DBSync Cloud Workflow (iPaaS) : White Paper - CRM and Microsoft Dynamics GP Integration

Created by Vishwanath B, last modified by Munira Majumdar on Oct 28, 2019

WhitePaper_CRM_GP_Integration.pdf

Best Practices for Integration between CRM and QuickBooks is explained in this PDF with the following topics:

  • Introduction
  • Purpose of Integration
  • Best Practice
  • Record the Requirement
    • Define Master Data
    • Data Flow Triggers
    • Design and Data Mapping
    • Configuring GP for Integration
    • Testing and Validation
    • Pre-Go Live
    • Data Migration into Salesforce 

Attachments:

WhitePaper_CRM_GP_Integration.pdf (application/pdf)
WhitePaper_CRM_QB_Integration.pdf (application/pdf)