The SQL Server connector allows Mekorma applications such as PowerApprovals and Invoice Capture to communicate with the Dynamics GP database via the on-premises data gateway.
The SQL connector can be used for both PowerApprovals and Invoice Capture simultaneously. For example, the connector created for PowerApprovals can be shared to the Invoice Capture’s service account user (e.g., email@example.com). Likewise, the Invoice Capture SQL connector can be shared to the PowerApprovals service account user (firstname.lastname@example.org).
The mail connector is only used by PowerApprovals—allows PowerApprovals the ability to send email notifications to the batch approval requester.
Gather all credential information that you will need before you start.
Item Data SQL Server Instance Name ServerName\SQLServerName Dynamics GP Database DYNAMICS SQL Proxy Username and Password MekormaProxy Data Gateway Name XYZ_DataGateway (where XYZ is the acronym of your company) Service Account User One of the following (depending on the Mekorma product you are using)
- Open your browser in private/incognito mode so that it does not cache your credentials and prevents the browser from automatically logging in with any cached accounts. Edge, Chrome, or Firefox are acceptable; do not use Internet Explorer.
- Go to Power Apps studio.
- If you have multiple environments, be sure to select the correct environment (as shown below).
- Verify that Connections and Gateways appear under Apps. If they do, proceed to step 5; otherwise, follow the steps below to pin them.
- Locate the SQL Server premium connector (by Microsoft) in the list of connectors. If you can’t find it, use the search (as shown below). Click on the SQL Server connector.
- Enter login credentials as shown below.
- Authentication type: Set to SQL Server Authentication.
- SQL server name: This is the name of the server machine that is hosting your on-premises date gateway.
- SQL database name: This is DYNAMICS. If you changed the Dynamics GP system database name, enter the updated database name here.
- Username: Enter the SQL proxy user that was created in the previous section. Typically, this is MekormaProxy.
- Password: Enter your password.
- Choose a gateway: Pick the gateway that you set up previously. This is typically XYZ_DataGateWay, where XYZ is the acronym of your company.
- Click Create to finish the setup.