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: Axapta-Knowledge-Village@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Faiqa Khushi Sent: 23. januar 2007 08:36 To: Axapta-Knowledge-Village@yahoogroups.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: Axapta-Knowledge-Village@yahoogroups.commailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.commailto:Axapta-Knowledge-Village%40yahoogroups.com] On Behalf Of David Probst Sent: Monday, January 22, 2007 8:32 PM To: Axapta-Knowledge-Village@yahoogroups.commailto: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: Axapta-Knowledge-Village@yahoogroups.commailto:Axapta-Knowledge-Village%40yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.commailto:Axapta-Knowledge-Village%40yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com ] On Behalf Of Arijit Basu Sent: 22. januar 2007 13:59 To: Axapta-Knowledge-Village@yahoogroups.commailto: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 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 Functionconvert 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]
RE: [Axapta-Knowledge-Village] Customers and Vendors in CRM
Its working now J Thanks David. Regards, Faiqa From: Axapta-Knowledge-Village@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of David Probst Sent: Wednesday, January 24, 2007 2:33 PM To: Axapta-Knowledge-Village@yahoogroups.com 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: Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com ] On Behalf Of Faiqa Khushi Sent: 23. januar 2007 08:36 To: Axapta-Knowledge-Village@yahoogroups.com 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: Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.com 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: Axapta-Knowledge-Village@yahoogroups.com 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: Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.com 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: Axapta-Knowledge-Village@yahoogroups.com 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 Functionconvert 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]
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: Axapta-Knowledge-Village@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of David Probst Sent: Monday, January 22, 2007 8:32 PM To: Axapta-Knowledge-Village@yahoogroups.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: Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com [mailto:Axapta-Knowledge-Village@yahoogroups.com mailto:Axapta-Knowledge-Village%40yahoogroups.com ] On Behalf Of Arijit Basu Sent: 22. januar 2007 13:59 To: Axapta-Knowledge-Village@yahoogroups.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 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 Functionconvert 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]
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: Axapta-Knowledge-Village@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Arijit Basu Sent: 22. januar 2007 13:59 To: Axapta-Knowledge-Village@yahoogroups.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 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 Functionconvert 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]
