Connector of Dynamics CRM and AX: Leads, Opportunity, and Sales quotations
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1. 序言
由于Dynamics CRM与Oracle Siebel不同,Dynamics CRM标准功能无法单单依靠CRM本身将商机直接转为报价,同时考虑到各企业报价的复杂性(例如报价需要进行成本卷积),我更建议将报价流程保留在ERP系统中实现。
SAP CRM与Oracle Sieble都没有刻板的标准报价流程,一般都将报价作为开发项来实现企业较为复杂的报价。考虑到客户信息化程度的不同,我们对报价业务的接口进行不同程度的开发和设计。
在这个例子中,客户的AX系统报价有较多的开发项,为了系统实现的效率,我们需要从Dynamics CRM传输商机信息到Dynamics AX中作为销售报价单的主要信息。
2. CRM处理商机信息
在CRM系统中销售人员根据获得的商机信息
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