Documentation
  • Overview
  • Working with SQL View Scripts
  • SQL Create Views
  • Modifying SQL Views
  • Installing the Gateway Connector
  • Solver Data Warehouse Integration - Dimensions part 1
  • Solver Data Warehouse Integration - Dimensions part 2
  • Solver Data Warehouse Integration - Module part 1
  • Solver Data Warehouse Integration - Module part 2
  • Quiz - Gateway Connector for Dynamics SL

About this course

In this course, Jay Stewart from the Solver software development team, goes through the process of installing the Solver view scripts and configuring the Microsoft Dynamics SL integration using the Gateway connector. If you have not already done so, we suggest you view the Solver - Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

The following topics are included:   

  • Data Warehouse Permissions
  • Microsoft Dynamics SL SQL Introduction
  • Creating SQL views using SQL Server Management Studio (SSMS)
  • Defining a Solver > Microsoft Dynamics SL SQL Integration for Account-based dimensions
  • Defining a Solver > Microsoft Dynamics SL SQL Integration for the General Ledger module

NOTE: Effective with the June 2020 Cloud release, Excel files are supported with the Gateway connector in addition to CSV and SQL. Please view the Solver - Gateway Connector for Excel course for additional details.

Posted 3/19, Revised 12/19

Curriculum~ 40 minutes

  • Data Warehouse Permissions
  • Getting Started & Documentation
  • Overview
  • Working with SQL View Scripts
  • SQL Create Views
  • Modifying SQL Views
  • Installing the Gateway Connector
  • Solver Data Warehouse Integration - Dimensions part 1
  • Solver Data Warehouse Integration - Dimensions part 2
  • Solver Data Warehouse Integration - Module part 1
  • Solver Data Warehouse Integration - Module part 2
  • Quiz - Gateway Connector for Dynamics SL