May 13, 2011 at 9:06 am
ashaaban (5/13/2011)
Yes I want to make sure when I go to CRM and check ptp data, to be able to view the live data from the other application related to that ptp and vice versa. example: if an address was changed in the application for a ptp, I want to be able to see the new address when I check this ptp in CRM. Is this clear?
What is ptp?
I'm not sure what you meant by "integrate"; that could mean a lot of different things?
Are the data transfers supposed to be bidirectional?
The Data that is entered into you Database (ptp?) needs an initial load into GP?
You want your Database to perform ongoing inserts & updates into GP?
Do you want Data entered into GP to populate your Database?
Is you Database on the Same Server as the CRM?
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May 13, 2011 at 9:27 am
sorry, I meant "participant".
yes,the data transfers suppose to be bidirectional
The Data that is entered into you Database (ptp?) needs an initial load into GP?
yes
You want your Database to perform ongoing inserts & updates into GP?
yes
Do you want Data entered into GP to populate your Database?
yes, (it is only going to be updates, like updating an address)
Is you Database on the Same Server as the CRM?
no, different servers, same location.
what I meant by integrate, is to be able to get MSCRM to connect to other database.
May 13, 2011 at 9:50 am
Why do you have a separate ptp database? What is ptp and what does it do?
It is unfortunate that you can't create an application that uses GP Data and your ptp data without duplicating.
You can't use a trigger on GP Tables or you would void the support contract.
Do you have DateTime Stamps on all of the Tables that are involved? If so then you could create a Stored Procedure to update your Database.
You will need an SSIS Package to perform an initial load of your data as a package that performs routine updates.
For better, quicker answers on T-SQL questions, click on the following...
http://www.sqlservercentral.com/articles/Best+Practices/61537/
For better answers on performance questions, click on the following...
http://www.sqlservercentral.com/articles/SQLServerCentral/66909/
April 26, 2012 at 12:29 am
By taking in to account successful assignments and how the software was used to improve business goals and achievements, it is possible to create a plan which will work for your organization. By successfully organizing all the information, creating and maintaining a good customer base and keeping all the principles of CRM in mind, the effectiveness and quality of work can be vastly improved.
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