Summary

Automating the integration of data between CRM and the accounting back office is an important step for any company in becoming a more efficient and competitive organization. For most companies with Microsoft CRM and Great Plains, Microsoft CRM Integration provides an out of the box solution to accomplish this integration. For others, only minor tweaking will be necessary to successfully tie CRM to Great Plains. Thanks to BizTalk Server, even in situations where Great Plains is not the existing accounting software, Microsoft CRM Integration is a good starting point for designing and building a custom bridge.

As more accounting platforms are added, Microsoft CRM Integration will become even more valuable as an integration tool.

Acknowledgement

This chapter was co-authored by Frank Torres of Origin One, Inc., an Atlanta, GA-based solutions development firm and Microsoft Certified Partner. Frank is a Senior Solutions Architect and has designed custom integrations for several third party software packages, in addition to Microsoft Great Plains. He is currently focused on developing enterprise portal solutions using the Microsoft Windows Server System including BizTalk Server and SharePoint Portal Server. You may contact Frank at [email protected].