Skip to content


CRM and GP as a Bundle

I recently read a good article from Scribe Software on the challenges of integrating ERP’s with Microsoft Dynamics CRM. Link to it here. The white paper concentrates on Data Replication (e.g. keeping you customer list in two places), Data Synchronisation (e.g. Keeping all the phone numbers the same) and Process Integration (moving quotes from CRM to Orders in GP).

The short of this is that replicating data across any two systems is a challenge – but something that is handled pretty well by the SmartConnect templates as well as the Scribe Templates. All of this is good and an essential part of many CRM to GP integrations. But it is not sexy. It is not exciting. It is not inspiring.

While the GP/CRM bundle has to have all the features discussed above – this is not a ‘selling feature’ it is an ‘expected feature’. AccPac, Sales Force, NetSuite all have solutions that Replicate data.

So what should a CRM and GP bundle look like? What makes it Sexy? What makes it sell? What is there about the GP and CRM Dynamics solution that sets it apart?

We all sell the single Dynamics brand and it is time we delivered on the much higher expectations that this branding implies. The data you capture in one end of Dynamics should be used to drive the business. Let me explain some examples of what you should be selling to your customers:

1. Have a scheduled routine that runs once a month, flagging any customer that has purchased a certain $ amount from you during the period (e.g. $45,000) . For each of these customers create an activity within CRM for the relevant account manager to give them a call and ‘Thank them for their business’. Now that’s an integrated system.

2. Use your ERP sales data to drive campaigns (Don’t replicate the data as that is just wasted energy). Lets say you want to sell hosting services to your customer base and your target customers are those that are remote to your office. Have a process that scans all orders through GP for an inventory code called ‘Travel’ and when it finds one, create an opportunity in CRM for the sales team to make some calls. Now that’s an integrated system.

3. Show summarised opportunity data to the operations team in GP. Create an eXtender screen per customer, and populate it each day with the current opportunity value for that customer. Have this screen pop up when ever an item is listed as backorder on an order. Perhaps this information will help in allocating the stock more appropriately. Now that’s an integrated system.

4. What about creating follow up activities in CRM for the sales team – for those customers that have not placed an order for the past 4 weeks? Now that’s an integrated system.

The list can go on for a long time. When you go to talk to a customer/prospect about ‘Dynamics’ this is the vision you should be selling. Why? Because you know your competition cannot do it, it makes sure you customers business runs better, sells more GP and generates good services revenue for your team.

1 Comment

  1. pegasys on March 8, 2010 at 2:05 am

    Like many businesses, the success of your sales department is a crucial element to the overall success of your business. Sales are the ultimate goal for your company. No matter how great a product or service you may have, without an organized and effectively operating sales department reaching out to prospects, managing existing client accounts, and tracking trends in your market, your business

Leave a Comment


Join Us in Chicago at the Zendesk Showcase!
Tech Tuesday: Popdock - Joining the tale of two States
Meet eOne Solutions at Directions EMEA 2023!
Connect with eOne Solutions at SuiteWorld 2023!
What is a Data Lake/Data Lake Management?


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder



Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release Salesforce SmartConnect SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.