CONFIGURABLE FRONT OFFICE AND BACK OFFICE INTEGRATION WITHOUT CODING

Transcription

1 CONFIGURABLE FRONT OFFICE AND BACK OFFICE INTEGRATION WITHOUT CODING WITH THE SCRIBE MICROSOFT DYNAMICS NAV AND MICROSOFT DYNAMICS CRM TEMPLATE MARCH 2011 PUBLISHED BY SCRIBE SOFTWARE CORPORATION ALL RIGHTS RESERVED. REPRODUCTION WITHOUT PRIOR WRITTEN PERMISSION IS STRICTLY PROHIBITED. Scribe Software Corporation 1750 Elm Street, Suite 200 Manchester, NH USA P: F:

2 The Scribe Microsoft Dynamics NAV to Microsoft Dynamics CRM Template TECHNICAL BRIEF Over the past 13 years and across thousands of customers in the volume CRM market, Scribe has developed an approach to integration that solves the seemingly unsolvable dilemma posed by front office and back office integration; how to deliver a highly functional, real-time integration that can be quickly customized to meet the needs of each and every customer. This paper discusses the challenges posed by alternative integration approaches and presents the Scribe solution, and its inherent advantages, in detail. Traditional Alternatives In the past, customers and partners have been forced to compromise with two inadequate approaches to their front office to back office integration needs: Custom developed solutions This is where the customer or implementation partner hardcodes the integration. Because all of the data mappings and business logic have to be built from scratch, customers are typically forced by money and time to dramatically compromise on functionality. These solutions typically are expensive to maintain since they have little or no error detection and management built in and are very difficult to troubleshoot. And what happens when you change or upgrade either your back office or front office systems? You will likely need to rip it out and start over again. Packaged, point solutions This is where either the application vendor or a niche software developer creates an integration solution between one front office product and one back office product. On the surface, these solutions appear to be a good option since they have compelling functionality out of the box. The challenges typically arise at implementation when the customer requires customizations to the integration solution to meet their unique business requirements. Out of the box with these solutions typically means black box. To open up that black box requires extensive and expensive consulting services that typically can only be provided by a small, finite group of individuals. The customer along with their implementation partner is not only locked in up front, but is locked in to high costs down the road when they change their processes or upgrade their systems. The Scribe Advantage This is where the Scribe Microsoft Dynamics NAV to Microsoft Dynamics CRM Template (hereinafter referred to as Dynamics NAV and Dynamics CRM Template ) provides an advantage. Scribe s unique template model provides out of the box functionality, built over its industry leading integration tool. This Dynamics NAV and Dynamics CRM Template can be quickly extended and customized utilizing the GUI-based mapping and development environment to deliver a solution that meets the unique needs of each and every customer. With Scribe s component architecture, when you upgrade to a newer version of Dynamics NAV or Dynamics CRM, you upgrade to a new version of the Scribe Adapter for the upgraded application, and SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 2

3 your existing Dynamics NAV and Dynamics CRM Template continues to function with little or no disruption. Some application upgrades do require modifications to your integration. If new field mappings or business rules need to be applied, you can quickly make them in the Scribe Workbench, and you re off and running. This component architecture also enables customers to implement the template in phases or pick and choose the elements of the solution that they require. For example, a customer may not wish to implement order integration initially (or in some cases never) but can still synchronize customer activity (accounts, contacts, invoices) between Dynamics NAV and Dynamics CRM. This modularity enables customers to implement the template right-sized to their exact needs. In addition, since the Scribe Insight product represents the general integration tool for hundreds of Microsoft s top Dynamics partners, there is no shortage of resources to help customers customize the template for their business. Scribe s on-line training curriculum and Web Community containing documented best practices resources, enable customers and partners to take full control of their implementations, now and in the future. The Scribe Integration Template Architecture The following diagram represents the components of the Scribe Template. Solution Template Dynamics CRM API Scribe Adapter For Microsoft Dynamics CRM Console Scribe Insight Workbench Scribe Adapter For Dynamics Great Plains NAV NAS C/FRONT Dynamics NAV The Scribe technology tool is represented by the shaded boxes in the diagram. This includes the Scribe Insight product with its two graphical components, the Workbench and the Console along with the specific application Adapters. Scribe Adapters These components enable the Scribe Insight product to easily read data from and write data to a particular business application. Adapters give each application a consistent look within the Scribe Workbench, shielding the user from having to deal with the particular processing rules of the application. For example, a Scribe Adapter would typically take care of things like primary key generation and standard default values that will not change from implementation to implementation. The specific data mappings and processing rules of the integration that may change are part of the Template. Scribe Workbench - The Workbench is the design environment where all the business rules and data mappings, and transformations are established, at both the object and field level. These mappings SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 3

