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Microsoft CRM Integration with Great Plains - overview for consultant
By Andrew Karasev
Initially this
integration was created for Microsoft Great Plains 7.5 (now Microsoft Dynamics
GP), later on Microsoft released service the patch, which enables integration
between GP 8.0 and MS CRM 1.2 (now Microsoft Dynamics CRM). Integration is
created on the BizTalk platform and requires dedicated computer: Windows2003
server with MS SQL instance. You access settings forms via web interface. We
will briefly review integration capability and give you some technical insights,
based on our experience.
Customers/Accounts.
When you create account in MS CRM – integration automatically creates account
in Great Plains Dynamics GP. It is a bit challenging to make all the features
and settings work, especially if you plan to use default class, address, etc.
At the same time it works as it should if you provide parameters, such as
credit amount value in MS CRM – then this number goes seamlessly into GP.
Somewhat non-elegant – it is difficult to design automatic increasing
numbering for Great Plains customer record. Out of the box – integration
generates CUSTNMBR from Account name in CRM – this means that you should take
off CUSTNMBR from all the printed forms in Great Plains.
SOP Sales Order.
When you release sales order in CRM – it goes to Great Plains. The most
common question is – why Order doesn't integrate if Customer doesn't have
credit limit setup in Great Plains.
You should find procedural way to deal with this problem.
Historical
customers. This is another
common problem. When you launch/implement MS CRM – you import your existing
customers from Great Plains into CRM. Then you typically want to move sales
quote and order generation process to MS CRM, where you have nice mailmerge
mechanism to print quote for customer in the form of Microsoft Word contract
or quote template. When you import customers via MS CRM import tool – they
will be automatically duplicated by MS CRM GP Integration. You need to delete
new customer records in Great Plains and then update Integration records in MS
GP CRM Integration database. We provide script below (please use this script
only if you first analyzed it and if you are very comfortable with SQL
scripting for MS GP and MS CRM, GREATPLAINSSERVER is linked server – you
create it from GPCRM integration server side):
update
IntegrationEntityInstance set EntityKey=b.CUSTNMBR from
IntegrationEntityInstance a
join [GREATPLAINSSERVER].[GPCOMPANYDB].dbo.RM00101
b on left(a.EntityKey,8)=left(replace(CUSTNAME,' ',''),8)
where EntityType='Customer'
Please do not hesitate
to call or email us: USA 1-866-528-0577, 1-630-961-5918
help@albaspectrum.com About the Author Andrew Karasev is Chief Technology Officer
at Alba Spectrum Technologies (
http://www.albaspectrum.com ) - Microsoft Business Solutions Great Plains,
Navision, Axapta, MS CRM, Oracle Financials and IBM Lotus Domino Partner,
serving corporate customers in the following industries: Aerospace & Defense,
Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance,
Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising &
Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates,
Apparels, Durables, Manufacturing and having locations in multiple states and
internationally.
We are serving USA Nationwide: CA, IL, NY,
FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Europe: Germany, France,
Belgium, Poland, Russia, Middle East (Egypt, Saudi Arabia, OAE, Bahrain), Asia:
China, Australia, New Zealand, Oceania, South & Central America: Mexico, Peru,
Brazil, Venezuela, Columbia, Ecuador, Chili, Paraguay, Uruguay, Argentina,
Dominican Republic, Puerto Rico
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