Microsoft Dynamics crm adapter demoscript

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Microsoft Dynamics crm adapter demoscript

  1. 1. Demo Script: Microsoft Dynamics CRM Adapter Demo_2Introduction Click Instructions Presenter Script 1. By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics line-of- business appplications, such as Dynamics GP. Click Here Created 6/15/2010 Page 1
  2. 2. Demo Script: Microsoft Dynamics CRM Adapter Demo_2Dyn Adapter Demo Click Instructions Presenter Script 1. Click the Start link. Well begin by starting the adapter Click Here service. 2. In the task bar, select the Microsoft Dynamics CRM application. Click Here Created 6/15/2010 Page 2
  3. 3. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 3. Click on the Aaron Fitz Elec vCRM1 This is a customer record that was record. synched from Dynamics GP - notice the name ends with vCRM1. Lets change this record name and see what happens. Click Here 4. Switch to the Administration tab. Click Here Created 6/15/2010 Page 3
  4. 4. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 5. Switch to the General tab. This administration screen shows how we link Dynamics CRM to Dynamics GP. Click Here Notice the "Submitted to ERP" and "ERP Key" items, which link CRM to GP. 6. Click in the Account Name field. Lets change the name to "vCRM2" to allow us to track the changes in Dynamics Click Here GP. Created 6/15/2010 Page 4
  5. 5. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 7. Click Save and Close. Saving this record triggers a change in Dynamics GP. Click Here 8. Click on the Microsoft Dynamics Lets launch the adapter console to look Adapter icon on the Quick Launch at how it maps from Dynamics CRM to bar. Dynamics GP. Click Here Created 6/15/2010 Page 5
  6. 6. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 9. Click on Maps. We synch data between Dynamics CRM and Dynamics GP using Maps. Here we see only the active maps. Click Here 10. Select the Customer to Account map. Click Here Created 6/15/2010 Page 6
  7. 7. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 11. Click on the Dynamics GP icon on the Here, we can see the schedule and Quick Launch bar. mapping between the Dynamics GP Customer Record and the Dynamics CRM Account Record. Click Here 12. Click in the Password field. Lets log into Dynamics GP. Click Here Created 6/15/2010 Page 7
  8. 8. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 13. Click on the My Customers reminder Lets watch the record get updated by Click Here link. the adapter. 14. Click on the Refresh button. Here we will watch the adapter update Click Here the Dynamics GP Customer Record in the Smartlist. Notice the first customer record still has vCRM1 at the end of the record name. Created 6/15/2010 Page 8
  9. 9. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 15. Click the X icon of the Smartlist After refreshing the Smartlist, we can see Window to exit that the name has been updated. Click Here 16. Click on the Customer Maintenance Lets go into the Dynamics GP Customer link. Maintenance window to make a change to the customer name. Click Here Created 6/15/2010 Page 9
  10. 10. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 17. Click on the Name field. In this window, well make a change to the customer name of the Aaron Fitz Click Here record. 18. Click the Save button. Lets save the Dynamics GP Customer Click Here record and trigger the update to Dynamics CRM. Created 6/15/2010 Page 10
  11. 11. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 19. Close the Customer Maintenance window. Click Here 20. Select the Microsoft Dynamics CRM Now, we can go back to Dynamics CRM application in the taskbar. and watch the update happen. Click Here Created 6/15/2010 Page 11
  12. 12. Demo Script: Microsoft Dynamics CRM Adapter Demo_2 21. Click the Refresh Button on the Returning to Dynamics CRM, well refresh Accounts grid. this Accounts list. Click Here 22. End of demo. Once again, observe that the record name has been updated. The Microsoft Dynamics CRM Adapter is designed to be Click Here easy to install and maintain. It makes it easy to keep all the critical information in your organization updated between different line-of-business applications. Created 6/15/2010 Page 12
  13. 13. Demo Script: Microsoft Dynamics CRM Adapter Demo_2Conclusion Click Instructions Presenter Script 1. For more information, please contact Click Here your Microsoft representative. 2. Click Here Created 6/15/2010 Page 13

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