The CRM-ERP Connector is a free tool from Microsoft that allows Microsoft Dynamics CRM and the Dynamics ERP systems (GP, NAV and AX) to integrate. Connector provides seamless data-flow between the two systems, allowing users to see the complete 360-degree view of their customer history and sales pipeline. Connector allows organizations to share data without having to ask for it.
Connector takes some skill and knowledge to install, and it is recommended that interested companies contact a certified Microsoft ERP and/or CRM partner to handle the installation. There are specific requirements on both the ERP and CRM ends, and integration of the entities (Account, Contacts, Products, etc.) should occur in a particular order. Connector comes with an out-of-the-box map to integrate entities in both systems. These integrations can be customized, however, to suit an organization’s particular needs. Custom fields can also be integrated.
Microsoft has created a blog specifically for Connector. The site provides many helpful insights and several case studies. The installation guide is also very informative and highly recommended for installers and users alike. 2B Solutions recently installed Connector for a longtime GP user who also recently added Dynamics CRM 2011 on-premise. In just a few months, the integration is already providing the company new insights into their customer base, streamlining data entry, and highlighting cross-selling opportunities.
2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM)and mobile applications to improve the ability of businesses to respond to their customers and critical events from anywhere. Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, and government. Our custom mobile applications include 2B-Inventory – a complete mobile inventory and store management application for retailers and warehouses. 2B Solutions has also developed mobile applications for mobile sales, asset tracking, and event tracking among others. 2B Solutions is a certified Microsoft Partner with competencies in Microsoft Mobility Solutions, Microsoft Business Solutions and ISV/Software Solutions.