iCRM Blog

Add 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.

Every run a report in MSCRM where you always change the filter defaults? Did you created a new report using the @CRM_FilteredEnitity and set the default value for the parameter in the report but when run in MSCRM it is set to Modified in the last 30 days? To change the default filters in MSCRM go to the main reports grid in “Workplace”.

1. Select the report in the Reports grid.
2. From the More Actions menu select Edit Default Filter…
3. Choose your filters then click Save Default Filter.
4. You must now close the form (click Cancel). (You saved the filter in step 3 you are just closing the form now).

Note:

• You can not set the default filter from the Edit Report form.
• You can not set the default filter when creating a new Report from an Existing File or Link to Web Page. You must first save the report then go to the Reports grid and follow the steps.

The normal why to create a primary contact in MSCRM is to add the contact to the account and then go back to the account and lookup the contact that you just added. You can simplify this a bit by filtering the lookup on primary contact for only contacts from the account (see: Filter Primary Contact for contact associated to Account in MSCRM.) If you use One Click Activity this process is as simple as clicking ‘Set Primary Contact’.

Set Primary Contact from the contact form(use this for new and existing contacts).

This is simple just create a contact, preferable from the account using One Click Activity create contact related to selected entry button. Make sure the contact has a parent account; save the contact (do not close the form). Then once the contact is saved click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.

Set Primary Contact from the contact grid (use this for existing contacts).

This is simple just select a contact in the grid (main, associate or advance find). Click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.