Integration Points
The Microsoft CRM to Great Plains integration involves several entities with differing data flows depending on the nature of the entity. Tables 13.1 and 13.2 show which entities are integrated and the flow of data between systems.
| Microsoft CRM Entities | MBS Great Plains Entities |
|---|---|
| Contacts and Accounts | Customers |
| Orders | Orders (create only) |
| Customer Addresses | Customer Addresses |
| MBS Great Plains Entities | Microsoft CRM Entities |
|---|---|
| Customers | Contact or Accounts |
| Customer Addresses | Customer Addresses |
| Inventory (Master) | Products |
| Units of Measure | Units of Measure |
| Price Lists (Master) | Discounts and Price Levels |
| Orders (Sales Order Processing) | Orders |
| Invoices (Sales Order Processing) | Invoices |
The items with the (Master) notation next to them are items that only move from Great Plains to Microsoft CRM and, thus, are said to be mastered in Great Plains. This means that it is not possible to create, update, or delete these records within Microsoft CRM.
For a complete list of the database field mappings for each entity see Appendix A of the Microsoft CRM Integration Guide document, which can be found on the Microsoft CRM Integration Installation CD.
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