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CRM Integration

DMS by Simova offers a predefined integration into the CRM module of Business Central. The CRM integration can be used to automatically create interaction log entries for the contact. These entries can be created with different triggers of the DMS solution, e.g. filing via drag & drop or upload via the archive queue. The metadata contact no. is the key connection element.

Activate CRM integration

Standard templates for the interaction log are created when the CRM integration is activated. The following steps need to be completed to activate the CRM integration.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action General.
  3. Activate the checkbox Activate CRM.
  4. The individual triggers are set up with the standard templates when the CRM feature is activated.

Info

It is also possible to define individual templates. The interaction log templates need to be created in advance.

Define CRM metadata in mapping

The predefined triggers apply when the CRM integration is activated. An interaction template list can be defined with the CRM metadata mapping. The list of stored interaction templates is then displayed during the drag & drop process to the metadata. The following steps need to be completed to map the CRM integration to metadata.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Repository in the ribbon bar and execute the action Metadata Management.
  3. Activate the checkbox CRM Field for the metadata to be mapped with the CRM function.
  4. The CRM Templates setup is displayed in the area below.
  5. Select the interaction templates which should be displayed in the Value field.

Info

An interaction template can be defined with the checkboxes as a default value, as a fixed value or for the silent drop as a default value.