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September 03, 2010
Using the (free) CRM Adapter for Microsoft Dynamics GP
The CRM/GP integration was featured front and center at Dynamics Convergence this summer in Atlanta. The demo (below) is a pretty good demonstration of what a seamless supply chain - CRM workflow should look like. Like any out of the box solution, it has it's bound to have it's limitations, but it's already creating a buzz with GP customers who are anxious upgrade their CRM experience.
The integration directions and included entities are below. Some entity information is not bidirectional. For example, a product entered in CRM cannot be integrated back to GP as a Sale Item, but GP Sales Items will integrate to CRM as a Product.
Like I said, this is a free adapter for active Microsoft Dynamics GP customers who have a current SA Support Plan. Please let Customer Effective know if you have any questions about GP/CRM integration.
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great video! exciting capabilities!
Posted by: Doug - PO | September 03, 2010 at 11:07 AM