PRODUCTS & SOLUTIONS
MICROSOFT DYNAMICS GP
Video - Salesforce and Dynamics GP Integration
Data Sheet - Adapter for Microsoft Dynamics GP
Technical Brief - Dynamics GP Integration
The Scribe Adapter for Microsoft Dynamics GP simplifies data loading into Dynamics GP by using Microsoft eConnect, encapsulating the business rules of Dynamics GP, enforcing the same logic that is applied when you add or change records using the user interface so data integrity is assured.
A sample of the capabilities supported by the Adapter for Dynamics GP and Scribe Insight include:
- The capture of the detailed error messages provided by eConnect - there are over 4,400 unique eConnect error messages that are fully exposed within Scribe’s advanced error reporting and management module, allowing for the quick diagnosis and resolution of error conditions.
- The need to map only changed fields - the Scribe Workbench supports precise field mapping and filtering rules that mean you only need to map those fields that have changed.
- Record matching on any field or combination of fields - the Scribe Workbench supports advanced matching capability for record updating that support lookups on any field, or combination of fields. This ensures that the proper records are updated and that duplicate records are not created.
- Specialized data transformation functions - in addition to over 150 standard, built-in data transformation formulas, there are a number of Dynamics GP specific formulas including functions for phone number and date formatting as well as the automatic generation of unique customer numbers.
- Support for Business Activity Monitoring or BAM - business events can be captured within Dynamics GP and business users can be proactively notified via email or text message, enabling them to take proactive action. For example, a monitor can notify a sales manager when a customer has been placed on credit hold, allowing them to quickly address the issue with the customer.
The Unparalleled Business Advantage
Scribe Insight and the Dynamics GP Adapter offer customers groundbreaking advantages over alternative approaches to integration with Dynamics GP, including:
- Breadth of Capability – The Scribe tool supports a wide range of needs including:
- The initial migration of data from legacy systems
- The occasional, ad-hoc loading of data
- Scheduled or batch integration of data from legacy systems and other applications, such as 3rd party billing or web order entry systems
- Real-time integration with front office and other business applications
- Data cleansing, standardization, and mass update
- Business Activity Monitoring to monitor business events and proactively notify users of recommended actions
- Flexibility and Power – With Scribe, a company can get exactly what they need from their integration. With the power and flexibility of Scribe, combined with an easy to use interface, companies can quickly fashion an integration to meet their unique business needs…no compromise required.
- Adaptability and Upgradeability – Scribe takes the pain out of upgrading or changing an integration process. With Scribe’s component architecture, changes in the technology environment have minimal impact on the integration process itself. For example, if a customer upgrades their Dynamics GP environment, unless there are schema or business rule changes that affect the integration process itself, the upgrade will have no effect on the Solution Template. It is as simple as upgrading the Adapter. If there is a schema or integration rule change, it is a simple matter of a few mouse clicks in the Scribe Workbench.
- Openness – Scribe Insight is an open integration tool that can integrate Dynamics GP with a broad range of environments including Web sites, legacy systems, packaged applications, message brokers, and databases. Out of the box, Scribe provides connectivity to SQL, ODBC data sources, flat files, message queues, and XML documents/messages. Scribe also provides Adapters for many of the leading mid-market CRM applications including Microsoft CRM, SalesLogix, salesforce.com, Pivotal, Onyx, ACT!, and Goldmine.
Integration for Dynamics GP and 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
Integration for Dynamics GP and Salesforce
Scribe provides a Dynamics GP and Salesforce 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 Salesforce, 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. To get started simply import the AppExchange customizations, install the Scribe Insight product and required adapters, and install the Template. The user can then immediately begin customizing the template to meet their particular needs.
Scribe provides additional templates to customers for download on the Web Community at no additional charge including ACT!, Goldmine, and Quickbooks Migrations, automatic update from the donotcall.gov Web service, the Web Leads to Salesforce template, the eCommerce to Dynamics GP template, and more. With Scribe, one investment supports all of your CRM and ERP data integration needs.
Additional Features of the Dynamics GP and Salesforce integration
The following additional features are included in the solution:
- Automatic cascading of Account data from Salesforce to Dynamics GP when orders are placed for customers that are not yet synchronized
- Cross reference values are easily maintained within the Scribe Console user interface
- Default order status values of Submitted, Canceled, and Invoiced
- Default invoice status values of New (not posted), Billed, Canceled, Paid
- Support for Unit of Measure in Dynamics GP and Salesforce
- Fuzzy matching on Accounts/Customers utilizing Scribe’s standard CompanyMatch approach
- Changes and new transactions from Dynamics GP are captured utilizing Scribe’s Publisher for Dynamics GP component and published in real-time via a message queue
- Changes and new transactions from Salesforce are captured utilizing a Query Publisher that compares the SystemModstamp in Salesforce to the LastRunDateTime and published within minutes via a message queue
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