Potential data loss when you accept the default system mappings and you integrate data between Microsoft Dynamics CRM and Microsoft Dynamics GP by using the Microsoft Dynamics CRM Connector for Microsoft Dynamics GP

When you integrate data between Microsoft Dynamics CRM and Microsoft Dynamics GP by using the Microsoft Dynamics CRM Connector for Microsoft Dynamics GP, some data is missing.

Symptom 1

Consider the following scenario:

• You integrate the Microsoft Dynamics GP customer data and the Microsoft Dynamics CRM account data or contact data.
• You populate some fields on the Microsoft Dynamics GP customer record.
• These fields are not mapped to the corresponding fields in the Microsoft Dynamics CRM account or contact.
• You update an integrated account or an integrated contact in Microsoft Dynamics CRM.

In this scenario, the fields that are related to the unmapped Microsoft Dynamics GP address field are empty. Therefore, some data is missing.

Symptom 2

Consider the following scenario:

• You define a default customer class by using the Settings and Administration Tool. Or, you map the Microsoft Dynamics CRM account category code attribute to the Microsoft Dynamics GP customer class attribute.
• You set a value that differs from the default customer class value for the following Microsoft Dynamics GP fields:
  • Payment Terms
    This field is in the Address record, the Sales Order record, and the Sales Order Detail record.
  • Shipping Method
    This field is in the Address record, the Sales Order record, and the Sales Order Detail record.
  • Customer Address
    This field is in the Customer records.
• You update an integrated account or an integrated contact in Microsoft Dynamics CRM.

In this scenario, Microsoft Dynamics CRM applies the default customer class value instead of applying the value that you set for the Payment Terms field, the Shipping Method field, and the Customer Address field.

Symptom 3

Consider the following scenario:

• You apply one or more of the following fields in Microsoft Dynamics GP:
  • Payment Terms
  • Shipping Method
  • Customer Address
• You do not use the Settings and Administration Tool to create one-to-one mappings between these Microsoft Dynamics GP fields and the corresponding Microsoft Dynamics CRM fields. Therefore, in Microsoft Dynamics CRM or in Microsoft Dynamics GP, the fields that are related to these Microsoft Dynamics GP fields are not used.
• In Microsoft Dynamics CRM, you update an integrated record that contains these Microsoft Dynamics GP fields.

In this scenario, the fields that are related to the unmapped Microsoft Dynamics GP fields are empty. Therefore, some data is missing.

A supported hotfix is available from Microsoft. However, this hotfix is intended to correct only the problem that is described in this article. Apply this hotfix only to systems that are experiencing this specific problem.

If the hotfix is available for download, there is a "Hotfix download available" section at the top of this Knowledge Base article. If this section does not appear, submit a request to Microsoft Customer Service and Support to obtain the hotfix.

Note If additional issues occur or if any troubleshooting is required, you might have to create a separate service request. The usual support costs will apply to additional support questions and issues that do not qualify for this specific hotfix. For a complete list of Microsoft Customer Service and Support telephone numbers or to create a separate service request, visit the following Microsoft Web site: Note The "Hotfix download available" form displays the languages for which the hotfix is available. If you do not see your language, it is because a hotfix is not available for that language.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

Microsoft Dynamics CRM Server

Microsoft Dynamics GP Server

Microsoft BizTalk Server

Installation information

Install this hotfix on computers that are running the Microsoft Dynamics CRM Connector for Microsoft Dynamics GP.
Additionally, these computers must be running one or more of the following servers:

• The Microsoft Dynamics CRM server
• The Microsoft Dynamics GP server
• The Microsoft BizTalk server

Prerequisites

You must have Microsoft Dynamics CRM Connector for Microsoft Dynamics GP installed to apply this hotfix.

Restart requirement

If you are prompted, restart the computer after you install the hotfix.

Removal information

To remove this hotfix from a computer that is running Microsoft Windows Server 2003, Windows XP, or Windows 2000, use Add or Remove Programs in Control Panel. System administrators can use the Spunist.exe utility to remove this hotfix from a computer that is running Microsoft Windows Server 2003, Windows XP, or Windows 2000.

The Spuninst.exe tool is located in the %Windir%\$NTUninstallKB923437$\Spuninst folder. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:

You may have to install the following hotfix to prevent potential data loss in Microsoft Dynamics GP when you use the Microsoft Dynamics CRM Connector for Microsoft Dynamics GP. For more information about this hotfix, click the following article number to view the article in the Microsoft Knowledge Base: