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To create RemoteDesk data, select the Import process which reads the Dynamics data files and brings in customer, ship-to and item price list data. It also updates other lookup tables such as salesperson, terms and territory at the time customer records are read.
The RemoteDesk Export process is used to update the Dynamics database with new sales orders keyed into RemoteDesk or received from remote client sites. You can also export to Dynamics any new customer records and ship-to addresses created in RemoteDesk.
The third interface provides order status information to all RemoteDesk clients such as when orders were posted to Dynamics, if they have been invoiced, shipped, put on backorder or credit hold. For order status there is also a "problem" alert on the screen that shows up when the order takes the customer over their credit limit.