4 and business rules are then saved as metadata in portable template files that drive the integration process at run time. Scribe Console - The Console is the automation and management environment where the events that initiate an integration process (as defined in the Template files) are established. These events can be triggered in real-time, via queuing or polling, or in batch mode, via a schedule or file transfer, depending on the needs of the customer. The Dynamics NAV and Dynamics CRM Template operates in a real-time mode. In addition, the Console is where errors are reported and corrected, system monitors and alerts are established for proactive integration management, and business activity monitors that enhance the effectiveness of Dynamics CRM are set up. Dynamics NAV and Dynamics CRM Template - The elements created and set up by the Workbench and Console represent the Dynamics NAV and Dynamics CRM Template. Scribe provides the Dynamics NAV and Dynamics CRM Template as a highly functional starting point that can be used as is and can also be extended and customized via the Workbench and Console to meet each customer s needs. Scribe maintains and updates its Dynamics NAV and Dynamics CRM Template and posts it to the Scribe Web Community for download, at no additional cost, for its customers and partners. The Scribe Integration Template Architecture Advantage The Scribe Integration Template is comprised of the Scribe Insight product along with the Adapter for Dynamics CRM and the Adapter for Dynamics NAV. Maintenance for the aforementioned products is required for the first year. By purchasing the Scribe tool, customers receive full access to the Scribe Web Community where they can download the latest Dynamics NAV and Dynamics CRM Template. Online self-paced and Webinar-based training can be purchased as well. The customer or partner simply installs the latest Template and can immediately begin customizing the Template to meet their particular needs. Customers receive another significant benefit from this approach. Since the Template includes the full Scribe Insight migration and integration tool, customers can use the product to integrate with other inhouse systems, import leads from their Web site in real-time, load marketing lists, integrate with order entry systems, and migrate data from previous customer systems. Scribe provides additional templates to customers for download on the Web Community at no additional charge including ACT! and Goldmine Migrations, automatic update from the donotcall.gov Web service, the Web Leads template, and more. With Scribe, one investment supports all of your CRM front office and back office data integration needs. SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 4

5 Functionality of the Scribe Template The Dynamics NAV and Dynamics CRM Template from Scribe at a high-level provides the functionality as depicted in the following diagram: Customer, Address This data can be created or modified in either Dynamics NAV or Dynamics CRM (except for certain fields owned by a system, such as credit limit that are owned by Dynamics NAV) and the additions or changes will be synchronized with the other application. Scribe s match component provides smart matching to avoid the creation of duplicate customers and to facilitate an initial synchronization of existing Dynamics NAV and CRM environments. Master Product Catalog This data is mastered in Dynamics NAV and replicated to Dynamics CRM to support the order process needs in CRM. Orders Orders are created in Dynamics CRM and may be modified in Dynamics CRM until that order is submitted to Dynamics NAV. As the order is updated in Dynamics NAV, the updated information is provided to Dynamics CRM. Orders that originate in Dynamics NAV are provided to Dynamics CRM in a submitted state. Orders that are cancelled in Dynamics CRM are deleted in Dynamics NAV. Invoices Invoices are created in Dynamics NAV and replicated to Dynamics CRM. Posted invoices in Dynamics NAV are also included. Additional Template Features The Template comes pre-built with business activity monitors that alert sales management and teams about key customer trends and actions including: Large order notification Low or high order rates VIP customer order Delayed order shipments SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 5

