• Home
• Course Catalogue
• Certifications
• Onsite Training
• Scheduled Training
• E-Learning
• Managed Services
• Consulting
• Company
• Special Offers
• News
• Links
• Enquiry And Feedback Form

Training Course Outline

IT Vendor Courses   Microsoft Great Plains Training Courses

M8334: Microsoft CRM 1.2 Integration for Great Plains 7.5

View course dates

Course Duration: 2 days

Course Code: M8334

Course Description:

The first chapter of this course examines the architectural design of Microsoft CRM Integration for Great Plains v1.2. The purpose of this chapter is to introduce you to the key elements of Microsoft CRM Integration and examine in detail the architectural design of the integration product. Microsoft CRM Integration for Great Plains utilizes Microsoft BizTalk Server 2002 Partner Edition as the core integration platform. Other system components include Microsoft Message Queuing (MSMQ), Document Exchange (DX) and Application Integration Components (AIC). Each of these components plays a crucial role in the flow of data between Microsoft CRM and Microsoft Great Plains.

 

For a successful installation of Microsoft CRM Integration for Great Plains, it is crucial that you successfully complete all of the required tasks – from the pre-install environment, the installation, and through the post-installation tasks. The second chapter begins by analyzing various deployment scenarios that will support the integration, as well as the hardware and software requirements for each. We will then review each of the pre-installation requirements in order to make sure that all necessary hardware and software components are in place prior to installing Microsoft CRM Integration for Great Plains. We will perform a series of lab exercises to verify these requirements are satisfied in our classroom laboratory environment that employs the fictitious Adventure Works Cycle and The World Online organizations. Once we have completed the pre-installation tasks, we will review the installation procedure, after which you will actually install the integration software in your classroom deployment. Following the installation, we will review the post-installation requirements that validate the success of the installation, prepare Microsoft CRM Integration for Great Plains for use, and configure the integration to meet our deployment’s business requirements. Each student will install the integration software, as well as perform all pre- and post-installation tasks.

 

In the final chapter, we examine how Microsoft CRM Integration for Great Plains maps and processes the various entities that are integrated between the two applications. The majority of this chapter is spent reviewing the intricacies of how each integrated object is mapped between each application. This will allow us to delve deeper into integration configuration using the Settings and Administration tool. In this chapter, we will learn about which data entities are “mastered” in Microsoft Great Plains, and which data entities are integrated bi-directionally. We will examine how customers in Microsoft Great Plains are integrated with accounts and contacts in CRM, and how customer addresses in Great Plains are integrated with account and contact addresses in CRM. We will review sales order integration between the two applications, and how Great Plains backorders are integrated in CRM. And lastly, we will examine how invoices, price lists, units of measure, products, and inventory quantities are updated in Great Plains and integrated into CRM for visibility purposes.

Prerequisites:

Before attending this course, students must have:

- Completed the Microsoft CRM Installation and Configuration course.
- Completed the Microsoft CRM Customization course.
- Knowledge of Microsoft Business Solutions–Great Plains is not required

This course includes the following modules:

Microsoft CRM Integration for Great Plains v1.2 Architecture

• System components required to implement the integration
• Integration architecture
• How data is sent from Microsoft CRM to Microsoft Great Plains
• How data is sent from Microsoft Great Plains to Microsoft CRM

Deployment and Installation

• Deployment components
• Deployment scenarios
• Pre-installation tasks
• CRM Integration for Great Plains installation
• Post-installation tasks
• Integration configuration
• Message Viewer diagnostic tool
• Settings and Administration tool
• Installation Best Practices

Understanding Data Transactions

• Entities that are integrated between CRM and Microsoft Great Plains
• Customers, Accounts, and Contacts
• Addresses
• Sales orders created in Microsoft Great Plains
• Microsoft Great Plains backorders
• Sales orders created in CRM
• Invoices
• Items and products
• Inventory quantities
• Product Kits
• Price Breaks and Discounts
• Product price lists
• Pricing limitations

 

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

Save as PDF

Print this course