MICROSOFT DYNAMICS^® CRM

Scribe provides a Dynamics GP and Dynamics CRM template as a highly functional starting point that can be used as-is and can also be extended and customized to meet each customer’s needs. The Scribe template is used with Scribe Insight, the Adapter for Dynamics GP and the Adapter for Dynamics CRM, so customers can use the product to easily integrate with other in-house systems, import leads from their Web site in real-time, load marketing lists, integrate with order entry systems, and migrate data from previous customer systems.

This component architecture also enables customers to implement the Template in phases or pick and choose the elements of the Solution that they require. For example, a customer may not wish to implement order integration initially (or in some cases never) but can still synchronize customer activity (accounts, contacts, invoices) between Dynamics GP and Dynamics CRM. This modularity enables customers to implement the Template “right-sized” to their exact needs.

In addition, since the Scribe Insight product represents the general integration tool for hundreds of Microsoft’s top Dynamics CRM and Dynamics GP partners, there is no shortage of resources to help customers customize the Template for their business. Scribe’s on-line training curriculum and Web Community containing documented best practices resources, enable customers and partners to take full control of their implementations, now and in the future.

Additional Features of the Dynamics GP and Dynamics CRM integration

The template comes pre-built with business activity monitors that alert sales management and teams about key customer trends and actions including:

• Large order notification
• Low or high order rates
• VIP customer order
• Delayed order shipments

The template also includes views that support key business intelligence including:

• Product sales by rep or region
• Up-sell/cross-sell analysis
• Order fulfillment efficiency
• Seasonal trend analysis by product

The Scribe Template for Dynamics NAV and Dynamics CRM

Scribe provides the Dynamics NAV and Dynamics CRM Template as a highly functional starting point that can be used as-is and can also be extended and customized to meet each customer’s needs. The Scribe Integration Template is used with Scribe Insight, the Adapter for Dynamics CRM and the Adapter for Dynamics NAV, so customers can use the product to easily integrate with other in-house systems, import leads from their Web site in real-time, load marketing lists, integrate with order entry systems, and migrate data from previous customer systems.

The Dynamics NAV and Dynamics CRM Template offers migration and integration for:

• Customer, Address – This data can be created or modified in either Dynamics NAV or Dynamics CRM and the additions or changes will be synchronized with the other application. Scribe’s match component provides smart matching to avoid the creation of duplicate customers and to facilitate an initial synchronization of existing Dynamics NAV and CRM environments.
• Master Product Catalog – This data is mastered in Dynamics NAV and replicated to Dynamics CRM to support the order process needs in CRM.
• Orders – Orders are created in Dynamics CRM and may be modified in Dynamics CRM until that order is submitted to Dynamics NAV. As the order is updated in Dynamics NAV, the updated information is provided to Dynamics CRM.
• Invoices – Invoices are created in Dynamics NAV and replicated to Dynamics CRM. Posted invoices in Dynamics NAV are also included.

For more detailed information about migrating and integrating with Microsoft Dynamics CRM using Scribe Insight, please review our white papers and technical briefs.