Hi, we are in the process of connecting AX 2012 to CRM 2011 online. I know we can synch sales orders, customer and contact (bi-directional) and item, invoice, Unit schedule, currency and Enum mastered in GP and flow into CRM.
Based on what I have seen in my experience with GP to CRM integration, the existing Units, Picklists, Products, Units in CRM will be deactivated after the integration.
So does that mean, we need to make sure that these units are set up in GP (if not already) so that after integration, the units are recreated in CRM. I beleive so from what I understand.
In AX, I beleive we can convert quote to Sales Order ( I see that we can confirm Quote and Create Sales Order. After Confirm Quote, does it create sale order automatically in AX?
We need to push the Opportunity into AX 2012. I know this is not supported out of box Connector. But can any one tried this. I believe we can custom program this.
(We are planning to create opportunities and quoting in GP and then push opportunities from AX to CRM. The reason is that we have several BU that use CRM and we need to keep leads/opportunities central in in CRM for reporting)
I highly appreciate your thoughts and work-arounds.
What are some of the key considerations for AX to CRM integration. I can refer to the common issues. But out of your experience, what are some of the major areas of concern and work-around.
Thank You