Overview

Disconnected processes and technologies lead to inefficiencies and errors in any business.  As customers use Microsoft Dynamics GP and Microsoft CRM to manage their business, there is a need to streamline business processes to increase productivity and improve the bottom-line. The Microsoft CRM Connector for Microsoft Dynamics GP connects critical business processes such as sales orders, inventory status checks, and customer credit limit verifications in real-time, to speed up accurate fulfillment of orders. With this integration, businesses benefit from increased revenues and productivity, ultimately improving their profitability.

The GP Connector supports the integration of Microsoft CRM 3.0 with Microsoft Business Solutions Great Plains 8.0 or Microsoft Dynamics GP 9.0.

Key Features and Benefits

Integrated sales order processing (SOP) increases efficiency, reduces errors, and empowers sales users

• Create orders automatically in Microsoft Dynamics GP once an order is created in Microsoft CRM
• Check order status and tax information in Microsoft CRM on order submission
• Track order status and invoice Status in Microsoft CRM
• Calculate sales commissions accurately
• Create invoices automatically in Microsoft CRM when a sales order is invoiced in Microsoft Dynamics GP

Flexible customer integration provides complete view of customers, minimizes credit risk and increases cross-sell and up-sell opportunities

• Ability to control customer creation in Microsoft Dynamics GP
• Ability to view customer credit information before creating an order in Microsoft CRM

Single view of Product and Price information reduces errors and increases customer satisfaction

• Standardization on the Microsoft Dynamics GP Product information and pricing Engine between Microsoft Dynamics GP and Microsoft CRM
• Ability to view Microsoft Dynamics GP inventory site details in Microsoft CRM

Deployment flexibility (one/two/three servers) lowers total cost of ownership (TCO)

Simplified administration and monitoring reduces operational costs. Microsoft CRM Connector for Microsoft Dynamics GP includes a tool to:

• Monitor integrations
• Diagnose failures
• Resubmit single or multiple failed messages

Initial Data Migration and Synchronization to reduce deployment time. Microsoft CRM Connector for Microsoft Dynamics GP includes a tool to:

• Migrate data to/from Microsoft Dynamics GP to Microsoft CRM
• Correlate and link similar data in Microsoft Dynamics GP and Microsoft CRM to keep them synchronized

Easy and powerful customization. Microsoft CRM Connector for Microsoft Dynamics GP includes a tool to:

• Modify out-of-the-box integration points
  • Add new entities
  • Modify existing maps between entities
• Override integration logic with custom logic
   

The Microsoft CRM Connector for Microsoft Dynamics GP requires BizTalk Server 2004 as a pre-requisite. Microsoft is excited to provide you a limited use version of BizTalk Server 2004 as a part of the Microsoft CRM Connector for Microsoft Dynamics GP download at no additional charge as a special promotion through June 30th, 2006. This limited use license allows for the usage of BizTalk Server with Microsoft CRM and Microsoft Dynamics GP only. Pricing for this pre-requisite after June 30th will be announced before this promotion expires.  If you already own a full use BizTalk Server license, that, of course, may be used for this integration, as well.

System Requirements

Microsoft CRM Connector for Microsoft Dynamics GP supports various deployment configurations. The supported operating systems for the different deployment configurations are:

Single Server Deployment: Microsoft CRM 3.0, Microsoft Dynamics GP, Microsoft CRM Connector for Microsoft Dynamics GP on a single server.

Supported Operating Systems (for Microsoft CRM   Connector for Microsoft Dynamics GP):
1. Small Business Server 2003 SP1
2. Windows Server 2003 SP1

Two Server Deployment: Microsoft CRM 3.0 on one server, Microsoft Dynamics GP and Microsoft CRM Connector for Microsoft Dynamics GP on another server

Supported Operating Systems (for Microsoft CRM Connector for Microsoft Dynamics GP):
1. Windows Server 2003 SP1
2. Windows Server 2000 SP4

Three Server Deployment: Microsoft CRM 3.0, Microsoft Dynamics GP and Microsoft CRM Connector for Microsoft Dynamics GP all on separate servers:

Supported Operating Systems (for Microsoft CRM Connector for Microsoft Dynamics GP):
Windows Server 2003 SP1
Windows Server 2000 SP4

Note, for the above operating systems, the following editions are supported:
1. For Windows Server 2003 SP1 Enterprise and Standard Edition are supported
2. For Windows Server 2000 SP4 Advanced and Standard Edition are supported
3. For Small Business Server 2003 SP1 Premium Edition is supported

Download

Microsoft Dynamics CRM Connector for Microsoft Dynamics GP

Microsoft Dynamics CRM Connector for Microsoft Dynamics GP User Guide