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Integration Settings

The Settings and Administration tool is easy to use and enables configuration of how data is mapped between Microsoft CRM and Great Plains. The Integration User that was created during installation of the Microsoft CRM Integration should be logged into Windows prior to launching the Setting and Administration tool. This ensures that the tool has the proper security rights to access information in Microsoft CRM.

The majority of the selections that are available in the Settings and Administration tool come from values that are set up within either Great Plains or Microsoft CRM. When any of these values are added or updated within Great Plains or Microsoft CRM, the new values might not be immediately available as options within the tool. It might take 15 minutes for the newly added items to appear in a drop list. One alternative to waiting is to stop and start the IIS Web server on the machine where Microsoft CRM Integration is installed. Restarting the Web server forces the Settings and Administration tool to pull all options from both Microsoft CRM and Great Plains.


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