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Integrate CRM into GP

  • 1.  Integrate CRM into GP

    SILVER CONTRIBUTOR
    Posted 26 days ago
    Hello folks.  We are wanting to integrate our Dynamics CRM into GP.  Does anyone have any suggestions for vendors to use or even vendors to stay away from?  I would appreciate any input you may have.

    Thanks!

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    Scott Glisson
    Director, Enterprise Applications
    Randall-Reilly, LLC
    Tuscaloosa AL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Integrate CRM into GP

    TOP CONTRIBUTOR
    Posted 26 days ago
    Hi Scott-

    There is a vendor called eOne that makes a product called SmartConnect. They have out of the box integrations with the products for 365 to GP and GP to 365. I've used the software for about eight or nine years now. Not that expensive and can also automate a bunch of stuff in both 365 and GP. Support is great too.

    Let me know if you'd like more info or want to see it in action.

    Thanks.
    Joe

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    Joseph C. Markovich
    Valparaiso IN
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Integrate CRM into GP

    SILVER CONTRIBUTOR
    Posted 25 days ago
    Hi There

    As usual, the answer is - It Depends.
    in this case it depends on whether you have a DBA or coding skills available to you or not.

    If you do, then you could utilise the GP web services to do the integration.

    There is already a thread on this at https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=051249cd-b192-44bc-ab49-41ba4a4920da&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

    Regards



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    Paul Smith
    SSAFA
    London
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Integrate CRM into GP

    SILVER CONTRIBUTOR
    Posted 25 days ago
    We've been doing this for over a decade, since CRM 1.2. We started on Scribe Insight but the growing cost and complexity of that solution led to us switching to Kingsway's SSIS-based solutions. I am aware of SmartConnect, too, but we decided Kingsway worked for us. I am good to discuss further with you if you need more information.

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    David

    David Vaughan
    Manager, Information Systems
    ProResp Inc.
    London ON
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Integrate CRM into GP

    GOLD CONTRIBUTOR
    Posted 25 days ago
    Like others have said - it depends. We have several fairly deep integrations, and have built our own using the D365 SDK, and Gp eConnect, and some SQL stored procedures.

    If you have some fairly simple integrations (like syncing vendor/customer/account entities) and have Office 365, then you might want to take a look at Microsoft Power Automate (fka Flow).  It is a code-less service that you can use to build integrations like this, but has connectors to a myriad of other systems.  We use it quite a bit to handle SharePoint documents, and to convert e-mailed spreadsheets into transactions in GP.

    There are lots of partner/vendors that can do integrations like this, I would suggest starting with your GP partner for recommendations.  I would definitely focus on finding a development org that focuses on GP, as the CRM developer skill set is a more general developer skill set, while a lot of the GP tools are more specialized and require a few years of knowledge to know some of the gotchas in the tool set. You don't want to spend your development dollars for someone to learn a new system.


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    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Integrate CRM into GP

    TOP CONTRIBUTOR
    Posted 25 days ago
    Does Power Automate have a GP connector? That would be great!

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Integrate CRM into GP

    GOLD CONTRIBUTOR
    Posted 25 days ago
    No OOB GP connector in Power Automate that I could see, but you can connect directly to SQL.

    If you don't require business logic (i.e. customer address/phone), you could go direct to tables, if you do require business logic (i.e. credit limit checks / transactions) then you can always write to a separate 'staging' SQL table, then have a SQL stored procedure or .NET eConnect, or even third party tool handle moving it from the table to GP.

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    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Integrate CRM into GP

    TOP CONTRIBUTOR
    Posted 25 days ago
    Hi @Scott Glisson,

    There are three potential decisions to make:
    • Will we use a partner to do the integration for us, or will we do it ourselves? If using a partner, which partner will we use?
    • If we're doing it ourselves, what solution will we use to do the integration?
    • If we're using a partner to do the work, do we care what solution they use, or will we let them make the choice?

    Using a Partner?
    This is usually fairly self-evident. Do you have the expertise and bandwidth available internally to setup and maintain the integration? Or would you prefer your resources be freed up to focus on strategic business outcomes and outsource more tactical technology work such as the integration?

    How do you choose a partner? The best approach is probably to ask some of your peers for a referral. Someone suggested asking your GP partner for a referral, which is a great idea. Or see if you can get another end-user who has already chosen a partner that they like and ask them their opinion.

    What Solution?
    I've seen the primary ones already mentioned here: eOne, Scribe, Kingsway. There are others, but these 3 are fairly frequently used for D365 projects. We tend to prefer Scribe for the right combination of power, support, flexibility. But the other two have been used successfully as well.

    Other considerations:
    • You could do some coding to integrate using the APIs of the solutions. But I recommend steering clear of that. Creating and maintaining code for this type of work gets very expensive and frustrating.
    • Do you have any other integrations in your organization, or are you planning to? It's a good idea to have an integration system of record to minimize the number of solutions you're supporting. Try to select a solution you can use for all your integration projects if possible.



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    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
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    Academy - Online Interactive Learning from Experts


  • 9.  RE: Integrate CRM into GP

    GOLD CONTRIBUTOR
    Posted 25 days ago

     

    Hi Scott,

     

    We are using eOne SmartConnect to push data from GP to CRM. This works fine.

    We are also using eConnect to access GP from some of our CRM applications.

     

    Caution with smartConnect!

    We were using eOne SmartConnect to sync the contacts/accounts from CRM to GP. They install a plugin in CRM. This has never worked reliably. We had many errors, especially when creating records concurrently in CRM (via workflows or via multiple users).

    The issue was caused by their service that did not handle multithreading very well. Some of the calls would fail.
     

    We replaced SmartConnect by writing our own service that syncs the records using the GP REST service SBA. This works fine, but it took some effort to implement.

    Note that SBA has also a 'multithreading' limitation whereas you need one GP user per client that calls SBA concurrently. To avoid dealing with multiple GP users, we just use one GP user, queue all the requests, and process them serially.

     

    Hope this helps
    Christian



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    Christian J. Betrisey
    Software Developer
    American College of Emergency Physicians
    Irving TX
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    Academy - Online Interactive Learning from Experts


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