6 The Template also includes views that support key business intelligence including: Product sales by rep or region Up-sell/cross-sell analysis Order fulfillment efficiency Seasonal trend analysis by product Most Commonly Requested Customizations and Extensions to the Scribe Template Customers and partners can easily extend the Template utilizing the Workbench and Console to support additional functionality including: Multi-company support (multiple NAV companies) Discount Types and Discounts in CRM (volume discounts) Contact based orders (B2C) Write-in products for orders created in Dynamics CRM Some key capabilities of the Scribe Template The Scribe Integration Template out of the box includes support for: Multiple currencies Dynamics NAV 5.0 and 4.0 SP3 Dynamics CRM 4.0 Smart matching on companies Contact records in Dynamics CRM are created from the Dynamics NAV Contact (on the Customer Card) and from the Contact field on the Ship-to Address Card. CRM Primary address created from address on Customer Card and More Addresses created from NAV Ship-to Address Sharing of customers from Dynamics CRM is driven by the Relationship Type field (can be changed). Allows customers to be manually shared before their first order. The template reconciles the differing data models for how Dynamics NAV and Dynamics CRM handle item pricing. Dynamics NAV has additional dimensions for pricing beyond what Dynamics CRM has. These differences are reconciled by creating price lists entries in Dynamics CRM to represent all the possible combinations of pricing options (items, variants, units of measure, currency, customer price group) in Dynamics NAV. Capabilities Not Included in the Scribe Template Scribe has identified certain capabilities that require Adapter for Dynamics CRM enhancements (and template extensions) in order to be fully functional including: Substitute item information in Dynamics CRM Kits (kits can be sold from Dynamics CRM, however the list of included components is not available in Dynamics CRM) Support for these may be available in a future product release. SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 6

7 Appendix A: Scribe Integration Template Mapping: Dynamics NAV and Dynamics CRM Dynamics NAV to Dynamics CRM Field Mapping This section lists the mappings between Dynamics NAV and Dynamics CRM. Each mapping starts with a screenshot of the related Dynamics CRM screen, then continues with a table that lists the Dynamics CRM field name, the mapping into Dynamics NAV, and the mapping from Dynamics NAV. Where possible, the field names are labels from the application screens. It is important to note that the Template is being updated and expanded on a regular basis so this information is subject to change. Customer and Address Mapping Account General Tab Account Name Customer.Name Customer.Name Account Number Setup disables this field in Customer.No. CRM Parent Account No Corresponding Field Blank Primary Contact Customer.Contact Customer.Contact Relationship Type No Corresponding Field Set to 3, Customer, by dts Currency Customer.Currency Code Customer.Currency Code SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 7

8 Main Phone Customer.PhoneNo. Customer.PhoneNo. Other Phone No Corresponding Field Blank Fax Customer.Fax No. Customer.Fax No. Web Site Customer.Home Page Customer.Home Page Customer. Customer. Address Address Name No Corresponding Field Blank Street 1 Customer.Address Customer.Address Street 2 Customer.Address 2 Customer.Address 2 Street 3 No Corresponding Field Blank City Customer.City Customer.City State/Province Customer.State (object field is Customer.State (object field is County) County) ZIP/Postal Code Customer.ZIP Code (object field is Post Code) Customer.ZIP Code (object field is Post Code) Country/Region Customer.County/Region Customer.County/Region Code Code Phone Customer.PhoneNo. Customer.PhoneNo. Address Type No Corresponding Field Set to 3, Primary, by dts Shipping Method Customer.Shipment Method Code, set to value in xref.ini Freight Terms No Corresponding Field Blank Customer.Shipment Method Code, set to value in xref.ini SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 8

9 Account Details Tab Territory No Corresponding Field Blank Category No Corresponding Field Blank Industry No Corresponding Field Blank Annual Revenue No Corresponding Field Blank No. of Employees No Corresponding Field Blank SIC Code No Corresponding Field Blank Ownership No Corresponding Field Blank Ticker Symbol No Corresponding Field Blank Description No Corresponding Field Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 9

10 Account Administration Tab Owner No Corresponding Field Defaulted to the name of the user creating the record, user First name Last name Originating Lead No Corresponding Field Blank Credit Limit Credit Limit(LCY), set to Credit Limit(LCY) by dts Credit Hold No Corresponding Field Defaults to No Payment Terms Blank Customer.Payment Terms Code, set to value in xref.ini Price List Customer.Customer Price Group + Customer.Currency Code Customer.Customer Price Group + Customer.Currency Code Preferred No Corresponding Field Defaulted to Any No Corresponding Field Defaulted to Allow Bulk No Corresponding Field Defaulted to Allow Phone No Corresponding Field Defaulted to Allow Fax No Corresponding Field Defaulted to Allow Mail No Corresponding Field Defaulted to Allow SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 10

11 Send Marketing Materials No Corresponding Field Defaulted to Yes Last Date Included in No Corresponding Field Blank Campaign Preferred Time No Corresponding Field Blank Preferred Day No Corresponding Field Blank Preferred Service No Corresponding Field Blank Preferred Facility/Equipment No Corresponding Field Blank Preferred User No Corresponding Field Blank Account Notes Tab Notes Blank Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 11

