GP and CRM Integration

For those who would like to get GP and CRM integrated, I am highly recommend using Scribe. Scribe provides a template for the integration. All of the standard fields are pre-mapped, what you needed to do is to modify the template for any custom fields that you created in CRM or GP that you would like them to integrated.

In order to do the integration, you need eConnect for getting data out of GP which eConnect is provided to you for free. You also need Scribe Workbench (Tool to define the mappings), Scribe Insight (Like a job scheduler), CRM Adapter and GP Adapter. The cost of the Scribe pakage is around $4,000, which can save you a lot of time and effort comparing to other integration methods. The other benefit of using Scribe is that you can use Scribe for other data integration and migration.

Access Rights Mask

If you wonder how the number is generated for access certain records in CRM. Here's a reference for you.

Access Right Values:

Read = 1
Write = 2
Append = 4
AppendTo = 16
Create = 16
Delete = 65536
Share = 262144
Assign = 524288

So if you want to grant read and write access, then just add up the read and write value. (e.g. Read (1) + Write (2) = ReadWrite (3) )

Welcome

Welcome to Darren's CRM Blog! I started this blog so I can post some of the customizations that I did on the projects that I have worked on. In here, I would like to thank Byran Phillips and Jeremy Hofmann for "making" me starting this blog. :=)