Led by CRM & ERP integration expert, Mark Anderson, this hands-on training session will provide an introduction to SmartConnect, the no-code integration, migration and automation solution for Dynamics CRM. Learn how to make your ERP and CRM systems talk. You’ll understand how to deploy the SmartConnect templates as starting points to keep your customers, accounts, price lists, inventory and orders in sync, and easily configure your integrations to make them work for your specific business needs.
Learning Objectives:
- Understand why you should keep your systems in sync
- Learn how to utilize SmartConnect templates and integration maps to accomplish the following:
- Sync your customer data between your CRM and ERP
- Automate your Sales Order Processing
- Leverage Excel to create records in multiple CRM entities
- Migrate data to Microsoft Dynamics CRM
- Understand how to work with real-time triggers
- Dive into trouble shooting and error handling
- Learn how to determine when a change-tracked integration or real time is best
- Understand pre and post map tasks (steps) to handle your full integration scenario
Instructor: Mark Anderson
Audience: Dynamics CRM, NAV & GP Administrators, IT managers or team members
Level: Beginner
Prerequisites: Basic to intermediate understanding of CRM Data Structures.
Preparation: Please bring a laptop to the training sessions. Access will be provided to a virtual training environment.
Delivery Method: Class Room Training
