Changing Unit of Measure Schedules in Dynamics CRM when integrated with Dynamics GP using the Connector

Environment: Dynamics CRM 2011 / Dynamics GP 2010 / Connector for Microsoft Dynamics

Recently a client changed the base unit of measure from Box to Each for one of their unit of measure schedules. The connector, of course, wouldn’t properly integrate the new mapping because it had already been assigned to product lists. The sequence to get it changed is as follows -

GP is the master for the Unit of Measure schedule, so start there.

• In GP, find any products that are using the Unit of Measure schedule you want to change and switch them to another schedule. Note that you’ll be warned that you will have to recreate the price lists and purchasing options for this product.
• Run the Price Level to Price List map in the Connector. After it runs, verify that your products in CRM are switched to the new Unit Group
• Delete the Unit of Measure schedule in GP
• In CRM, deactivate and then delete the old Unit Group
• In GP, create the new Unit of Measure schedule with the correct Base Unit
• Run the Unit of Measure Schedule to Unit Group map and check the log to verify that the change was brought over successfully.
• In CRM, verify that the new unit group is available.
• In GP, change the products to the correct Unit of Measure schedule
• Recreate the Price Lists and Purchasing options for those products
• Run the Price Level to Price List map in the Connector. After it runs, verify that your products in CRM are switched to the new Unit Groups.