Microsoft Dynamics GP Integration Tools Review
Lotus Notes/Domino remarks. Also we need to give mind set change advise to Lotus Notes/Domino switchers to MS CRM. Lotus is designed to incorporate files and documents (such as MS Word, Excel, Power Point, etc.) into its database why it is efficient in Lotus answer is simple Lotus is not a relational database. At the same time MS SQL Server MS CRM DB platform is perfectly relational. So go ahead and make attachments, but do not try to make your CRM database be the repository of your documents. It is also possible to use Lotus as your documents repository and programmatically realize the links from MS CRM objects to documents, stored in Lotus Notes/Domino. Also it is possible to have Lotus/Domino playing the role of email server (instead of MS Exchange) but this is outside of the scope.
Rw_ functions in Great Plains Dexterity. When you need cross-modules data on the same report (Bill of Lading, which you could produce on the base of Picking List) you need to move the report you want to customize into your custom DYNAMICS.DIC and fill the gaps with RW_ functions these are allowed to be placed on the report with parameters
If ReportWriter doesnt do the job:
Attachment to MS CRM Notes. You may attach Office docs as file attachment to MS CRM Note. It is bullet-proof method, however you should be aware that it is not that simple for the user to attach files, especially web interface, which may work slow. The second drawback you are actually copying document into MS SQL Server database and you may quickly increase its size and degrade efficiency.
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At the same time Microsoft Business Solutions reopened Great Plains Source visual studio test professional subscription 2017 promo code program for MBS partner channel, this signals to us that we need to rehabilitate old Great Plains/Microsoft Dexterity based tools: ReportWriter, Microsoft Dexterity itself to customize Microsoft Dynamics GP so-called fat client. Please read below balanced and reasonably conservative Microsoft Great Plains / Microsoft Dynamics GP 9.0 report design overview:
Custom Reports. You do not have parameters entry interface for your custom reports, but you could use restrictions to restrict the selection. Custom reports could be used to export data from Great Plains in text (and then Excel format)
Advanced ReportWriter programming
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Seamless integration with Great Plains forms the most typical scenario you modify SOP_Long_Invoice_Form or SOP_Blank_Invoice_From and then print your invoices with modified form usually with your logo and changed formats and positions of the fields
Crystal Reports. Current version 8.0 and 8.5 (July 2005) are MS SQL Server based, where Crystal Report could work at will and produce all the desired links we recommend you to base Crystal Report on SQL Stored Procedure or SQL View. You call Crystal Report engine via Modifier/VBA you need Customization Site Enabler license. If you are on Great Plains Standard version: If you liked this posting and you would like to receive much more details pertaining to please click the next website kindly stop by the web site. 7.5, or Great Plains Dynamics/eEnterprise 7.0, 6.0, 5.5 or 5.0 Btrieve/Pervasive SQL/Ctree you need to install Pervasive SQL driver (or Faircomm driver for Ctree)
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Microsoft Office Information Bridge Framework for Microsoft CRM this tool is sometimes misunderstood. It is the other way integration from MS Office documents you can link to MS CRM objects (including proposals). This solution however works in the realm of MS CRM security model and requires the user, who opens MS Office document have MS CRM user id (and so the user license)
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MS SharePoint. This is probably the best MS Office documents repository which could be seamlessly integrated with MS CRM, in this case MS CRM links to the repository, not imports the whole documents into MS SQL database. Sharepoint integration is subject for dedicated article and might be realized with elements of MS CRM programming (MS CRM SDK)
