Its working now J
Thanks David. Regards, Faiqa From: [email protected] [mailto:[EMAIL PROTECTED] On Behalf Of David Probst Sent: Wednesday, January 24, 2007 2:33 PM To: [email protected] Subject: RE: [Axapta-Knowledge-Village] Customers and Vendors in CRM Have you tried running the synchronization job in periodic/update/Synchronize customer and vendors to relation? The synchronization in the checklist is "just" the database synchronization. Best regards David Probst Program Manager From: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> [mailto:[email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> ] On Behalf Of Faiqa Khushi Sent: 23. januar 2007 08:36 To: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> Subject: RE: [Axapta-Knowledge-Village] Customers and Vendors in CRM Thanks david n Arijit for your replies. Actually , initially I imported customer and vendors into RM/PM but it didn't show me those customers and vendors in CRM. So I thought I will have to come from CRM if needs to have them in CRM. If we enter customer and vendor manually through customer /vendor forms it automatically synchronize these tables with Business Relation form but its not doing this with excel import. Can anyone explain if I need to run any synchronize process after importing into vendor/customer tables? Because I have already tried Synchronize function available in checklist but its not showing those customers in Business Relation formL Regards, Faiqa From: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> [mailto:[email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com>] On Behalf Of David Probst Sent: Monday, January 22, 2007 8:32 PM To: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> Subject: RE: [Axapta-Knowledge-Village] Customers and Vendors in CRM Yes you add them as a "relation" type and you can convert them into Customer or vendor types. In 4.0 dependent on whether you have enabled it in the CRM parameters You cannot import them into CRM directly as customers or vendors, you could import them as relation types and then convert them, however it have to be done manually for each one, so it may make more sense to import directly into the customer/vendor tables. They should then be synchronized automatically into the business relation table. Best regards David Probst Program Manager This posting is provided "AS IS" with no warranties, and confers no rights. From: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> [mailto:[email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> ] On Behalf Of Arijit Basu Sent: 22. januar 2007 13:59 To: [email protected] <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> <mailto:Axapta-Knowledge-Village%40yahoogroups.com> Subject: Re: [Axapta-Knowledge-Village] Customers and Vendors in CRM You can add Customers n Vendors directly in the AP/AR Modules. Then you can sync ur Business Relations Table which will show these Customers n Vendors. On 1/22/07, Faiqa Khushi <[EMAIL PROTECTED] <mailto:faiqa.khushi%40m-consultants.com> <mailto:faiqa.khushi%40m-consultants.com> <mailto:faiqa.khushi%40m-consultants.com> <mailto:faiqa.khushi%40m-consultants.com>> wrote: > > I want to add customers and vendors through CRM . Do I have to add them > as > prospect initially and then convert to vendor / customer using > Function>>convert to vendor buttons? Please guide me if there is any other > way out for this. > > Can I add customer and vendors directly through excel sheet in CRM? If > yes, > then how will it synchronize it with RM/PM tables? > > Regards, > > Faiqa > > [Non-text portions of this message have been removed] > > > -- Arijit Basu [Non-text portions of this message have been removed] [Non-text portions of this message have been removed] [Non-text portions of this message have been removed] [Non-text portions of this message have been removed] [Non-text portions of this message have been removed]
