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1. Verify that you have entered all your contacts in either Microsoft Dynamics AX or Microsoft
Dynamics CRM.
Note: You must choose to integrate either Microsoft Dynamics CRM contacts into Microsoft
Dynamics AX contacts, or Microsoft Dynamics AX contacts into Microsoft Dynamics CRM contacts.
The Contact to AX Contact and AX Contact to Contact maps (or Contact to Contact Persons
Service and Contact Persons Service to Contact maps if you are running Microsoft Dynamics AX
2012) cannot run simultaneously during initial data synchronization. For more information, see
Contact to AX Contact and Contact to Contact Persons Service and AX Contact to Contact and
Contact Service to Contact in the appendix. After initial data synchronization, these maps can be
run simultaneously.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
2. Open Connector for Microsoft Dynamics. Go to the integration to work with, and then click the
Maps node in the left pane.
3. Select the correct map depending on where you entered your initial customer data:
·ð If you entered your initial customer data in Microsoft Dynamics AX, select AX Contact to
Contact or Contact Persons Service to Contact.
·ð If you entered your initial customer data in Microsoft Dynamics CRM, select Contact to AX
Contact or Contact to Contact Persons Service.
If you do not want to change any of the default map settings, go to step 5. To customize map
settings, see the Connector for Microsoft Dynamics installation guide.
4. In the Status area, click Activate.
5. Click the Edit link next to the Check for changes area to open the Map Run Schedule window.
Change the map run schedule to run every 45 seconds. Make sure that the Start Date field value is
before the date that you first entered data into Microsoft Dynamics AX or Microsoft Dynamics CRM.
Click OK to close the Map Run Schedule window.
If your business needs require a longer run time, you can set the map run schedule to any
duration.
6. Verify that the date listed in the Check for data modified after area is before the date that you
entered your Microsoft Dynamics AX contacts or Microsoft Dynamics CRM contacts. To change this
date, click the Edit link next to the Check for data modified after area to open the Check for
data modified after window. Enter the new value and click OK. Start the Connector for Microsoft
Dynamics service again.
7. Click Save on the top command bar.
In the Status section of the Map page, the Last run status is displayed. While the integration is
running, the Last run status is displayed as Currently running and displays the numbers of
changes found, changes written, deletions found, records deleted, and failures. Wait until the
Currently running status is no longer displayed and the Last run status is displayed to allow the
integration to run and move the Microsoft Dynamics AX contacts to Microsoft Dynamics CRM
contacts.
Note: The amount of time required to integrate your Microsoft Dynamics AX contacts with your
Microsoft Dynamics CRM contacts depends on the number of contacts in your Microsoft Dynamics
AX and/or Microsoft Dynamic CRM data set.
8. Open Microsoft Dynamics CRM.Go to Marketing and select Contacts, or go to Sales and select
Contacts. All the contacts that integrated are displayed.
9. Verify that all the contacts have been fully integrated.
10. Click the View log for this map link at the top of the Status section. Review any events that are
displayed and fix any issues before proceeding. For more information, see Reviewing the log file
in the Connector for Microsoft Dynamics installation guide.
11. To change the map run schedule for ongoing integration, repeat step 6 and change the map run
schedule to the appropriate settings for this map.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
Map orders and invoices
When Connector for Microsoft Dynamics is installed, Microsoft Dynamics AX data takes precedence over
all order and invoice information. You can integrate existing Microsoft Dynamics CRM orders, but not
existing Microsoft Dynamics CRM invoices. However, you can integrate existing and new or modified
Microsoft Dynamics AX sales orders and invoices to Microsoft Dynamics CRM.
Because Microsoft Dynamics ERP products support more complicated pricing operations than Microsoft
Dynamics CRM does, orders that are initially created in Microsoft Dynamcis CRM might not be priced as
accurately as they will be after they have been integrated into the Micorosft Dynamics ERP. Sales order
maps must run in both directions so that the Microsoft Dynamics ERP can calculate the correct prices
and integrate the information back into Microsoft Dynamics CRM.
Installation of Connector for Microsoft Dynamics inactivates the invoice creation in Microsoft Dynamics
CRM. After installation, the following functionality is affected:
·ð Invoices can be viewed only in Microsoft Dynamics CRM.
·ð You cannot create invoices in Microsoft Dynamics CRM.
·ð You can create and modify orders in Microsoft Dynamics CRM, but only until the order is submitted.
If there are orders in Microsoft Dynamics CRM to move to Microsoft Dynamics AX, open the Microsoft
Dynamics CRM Orders list. For each order that you will integrate, open the order form and click
Submit Order at the top of the form. Only orders that have been submitted are integrated to Microsoft
Dynamics AX. Do not submit Microsoft Dynamics CRM orders that have already been re-created in
Microsoft Dynamics AX.
Note: Products in Microsoft Dynamics CRM require default price lists. When integrating a sales item
from Microsoft Dynamics AX that has no base purchase price, base cost price or base sales price,
Microsoft Dynamics CRM displays a message to indicate that a default price list has not been set.
Orders cannot be created with a product that does not have a default price list.
You can indicate how many historical Microsoft Dynamics AX orders and invoices to move to Microsoft
Dynamics CRM. Microsoft Dynamics AX orders and invoices are integrated based on the date when they
were last modified. You can indicate the oldest date for orders and invoices to include in the integration.
·ð Microsoft Dynamics AX sales orders to Microsoft Dynamics CRM orders
Microsoft Dynamics CRM orders must have an entry in the Owner field. If a sales order is created
in Microsoft Dynamics AX with no employee, or an employee who is not associated with a Microsoft
Dynamics CRM user, the Microsoft Dynamics AX sales order is integrated to Microsoft Dynamics
CRM with an Integration owner.
·ð Microsoft Dynamics CRM orders to Microsoft Dynamics AX sales orders
Microsoft Dynamics CRM orders must have an entry in the Owner field. If an order is created in
Microsoft Dynamics CRM with an owner who is not a user associated with a Microsoft Dynamics CRM
user, the Microsoft Dynamics CRM sales order is integrated to Microsoft Dynamics AX with a blank
value for the employee.
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