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Linking to CRM from our ERP system

  • 1.  Linking to CRM from our ERP system

    D365UG/CRMUG ALL STAR
    Posted 5 days ago
    We have an ERP and Project Management system that our team uses to manage proposals.  We sync the proposals to CRM (read only) but often they would like to hop into CRM to add an activity to the proposal record.  We would like to add a hyperlink from our ERP/PM system to the particular record in CRM so the notes/activities can be added.  Although we have the proposal records in CRM, we do not sync any data back from CRM to our ERP/PM system, so we do not store the GUID anywhere outside of CRM.  We do have a unique identifier on both systems that can be used to match them up. Any idea how this can be accomplished? Thanks!

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 2.  RE: Linking to CRM from our ERP system

    SILVER CONTRIBUTOR
    Posted 4 days ago

    Short of having more integration tools at your disposal (i.e. SSIS/Kingswaysoft or SCRIBE or other similar tools) you could consider creating a Power Automate to update an external table to house the Dynamics GUID's along with the external ID that you share between the systems so that your ERP could construct a full URL to the specific record in Dynamics from this.  Some work would need to occur in your ERP system but this might provide you with some ideas on how to accomplish this without more complete integration tools. 

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  • 3.  RE: Linking to CRM from our ERP system

    D365UG/CRMUG ALL STAR
    Posted 4 days ago
    @William Suycott - thank you! I will send this over to our IT group. We do use KingswaySoft to get data into CRM from our ERP system. We do sync some data both directions, but unfortunately not the proposal records.  Thank you for the suggestion!​

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 4.  RE: Linking to CRM from our ERP system

    SILVER CONTRIBUTOR
    Posted 3 days ago
    My suggestion is to change the copying of the data to use Flow and trigger it when a record is added to the ERP.  It would then create the record in Dynamics and you could have a workflow fire that would populate the record link in a new text hidden text field.  Delay the flow for a minute while this workflow does its thing, then copy the link back to the originating record in the ERP.  I did something similar to this a few years ago and it worked very well.


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    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
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