12 Address General Tab Address Name Ship-to Address.Code Ship-to Address.Code Street 1 Ship-to Address.Address Ship-to Address.Address Street 2 Ship-to Address.Address 2 Ship-to Address.Address 2 Street 3 No Corresponding Field Blank City Ship-to Address.City Ship-to Address.City State/Province Ship-to Address.State (object Ship-to Address.State (object field is County) field is County) ZIP/Postal Code Ship-to Address.ZIP Code (object field is Post Code) Ship-to Address.ZIP Code (object field is Post Code) Country/Region Ship-to Ship-to Address.County/Region Code Address.County/Region Code Address Type No Corresponding Field Set to 2, Ship To, by dts Main Phone Ship-to Address.PhoneNo. Ship-to Address.PhoneNo. Phone 2 No Corresponding Field Blank Fax Ship-to.Fax No. Ship-to.Fax No. Shipping Method Ship-to Address.Shipment Method Code, set to value in xref.ini Ship-to Address.Shipment Method Code, set to value in xref.ini Freight Terms No Corresponding Field Blank Address Contact Ship-to Address.Contact Ship-to Address.Contact UPS Zone Customer.UPS Zone Customer.UPS Zone SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 12

13 Contact General Tab Salutation Customer.Contact Customer.Contact, salutation parsed out based on Scribe PARSENAME function First Name Customer.Contact Customer.Contact, first name parsed out based on Scribe PARSENAME function Middle Name Customer. Contact Customer.Contact Name, middle name parsed out based on Scribe PARSENAME function Last Name Customer. Contact Customer.Contact, last name parsed out based on Scribe PARSENAME function Job Title No Corresponding Field Blank Parent Customer No Corresponding Field Defaulted to Account Name Currency No Corresponding Field Blank Business Phone No Corresponding Field Customer.Phone No. Home Phone No Corresponding Field Blank Mobile Phone No Corresponding Field Blank Fax No Corresponding Field Customer. Fax No. Pager No Corresponding Field Blank No Corresponding Field Customer. Address Address Name No Corresponding Field Blank Street 1 Customer.Address Customer.Address Street 2 Customer.Address 2 Customer.Address 2 SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 13

14 Street 3 No Corresponding Field Blank City Customer.City Customer.City State/Province Customer.State (object field is Customer.State (object field is County) County) ZIP/Postal Code Customer.ZIP Code (object field is Post Code) Customer.ZIP Code (object field is Post Code) Country/Region Customer.County/Region Customer.County/Region Code Code Phone Customer.PhoneNo. Customer.PhoneNo. Address Type No Corresponding Field Set to 3, Primary, by dts Shipping Method Customer.Shipment Method Code, set to value in xref.ini Customer.Shipment Method Code, set to value in xref.ini Freight Terms No Corresponding Field Blank UPS Zone Customer.UPS Zone Customer.UPS Zone Isbackofficecustomer No Corresponding Field Set to 1,by dts isprimary No Corresponding Field Set to Y, yes, by dts Contact Details Tab Not mapped Contact Administration Tab Owner No Corresponding Field Set to the Owner ID of the associated account OwnerIDType No Corresponding Field Set to the Owner ID Type of the associated account Contact Notes Tab Not mapped Items Mapped to NAV from CRM not reflected above There are some fields in Dynamics NAV that have no equivalent field in Dynamics CRM. These fields get a default value assigned by the template when inserted into Dynamics NAV. No Corresponding Field Defaulted to DOMESTIC by the Customer Posting Group dts No Corresponding Field Defaulted to NATIONAL Gen. Bus. Posting Group Product Catalog Mapping The design of the product catalog section of the template incorporates a set of custom tables that Scribe creates in the Dynamics NAV database. The purpose of these tables is to arrange the Dynamics NAV data in a way that permits easier mapping to the Dynamics CRM data structure. Some of the data in these tables are not directly represented in the Dynamics NAV application tables. In these cases you will see SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 14

15 only the custom table field names. In other cases you will see both the custom field name and the Dynamics NAV application field name. Price List General Tab Name No mapping into NAV ScribePriceLevels.Price Level Name Start Date No mapping into NAV Blank End Date No mapping into NAV Blank Currency No mapping into NAV ScribePriceLevels.Currency Description No mapping into NAV ScribePriceLevels.Description SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 15

