This book covers:
- Introduce yourself to the certification exam and helpful exam taking tips
- Learn about marketing automation and its application to your organization
- How to enable an efficient and accurate sales process
- Service your customers and get metrics to make sure your customers are truly happy
- Schedule and plan for resource allocation if needed while servicing your customers
- Prepare for the MB2-868 certification exam with a mock 75 question exam
If you’re intending to get certified on Microsoft Dynamics CRM then this certification guide will be a great tool for preparing.
Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and picklists synchronised, the next step is to start running the integrations.
As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.
In the Connector for Microsoft Dynamics () navigate down to the UofM Schedule to Unit Group node ( );
One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.
There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder () and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;
In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.
This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.
Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;
To create a new integration between Microsoft Dynamics GP and Microsoft Dynamics CRM, open the Connector for Microsoft Dynamics from the Windows Start menu ().
To create a new integration, click the New Integration button on the toolbar;
To configure the adapters, open the Connector for Microsoft Dynamics program () where you will be presented, on first run, the Adapter Settings utility which will be on the Activate new adapters page.
Enter the Integration Account (in my case DOMAIN\DynamicsConnector) and password and also the URL for the Microsoft Dynamics CRM Discovery Service.
The account being used for the Integration Account needs to be a valid CRM user with organization level read privileges for SystemUser (I usually do this by creating a role only with this one security privilege) on the organisations you’re going to integrate into. This user will be added to the following security roles by the configuration utility (which I’ll cover in a moment);
- System Customizer
- Dynamics Integration (this security role is automatically created)
The URL for my system is http://azc-crm1:5555/XRMServices/2011/Discovery.svc (your address can be found in Dynamics CRM under Settings » Customise » Developer Resources);
When the Connector for Microsoft Dynamics GP setup utility is run, the first window is just a welcome screen, so click next;
Being a Microsoft Dynamics GP focused blog, it is the integration to Microsoft Dynamics GP I’m going to take a look at over the next couple of weeks or so depending on how quickly I get the posts written and published.
Connector for Microsoft Dynamics provides a two way integration between Microsoft Dynamics CRM and Microsoft Dynamics GP with the below diagram showing the entities which can be integrated from one system to the other;