Expectations

What is your company’s name?

Company Full Name

What is your definition of a Successful Project?

What has made this project a key initiative?

Who is responsible for these results?

Team Management Head or Project Manager

Contact:

Email *

Full Name:

Phone

Do you need assistance?

Do you need assistance in the optimization or deployment of Salesforce?

We have done many Salesforce Projects.

Do you need help defining the requirements of the integration?

We are very familiar with Salesforce and MS Dynamics

Administrative Section

Who is the Salesforce administrator in your company?

Salesforce Administrator Name *

Salesforce Administrator Phone

Salesforce Administrator Email *

Salesforce Administrator Company

Who is the MS Dynamics administrator in your company?

MS Dynamics Administrator Name *

MS Dynamics Administrator Phone

MS Dynamics Administrator Email *

MS Dynamics Administrator Company

Who is the Contracts administrator in your company?

Contracts Administrator Name *

Contracts Administrator Phone

Contracts Administrator Email *

Contracts Administrator Company

Who will be the InterWeave administrator in your company?

InterWeave Administrator Name *

InterWeave Administrator Phone

InterWeave Portal Username *

(Note: Please provide the username in the form of email address. We strongly recommend not to use personal email address. If you have company-wise address (something like info@company_name.com or accounting@company_name.com), it can be used. If you do not have such address, you can still use this format. Please let us know that it is not a valid email address. If you do not provide the username, it will be autogenerated for you.)

InterWeave Administrator Company

Company name exactly as you want to see it in the Portal

Who should receive InterWeave Support Bulletin emails?

Name *

Phone

Email *

Company

Who provides IT Support for your company?

IT Support Name *

IT Support Phone

IT Support Email *

IT Support Company

Salesforce Section

How long have you been using Salesforce?

How many months and years specifically?

Years

Months

What edition of Salesforce do you use? *

Enterprise
Professional, without Products(not supported)
Professional with Products
Developer
Ultimate
Other:

Please specify:

To set up your Salesforce custom fields and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.

Please Type out

Domain name:

Password:

User ID:

Do you use Parent and Child Accounts in Salesforce?

If yes, do you want to mimic this hierarchy in QuickBooks?

Do you use Parent and Child Accounts in Salesforce?

Yes
No
Comments

Enter Comments

How may accounts do you have in Salesforce?

How many Customers and Jobs do you have in MS Dynamics, in total?

(In MS Dynamics, open the window that displays this information.) Copy and Paste.

How many Customers and Jobs do you have in MS Dynamics, in total?

Are your account names in Salesforce unique?

What is the largest Invoice you produce – in number of Line Items?

Are your account names in Salesforce unique?

Item/Product Data

If you have the same product in Salesforce and Item in MS Dynamics, how do you prefer to match?

SF Product Name – MS Dynamics Item Name?
SF Product Code – MS Dynamics Item Code (custom field)

MS Dynamics Information

How many years have you been using MS Dynamics?

What edition of MS Dynamics are you using?

To help us better facilitate your needs please select one of the following options. Please specify edition.

What edition of MS Dynamics are you using?

MS Dynamics 365 Business Edition
MS Dynamics 365 Enterprise Edition
Dynamics Business Central

How many MS Dynamics licenses do you have? *

Simply input the number licenses.

Does the computer/server have a Static IP Address? *

MS Dynamics location? *

In-house Server
Hosted on an Online Server
If Hosted, who is the ISP?

(Note: Please provide the name of your hosting company if the MS Dynamics application and file are hosted)

Enter ISP

How can we access the computer/server?

Remote access to the MS Dynamics server via a Windows admin user (public IP address, admin's username, and password) using Remote Desktop Connection (RDC)
Port 4500 forwarded/opened on MS Dynamics server for TCP communication (both directions)
MS Dynamics company file name and location
MS Dynamics aQdmin user password to connect to MS Dynamics file (MS Dynamics in a single user mode required for 30 minutes - nobody can use MS Dynamics during this setup time).

Where is your MS Dynamics data file stored? *

On a server/file server on your network
On a server/file server – ISP hosted

Custom Object Integrations

Custom Object Integrations

-> Custom CRM Integration with Financial Application, Managed Services Providers, Customer Portals, Multi-Cloud, etc.

    • No limitations from Salesforce perspective.
    • All integrated objects can be custom or standard.
    • No limitation in mapping and special features.
    • Integration with Salesforce Exchange Applications
    • Support for all integrated options.