16 Price List Item General Tab Price List No mapping into NAV Looks up Price List in ScribeInternal KeyXRef table based on the Customer Price Group and Currency of the Sales Price Product No mapping into NAV Looks up Product in ScribeInternal KeyXRef table based on ScribeSalesPrice.Product No. uomscheduleid No mapping into NAV Looks up Unit Group in CRM based on ScribeSalesPrice.Unit of Measure Code or ScribeSalesPrice.Item No. Unit No mapping into NAV Looks up Unit of Measure in CRM based on Unit Group (from previous link) and ScribeSalesPrice.Unit of Measure Code Currency No mapping into NAV Uses the currency associated with the price list assigned above Discount List No mapping into NAV Blank Quantity Selling Option No mapping into NAV Defaults to No Control Pricing Method No mapping into NAV Set to 1 ( Currency Amount ) Amount No mapping into NAV ScribeSalesPrice.Unit Price Percentage No mapping into NAV Blank Rounding Policy No mapping into NAV Blank Rounding Option No mapping into NAV Blank Rounding Amount No mapping into NAV Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 16

17 Product General Tab ID No mapping into NAV ScribeProducts.No. ScribeProducts.Variant Code (Item.No. ItemVariant.Code) Name No mapping into NAV ScribeProducts.Description ScribeProducts.Variant Description (Item.Description ItemVariant.Description) Subject No mapping into NAV Blank Unit Group No mapping into NAV Looks up Unit Group in CRM based on ScribeProducts.Unit of Measure Code or ScribeProducts.Item No. Default Unit No mapping into NAV Looks up Unit of Measure in CRM based on Unit Group (from previous link) and ScribeProducts.Base Unit of Measure Currency No mapping into NAV Defaulted system base currency Product Type No mapping into NAV Defaulted to 1 ( Sales Inventory ) Quantity On Hand No mapping into NAV Blank URL No mapping into NAV Blank Default Price List No mapping into NAV Set to Price List associated with all Customer Price Groups and base currency Decimals Supported No mapping into NAV Set to 4 List Price No mapping into NAV ScribeProducts.Unit Price Standard Cost No mapping into NAV ScribeProducts.Standard Cost Current Cost No mapping into NAV ScribeProducts.Unit Cost SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 17

18 Product Description Tab Vendor No mapping into NAV Blank Vendor Part Number No mapping into NAV Blank Stock Weight No mapping into NAV ScribeProducts.Net Weight Stock Volume No mapping into NAV ScribeProducts.Unit Volume Description No mapping into NAV Blank Product Notes Tab Notes No mapping into NAV Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 18

19 Unit Group General Tab Name No mapping into NAV Item Unit of Measure.Item No. OR Item.Base unit of Measure Primary Unit No mapping into NAV Item.Base Unit of Measure Description No mapping into NAV Blank Unit General Tab Name No mapping into NAV Item Unit of Measure.Code Quantity No mapping into NAV Item Unit of Measure.Qty. per Unit of Measure Base Unit No mapping into NAV Item.Base Unit of Measure uomscheduleid No mapping into NAV Looks up Unit Group in CRM based on Item.Base Unit of Measure or Item.No. SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 19

20 Currency General Tab Currency Code No mapping into NAV Blank Currency Name No mapping into NAV Blank Currency Symbol No mapping into NAV Blank Currency Conversion No mapping into NAV Calculate from the following fields: Currency Exchange Rates.Exchange Rate Amount/Currency Exchange Rates.Relational Exch. Rate Amount SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 20

21 Order and Invoice Mapping Order General Tab Order ID External Document No. Auto generated by CRM Name None SalesHeader.No. Customer SalesHeader.Bill to (BilltoCustomerNo.) SalesHeader.Bill-to Customer No. and SalesHeader.Sell to (SelltoCustomerNo.) Price List (pricelevelid) SalesHeader.Customer Price Group + SalesHeader.Customer Price Group + SalesHeader.Currency Code SalesHeader.Currency Code Currency SalesHeader.Currency Code SalesHeader.Currency Code (transactioncurrencyid) Detail Amount No Corresponding Field Calculated by CRM, CRM Sum of Product Amounts - TotalFreightAmount Order Discount (%) No Corresponding Field Set to 0 Order Discount No Corresponding Field Set to 0 Pre-Freight Amount No Corresponding Field Calculated by CRM, CRM Sum of Product Amounts - TotalFreightAmount Freight Amount Calculated by the dts and creates a Freight Charge Item with a unit price equaling the CRM Freight Amount Caluclated by dts based on the sum of all Freight Charge Items in NAV Total Tax Calculated by NAV SalesHeader.Amount Including Tax SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 21

