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I'm integration Dynamics CRM with Dynamics GP at the Sales Order level for which we are using the Dynamics Connector (from Microsoft).
Now when we create a Sales Order in Dynamics CRM, the SO number generated is XXX-1111-AAAAA. When this SO (sales order) is synced into GP via the connector, a new SO number is generated like XXX-1111-BBBBB.
The difference between the 2 SO numbers is in the last 5 characters.
Is it possible to have exactly the same SO number between CRM and GP using the connector for Dynamics GP?
If yes, how?
If no, then what's the workaround?
2-way integration on the Sales Order entity is supported. So it should be possible. But the demos I've been looking at display the issue you've come across - and there is no mention of what to do to get a common unique number.
GP Data takes precedence, and Orders can only be updated in CRM until they have been submitted. Having said that, in practice, entering tentative order information into CRM should be the starting point in the business process and is where a unique number will first be generated.
At worst you should be able to map the GP Number back into a custom field in CRM.
Ideally you can do the other way around, and hide the GP-generated number in GP (and use the CRM number throughout).
I haven't had a lot of experience with the connector myself.
Given no-one else has tried to answer this query so far... you may do better to load this query on the GP forum?
This is what I noticed. Sales Orders form in CRM gets a new field called "Integration Key", which is populated with the GP Order ID number. Took a while for me to notice, but that would work as we have a common ground between the 2 applications.
Hope this helps someone who's stuck in a similar dilemma.
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