In order to install the Productivity Pack for Microsoft Dynamics you must meet the following requirements:
Deploying the Productivity Pack for Microsoft Dynamics
In order to configure the Productivity Pack for Microsoft Dynamics:
Creating an Integration
Once you have configured the Productivity Pack for Microsoft Dynamics you will need to create an Integration
Note: If you have not already created an Integration betwen GP 2010 and CRM 2011
please see documentation for the Dynamics Connector on how to accomplish this task.
Then come back to these steps.
Note: You will need to add the user who is currently in the two Microsoft Dynamics Integration roles within the Microsoft Dynamics Security Console to
the Accounts Payable Coordinator Role as well in order for the Vendor and Purchase Order integrations to sync without error.
Microsoft Dynamics CRM 2011 Final Configuration
In order to get complete the configuration of Microsoft Dynamics CRM 2011 to use the Productivity
Pack for Microsoft Dynamics you must complete the following tasks:
Using the Productivity Pack for Microsoft Dynamics
Once you have the Productivity Pack configured you can now use it to integrate data from GP to CRM and also perform logic
against that integrated data. The extra entities that are integrated Purchse Orders, Receivable Invoices, and Payable Invoices require that
GP data exists in CRM for Price List, Products, Customers (accounts) and Customer Addresses. You must first integrate this data before
you can integrate the new entities otherwise you will receive errors about not being able to resolve CRM references.
The Productivity Pack also provides addtional features in CRM 2011. There is a
new Productivity Dashboard to help manage activities from the Receivable
It also provides the ability for inline notifications on the account form to help
highlight information about the account. The current notification that is
available is for Credit Hold.
Finally with the combination of CRM 2011 Dialogs and Workflows a Credit
Application Process is available to help manage accounts that are requesting
When you are installing the Productivity Pack for Microsoft Dynamics Adapter and you are
extracting the files make sure that the files are Unblocked in Windows 7 and
Windows 2008. You can make sure that they are Unblocked by right-clicking any of
the files contained in the Install.zip file once extracted and clicking
properties. Then by viewing the security properties tab you will see an Unblock
button. You must click this to make sure the files are unblocked. If you click
Unblock, and then check the properties again by closing the properties dialog
and then opening it again and the file is still blocked (the Unblock button is
still shown), you will need to first copy the file to a unprotected location
like your desktop or my documents folder and then click Unblock on the security
tab in the properties dialog, and then copy the files to the correct location.