Microsoft Great Plains Integration with MS CRM
– 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 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'
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
Please do not hesitate to call or email us: USA 1-866-528-0577,
1-630-961-5918 help@albaspectrum.com
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