Hi All- this is my very first blog
I am integrating AX 2012 with CRM 2011 using the Dynamics connector. I thought it might be of some use to the community at large
3. Similarly give the details for CRM 2011 settings
and run the configuration utility
I am integrating AX 2012 with CRM 2011 using the Dynamics connector. I thought it might be of some use to the community at large
AX 2012 with CRM 2011
Prerequisites
1.
You would need to install the Dynamics Connector
on one of the server (AX would be a good choice)
2.
On AX 2012, you need to import an XPO
a.
For Microsoft Dynamics AX, download the
DynamicsConnector.xpo file. For Microsoft Dynamics AX R2, download the
DynamicsConnectorR2.xpo file
b.
This XPO is available for download from the
partner portal of MSDN
c.
This changes some tables in AX so it would be
better to run the compare tool
d.
A DynamicsConnector class is imported in AX
which has the required services which will be utilized for the integration
3.
Following user account will be required for
integration
a.
CRM admin: which will be utilized during login
into CRM organization
b.
Integration account:
i.
This will be an admin for AX 2012
ii.
CRM sales person role in CRM 2011
Running the Dynamics
Connector utility
1.
Open the Connector for Integration
2.
Go to Adapter settings. Use the following
screenshot for AX 2012 setting
Once you give the required details, run the AX 2012 configuration
utility and then Test Settings
Hit Configuration utility for AX 2012 and refresh services.
This will add connector services which will be running the integration maps
Hit Test Setting
On running the configuration utility, follow these steps
Select the CRM organization for integration and the hit next
Next and hit configure. This
step will import the required solution in CRM 2011 (you can view it in
setting->solutions section of your CRM org). This will also make necessary
changes to the related entities in CRM
Hit finish once done . Hit Test setting for CRM 2011
4. Prepare for Integration
-
Click on new integration and choose “from a
template” AX 2012 and CRM 2011
-
Select your organizations and then create
-
Following maps will appear in inactive state
-
Maps will be run in the following order
o
Map Enum Values
o
Map employees
o
Map unit schedules and unit groups
o
Map currencies
o
Map items and products
o
Mapping customer and accounts
o
Map contacts
o
Map Sales Orders
o
Map invoices
Running Maps
1.
Enum Values: select the enumerated values to
pick list map
Click activate
Edit check for changes->Map run schedule: select map to
run once and start date should be the date before your first entered data in
AX. OK. Click save
Once the map runs successfully, deactivate the map
2.
Map employees and ERP users: to map CRM users
with ERP to decide on the ownership of the integrated records. This map creates
A custom entity called ERP user is created. Once this map
runs successfully, map CRM user with corresponding user in ERP
Select Employee service to ERP system user map and follow
the same steps as in the first map. Remember
not to deactivate this map like we did in Enum value map
Associate the CRM user with the ERP user. Go to users area in CRM and select a user
3.
Map unit schedule and unit groups. Select the
Unit Schedule to unit group map. The same steps have to be followed and the map
will not be deactivated at the end
4.
Map currency: select exchange rate to currency
map
5. Map items and products: same as the above maps. Select item service to product
Open product catalog and then products in CRM and verify all
AX products are present there
6.
Map Customers and account.
In case mapping AX customer to CRM customer, user customer
service to account
In case mapping CRM Account to AX customer, run account to
customer service map and follow the same steps. Similarly you can map the
contacts and SOs and Invoices
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