22 SalesHeader.Amount Total Amount Amount Including Tax recalculated by NAV SalesHeader.Amount Including Tax (AmountIncludingVAT) totallineitemdiscountamount No Corresponding Field Calculated by dts based on sum of all Line Discount Amounts totaldiscountamount No Corresponding Field Calculated by dts based on SalesHeader.line discount amount Prices Locked (ispricelocked) No Corresponding Field Set by the dts to False Order Shipping Tab Requested Delivery Date SalesHeader.Requested SalesHeader.Requested Delivery Date Delivery Date Date Fulfilled No Corresponding Field Blank Shipping Method Shipment Method Code SalesHeader.Shipment Method Code, set to value in xref.ini Payment Terms Payment Terms Code SalesHeader.Payment Terms Code, set to value in xref.ini Freight Terms No Corresponding Field Blank or Not changed Description No Corresponding Field Blank or Not changed SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 22

23 Order Addresses Tab Bill To Address billto_addressid No Corresponding Field Set by dts based on CRM address1_addressid (main) from Account/Customer record Name No Corresponding Field Blank SalesHeader.Bill-to Name and SalesHeader.Sell-to Customer Name set to Account Name Street 1 SalesHeader.Bill-to Address and SalesHeader.Sell-to Address Street 2 SalesHeader.Bill-to Address 2 and SalesHeader.Sell-to Address 2 SalesHeader.Bill-to Address SalesHeader.Bill-to Address 2 Street 3 None Blank or Not changed City SalesHeader.Bill-to City and SalesHeader.Bill-to City SalesHeader.Sell-to City Address Contact (billto_contactname) SalesHeader.Bill-to Contact and SalesHeader.Sell-to Blank Contact State/Province SalesHeader.Bill-to State (Bill- SalesHeader.Bill-to State (Bill-toCounty) SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 23

24 ZIP/Postal Code Country/Region tocounty) and SalesHeader.Sell-to State (SelltoCounty) SalesHeader.Bill-to ZIP Code (Bill-toPostCode) and SalesHeader.Sell-to ZIP Code (Sell-toPostCode) SalesHeader.Bill-to Country/Region Code and SalesHeader.Sell-to Country/Region Code SalesHeader.Bill-to ZIP Code (BilltoPostCode) SalesHeader.Bill-to Country/Region Code Phone No Corresponding Field Blank or Not changed Fax No Corresponding Field Blank or Not changed Ship To Address Ship To (Address or Will Call) No Corresponding Field Defaults to Address Name Set by dts to CRM account SalesHeader.Ship-to Code name Street 1 SalesHeader.Ship-to Address SalesHeader.Ship-to Address Street 2 Ship-to Address 2 Ship-to Address 2 Street 3 No Corresponding Field Blank or Not changed City SalesHeader.Ship-to City SalesHeader.Ship-to City Address Contact SalesHeader.Ship-to Contact Blank State/Province SalesHeader.Ship-to State SalesHeader.Ship-to State (Ship-toCounty) (Ship-toCounty) ZIP/Postal Code SalesHeader.Ship-to ZIP Code (Ship-toPostCode) SalesHeader.Ship-to ZIP Code (ShiptoPostCode) Country/Region SalesHeader.Ship-to SalesHeader.Ship-to Country/Region Code Country/Region Code Phone No Corresponding Field Blank or Not changed Fax No Corresponding Field Blank or Not changed SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 24

25 Order Administration Tab Owner No Corresponding Field Defaults to DTS login user vfgranteeid, vfgranteetype, vfgranteeaction, vfgranteerights No Corresponding Field Set by dts, Owner of Account is granted read rights Status (statecode) Set to by the dts to 0, Open Set by dts to 1, Submitted Status Reason (statuscode) No Corresponding Field Defaults to default value for Submitted state, usually In Progress Source Campaign No Corresponding Field Blank or Not changed Opportunity No Corresponding Field Blank or Not changed Quote No Corresponding Field Blank or Not changed Last Submitted to Backoffice No Corresponding Field Set by dts to date of last submit for orders from CRM Submitted Status Description No Corresponding Field Set by dts to Order originated in ERP, Order originated in CRM, or other success/error message SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 25

26 Order Notes Tab Notes Blank Blank or Not changed Order Additional NAV Fields Order Date set to current date/time Document Date set to current date/time SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 26

