Implementation Progress¶
This page tracks the progress of migrating data integrations from the legacy Scribe/Dynamics GP ↔ CRM 2011 system to the new platform.
Migration Status Overview¶
| Migration Flow | Analysis | Documentation | New Implementation | Testing | Go-Live |
|---|---|---|---|---|---|
| Customer to CRM | Complete | Complete | Not Started | Not Started | Not Started |
| Customer to ERP | Complete | Complete | Not Started | Not Started | Not Started |
| Address to CRM | Complete | Complete | Not Started | Not Started | Not Started |
| Address to ERP | Complete | Complete | Not Started | Not Started | Not Started |
| Product to CRM | Not Started | Not Started | Not Started | Not Started | Not Started |
| Sales Order to CRM | Not Started | Not Started | Not Started | Not Started | Not Started |
| Invoice Posted to CRM | Not Started | Not Started | Not Started | Not Started | Not Started |
| Sales Order Transferred to CRM | Not Started | Not Started | Not Started | Not Started | Not Started |
| Publishers & Connections | Complete | Complete | Not Started | Not Started | Not Started |
Detailed Work Items¶
See the Work Items & Checklist for the full list of discussion points and tasks the team needs to address.
Phase Definitions¶
Phase 1 — Analysis¶
Reverse-engineer the existing Scribe DTS files to fully understand the business logic, data transformations, cross-reference mappings, and error-handling patterns.
Phase 2 — Documentation¶
Produce detailed documentation of each migration flow, including field mappings, business rules, step-by-step workflows, and integration dependencies.
Phase 3 — New Implementation¶
Build the equivalent integration on the new platform, preserving all documented business logic and data transformation rules.
Phase 4 — Testing¶
Validate the new implementation against the documented behavior. Run UAT scenarios from DocsAndScripts/User_Acceptance_Tests_DynamicsGPtoDynamicsCRM.xls and reconciliation queries from DocsAndScripts/DataViewQueries/.
Phase 5 — Go-Live¶
Cut over to the new integration in production. Monitor health using reconciliation queries and confirm data parity between systems.
Recent Activity¶
| Date | Migration | Update |
|---|---|---|
| No entries yet | — | — |
Open Issues & Blockers¶
No blockers at this time
All documented migrations are proceeding as planned.
Notes¶
- Each migration flow must be fully documented and approved before new implementation work begins.
- Refer to the Overview for architecture context and the individual migration pages for detailed field mappings.