Normally when people think of tracking activities in CRM, they think of tracking activities that happen outside of CRM (i.e. phone calls, emails, tasks, etc.). However, what if you wanted to track activities that happen inside CRM (i.e. the time spent looking at a particular record). Why would you want to do this? Well, perhaps you are trying to better gauge how profitable a client is. If you can track how much time is spent working on each record related to a client and compare it to the revenue generated by that client, you can easily see how profitable the
If you are currently using the out-of the-box Scribe Dynamics GP to CRM template, you might be experiencing issues with missing sales order/invoice line items in CRM. The problem happens sporadically for no apparent rhythm or reason. There is, however, a reason for this behavior...and there's even a solution!
Before we get to the solution, let's take a look into what's going on in Scribe and what's causing the issue.
When the Scribe Dynamics GP Adapter is first installed, it creates a table called SCRIBEPUBLISHERQUEUE in the GP company database. It also creates insert/update/delete triggers on certain source tables (e.g.