Microsoft Great Plains Integration

• 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'

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