Tech Support > Microsoft Windows > Windows CRM > Integrate 3rd Party Financial Application
Integrate 3rd Party Financial Application
Posted by funboy on September 7th, 2005


Hi there,

Is there a howto / best practices guide on how one would integrate a
non-Great Plains financial application into MSCRM?

Eg: Populating CRM Orders from Fin Application

Eg: Would it be preferrable to actually populate the CRM Database with
this information or only have it populate at runtime when an order is
accessed for an account?

This is crucial for the 360 Degree view of the customer...

TIA

Posted by Ron Wallegie on September 7th, 2005


Hi

There is no out of the box solution. If you got programming skills you might
be able to do it yourself. What the leading program would be is up to the
programmer. Microsoft knows where their partners are with the knowledge to
create this if you would choose to go that way.

The way we went getting CRM connected to our finanance system is to use
postcallouts. It it hard to get started but when you know the basics, it is
not to bad.

http://msdn.microsoft.com/library/de...stcallouts.asp

Hopefully this answers your questions.

Regards,

Ron Wallegie
ComputerPlan BV

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