Recently during a client’s Microsoft Dynamics CRM & Dynamics GP systems upgrade, KTL Solutions also had to upgrade Scribe, move the application server, and move
I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.
Continuing from my previous post about Dynamics GP & CRM integration I will go over the tools and technical details on the integration. You don’t have to decide on the integration tool right from the beginning, again it will depend on your requirements and also keeping in mind your future needs. The marketplace is flooded with a lot of integration tools for GP and CRM so take your time in understanding your needs and then choose the integration application.