When the connector between CRM and PSO has been installed and made operational, it will work on a real-time basis, i.e. the files, records and linked fields are replicated / synchronised as soon as they are edited or updated.
For accounts and contacts, this is done in real time from CRM to PSO, for projects it is done in real time from PSO to CRM. The connector between CRM and PSO includes a standard configuration for linked fields, which are replicated and updated between CRM and PSO. In terms of Accounts and Contacts, CRM is leading for the replication and
Updates PSO. This means Account records and Contacts records are transferred from CRM to PSO. The underlying fields from CRM are then recorded or updated in PSO
The only fields within Accounts and Contacts that are transferred back from PSO into CRM are the Account numbers of the Accounts and Contacts.
In terms of Projects, PSO is leading: when updating project information, only a number of general project fields are replicated from PSO to the Project extension in CRM. In CRM this leads to an output screen with general project information per project, which is linked to the corresponding account (client).