I'll Be Ready When My Feet Touch The Ground
Questions are often asked about touchpoints between Dynamics SL and CRM - how many and what are they?
What do I have going when I hit the ground running?
- Solomon Orders and Invoices to Microsoft CRM Accounts
- Solomon Orders and Invoices to Microsoft CRM Contacts
- Solomon Shipping Address to either More Address or Contacts
- Solomon Inventory to Microsoft CRM Products
- Delete Inventory
- Solomon Quotes to Microsoft CRM Quotes
- Microsoft CRM Accounts to Solomon Accounts
- Microsoft CRM Orders to Solomon Orders
- Units of Measure
|
Infuse Process |
Microsoft CRM Object(s) |
Solomon Object |
Operations |
Recommended Frequency |
Sharing/Filters |
Pre-requisite Process |
|
3 |
Account |
Customer |
U |
3 Minutes |
All active Customers |
None |
|
4 (Optional) |
Contact |
SOAddress |
U |
3 Minutes |
All active Customers |
3 |
|
4 (Optional) |
Account |
SOAddress |
U |
3 Minutes |
All active Customers |
3 |
|
5 |
Units of Measure |
InUnit |
I/U |
Nightly |
All Products |
|
|
6 |
Product, ProductPriceLevel |
Inventory |
I/U |
Nightly |
All Products |
5 |
|
7 |
SalesOrder, SalesOrderDetail |
SoHeader, SoLIne |
I/U (D for details) |
3 Minutes |
All Orders |
3, 6 |
|
8 |
Invoice, InvoiceDetail |
SOShipHeader, SOShipLine, ARDoc, ARTran |
I/U (D for details) |
Daily |
All released Order Management Invoices |
3, 6 |
|
Chained to 8 |
Invoice |
SOShipPack |
I/U |
Daily |
All released Order Management Invoices |
3, 6 |
|
9 |
Account (deactivate) |
Customer, SOAddress |
X |
3 Minutes |
Deleted Customers and Shipping Addresses |
3 |
|
10 |
Product (deactivate) |
Inventory |
X |
3 Minutes |
Deleted Products |
6 |
|
12 2 Way Only |
Account |
Customer |
U |
NRT |
All active Customers |
Infuse Service, 3 |
|
13 2 Way Only |
Contact |
SOAddress |
I/U |
NRT |
All active Contacts |
Infuse Service, 3 |
|
14 2 Way Only |
Sales Orders for Accounts (Products) |
SOLine |
I (D for details) |
NRT |
All submitted MSCRM orders |
Infuse Service, 3, 6 |
|
15 2 Way Only |
Sales Orders for Accounts |
SOHeader |
I |
NRT |
All submitted MSCRM orders |
Infuse Service, 3, 6 |
|
16 2 Way Only |
Sales Orders for Contacts (Products) |
SOLine |
I (D for details) |
NRT |
All submitted MSCRM orders |
Infuse Service, 3, 6 |
|
17 2 Way Only |
Sales Orders for Contacts |
SOHeader |
I |
NRT |
Infuse Service, 3, 6 |
* I = Insert, U = Update, X = Delete, (D) = for detail only
** Frequency can be modified during implementation
NRT = Near Real Time
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