How and when do the Great Plains Customer ID field and the Microsoft
CRM Account Number field map together?
If a new customer is created in Great Plains, and you populate the
CustomerID field, it will populate the Account Number field in Microsoft
CRM when it is transferred to Microsoft CRM through the Microsoft CRM Integration.
However, when a new account is created in Microsoft CRM, whether the Account
Number is filled in or not, when the Account record is transferred
to Great Plains through the Microsoft CRM Integration, the CustomerID
field in Great Plains will be populated with the Account Name. In
addition, if the Customer record is modified in Great Plains, when the
update is sent to Microsoft CRM, the Account Number will not be updated.
Example - A new Account is created in Microsoft CRM. The Account
Number field on the General tab of the Account form is left blank or
filled in with an Account Number. The Microsoft CRM Integration
for Great Plains Settings and Administration tool is configured such
that any new account created in Microsoft CRM will have a CustomerID
populated with the Account Name from Microsoft CRM.
The behavior in the above example is by design. This cannot
be modified in the Settings and Administration page for the Microsoft
CRM Integration. If the Account Number is populated when
creating an Account in Microsoft CRM, it will stay with the Account in
Microsoft CRM. However, the Customer ID in Great Plains will still
be populated based on the Account Name.
A direct link between the two fields is not established due to the fact
there are various scenarios that are possible. Therefore, it is
truly a one-way mapping.
Note For Account records that were created in
Microsoft CRM without an Account Number, the CustomerID from Great
Plains can be found in Microsoft CRM by going to File | Properties on
the Account form, even though the Account Number field was never
populated in Microsoft CRM.
How is Sales Tax Information shared between Microsoft
CRM and Great Plains?
Microsoft Great Plains calculates taxes for orders. Taxes appear in
Microsoft CRM once the order has been updated with the tax information
in Microsoft Great Plains. However, because Microsoft CRM and Microsoft
Great Plains calculate the extended amount differently, the extended
amount on orders and invoice products may appear incorrect in Microsoft
If a product on an order in Microsoft CRM has an amount of $20, and a
tax amount of $1.20, the expected value for the Extended
Amount field in Microsoft CRM
would be $21.20. However, because Microsoft Great Plains does not
include sales tax in the extended price, the Extended
Amount field will appear as
$20. The total sales tax amount will appear correctly on the orderís General
Information page and the Total
Amount field will be correct.
Taxes are calculated only if the ship-to address used on the order
contains a tax schedule in Microsoft Great Plains. If the address does
not contain a tax schedule, you need to manually select a tax schedule
on the Microsoft Great Plains order, at which point tax will be
calculated and sent to Microsoft CRM.
If the ship-to address for an order is a drop-ship address, then no tax
schedule will be assigned.
are not integrated to Great Plains and are not automatically
populated with Sales Tax information. Sales Tax is calculated
from Great Plains once an Order is updated or created in Great
Plains. Values may be entered in the Sales Tax fields in CRM.
However, if the Quote is converted to an Order and then submitted, Great
Plains will update the Sales Tax fields.
How can the Quantity On Hand for a product in Microsoft CRM be changed when using the
Update the Product manually if the Quantity on Hand of a product is out
of synch between Microsoft Great Plains and Microsoft CRM.
To change the Quantity on Hand in Microsoft CRM you will need to log on
to Microsoft CRM via a browser as the user specified during the
integration (integration user). You must log in as the integration
user because this is the only user that has access to the Product
Catalog. You can change the Quantity on Hand for a product by
navigating to Home | Settings | Product Catalog | Products. Select
the product to open the record and change the Quantity on Hand to the