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  1. Preface
  2. Understanding PowerExchange for Microsoft Dynamics CRM
  3. PowerExchange for Microsoft Dynamics CRM Configuration
  4. Microsoft Dynamics CRM Sources and Targets
  5. Microsoft Dynamics CRM Application Source Qualifiers
  6. Microsoft Dynamics CRM Sessions
  7. Appendix A: Microsoft Dynamics CRM and Transformation Data Types

PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

Understanding Microsoft Dynamics CRM

Understanding Microsoft Dynamics CRM

Microsoft Dynamics product line consists of enterprise resource planning (ERP) and customer relationship management (CRM) software applications.
PowerExchange for Microsoft Dynamics CRM integrates PowerCenter with Microsoft Dynamics CRM.
Microsoft Dynamics CRM is an enterprise software that you can use to manage marketing, sales, and customer service. Microsoft Dynamics CRM provides an account management system that tracks activities and revenue.
In a Microsoft Dynamics CRM system, the top-most entity is called an organization. An organization can have multiple business units. Business units can have child business units. The CRM users are assigned to the different business units.
Microsoft Dynamics CRM supports a rich business entity model. An entity is a container for data, similar to a table in a relational database. Each entity contains a set of attributes. When you install Microsoft Dynamics CRM a set of entities are available by default. Some of these are customizable. In addition, you can create custom entities to contain business data. The owner of an entity can be an organization, a business unit or a user. Entities contain attributes. An attribute is a container for a piece of data in an entity. Microsoft Dynamics CRM supports a wide variety of attribute types. A relationship defines an association between two entities. One-to-many, many-to-one, many-to-many, and self-referential relationships are available.
Microsoft Dynamics ERP includes Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. You cannot use PowerExchange for Microsoft Dynamics CRM with Microsoft Dynamics ERP.

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