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Configure integration between Microsoft Great Plains 2010 on premise and Microsoft Dynamics CRM online

Posted on 2011-04-29
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I currently have Microsoft Great Plains 2010 installed on a server in my organization. I would like to configure integration with it and Microsoft Dynamics CRM online. Is this possible? If so, how do I do it?
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Question by:Julian123
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by:Steve Endow
ID: 35495914
Hi,

Making alot of assumptions about what you mean by your question, my short answer would be No, but it depends on your requirements.  

If you want to import customer records from CRM into Dynamics GP, then it is theoretically possible, but probably not through a 'direct' integration.  I think you will have to find a way to export your new customer data from CRM to a local file (CSV, Excel, etc.), and then you could import that using Integration Manager.  In general, that type of manual process would allow you to transfer data from CRM to Dynamics GP.

In terms of sending data the other direction, Integration Manager does not allow you to transfer data from Dynamics GP to CRM.  That would require a different type of solution.

As an alternative, this is a post by a GP partner referencing the new integration option between CRM and GP.  Approach this solution with some caution or skepticism, as this is at least the second time that Microsoft has attempted such a solution.  The first one was a failure.  Based on a quick serach, I haven't been able to find any info on this new integration, so I can't tell if it is just an API requiring custom development, or if it is a full integration product.

http://www.crmsoftwareblog.com/2010/05/microsoft-dynamics-crm-integration-with-microsoft-dynamics-gp-2010/

Another possible option is to use something like Scribe Software.  I believe it is relatively expensive and moderately complex, but it has been around for a while and should be relatively mature.


Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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by:Julian123
ID: 35496238
Thank you very much for your response. I'll clarify my requirements a bit.

The functionality I'm looking for is something similar to the GP to CRM connector that Microsoft had for GP 9 and CRM 3. As I recall (it's been a while since I configured it) it allows GP and CRM to share certain information such as customer records.

I believe such a connector still exists for the latest versions of GP and CRM, right? If so, I was curious as to whether it can be used to have GP 10 integrate with CRM Online.
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by:Steve Endow
ID: 35498576
Hi,

Thanks for the additional information.

Although I never used it, my understanding is that the previous Microsoft GP to CRM connector was a failure.  At the time, I was told that it was very limited and didn't work properly, and Microsoft attempted to patch it with limited success.  Back then, Nolan Computers (now Nolan Business Solutions) had their own version of the GP to CRM connector that apparently worked.

http://www.nolanbusinesssolutions.com/

I no longer see any reference to the product on Nolan's web site, so it seems it is no longer available.

I have only heard the vague references to a new Microsoft version of a GP to CRM connector--such as the Sikich post I shared previously.  I would recommend checking the CRM documentation to see if there is any additional info.  If the general docs don't mention it, I would check the development tools / API documentation.

I work with GP, but not CRM, so unfortunately I can't provide any more detailed information.  If you can't find anything, I can try and look at the documentation.


Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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Steve Endow earned 2000 total points
ID: 35694328
Hi,

Yes, that link is a good find.  I just saw this link on the Dynamics blog:

http://blogs.msdn.com/b/gp/archive/2011/05/04/cusotmer-story-connector-for-microsoft-dynamics-gp-and-crm.aspx

http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=4000006479

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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