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Microsoft Dynamics CRM

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 >

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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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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Microsoft Dynamics CRM for Insight

Scribe’s connector helps you integrate Microsoft Dynamics CRM with other applications and includes:

  • Support for all deployment options available with Microsoft Dynamics CRM; customer deployed, partner hosted, or Dynamics 365
  • Exposes virtually every entity in Microsoft Dynamics CRM to create, read, update and delete data.
  • Supports custom fields and custom entities.
  • Presents relationships between entities to support more powerful query operations.
  • Can be used for bi-directional integrations, data loading and migrations.
  • Support for creating and removing custom many-to-many relationships between records in the Microsoft Dynamics CRM system.
  • Support for Microsoft CRM Workflow
  • An easy to use interface for viewing and validating picklist values for Dynamics CRM drop-down lists
  • Use the Microsoft Dynamics CRM API’s impersonation capabilities to perform actions available only to non-interactive users.
  • Supports CRM’s integration mode.
  • Optimized performance with the Microsoft Dynamics CRM’s API bulk load method and Scribe’s proprietary “fast load” capability

Use the Dynamics CRM Connectors to…

  • Synchronize financial data such as invoice, orders, and other relevant information your sales people need.
  • Automate resource intensive processes such as sales order processing and quote approvals.
  • Reduce and remove manual process to get marketing and social data synchronized with Microsoft Dynamics CRM.
  • Automate your prospect to lead conversion between your marketing applications
  • Give your sales people greater and richer intelligence about their customer in one place, Microsoft Dynamics CRM.

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Microsoft Dynamics 365 Sales and Service

With Scribe’s Microsoft Dynamics 365 Sales and Service Connector, you have access to all of your data in Microsoft Dynamics 365, both in standard objects but also all of your custom objects and fields. You also have access to the entire suite of connectivity Scribe has to offer in order to quickly create scalable integrations for your business. The Dynamics 365 Sales and Service Connector can be used to keep CRM data up to date with other systems, to migrate data to or from Dynamics 365 Sales and Service, or to replicate data for reporting and analysis.

Scribe’s Dynamics 365 Sales and Service Connector includes:

  • Support for Microsoft Dynamics 365 Sales, Customer Service, Field Service and Project Service modules
  • Also compatible with Microsoft Dynamics CRM on-premise and partner-hosted
  • Exposes virtually every entity in to create, read, update and delete data
  • Supports custom fields and custom entities
  • Presents relationships between entities to support more powerful query operations
  • Can be used for bi-directional integrations, data loading and migrations
  • Support for creating and removing custom many-to-many relationships between records
  • Support for Microsoft Dynamics 365 Workflow
  • An easy to use interface for viewing and validating picklist values for drop-down lists
  • Use the Microsoft Dynamics 365 API’s impersonation capabilities to perform actions available only to non-interactive users
  • Supports Dynamics 365’s integration mode
  • Optimized performance with the Microsoft Dynamics 365 API’s bulk load method

Use the Microsoft Dynamics 365 Sales and Service Connector to…

  • Synchronize financial data such as invoice, orders, and other relevant information your sales people need
  • Automate resource intensive processes such as sales order processing and quote approvals
  • Reduce and remove manual process to get marketing and social data synchronized with Microsoft Dynamics 365
  • Automate your prospect to lead conversion between your marketing applications
  • Give your sales people greater and richer intelligence about their customer in one place, Microsoft Dynamics 365

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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.

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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.

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NetSuite to Microsoft Dynamics CRM Contacts

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Contact 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.

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NetSuite to Microsoft Dynamics CRM Products and Pricing

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Product and Pricing 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.

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NetSuite to Microsoft Dynamics CRM Customers

This StarterPak provides a baseline set of maps that you can leverage to integrate your NetSuite Customer 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.

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Microsoft Dynamics GP to Microsoft Dynamics CRM

This StarterPak provides a baseline set of maps that you can leverage to integrate your Microsoft Dynamics GP system 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:

Microsoft Dynamics NAV to Microsoft Dynamics CRM

This StarterPak provides a baseline set of maps that you can leverage to integrate your Microsoft Dynamics NAV system 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.

The Dynamics NAV to Dynamics CRM StarterPak helps you setup and configure a bi-directional integration between these applications so that order history, invoice history, product lists, prices, and more information are accessible from either system. The StarterPak relies on both the Dynamics NAV connector and the Dynamics CRM connector.

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Microsoft Dynamics GP and Microsoft Dynamics CRM Customer, Order, and Invoice Synchronization

This StarterPak provides a baseline set of maps that you can leverage to integrate your Microsoft Dynamics CRM Customer and Order data with Microsoft Dynamics GP. 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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