I have integrated our application with Microsoft Dynamic GP. If any of the user in Dynamics GP has updated any customer/vendor/other, then we need to update those data in our application.
How can we achieve this?
There are many ways you could do this, but the three that immediately come to mind are:
Add your own triggers to the Dynamics GP tables that you're interested in. Make sure you test them well (so that they don't break GP), and that you script them out, since upgrades to GP might result in (or require) their removal and subsequent re-deployment.
Use Microsoft eConnect for Dynamics GP (http://msdn.microsoft.com/en-us/library/aa973830.aspx), and leverage its Transaction Requester Service (http://msdn.microsoft.com/en-us/library/aa973839.aspx). [I'm a Microsoft partner, and I consult on these products, but I'm not otherwise affiliated with Microsoft.]
Use a third-party app like SmartConnect from eOne Business Solution (http://www.eonesolutions.com.au/content.aspx?page=SmartConnect), which leverages the eConnect runtime, and which provides a toolset that simplifies the creation and management of integrations with Dynamics GP, including real-time integrations. [I'm not affiliated with eOne - just a fan of SmartConnect.]
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I would like to be able to supply external users (customers, potential leads, suppliers) across organisations and internal users inside my organisation with documents.
The documents should be organisable per user individually. E.g. Customer A should be able too see documents for the product he bought, not more and not less documents.
No further functionality is currently needed besides that.
Is SharePoint the right tool for that job?
If not what other tools can you recommend from your experience?
I see you tagged SharePoint 2019, I'd advise against using on-prem SharePoint for Sharing documents externally. It is possible, but to do it securely is complex and expensive.
O365 on the other hand is pretty simple and the security is already implemented for you. You can determine the level of access that your external users have and you can extend that by using additional tools provided by Microsoft Information Protection.
You can secure access by forcing guests to login or simply have anonymous links. To add to that you can automate your publishing processes using Power Automate, the O365 workflow.
Take out a trial subscription and make sure it meets all your requirements first.
I want to design an application to sync user information between local system and CRM online. I found we can't create user in CRM online through APIs directly as CRM on-premise. System said we only can add user through office 365 admin portal. But I have no idea about how to use office 365 APIs to create CRM online user. Did you guys encounter the situation before? Please help me, thanks!
Ok, let me answer my question. Right now if we want to operate Dynamics CRM Online User or License information, we need to operate Active Directory Graph Service associated with CRM Online. This Service is a web api based service. We can get the example code on "http://visualstudiogallery.msdn.microsoft.com/7e947621-ef93-4de7-93d3-d796c43ba34f", and current there is one helper library can be used you guys can download it on http://code.msdn.microsoft.com/windowsazure/Windows-Azure-AD-Graph-API-a8c72e18.
I am looking for the capability to approve a Purchase Order in Dynamics GP using eConnect. I do not see this capability when reviewing the eConnect Programmer's Guide, but I would like someone with more experience to verify that I am not missing it, please.
If it matters, please realize I also have no experience in approving POs through the GP application so I am not certain how this operates on its own. I have a vague recollection that this approval happens in a workflow whose functionality was added somewhat recently in GP's history. So perhaps a second question, is this approval functionality part of the stock Dynamics GP install or no?
Thanks
You can add purchase order approval functionality to Dynamics GP by enabling the option in the Purchase Order Enhancements Setup window.
Microsoft Dynamics GP menu -> Tools -> Setup -> Purchasing -> Purchase Order Enhancements
Refer to the manual for Purchase Order Enhancements from your installation media or download it directly from Microsoft.
In a nutshell, it allows you to set up security around approvals with limits on dollar amounts and restrictions by purchase order number, vendor, or created by.
There is no eConnect integration to approve purchase orders, but you may create your own process by extending eConnect with custom SQL logic. If you are unfamiliar with the database schema in Dynamics GP you may want to reach out to a Dynamics GP Partner for assistance with that development. I wouldn't recommend directly modifying data in the Dynamics GP database without a complete understanding of the impact.
With that said, this is a fairly simple customization for someone with a good understanding and experience with the purchase order module in Dynamics GP.
Go to Microsoft Dynamics GP menu -> Tools -> Setup -> Purchasing -> Purchase Order Enhancements and activate the approval setup.
Once the user having PURCHASING role he can able to approve any PO.
I have integrated our SharePoint site and our Dynamics CRM 2011 system so that we can upload documents from CRM. But i had a thought that through security in CRM users can only see records relevant to them, but if they just went to the SharePoint site they'll be able to see documents related to any record even if they couldn't see it in CRM.
So i was wondering if its possible in some way to 'sync' the security from CRM into SharePoint so that users can't see what they're not meant to in either system.
Thanks
It is possible out-of-the-box. There is a commercial CB Replicator solution that solves exactly this problem. It performs complex mapping of CRM security model into SharePoint groups and and folder level permissions.
Shortly described it deploys tiny plugin into CRM that collects all the events that could require change of permissions. There is a standalone service that gets these events and write proper permissions into SharePoint as item level permissions on referenced folders by sharepointdocumentlocation entity.
It support various action in CRM that lead into permissions change, e.g.s security roles, business unit hierarchy, privilege depths, team membership, access team, access team templates, sharing.
Unfortunately this isn't possible out of the box. SharePoint's security model is usually based on AD groups, whilst CRM uses in-app security roles applied per user.
To keep these in sync would require some custom development on the server side, that is if it's possible at all.
I have couple of questions related to the usage of Dynamics CRM:
Can it be used like a shopping website?
If I am using it like a Shopping website, will I have to buy a license for every registered user on my website?
Or do you think Dynamics CRM is not made to behave like a shopping website?
1) Absolutely, with some development, Microsoft CRM can be used as the database for your shopping website. You can use the built-in product catalog and price lists for your sales. Microsoft CRM has entities built into it for lead -> opportunity -> quote -> order -> invoice and you can repurpose any or all of these to work as you need them.
2) Typically the users of your shopping website will coincide with CRM contacts, which is great because you don't need user licenses for them. You will have to license each end user of the system but this is limited to employees of your business. In some scenarios you may need to purchase one external connector license which licenses you to expose data through a web site or other medium - see this blog for more details http://blogs.msdn.com/b/mscrmfreak/archive/2007/06/01/repeat-external-connector-license.aspx. You will need to develop the website shopping site front end and integrate it with Microsoft CRM using the Dynamics CRM SDK.
3) Building portals to Microsoft CRM is actually a very common request. A shopping website is a type of portal, another type would be a customer self service website. Both can utilize the Microsoft CRM database to get 60% of the way, and then integrate with the website.
While you could use Microsoft Dynamics CRM to build a shopping website, I wouldn't recommend it. A CRM and a framework for ecommerce are two different beasts. Look for a product that is specifically created for a shopping website, rather than attempting to manipulate Dynamics CRM.