Home
>
Software
>
Microsoft Great Plains Installation ? Overview for IT Director/Controller

Microsoft Great Plains Installation ? Overview for IT Director/Controller

Microsoft Great Plains is main mid-market application from Microsoft Business Solutions. This is short article, written in question/answer/FAQ style to give IT Director/Controller balanced top level information on Microsoft Business Solutions Great Plains implementation. If you have decided on Microsoft Great Plains as main accounting and ERP system you need to know some technical details on Great Plains installation and implementation and what is going on behind the scenes. As of right now the current version is Microsoft Great Plains 8.0

What is installation in the language of technology? Installation has server and client sides.

Server side - Installation creates security environment (logins) on MS SQL Server or MSDE, creates system database - DYNAMICS and then company databases. All these tasks are performed by Microsoft Great Plains Utilities
Workstation side - workstation installation copies the client side application, installs current version of MDAC (we need SQL ODBC driver - please check documentation on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to create server side (see above) - you need to check Install Client and Server Components

What is following implementation? Implementation requires combination of technological and accounting skills

System Setup - you should refer to GP documentation. In general setup consists of Company information, General GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a few
Master Records - you should either use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .
Beginning Balances - this is recommended approach - you place aside the old accounting application for querying the historical data and enter beginning balances in Great Plains GL, AR, AP, SOP, POP, Payroll. When you have balances in the system you are ready to use it in production
Historical Data conversion - this is optional, in order to do historical data conversion you need to know basic Great Plains tables structure (Setup->Tools->Resource Description->Tables Structure). This is similar to surgery - so you probably need outside consultant to help you. If the volume of historical data is small - you can deploy Great Plains Integration Manager and then post the records in the modules.
User Training - we are just listing this item - it is up to you to decide on the way to train your users
Using Two Systems in Parallel - this is recommended. You should print the reports from both systems during this test period and compare the results
Customization - typical areas of customizations: Invoice form, Crystal Reports, pulling info from multiple databases, including Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Dexterity forms and logic customization, integration with CRM, RMS and other business systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packages

Do I need consultant? We strongly recommend you to use consultant in the following cases

You have identified the need for Great Plains Dexterity customization
You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
You are doing migration from Great Plains Accounting to Microsoft Great Plains
You have to create a lot or ReportWriter Modified Great Plains Reports
You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
Your Great Plains has more than 20 users in this case the mistake may lead to serious business problems
You don't have support for your old Great Plains - then you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with installation, implementation, upgrade 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 Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Arizona, Minnesota, Texas, Florida, New York, Washington, Georgia, Canada, UK, Australia and having locations in multiple states and internationally (help@albaspectrum.com), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: help@albaspectrum.com; help@albaspectrum.com

green cleaning service Wilmette ...

In The News:

New research shows Americans increasingly trust AI for wellness guidance over social media, with 63% finding artificial intelligence reliable for health.

Luxury fashion brand Dior experienced a January 2025 data breach affecting customer personal information, and notifications were sent months after the discovery.

The commercial Unitree H1 humanoid robot weighs 104 pounds with 365 pound-feet torque per joint and demonstrates dangerous potential when software glitches occur.

Americans average 10-plus hours online daily, according to recent survey, splitting time between streaming shows on TV and browsing websites on multiple devices.

Boost your smartphone privacy instantly with these security tweaks for iPhone and Android that limit ad tracking, hide notifications and prevent unauthorized access.

Platforms like Hoax Tech and JS Click Cloaker help cybercriminals bypass detection systems using machine learning to selectively display scam content to victims.

A new battery recycling technique transforms old lithium-ion batteries into high-performance components that retain 88% capacity after 500 cycles with minimal waste.

Google's Android operating system can warn users about earthquakes before the shaking even begins – and there are ways to do it on your iPhone, too.

Meta's new gesture control wristband might just be the most seamless way to control a computer yet. And no, it doesn't require surgery, a camera, or even a touchscreen. All it needs is your wrist.

Long-haul trucks are now being upgraded with a surprising twist, thanks to California-based startup Revoy. Their electric boost doesn't replace diesel but works alongside it to cut emissions and fuel costs without major disruption.

PayPal and Venmo just rolled out something big: AI-powered scam alerts for Friends and Family payments.

As data centers multiply across the United States, energy demand is increasing at a rapid pace. This has not escaped the notice of large investment firms from Wall Street.

The Unicode Consortium, the nonprofit organization that maintains the Unicode Standard to ensure emojis work across devices, has announced Unicode 17.0, which includes nine new emojis slated for release this fall, in September 2025.

OpenAI is one of the world's leading AI research labs. Founded in 2015, it's behind some of today's most talked-about tools, including GPT, DALL·E, and ChatGPT.

Ever catch your dog staring at the screen during movie night and wonder if they're actually watching? Turns out, they might be. A new scientific study from Auburn University found that many dogs really do engage with television, and not all pups react the same way.

Stop the scammers from making contact in the first place. They're getting your parents' contact information and much more personal data besides, from somewhere.

The Walker S2 robot from UBTech autonomously exchanges its batteries in just three minutes, allowing continuous operation in car factories operated by BYD, Nio and Zeekr.

The FX Super One electric MPV from Faraday Future offers flexible seating, zero-gravity recliners and an AI system that creates a personal connection between driver and vehicle.

Practical solutions for reducing unwanted charity mail, political texts and email spam by opting out of shared lists, replying "STOP" and using data removal services.

Delta's new AI pricing system eliminates static airfares for personalized rates based on individual data, raising questions about fairness while promising optimized revenue.

AI data centers are straining the power grid across 13 states, contributing to a $9 billion increase in electricity costs, and PJM customers face monthly bill increases of $25 or more.

Artificial intelligence is transforming the music industry as AI-generated bands like The Velvet Sundown earn substantial streaming revenue, prompting lawsuits from major record labels.

Microsoft phishing scams use fake security alerts and links that redirect to credential-stealing pages with warning signs, including urgent language and unusual senders.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Tesla vehicles manufactured since mid-2021 with AMD Ryzen processors can now access Grok 4, xAI's witty conversational assistant designed to make drives more engaging.

Microsoft Great Plains Installation ? Overview for IT Director/Controller

Software