Microsoft Dynamics Purchase Order Integration - Analysis
- Julie Doyle-Whitelock (Deactivated)
The following information outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration ofFramework Integration.
Each question should be considered and the responses recorded. The responses will be required when installing and configuring Framework Integration.
Email Configuration
Analysis Questions | Response |
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Email Server Name (Integration emails are sent via this server) |
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Email Server IP Address |
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Contact Person (IT contact person's name and email address) |
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Do emails sent to this server HAVE to be from a valid user? (To ensure emails are not rejected) |
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If Yes, what is the valid user email address? |
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Is security needed to send emails to this server? (To ensure emails are not rejected) |
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If Yes, what is the:
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Internal Staff Email Address (Who will receive log emails) |
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Internal Public Folder Email Address (A public folder to store emails) |
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Insula Software Support Archive |
Microsoft Dynamics Configuration
Analysis Questions | Response |
|---|---|
Microsoft Dynamics Server Name (Server where the Microsoft Dynamics database is installed) |
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Microsoft Dynamics Server IP Address |
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Microsoft Dynamics Version Number |
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Microsoft Dynamics Database Name (what is the data referred to?) |
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Native Folder (e.g., C:\Data\Dynamics\) |
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Database File Name |
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Microsoft Dynamics Security User Account: - Username (e.g., ODBC) - Password (e.g., secure) |
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Data Requirements
Analysis Questions | Response |
|---|---|
Earliest Date of Orders to Import (this is determined by the oldest job still on-site and when |
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