Microsoft CRM Connector for Microsoft Dynamics GP - Data Synchronization Tool

Data Synchronization Tool

The Data Synchronization Tool is a graphical tool that you can use to synchronize customer, address, product, order, and invoice data between Microsoft CRM 3.0 and Microsoft Great Plains. The Data Synchronization Tool performs the following functions:

• Migrates data from Microsoft CRM 3.0 to Microsoft Great Plains
• Migrates data from Microsoft Great Plains to Microsoft CRM 3.0
• Synchronizes data that exists in both Microsoft CRM 3.0 and Microsoft Great Plains

Rules

The Data Synchronization Tool uses rules to classify records. In this context, a record is an instance of an entity, such as a certain customer record or a particular order.

Rules establish how records are classified. There are six different classifications:

1. Linked Records: A record is classified as linked if a link exists for it (with another record in the destination application) in the integration system. Linked record pairs suggest that the record pairs have been successfully synchronized at least one time.
2. Matched Records: These records are not linked to a destination record and all mandatory and optional rules for the entity pair are matched.
3. Partially Matched Records: These records are not linked to a destination record and all mandatory rules for the entity pair are matched; however at least one optional rule is not matched.
4. Unmatched Records: These records are not linked to a destination record and no matching record is found in the destination application.
5. Conflicting Records:  These records are not linked to a destination record and more than one record in the destination application is identified as a match. Conflicting records can occur when there are duplicate records in the destination application or if the rules that are defined are too permissive.
6. Unresolved Records: This records parent record does not have a link to a destination record. For example, a customer address that has a parent customer record that is not linked will be in the unresolved records category.