Microsoft CRM as Time logs for Consulting Business: integration with Great Plains

This article is targeted to programmers, we are providing C# source code for CRM->GP integration. The code provided is not packaged product, but rather “solution”, which needs to be tailored and installed by GP eConnect C# programmers. What integration does:
1. If you log your timesheets as tasks in Microsoft CRM against contract line cases – these tasks will be integrated as GP Sales Order Processing Invoice lines with description cut to one hundred symbols – this is restriction of GP SOP line description
2. In GP sales invoices are created automatically by overnight

integration when you close the case in CRM. If you close several cases for the same customer, let’s say QA, development, onsite consulting, all the cases and corresponding tasks will be combined in one invoice per customer
3. Additional possibilities in MS Dynamics CRM. If you log time against the cases, linked to contract lines, you can create very powerful consultant time tracking report and project status report.
4. Additional Comments. Microsoft Dynamics GP eConnect 10.0 SDK doesn’t have source code for Sales Invoice integration C# demo project. We worked out this project and its code is incorporated in the provided demo C# code, please look at the procedure: SerializeSalesOrderObject

Andrew Karasev, Pegas Planet http://www.pegasplanet.com, subdivision of Alba Spectrum Group: http://www.albaspectrum.com , providing media publishing services: articles, press releases, video and photo blogs distributions services in USA and internationally. Taisia Karaseva is the author of Pegas Planet concept. You can submit your video article here: http://www.pegasplanet.com/SubmitNews/SubmitNews.aspx