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CRM. However, if you are using extended pricing in Microsoft Dynamics GP, the order price is specified
by the extended pricing rules.
1. Make sure that you have entered all of your pricing information in Microsoft Dynamics GP.
2. Open Connector for Microsoft Dynamics.
3. Go to the integration to work with, and then click the Maps node in the left pane.
4. Select the Pricing to Price List Item map.
If you do not want to change any of the default settings for the maps, go to step 5. To customize
map settings, see the Connector for Microsoft Dynamics installation guide.
5. In the Status area, click Activate.
6. Click the Edit link next to the Check for changes area to open the Map Run Schedule window
and change it to run every 45 seconds. Make sure that the Start Date is before the date that you
first entered data into Microsoft Dynamics GP. Click the OK button to close the Map Run Schedule
window.
If your business needs require a longer run time, you can set the map run schedule to any
duration.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® GP
7. Verify that the date listed in the Check for data modified after area is before the date you
entered your Microsoft Dynamics GP prices. To change this date, click the Edit link next to the
Check for data modified after area to open the Check for data modified after window. Enter
the new value and click OK. Start the Connector for Microsoft Dynamics service again.
8. Click the Save button on the top command bar.
In the Status section of the Map page, the Last run status is displayed. While the integration is
running, the Last run status is displayed as Currently running and displays the numbers of
changes found, changes written, deletions found, records deleted, and failures. Wait until the
Currently running status is no longer displayed and the Last run status is displayed to allow the
integration to run and move the Microsoft Dynamics GP price list information to Microsoft Dynamics
CRM.
9. Open Microsoft Dynamics CRM and go to Settings, select Product Catalog, and then select Price
Lists. All of the price list headers (price lists) that were integrated in the previous map are
displayed.
10. Double-click any price list, and then click price list items in the left pane. All the prices list items for
this price list are displayed.
11. Verify that all the price list items have been fully integrated.
12. Click the View log for this map link at the top of the Status section. Review any events that are
displayed and fix any issues before proceeding. For more information about reviewing the log file,
see the Connector for Microsoft Dynamics installation guide.
13. To change the map run schedule for ongoing integration, repeat step 6 and change the map run
schedule to the appropriate settings for this map.
Map customers and accounts or contacts
Microsoft Dynamics CRM supports both customer account information and customer contact
information, but Microsoft Dynamics GP manages only customer information. You can integrate
Microsoft Dynamics GP customers to either Microsoft Dynamics CRM accounts or to Microsoft Dynamics
CRM contacts, but not both.
To integrate Microsoft Dynamics GP customers with either Microsoft Dynamics CRM accounts or
Microsoft Dynamics CRM contacts, you must decide which application you will use to enter your initial
customer data. Connector for Microsoft Dynamics will create the customer data in the other application
after the appropriate map is activated. After you have completed the initial data synchronization, you
can enter customer data in both Microsoft Dynamics GP and Microsoft Dynamics CRM and Connector for
Microsoft Dynamics will keep the data synchronized.
Note: We recommend that you map Microsoft Dynamics GP customers into Microsoft Dynamics CRM
accounts or contacts. If you have data that currently exists in both systems, you can use the duplicate
detection rules in Microsoft Dynamics CRM. For more information about duplicate detection, see the
Connector for Microsoft Dynamics installation guide.
If you enter your initial customer data in Microsoft Dynamics CRM, you must click the Submit button
for each Microsoft Dynamics CRM account or contact that you will integrate to Microsoft Dynamics GP.
Alternatively, you can run the Bulk Submit Account workflow or the Bulk Submit Contact workflow
on these entities. The submission process allows you to keep Microsoft Dynamics CRM account or
contact records in Microsoft Dynamics CRM and not integrate them to Microsoft Dynamics GP until they
are needed.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® GP
Mapping customers to accounts or contacts
If you have existing installations of both Microsoft Dynamics GP and Microsoft Dynamics CRM, the
Microsoft Dynamics GP customer records take priority and must be integrated before the Microsoft
Dynamics CRM records. If you have data that currently exists in both systems, use the duplicate
detection rules in Microsoft Dynamics CRM to prevent duplicate records from being created during
integration. For more information about duplicate detection, see the Connector for Microsoft Dynamics
installation guide.
1. Verify that that you have entered all your customers in either Microsoft Dynamics GP or have
entered accounts or contacts in Microsoft Dynamics CRM.
If there are accounts or contacts in Microsoft Dynamics CRM to Microsoft Dynamics GP, open the
Microsoft Dynamics CRM account or contact form for each account or contact to integrate, and then
click Submit at the top of the form. Alternatively, you can run the Bulk Submit Account workflow
or the Bulk Submit Contact workflow on these entities. Only accounts or contacts that have been
submitted will be integrated to Microsoft Dynamics GP.
Note: You must choose to integrate either Microsoft Dynamics CRM contacts or Microsoft Dynamics
CRM accounts. You cannot integrate both.
2. Open Connector for Microsoft Dynamics.
3. Go to the integration to work with, and then click the Maps node in the left pane.
4. Select the correct map depending on where you entered your initial customer data:
·ð If you entered your initial customer data in Microsoft Dynamics GP, select Customer to
Account or Customer to Contact. This is the recommended option.
·ð If you entered your initial customer data in Microsoft Dynamics CRM, select Account to
Customer or Contact to Customer.
If you do not want to change any of the default settings for the maps, go to step 5. To customize
map settings, see the Connector for Microsoft Dynamics installation guide.
5. In the Status area, click Activate.
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