Custom Object Integrations Description

Standard Object Integrations

We pre-configure InterWeave Models to support base Accounts Receivable and Accounts Payable functionality in your Salesforce. Please Review and select which Track you would like us to pre-configure for you.

InterWeave AR/AP Track Selection

Track 1 - Accounts Receivable

Track 1 - Accounts Receivable

-> Account and Opportunity created in Salesforce
-> Salesforce STO (Opportunity, Quote, Order, etc.) to Invoice
• Customer Created in MS Dynamics
• Invoice Created in MS Dynamics
-> Payments received in MS Dynamics and sent to Salesforce (applied to STO)
-> Credit Memo (Refund) created in MS Dynamics and sent to Salesforce (applied to STO)

Track 2 - Accounts Receivable Plus

Track 2 - Accounts Receivable Plus

-> Account and Opportunity created in Salesforce
• Sub Customer/Job in MS Dynamics linked to Standard Salesforce Object linked to the Account
-> Salesforce STO (Opportunity, Quote, Order, etc.) to:
• Invoices, Sales Receipts, Sales Orders created in MS Dynamics
-> Payments received in MS Dynamics and sent to Salesforce (applied to STO)
-> Credit Memo (Refund) created in MS Dynamics and sent to Salesforce (applied to STO)

Track 3 - Accounts Receivable/Accounts Payable

Track 3 - Accounts Receivable/Accounts Payable

-> Account and Opportunity created in Salesforce
       • Sub Customer/Job in MS Dynamics linked to Standard Salesforce Object linked to the Account
-> Salesforce Account to MS Dynamics Vendor
-> Salesforce STO (Opportunity, Quote, Order, etc.) to:
       • Invoices, Sales Receipts, Sales Orders created in MS Dynamics
-> Purchase Orders and/or Bills
       • Payment received in MS Dynamics and sent to Salesforce (applied to STO)
-> Bill Payments and Vendor Credits
-> Payments received in MS Dynamics and sent to Salesforce (applied to STO)
-> Credit Memo (Refund) created in MS Dynamics and sent to Salesforce (applied to STO)

Track 4 - Accounts Receivable/Accounts Payable plus Advanced Inventory

Track 4 - Accounts Receivable/Accounts Payable plus Advanced Inventory

-> Ability to force applicable transaction from MS Dynamics to Salesforce as supported by intuit API
-> Ability to propagate changes to transactions from MS Dynamics to Salesforce (including deletions of line items and resorting of line items)
-> Account and Opportunity created in Salesforce
-> Sub Customer/Job in MS Dynamics linked to Standard Salesforce Object linked to the Account
-> Salesforce Account to MS Dynamics Vendor
-> Salesforce STO (Opportunity, Quote, Order, etc.) to:
• Invoices, Sales Receipts, Sales Orders created in MS Dynamics
-> Purchase Orders and/or Bills
• Payment received in MS Dynamics and sent to Salesforce (applied to STO)
-> Bill Payments and Vendor Credits
-> Payments received in MS Dynamics and sent to Salesforce (applied to STO)
-> Credit Memo (Refund) created in MS Dynamics and sent to Salesforce (applied to STO)

STO - Standard Transaction Object

Track-5

Track - 5

-> None of the above. Please enter your Custom Process below

Based on my selections above, I have included the following copies in pdf form and screen shots of the Template (examples below). *

Invoice
Sales Order
Sales Receipt
Estimate
Purchase Order

Which MS Dynamics item types are you planning to integrate?

Groups
Services
Inventory part/Stock part
Inventory assembly/Non-stock part
Other Charge
Subtotal (not synched to Salesforce)
Discount
Other:

Please specify

When you create new products, which system is considered the Master of Record?

MS Dynamics
Salesforce. For simplicities sake.

Transaction /Opportunity Data

Do you work in a single currency? If you have more than one currency, what currencies do you use in QuickBooks and/or Salesforce?

Do you work in a single currency? *

Yes
No
Comment:

Enter Comments

For the Initial Currency Setup

Do you work in a single currency? If you have more than one currency, what currencies do you use in QuickBooks and/or Salesforce?

