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1. Install the DBSync Salesforce package for Salesforce & Microsoft Dynamics GP integration solution from the AppExchange using the following link - https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000094vw&crc=1
2. Once you click on the above link, you will get a prompt to enter the Username and Password of Salesforce instance. Provide the necessary Salesforce credentials to proceed with the package installation. The Salesforce user installing the package should have the administrative privileges to proceed with the installation.
3. Next, you will see the Package Installation Details & Components. Click on Continue to Approve Package API Access, Choose Security Level and complete Installation.
4. Verify that the package installation is completed successfully. Check for the 'Deployed' status of the DBSync Invoices object.
5. Go to Setup > Create > Custom Objects menu to verify that the "Invoices" object has Deployed status. If it is not, click the edit button adjacent to the Invoice object. Mark Deployed as checked, and click on the 'Save' button.
6. Follow the next steps to include DBSync fields on the Page Layout.
7. Go to Setup > Customize > Account > Page Layout. Click on Edit and drag the 'GPCustomerID' field on the page layout. Save the Account Page Layout.
8. Go to Setup > Customize > Contact > Page Layout. Click on Edit and drag 'GPContactID', 'UniqueContactID' fields on the page layout. Save the Contact Page Layout.
9. Go to Setup > Customize > Opportunities > Page Layout. Click on Edit and drag 'DOC ID', 'Doc Number', 'GPTransaction', ' GPTransactionID',' TransactionType' and ' Primary Contact' fields on the Page Layout.
10. Go to Setup > Customize > Opportunities > Opportunity Products. Click on Edit and drag the 'GP TransactionID' field on the Page Layout.
11. Click to Related List and drag Invoices object to the Page Layout.
12. Click on the setup icon on the Invoices object in the Related List Section and click click the 'edit properties' button. Select columns Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date.
13. After completing the process of adding all the necessary fields to the Opportunity page layout, click on the Save button on the top left-hand corner of the Opportunity Page Layout window to commit all the changes.
14. Go to Setup > Customize > Opportunities > Fields. Under the Opportunity Custom Fields & Relationships section, click on the New button. Create a new custom field of Data Type "Auto Number" on the Opportunity page layout with the following parameters.
    1. Field Label : Auto-Doc Number
    2. Display Format : DBSYNC{000000}
    3. Starting Number: 1
    4. Field Name : Auto_Doc_Number
15. Click on Next and make sure all the check boxes checkboxes under the Visible column are checked. Once done, click on Next and make sure Opportunity Layout is marked as checked on the subsequent page. Click Save to commit all the changes.
16. Go to Setup > Customize > Product > Page Layout to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement', 'PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.
17. At this point, you have successfully completed the configuration of your Salesforce instance for integration with Microsoft Dynamics GP.

1. In order to establish a connection between DBSync application and Microsoft Dynamics GP, click on the following link to download the eConnect Proxy Service - http://www.mydbsync.com/dbsync2download/currentrelease/gp2015/eConnectProxy14.zip.    

2. Once the file is downloaded, extract the contents of the file to any desired download location.

   Note:

   Content for the latest version of GP that we support and it's related econnect versions.
   

   Note
   The extract of the file contains four versions of eConnect Proxy service - eConnectProxy_2010.exe for GP10 or GP 2010, eConnectProxy.exe for GP11, eConnectProxy12.exe for GP12 & GP13 and eConnectProxy14.exe for GP14 & GP15.

3. Once the right version of the eConnectProxy file is extracted, install the eConnectProxy Service using windows installutil utility utility.
4. Once eConenctProxy is extracted to location location "c:\ep\eConnectProxy12.exe", navigate to Microsoft.net framework location and run the following command - from the elevated command prompt window on your windows or windows server operating system - C:\Windows\Microsoft.NET\Framework\v4.0.30319> installutil c:\ep\eConnectProxy12.exe.
5. Once you run the command, you will see a message in the command prompt as shown below, acknowledging that the service has installed successfully.

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1. If for some reason, the service is not successfully installed, verify the error log details in the file eConnectProxy12.InstallLog or eConnectProxy.InstallLog files.
2. Note: Following  The Following are some of the known issues working with installtuil utility for any file downloaded from the internet and resolution steps to avoid/prevent them.
3. If you are getting an error with regards to file permissions, right-click on the eConenctProxy.exe file and click on UnBlock as shown below.

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It is necessary that the on-premise version of DBSync is used for Salesforce and Microsoft Dynamics GP Integration. In order to use DBSync on-premise, DBSync should be installed locally and DBSync Account should be switched to on-premise from on-demand.
To review the process of installing DBSync, click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation - link.
To review the process of switching DBSync Account from on-demand to on-premise, click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise - link.

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1. Login to www.mydbsync.com with your Username & Password.
2. Once logged in, click on My Home from the menu. Then, click on Launch button.
3. Once launched, you will be redirected to the DBSync Project page in the next tab.
4. Click on the project SalesforceGreatPlains: BiDirectional. Then, click on Connectors on the left panel.
5. You will see Salesforce & GreatPlains Connectors.
6. Click on GreatPlains Connector and enter following details:
   1. For GreatPlains
      1. eConnectPort : 18888
      2. Datasource : DESKTOPUSERNAME\MSSQLSERVER
      3. Database name : <<GreatPlains Company Database name >> 
7. Click on Save and Validate Connection to save and validate your GreatPlains adapter.
8. Click on Salesforce Connector. Select appropriate End Point under  under the Quick Setup tab. Click on Connect to Salesforce. This will take you to the Salesforce login page. Enter your Username & Password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.
9. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If validation is successful, click on Save to Save Salesforce details. If validation fails, you will see Validation Errors on the top right corner. Review information in Validation Errors section and make the necessary changes in Advanced Properties. Then, click on Validate Connection again.

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