Add a link to your MSCRM account record in GP using Scribe
Monday, January 25th, 2010Add a link to your MSCRM account record to your Internet Information form in GP. To get to your Internet Information form click the i
on you Customer Maintenance form.
Add the url to your account record to the User Defiened 1 field (or an other field on the form). If you do not see your address url click “Ctrl-n” to open in a new window.
Now when you click on the User Defined 1 link your CRM Account form will open up. This is assume that you can access your CRM server from the same computer as GP and you automatically login to CRM. If every thing work now you can add the link to Scribe to automatically update your [Internet Information].[ User Defined 1] field. Make sure this field is not being used for any other information first by running the following query on your GP company database.
SELECT
*
FROM SY01200 WHERE
ISNULL(INET7,”)
<>
”
This query should not return any rows. If it does check to see what it return and if one of the other fields would be better to use. Now add the data link to your Scribe DTS. If using the template it would be the “AccountToERP.dts” Make sure to update both the “Internet Information Update/Insert” and “Internet Information (2) Insert” steps with the following formula. This formula assumes that the accounted is Ref S13.
CONCATENATE(”http://{crmserver}:{port}/{orgName}/sfa/accts/edit.aspx?id=”, S13 )
Save your DTS then update a record in CRM and check to see if it gets updated in GP. Note make sure to backup your GP, Scribe Internal and CRM database before making any changes.