27 Order Product General Tab Select Product (Existing or Write In) Type set to Item (except for Freight line set to Charge Item ) Existing if Type = Item, otherwise Write In Product Item.No. and Item.Variant Code Set using No. and Variant Code, Blank if Write In Description set using Product Name Product Description Blank, Description if Write In Unit SalesLine.Unit of Measure Code SalesLine.Unit of Measure Code, Blank if Write In Pricing (Override Price) No Corresponding Field Set to Override Price Price Per Unit SalesLine.Unit Price SalesLine.Unit Price Volume Discount No Corresponding Field Set by dts to 0 Quantity SalesLine.Quantity SalesLine.Quantity Amount (baseamount) No Corresponding Field SalesLine.Unit Price x SalesLine.Quantity (recalculated by NAV) Manual Discount SalesLine.Line Discount Amount SalesLine.Line Discount Amount Tax None (calculated in NAV) SalesLine.Unit Price x Tax (VAT) x 0.01 x qty Extended Amount None (recalculated) Amount Including Tax (AmountIncludingVAT) Line No. set to next sequential # * SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 27

28 Order Product Delivery Tab Requested Date Blank SalesLine.Requested Delivery Date Salesperson Blank Set using Salesperson Code (in NAV header) Shipped (quantityshipped) No Corresponding Field SalesLine.Quantity Shipped Back Ordered (quantitybackordered) No Corresponding Field Blank Canceled (quantitycancelled) No Corresponding Field Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 28

29 Order Product Address Tab Ship To (Address or Will Call) No Corresponding Field Defaults to Address Name No Corresponding Field Blank Street 1 No Corresponding Field Blank Street 2 No Corresponding Field Blank Street 3 No Corresponding Field Blank City No Corresponding Field Blank State/Province No Corresponding Field Blank ZIP/Postal Code No Corresponding Field Blank Country/Region No Corresponding Field Blank Phone No Corresponding Field Blank Fax No Corresponding Field Blank Freight Terms No Corresponding Field Blank Address Contact No Corresponding Field Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 29

30 Invoice General Tab Invoices map only from NAV to CRM. Invoice ID No mapping into NAV Auto generated by CRM Name No mapping into NAV SalesInvoiceHeader.No. Customer No mapping into NAV Set using Bill-to Customer No. Price List (pricelevelid) No mapping into NAV SalesInvoiceHeader.Customer Price Group + SalesInvoiceHeader.Currency Code Currency No mapping into NAV SalesInvoiceHeader.Currency Code (transactioncurrencyid) Detail Amount No mapping into NAV Calculated by CRM, CRM Sum of Product Amounts - TotalFreightAmount Invoice Discount (%) No mapping into NAV Set by dts to 0 Invoice Discount No mapping into NAV Set by dts to 0 Pre-Freight Amount No mapping into NAV Calculated by CRM, CRM Sum of Product Amounts - TotalFreightAmount Freight Amount No mapping into NAV Caluclated by dts based on the sum of all Freight Charge Items in NAV Total Tax No mapping into NAV SalesInvoiceHeader.Amount Including Tax SalesHeader.Amount Total Amount No mapping into NAV SalesInvoiceHeader.Amount Including Tax (AmountIncludingVAT) totallineitemdiscountamount No mapping into NAV Calculated by dts based on sum of all Line Discount Amounts totaldiscountamount No mapping into NAV Calculated by dts based on SalesHeaderInvoice.line discount amount Prices Locked (ispricelocked) No mapping into NAV Set by dts to 0, False SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 30

31 Invoice Shipping Tab Date Delivered No mapping into NAV Blank Due Date No mapping into NAV Blank Shipping Method No mapping into NAV SalesInvoiceHeader.Shipment Method Code, set to value in xref.ini Payment Terms No mapping into NAV SalesInvoiceHeader.Payment Terms Code, set to value in xref.ini Description No mapping into NAV Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 31

