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Newbi MS CRM developer
Posted by Paul Galvin on August 19th, 2003


Greetings,

We are ramping up to do some integration between MS CRM
and an ERP package MFG/PRO (by qad, see www.qad.com).

Our first effort will focus on transferring data from
MFG/PRO to MS CRM. Specifically:

1) MFG/PRO "customers" to MS CRM "Accounts"
2) MFG/PRO invoices to ms crm invoices (invoice and
invoicedetail).
3) MFG/PRO "items" to MS CRM products (I think).

After doing our research, we've decided to take the SDK
route. By this I mean that we won't use Biztalk or the
data migration tool (?) but instead use methods on objects
such as "Invoice.CreatAndRetrieve()".

I'm hoping to get a little validation from the group and
hopefully some tips on how to proceed.

The process we envision goes as follows:
- A business event on the MFG/PRO "side" triggers an
export process of a customer (for example).
- The export process creates an XML document in form and
shape exactly as the SDK docs describe. By this I mean
that we look at the invoice.xsd file and construct an XML
document that can be directly fed into the
Invoice.CreateAndRetrieve() method.
- Post the XML document to an ASP page. I think we post
it as a "regular" HTTP message since the contents of the
XML should be treated like a string at this stage.
- The ASP page takes the XML and uses it as a parameter to
the Invoice.CreateAndRetrieve() method.
- ASP page invokes the method.
- ASP page returns back the GUID of the invoice to MFG/PRO
so that a cross reference can be maintained.

How does this look? Make sense?

I have more questions, but I'll wait and see if anyone
bites on this

Regards and TIA,

--Paul Galvin
ISSG
Home office: 201-251-1079
Cell: 973-610-5655
"When I was a little boy, I had to bring the newspapers
inside."
"Well ... When you were a little boy that was stupid!"


Posted by John O'Donnell on August 19th, 2003


Paul

I would tend to agree with Karl in that this sounds like a biztalk scenario
but it does sound like you have decided against it. In which case consider
creating a web service to run on the crcm system. Your code can talk to that
service and have that load data into crm and retrieve guids etc



"Paul Galvin" <pgalvin@issgroup.net> wrote in message
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