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Hi Folks
I would like to make a marketing list based on sales items or sales item classes. The sales data is sitting over in Great Plains Dynamics however.
The customer account ID's are the same in CRM and GP. Can CRM reach over to GP and get / read the sales data in order to build the marketing list?
thanks!
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thanks for the reply / suggestion.
I am told that the virtual entity would need an Odata feed from GP and would require Odata version 4, which will not be available in GP until V2018. If this is true I cannot do a proof of concept at this point.
Is this true? Are there any other suggestions?
thanks!
This is unconfirmed, but the first question would be on what version of CRM Online are you? If you are on Dynamics 365 9.0, you could create a virtual entity that would link to the GP data and would retrieve the required data from GP on demand.
You would then see if you create a view/join between the CRM Contact and GP Customer data to get the sales data that you are looking for. If you are not on v9, you would have to create a separate entity in CRM to store the data from GP and try to perform the same join.
If the regular query works for you, you can then try to do the same using a Marketing List.
We have done this for our D365 v8.2 customer for getting Vendor, Purchase Order and Invoice/Payment information from GP to CRM.
Hope this helps you.
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