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Dynamics CRM Merge StarterPak

This UtilityPak contains maps that can be used in Scribe Online to merge accounts, contacts, leads, or incidents in Dynamics CRM. This document includes some information on the Merge functionality of the Scribe Connector for Dynamics CRM, the related use case and Map design, and steps to implement them

 

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User Guide >

Dynamics AX Sample Maps StarterPak

The Scribe Dynamics AX Sample Maps outline best practices and strategies for dealing with common integration considerations and AX specific integration considerations.  Areas of focus include preventing bounce backs, methods of data transformation, working with related entities, and working with ETags.

The setup package includes not only CRM/AX mappings, but also some TEXT/AX mappings in order for you to have an easier time swapping out the text connection with whatever other systems you require to integrate AX with.

 

Resources : 

User Guide > 

Microsoft Dynamics CRM to Salesforce Migration

The Scribe Dynamics CRM to Salesforce StarterPak encompasses Users, Accounts, Leads, Contacts, Products, Pricing, Opportunities, and Quotes. This StarterPak includes Notes, Attachments, Events/Appointments, and Tasks, and provides a starting point for migrating data from Dynamics CRM to Salesforce. The StarterPak does not support the Salesforce Group or Dynamics CRM Team concepts. All records are owned by a single user.

Use the Dynamics CRM to Salesforce StarterPak as a tool to…

  • Accelerate your development of a solution to migrate data from Microsoft Dynamics CRM to Salesforce
  • Learn best practices on how to setup your Dynamics CRM to Salesforce migration

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HubSpot and Dynamics CRM Sales and Marketing Synchronization

Scribe’s StarterPak for HubSpot And Dynamics CRM Sales And Marketing Synchronization provides a starting point for integrating Dynamics CRM and HubSpot. It encompasses maps for leads, contacts, companies/accounts, and deals/opportunities.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

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API Endpoints (REST/SOAP/JSON/XML)

REST APIs are an extremely common method of communication for modern applications. Scribe Online has several methods available to consume these REST endpoints, allowing communication with applications that Scribe may not have a named application connector for. By leveraging one or several of these connection methods, you will be able to satisfy the requirements of your integration with REST based endpoints.

  • Request/Reply Integration Maps – Scribe hosts a REST Endpoint and accepts incoming JSON POST calls, allowing simple processing of inbound commands.
  • Message Integration Maps – Scribe hosts a REST Endpoint and accepts incoming XML messages with guaranteed delivery.
  • Fast Connector Framework – The Fast Connector Framework leverages a plugin to Visual Studio which allows a simple, wizard driven approach to creating integration with REST Endpoints. Connectors built with this framework can be used across the entire Scribe Platform.
  • Connector Development Kit – Scribe’s Connector Development Kit allows full access to the connectivity SDK of Scribe’s Platform, meaning you can create connectors that leverage REST, XML, SOAP or any other means of communication protocol.

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Microsoft Dynamics NAV Sample Maps

This StarterPak provides a sample set of integrations utilizing the Microsoft Dynamics NAV Connector for Scribe Online. These maps provide some basic mapping logic and are meant to be a learning tool for you to discover how NAV’s OData connection works and how best to work with the different types of objects that are exposed. You can build upon these sample maps and leverage them in your own customized integration with NAV and CRM.

The setup package includes not only CRM/NAV mappings, but also some TEXT/NAV mappings in order for you to have an easier time swapping out the text connection with whatever other systems you require to integrate NAV with.

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Salesforce to NetSuite Opportunity Sales Order

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce.com Sales Order data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

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Salesforce to NetSuite Customers

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce.com Customer data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Salesforce to NetSuite Contacts

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce.com Contact data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Salesforce to Microsoft Dynamics CRM On-Premise/CRM On-Line Migration

This StarterPak provides a baseline set of maps that you can leverage to migrate your Salesforce.com data to Microsoft Dynamics CRM. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Salesforce Marketing Cloud and Salesforce.com

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce Marketing Cloud Email and Subscriber data with Salesforce.com. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Salesforce Marketing Cloud and Dynamics CRM

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce Marketing Cloud Email and Subscriber data with Microsoft Dynamics CRM. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite to Salesforce Products and Pricing

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Products and Pricing with Salesforce.com. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite to Salesforce Customers

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Customer data with Salesforce.com. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite to Salesforce Contacts

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Contact data with Salesforce.com. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

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