Intelligent business solutions for growth Dynamics GP/CRM Integration David Anderson.

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Presentation transcript:

Intelligent business solutions for growth Dynamics GP/CRM Integration David Anderson

Intelligent business solutions for growth Agenda Introduction to Microsoft CRM Demonstration - CRM 2016 CRM integration restrictions Outline of possible integration options Questions?

Intelligent business solutions for growth CRM Integration Restrictions CRM On-Line No access to SQL Server Full access to all data via Web Services All data can be exported or imported through the UI CRM On Premise As per CRM On-line for loading data into CRM SQL Server can be used to report on and export data

Intelligent business solutions for growth Option 1: Manual Utilise the Import/Export functionality of each product Advantages Cheap Relatively simple to configure Disadvantages Labour intensive CRM update restrictions

Intelligent business solutions for growth Option 2: KingswaySoft CRM Integration Toolkit CRM schema aware adapters for SSIS Advantages Free Developer licence Provides update functionality Relatively cheap $695 one year licence $1,495 perpetual licence $295 per annum support Disadvantages SSIS configuration knowledge required

Intelligent business solutions for growth Option 3: Microsoft Connectors Out of the box connectors for 2-way integration Advantages Free Relatively simple to configure Disadvantages CRM 2016 will be the last version of CRM supported GP 2016 support yet to be confirmed Limited scope for extension

Intelligent business solutions for growth Option 3: Microsoft Connectors

Intelligent business solutions for growth Option 4: Scribe On-Line / Insight Sophisticated connectors for 2-way integration with CRM On-Line or On Premise Advantages Highly configurable Long experience of working with Dynamics CRM Disadvantages Not cheap Requires experience to configure

Intelligent business solutions for growth Option 5: eOne SmartConnect Sophisticated connectors for 2-way integration with CRM On-Line or On Premise Advantages Highly configurable Long experience of working with Dynamics GP Disadvantages Not cheap Requires experience to configure

Intelligent business solutions for growth Thoughts to take away Could Microsoft CRM work for your organisation? What would the touch points be between CRM and GP? Would updates have to be real-time?

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