Integration Bridge for Microsoft CRM

Integration Bridge
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Nolan Computers' Integration Bridge for Microsoft Dynamics CRM is a simple, yet powerful, solution for keeping data synchronized between Microsoft Dynamics GP and Microsoft Dynamics CRM.

 

Demonstration

For a video demonstration of Integration Bridge, download or view online.

If you would like a live demo of our Integration Bridge, please contact us.

 

Integrations

The Integration Bridge was designed with flexibility and simplicity in mind. The "Out-of-the-box" configuration comes with the following integrations turned on and with default mappings:

  • Accounts/Customers - Both ways
  • Addresses - Both ways
  • Orders - Both ways (Microsoft CRM -> Microsoft Dynamics GP is only new orders)
  • Products - Microsoft Dynamics GP -> Microsoft CRM
  • Price Lists* - Microsoft Dynamics GP -> Microsoft CRM

There are also additional plugins you can get for:

  • Field Service Support Calls - Both ways
  • Field Service Contracts - Both ways

Field Mappings

Each integration will come with some default mappings setup for you. But, you can customize the system to fit your needs by setting up mappings that are:

  • One-to-one - Where the destination field is pulled directly from a source field
  • Constant value - When every integrated object will have the same value for a specific field (like the "Customer Source" field always being "GP").
  • C# Scripting - Add C# scripting on any field mapping to do complicated data manipulation.

Customize

But this is just the beginning! While the Bridge will come "out-of-the-box" with all the integrations on with some default mappings, you can customize the system endlessly by:

  • Adding Filters - Add filters on any integration to prevent all data from being integrated. This is useful if you have Accounts in Microsoft CRM that you don't necessarily want in to Microsoft Dynamics GP.
  • Add Schedules - Setting up schedules for integrations to specify when that integration should occur. If you do mass updates at night on your products you don't want this integration to interfere with order processing in the morning. Setup the integration to run as a 'background' integration and other integrations take precedence.
  • Add Custom Field Mappings - Microsoft CRM allows you to add new fields onto the object schemas. As soon as the schema is published you can map those fields in the Bridge. By adding fields onto your schemas, you can show any Microsoft Dynamics GP information you'd like to see in Microsoft CRM! Cut out the need for people to keep asking for information.

Order Integration

The Integration Bridge also supports a full order integration loop, meaning your Microsoft CRM users will know the status of an order in Microsoft Dynamics GP at all times.

* Price List integration works with standard pricing in Microsoft Dynamics GP. Volume discounts are not currently supported.