GP 2018 R2 Intelligent Cloud

Great news! GP 2018 R2 was released today, October 2, 2018. There are tons of posts on the official Dynamics GP blog about the features through their feature of the day series.

I downloaded and installed it on my Surface Go, so I could try it on this device as well as check out the new features. After I was done, I went through the Intelligent Cloud setup to see how it looked.

Getting Started

First off, log into Dynamics GP 2018 R2. If the home page isn’t defaulting to Intelligent Cloud Insights, click on that to get started. Scroll down to the very bottom and click on Try It Out. This will bring up a page like this:

Dynamics 365 app selection screen showing Customer Service, Field Service, and Project Service Automation options with arrow pointing to Field Service
New Intelligent Cloud window in GP 2018.

Scroll down to the bottom of this page, and enter credentials for the tenant to connect to. Honestly, I don’t know what the phone number has to do with it, but it requires it.

Microsoft Dynamics 365 trial signup form with work email and phone number fields and teal GET STARTED button
Prompt for a phone number and work email.

If an account already exists in Azure/Office 365, users will be prompted with something like this.

Microsoft Dynamics 365 Business Central sign-up page showing "You have an account with us" message with Sign in button
Message “You have an account with us”.

Next up is a warning that the admin may assume control over the account and data.

Dynamics 365 Business Central Insights sign-in confirmation page showing "Almost there" message with Start button
Warning about using an organizational account and terms & conditions stuff.

I did get a script error, but I clicked on Yes to continue running scripts on the page and it continued just fine. YMMV…

Script Error dialog box showing MscomCustomEvent error on Line 3, Char 2737 from Office.com tracking URL
Script errors

It feels like I’ve already logged in at this point, but all I’ve done is click through a variety of warnings. At this point it wants me to log in. I am still inside Dynamics GP at this point, by the way.

Microsoft account picker dialog showing two accounts connected to Windows with option to use another account
The login window inside Dynamics GP prompted me to select an account.

Finally, it appeared to be doing something!

Microsoft Dynamics 365 Business Central setup screen showing "Finishing setup..." progress bar with less than a minute remaining
The setup window shows some progress

Next up, since I don’t have an actual Business Central tenant, it asks me to set up a trial. I clicked on Get Started to continue.

Microsoft Dynamics 365 Business Central Trial Experience welcome dialog showing Introduction, Get Started, Get Assistance, and Role Centres options
Prompt to create a trial for Business Central

Intelligent Cloud Setup

Now in a regular browser, I log into my O365 tenant and Dynamics 365. I go to Setup & Extensions, scroll to the bottom and select Set up Intelligent Cloud.

This is the bare minimum I have to do, not go through any other trial setup, as I’m not setting up “Business Central” itself.

Dynamics 365 Business Central Assisted Setup page with arrow pointing to Set up Intelligent Cloud option
Setup & Extensions window in Business Central

In the Intelligent Cloud Setup, accept the terms and click next.

Intelligent Cloud Setup wizard welcome page in Business Central with warning about data overwrite and privacy notice toggle
Intelligent Cloud Setup window and privacy notice

In this next screen, select which product I am planning on replicating from.

Intelligent Cloud Setup dialog box with Choose Your Product step showing Dynamics GP selected in the Product dropdown
Intelligent Cloud Setup choose a product window.

The first time here, leave the Integration Runtime Service field blank, it will bring me to the subsequent screen to install that.

Intelligent Cloud Setup dialog box showing SQL Database Connection configuration with SQL Server dropdown and Integration Runtime Name field
Intelligent Cloud Setup prompted me for my SQL Server information.

In the instructions phase, I was given a link to download the Self-Hosted Integration Runtime file. The next section will run through that. I left this open as I will need the Authentication Key in my installation.

Intelligent Cloud Setup dialog box showing SHIR download instructions, authentication key field, and navigation buttons
Intelligent Cloud setup prompted me to install the integration runtime service.

Integration Runtime Installation

Walk through the wizard from here to install the runtime. In this part, I skipped some screens as it was pretty straightforward “next, next, next” type of stuff.

Microsoft Integration Runtime Setup Wizard welcome screen with language selection dropdown set to English (United States)
Integration Runtime installation

I did receive a warning – about sleep mode. It’s a laptop, not a server so when installing this in a regular server environment, users likely won’t get this message.

Microsoft Integration Runtime (Self-hosted) warning dialog about computer sleep/hibernate mode affecting node availability
Integration Runtime warning about sleep mode on my computer.

Copy the Authentication Key from the browser setup and paste it in should result in a checkmark.

Microsoft Integration Runtime Configuration Manager dialog showing authentication key entry field with green checkmark and HTTP Proxy settings
Registration of the Integration Runtime window.

Next up I have the option to rename the Node name. I can have up to 4 nodes connected to 1 runtime service. I made up a name to test this and continued.

Microsoft Integration Runtime Configuration Manager dialog showing New Integration Runtime (Self-hosted) Node setup with JenTestServer1 name
Node name setup in the integration runtime setup.

At this point, I returned to my browser to continue but got a failure message. My mistake? I put the COMPANY db in the connection string, not the SYSTEM db, which is DYNAMICS in my case.

Azure dialog box displaying error: Failed to enable your replication with message to check integration runtime connection
Error: “Failed to enable your replication.”

Once I fixed the connection string, all was fine. The next screen shows me the companies I have (in my case, a simple install with only one company at the moment).

Intelligent Cloud Setup dialog box showing company selection for replication with TWO (Fabrikam, Ltd.) checked
Intelligent Cloud setup showing my companies that I could replicate.

Next is the schedule. In my case, I don’t want to activate a schedule yet since this is a laptop, not a server. Oddly enough, not pictured, I HAVE to put in a time of day even if I have Activate Schedule turned off.

Intelligent Cloud Setup wizard showing Schedule Data Replication settings with Activate Schedule toggle, Recurrence, and Start time fields
Scheduling data replication window

After filling in a time of day (and not activating), I clicked Next.

Intelligent Cloud Setup wizard completion screen showing
End of the wizard.

That’s it!

To see the data, I now needed to go to the Gears icon at the top of the D365 window and select Fabrikam (TWO) as my company to continue. I was logged into another company when setting this up but it creates a company for each company I replicate.

The D365 wizard prompts me to run through some settings for my “company” but I let the default settings apply and turned off the need to sync with a bank etc., and continued through.

Managing Replication

The one flaw in my plan is not setting up a schedule and I couldn’t find where to manage replication. It’s well hidden: I had to search for Intelligent Cloud Management in D365.

Intelligent Cloud Management page showing completed scheduled replication from Dynamics GP with start and end times
A status window showing the completion of the first replication.

Under the Actions button, there are several actions including Run Replication Now. I did that and now look at this, I’ve got some data! Ah, everyone’s favourite 100XLG Green Phone! Love it!

Dynamics 365 Business Central Items list showing inventory items with quantities, Power BI Reports panel, and Item Details pane
A window showing my GP data in Business Central.

That’s it for now. It looks like I’ve got a lot of inventory of 128 SDRAM so I had better get “selling”!

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