For the Initial Currency Setup *

Yes
No
Comment:

Enter Comments

Data Bulk Load Request

Please specify the following:

Accounts/Customers

What type of data history you want to load (MS Dynamics Object Name – SF Object Name). Object Name(s):

Which direction you want to load (MS Dynamics to SF or SF to MS Dynamics). Load Direction: *

MS Dynamics to SF
SF to MS Dynamics

History for what period of date/time you want to load. Date/Time Period: *

Please specify the following:

Opportunities or Quotes/Invoices

What type of data history you want to load (MS Dynamics Object Name – SF Object Name). Object Name(s):

Which direction you want to load (MS Dynamics to SF or SF to MS Dynamics). Load Direction: *

MS Dynamics to SF
SF to MS Dynamics

History for what period of date/time you want to load. Date/Time Period: *

Please specify the following:

Products/Items

What type of data history you want to load (MS Dynamics Object Name – SF Object Name). Object Name(s):

Which direction you want to load (MS Dynamics to SF or SF to MS Dynamics). Load Direction: *

MS Dynamics to SF
SF to MS Dynamics

History for what period of date/time you want to load. Date/Time Period: *

MS Dynamics Customers to SF Accounts Binding Request

Have your Salesforce Account Records in your CRM been bound to your Customer Records in MS Dynamics?

Have your Salesforce Account Records in your CRM been bound to your Customer Records in MS Dynamics? *

SF Accounts match to MS Dynamics Customers Request

Have you matched your Salesforce Account Name in your CRM to your Customer Name in your MS Dynamics?

Salesforce to MS Dynamics Pre-Sales Configuration Inquiry

Thank you for subscribing to InterWeave from Integration Technologies, Inc.

The following information will help us help you implement and use your InterWeave Solution to your company’s best advantage. We look forward to working with you.

Expectations

What is your company’s name?

Who is responsible for these results?

Do you need assistance?

Do you need assistance in the optimization or deployment of Salesforce?

Do you need help defining the requirements of the integration?

Administrative Section

Who is the Salesforce administrator in your company?

Who is the MS Dynamics administrator in your company?

Who is the Contracts administrator in your company?

Who will be the InterWeave administrator in your company?

Who should receive InterWeave Support Bulletin emails?

Who provides IT Support for your company?

Salesforce Section

How long have you been using Salesforce?

To set up your Salesforce custom fields and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.

Do you use Parent and Child Accounts in Salesforce?

How many Customers and Jobs do you have in MS Dynamics, in total?

Item/Product Data

MS Dynamics Information

What edition of MS Dynamics are you using?

Custom Object Integrations

Standard Object Integrations

InterWeave AR/AP Track Selection

STO - Standard Transaction Object

Transaction /Opportunity Data

For the Initial Currency Setup

Data Bulk Load Request

Please specify the following:

Please specify the following:

Please specify the following:

MS Dynamics Customers to SF Accounts Binding Request

SF Accounts match to MS Dynamics Customers Request

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InterWeave

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Salesforce to MS Dynamics Pre-Sales Configuration Inquiry

Thank you for subscribing to InterWeave from Integration Technologies, Inc. The following information will help us help you implement and use your InterWeave Solution to your company’s best advantage. We look forward to working with you.

Expectations

What is your company’s name?

Who is responsible for these results?

Do you need assistance?

Do you need assistance in the optimization or deployment of Salesforce?

Do you need help defining the requirements of the integration?

Administrative Section

Who is the Salesforce administrator in your company?

Who is the MS Dynamics administrator in your company?

Who is the Contracts administrator in your company?

Who will be the InterWeave administrator in your company?

Who should receive InterWeave Support Bulletin emails?

Who provides IT Support for your company?

Salesforce Section

How long have you been using Salesforce?

To set up your Salesforce custom fields and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.

Do you use Parent and Child Accounts in Salesforce?

How many Customers and Jobs do you have in MS Dynamics, in total?

Item/Product Data

MS Dynamics Information

What edition of MS Dynamics are you using?

Custom Object Integrations

Standard Object Integrations

InterWeave AR/AP Track Selection

STO - Standard Transaction Object

Transaction /Opportunity Data

For the Initial Currency Setup

Data Bulk Load Request

Please specify the following:

Please specify the following:

Please specify the following:

MS Dynamics Customers to SF Accounts Binding Request

SF Accounts match to MS Dynamics Customers Request

Navigation

Trending

InterWeave

Connect

Thank you for subscribing to InterWeave from Integration Technologies, Inc.

The following information will help us help you implement and use your InterWeave Solution to your company’s best advantage. We look forward to working with you.