Integrating Microsoft Dynamics GP Sales Order and Invoice serials / lots into Microsoft Dynamics CRM Order / Invoice lines

Integrating serial and lot numbers between Dynamics GP and Dynamics CRM can be valuable if you need visibility into the serial numbers or lots associated to a sales document line within Microsoft Dynamics CRM.    By default Serials / lots that are associated to Microsoft Dynamics GP Sales order or Invoice lines are NOT integrated…

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Integrating Microsoft Dynamics AX 2012 inherited tables with Connector for Microsoft Dynamics

Several questions have been raised recently regarding how Connector for Microsoft Dynamics supports integrating data to and from Microsoft Dynamics AX 2012 inherited tables.  These tables normally are implemented similarly to how the DirParty tables are implemented in the base application and I will use Connector’s support for those tables as an example of how…

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Dynamics Integration security role Create permissions

Recently a few customers have discovered that the Dynamics Integration security role the Connector for Microsoft Dynamics solutions create when they are imported in to Microsoft Dynamics CRM, has Business Unit create privileges for the majority of the entities in the Microsoft Dynamics CRM system.  As we see here for the Order, Invoice and Quote…

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Considerations for designing a single Microsoft Dynamics CRM organization to multiple Microsoft Dynamics ERP Companies integration

The latest release of Connector for Microsoft Dynamics supports integrating multiple Microsoft Dynamics ERP companies into a single Microsoft Dynamics CRM organization. Connector supports these scenarios if an instance of a Microsoft Dynamics CRM entity can tell Connector which company in the Microsoft Dynamics ERP it needs to be sent to. When this occurs, Connector…

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I’ve customized my Dynamics system. Can I still use Connector?

We’ve heard from a few customers that they have questions on how Connector works when they’ve made customizations to Dynamics, either to Dynamics CRM or to their Dynamics ERP. Connector is still a great choice for you to use to synchronize data between your Dynamics ERP and Dynamics CRM, even if you’ve customized one or…

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