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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Step 5 – defining the CRUD rules

We have defined the entities, how they relate to each other, how they will be uniquely identified, and we have defined the fields for each entity and how they map between CRM and ERP fields.

We now need to define the CRUD rules for our synchronization. CRUD is an acronym for "Create, Read, Update, and Delete". It describes the four main operations that you can carry out on a data record. Customer information can be created, read, updated, and deleted on both the CRM and the ERP application. Now that we are synchronizing data, a CRUD action on the CRM side could have an impact on the synchronization code, and, more importantly could have an eventual impact on the ERP application, and vice versa.

Read actions will ...

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