32 Invoice Addresses Tab Bill To Address Name No mapping into NAV Blank Street 1 No mapping into NAV SalesInvoiceHeader.Bill-to Address Street 2 No mapping into NAV SalesInvoiceHeader.Bill-to Address 2 Street 3 No mapping into NAV Blank or Not changed City No mapping into NAV SalesInvoiceHeader.Bill-to City State/Province No mapping into NAV SalesInvoiceHeader.Bill-to State (BilltoCounty) ZIP/Postal Code No mapping into NAV SalesInvoiceHeader.Bill-to ZIP Code (BilltoPostCode) Country/Region No mapping into NAV SaleInvoiceHeader.Bill-to Country/Region Code Phone No mapping into NAV Blank or Not changed Fax No mapping into NAV Blank or Not changed Ship To Address Ship To (Address or Will Call) No mapping into NAV Defaults to Address Name No mapping into NAV SalesInvoiceHeader.Ship-to Code Street 1 No mapping into NAV SalesInvoiceHeader.Ship-to Address Street 2 No mapping into NAV SalesInvoiceHeader.Ship-to Address 2 Street 3 No mapping into NAV Blank or Not changed City No mapping into NAV SalesInvoiceHeader.Ship-to City State/Province No mapping into NAV SalesInvoiceHeader.Ship-to State (ShiptoCounty) ZIP/Postal Code No mapping into NAV SalesInvoiceHeader.Ship-to ZIP Code (ShiptoPostCode) Country/Region No mapping into NAV SalesInvoiceHeader.Ship-to Country/Region Code Phone No mapping into NAV Blank or Not changed Fax No mapping into NAV Blank or Not changed SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 32

33 Invoice Administration Tab Owner No mapping into NAV Defaults to DTS login user vfgranteeid, vfgranteetype, No mapping into NAV Set by dts,owner of Account is granted read rights vfgranteeaction, vfgranteerights Status (statecode) No mapping into NAV Set by dts to 0, Active Status Reason (statuscode) No mapping into NAV Set by dts to 1, New Opportunity No mapping into NAV Blank Order No mapping into NAV Set by dts, uses SalesInvoiceHeader.Order No. Invoice Notes Tab Notes No mapping into NAV Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 33

34 Invoice Product General Tab No mapping into NAV Existing if Type = 2, otherwise Write In Select Product (Existing or Write In) Product No mapping into NAV Set using No. and Variant Code, Blank if Write In Product Description No mapping into NAV Blank, Description if Write In Unit No mapping into NAV SalesInvoiceLine.Unit of Measure Code, Blank if Write In Pricing (Override Price) No mapping into NAV Set to Override Price Price Per Unit No mapping into NAV SalesInvoiceLine Unit Price Volume Discount No mapping into NAV Set by dts to 0 Quantity No mapping into NAV SalesInvoiceLine.Quantity Amount (baseamount) No mapping into NAV SalesInvoiceLine.Unit Price x SalesInvoiceLine.Quantity Manual Discount No mapping into NAV SalesInvoiceLine.Line Discount Amount Tax No mapping into NAV SalesInvoiceLine.Unit Price x Tax (VAT) x 0.01 x qty Extended Amount No mapping into NAV Amount Including Tax (AmountIncludingVAT) SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 34

35 Invoice Product Delivery Tab Delivered On No mapping into NAV Requested Delivery Date Salesperson No mapping into NAV Set using Salesperson Code (in NAV header) Shipped (quantityshipped) No mapping into NAV SalesInvoiceLine.Quantity Shipped Back Ordered (quantitybackordered) No mapping into NAV Set by dts to 0 Fulfilled (quantitycancelled) No mapping into NAV Set by dts to 0 SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 35

36 Invoice Product Address Tab Ship To (Address or Will Call) No mapping into NAV Defaults to Address Name No mapping into NAV Blank Street 1 No mapping into NAV Blank Street 2 No mapping into NAV Blank Street 3 No mapping into NAV Blank City No mapping into NAV Blank State/Province No mapping into NAV Blank ZIP/Postal Code No mapping into NAV Blank Country/Region No mapping into NAV Blank Phone No mapping into NAV Blank Fax No mapping into NAV Blank Freight Terms No mapping into NAV Blank SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 36

37 About Scribe Software Corporation Scribe Software is an established leader of data integration solutions worldwide. With over 900 partners and 12,000 customers, Scribe has proven its ability to deliver cost-effective, reliable solutions that give both its customers and partners a competitive advantage in business today. Scribe s no coding, graphical user interfaces make configuring and managing integrations in the cloud, on-premise or anywhere in between quick and easy. As a Microsoft President s Award winner, Scribe had demonstrated expertise in all Microsoft offerings. Additionally, Scribe expertise includes Salesforce.com, Oracle, JD Edwards and SAP, among others. Scribe delivers data integration solutions that work. For more information about Scribe please visit Scribe Software Corporation 1750 Elm Street Suite 200 Manchester, NH USA Tel: Fax: info@scribesoft.com SCRIBE SOFTWARE CORPORATION SCRIBE DYNAMICS NAV TO DYNAMICS CRM TEMPLATE 37