How ERP, CRM, and the reports behave
Company filters, posting rules, dataset refreshes, and the job that links a SharePoint site to an opportunity. First Line follows the implementation, including the cases the handbook skipped.
First Line
First-line support for the systems you already run
Ask why you cannot see invoices in the ERP, why SI-5846 will not post, why the CRM and Power BI disagree, or where the SharePoint site for an opportunity went. First Line checks the code, the documentation, and the live data, then fixes it or shows you how.
What it knows
How the system works, and what it holds right now
The answer to “why can’t I see this?” is usually split across how the system is built, the procedure your team wrote, and the record itself. First Line reads all three.
The procedure your team already uses
How to post an invoice, who can see which company, and how an opportunity site is supposed to be connected. When that page exists, the answer follows it.
The live invoice, opportunity, and site
MCPs on the ERP, CRM, Power BI, and SharePoint look up this record. Invoice SI-5846, the opportunity, the dataset’s last refresh, the site that should be linked.
In the chat
The questions people already ask
First Line is for the internal systems your company runs. You choose which fixes it may apply, and which ones it only explains.
The CRM and Power BI disagree
Opportunity Northwind was updated this morning. The dataset last refreshed yesterday at 18:40, so the report is a day behind. The ERP matches the CRM. First Line can refresh the dataset, or show where the schedule is set.
Why can’t I see invoices in the ERP?
Your user is on company BE01. The invoices sit on BE02, and the list is filtered by company. First Line can show the other company, or request the access your policy allows.
I can’t post invoice SI-5846
The invoice is parked because the vendor is on hold, open since 12 March. First Line can release the hold and post it, or walk you through those two steps.
Where is the SharePoint site, and why isn’t it connected?
The site for opportunity Northwind exists. The CRM link is empty because the connection job stopped. First Line can write the link back, or show you the site and the missing field.
- Code dataset refresh
- Docs report schedule
- MCP CRM, ERP, Power BI
Colleague
The CRM shows a different amount than the Power BI report for opportunity Northwind.
First Line
Northwind was updated in the CRM this morning. Invoice SI-5846 in the ERP has the same figure. The Power BI dataset last refreshed yesterday at 18:40, so the report is a day behind. I can refresh it, or show you the schedule.
Refresh it
Show me the steps
How we set First Line up
1. The systems in scope
ERP, CRM, Power BI, SharePoint, and the other tools people actually get stuck in. First Line learns how those systems are set up for your company.
2. Documentation
Posting guides, permission notes, and the runbooks your team trusts. Outdated pages can be left out.
3. MCP connections
Each MCP reads the live system: the invoice, the opportunity, the dataset, the site. We connect the ones these questions need. See integrations.
4. What it may change
You write the boundary. Read-only lookups are the default. Fixes are explicit. The chat shows what it checked, so the team can audit a reply.
Customers who need a portal of their own use Portal. Mail that should become a ticket or an ERP record stays on Mail.