Property Name Property Value Entry Description Notes
MSDCRM Account/Contact to QB Customer/Job None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is for the standard, B2B MSDCRM data structure offering from MS Dynamics CRM. MSDCRM Person Account to QB Customer/Job None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is for the new B2C MSDCRM data structure (Person Accounts) offering from MS Dynamics CRM. (You may select either or). MSDCRM Account/Contact to None Select from pull-down Primary Object
QB Vendor MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you use MSDCRM Accounts additionally for Vendors. MSDCRM Opportunity to QB Job None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Jobs in QB. MSDCRM Opportunity to QB Sales Order None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Sales Orders in QB. MSDCRM Opportunity to QB Purchase Order None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Purchase Orders in QB. MSDCRM Opportunity to QB Invoice None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Invoices in QB. MSDCRM Opportunity to QB Sales Receipt None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Sales
Receipts in QB. MSDCRM Opportunity to QB Estimate None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Estimates in QB. MSDCRM Opportunity to QB Bill None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Bills in QB. MSDCRM Opportunity to QB Deposit None MSDCRM_QB Uni-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Deposits in QB. MSDCRM Opportunity to QB Payment Received None MSDCRM_QB Uni-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Payment Received in QB. MSDCRM Opportunity to QB Credit Memo None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Credit Memo in QB. MSDCRM Opportunity to QB Check None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi-
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart.
Bi-directional
directional or none. This entry is selected if you utilizing Check in QB. MSDCRM Opportunity to QB Account (COA) None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Account (COA) in QB. MSDCRM Opportunity to QB Journal Entry None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you utilizing Journal Entry in QB. MSDCRM Product to QB Item None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. Products are utilized as Opportunity line item detail – that builds the QB item detail on an Invoice, Sales Order, etc. If you do not use Products, there is a selection later for building a “dummy line item detail” in QB.
MSDCRM IMS Sales Order to QB Sales Order None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you are utilizing an Inventory
Management System Sales Order.
MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
selection to create flows from MSDCRM that integrates with their QB counterpart. This entry is selected if you are utilizing an Inventory Management System Item. MSDCRM IMS Type None MSDCRM_QB Uni-directional QB_MSDCRM Uni-directional Bi-directional
Select from pull-down menu the direction you wish to provide the objects
integration. Uni, bi- directional or none.
Primary Object selection of Scout Top Shelf or Ascent Order Management.