Is it possible to talk to a sales person?

Most of the questions I have revolve around how to implement this in an environment where we already have quickbooks, and ms crm 4.0.  Will it duplicate our accounts, or other entities, if we try to sync?  How does it know which account/invoice/order in quickbooks is the match to which account in crm?  Will it go just by name?  But what if there are two accounts with the same name?

If we have created custom fields on our invoice, is there  a way to have these sync to quickbooks?

Thanks,

Jim

 Jim,

To answer your questions...

1) It will not duplicate accounts as long as you run the product matcher prior to running the synch.  The  Account Matcher finds exact matches of Account/Customer names and links them between the two applications.  Duplicates will be created if one of two things happen.  First, if you have 'ABC Company' in Dynamics and 'ABC Inc' in QuickBooks the software will not be able to link them during the Account Matching and will create a duplicate in Dynamics.  A duplicate can also be created if you have 'ABC Company' in both QuickBooks and Dynamics but neglect to run the Account Matcher to 'match' the names together prior to the synch.

2) DataSynch will match exact Dynamics Accounts to exact QuickBooks customers as stated in the answer #1 above

3) If there are two accounts with the same name, that's an issue.  You'll need to change one of the names.

4) No, the fields we synch out of the box are the only fields that will be synched.  We do not synch custom fields.

Hope this answers your questions...

Chad

When you say that if two accounts having the same name will be an issue, does that also affect deactivated accounts?  We had duplicates in the past and we merged them, so that they are now one account, but crm just deactivates the duplicate.  Would your product pick up that deactivated account, or does it only deal with active accounts?

 I'm told that we make no distinction between active vs deactivated accounts.  However, we've never tested this use case so I'm not really sure what it would do.

I see you signed up for the trial, that would be a great test to run.  I'd be interested in knowing the outcome.

Sorry for the unhelpful answer...

Chad