Connector -- Integrating Dynamics ERP with Dynamics CRM

Customizing a Microsoft Dynamics AX 2012 and Microsoft Dynamics CRM 2011 Integration

2013-05-10T19:23:00Z

If you need to expose a custom table in Microsoft Dynamics AX 2012 for integration to a custom entity in Microsoft Dynamics CRM 2011, then this post is for you! Let's say that you will be creating a custom entity in Microsoft Dynamics CRM 2011 and that entity really doesn't integrate to one of the out of the box tables in Microsoft Dynamics AX 2012 or that you would like to integrate to a staging table in Microsoft Dynamics AX 2012 and then have your custom Microsoft Dynamics AX 2012 code...(read more)

Using Microsoft Dynamics CRM 2011 Security Roles to limit access to "Information" forms only

2013-05-10T13:46:00Z

Do you need to restrict your user's access to the new forms in Microsoft Dynamics CRM 2011? You might want to do this if you are using Microsoft Dynamics CRM 2011 Online or RU 12 and want to ensure that your users are only accessing the classic forms which have the "submit" button enabled on them. If you do here are some steps that you can follow to use the security roles in Microsoft Dynamics CRM 2011 to accomplish this. In Microsoft Dynamics CRM, go to "Settings -> Customization...(read more)

Relive Convergence 2013 Content on Connector —Online!

2013-04-02T19:22:36Z

If you attended Convergence and are looking for refreshers on the Connector content , be sure to check out “ Convergence 2013 – Online !” From this site, you’ll e able to view content from Convergence breakout sessions, keynotes, general sessions, concurrents and deep dives sessions. The ‘My Convergence’ site will be available for 12 months following the event, so that you can continue your learning, revisit your favorite sessions, or show your co-workers...(read more)

Avoiding possible duplicate addresses in Microsoft Dynamics CRM 2011 when integrating with Microsoft Dynamics AX 2012

2013-03-27T19:18:00Z

With the current mappings for addresses between Microsoft Dynamics CRM 2011 and Microsoft Dynamics AX 2012 there is a possibility that you can get duplicate addresses in Microsoft Dynamics CRM 2011 if the address originated in Microsoft Dynamics CRM 2011. This is due to how we currently process address updates in the Microsoft Dynamics CRM 2011 adapter. The scenario will be corrected to work properly in our next Connector for Microsoft Dynamics release. To avoid the situation with your current integration...(read more)

The “Record ID” in the Integration Record table in Microsoft NAV 2013 shows as “”

2013-03-08T14:20:28Z

If you install the CRM Connector for Microsoft Dynamics NAV 2013 you will find that you cannot read the “Record ID” value directly in the Integration Record table as you used to in Microsoft Dynamics NAV 2009 R2. The original post can be found on the Microsoft Dynamics NAV blog here: http://blogs.msdn.com/b/nav/archive/2013/03/08/the-record-id-in-the-integration-record-table-in-microsoft-nav-2013-shows-as-lt-binary-data-gt.aspx...(read more)

Integrating Microsoft Dynamics GP Sales Order and Invoice serials / lots into Microsoft Dynamics CRM Order / Invoice lines

2013-03-06T16:02:00Z

Integrating serial and lot numbers between Dynamics GP and Dynamics CRM can be valuable if you need visibility into the serial numbers or lots associated to a sales document line within Microsoft Dynamics CRM. By default Serials / lots that are associated to Microsoft Dynamics GP Sales order or Invoice lines are NOT integrated into Microsoft Dynamics CRM Sales Order or Invoice Lines. This post will help you in integrating these fields between Microsoft Dynamics GP and Microsoft Dynamics CRM...(read more)

Where can I learn about Connector this year at Convergence?

2013-02-04T18:49:00Z

If you’re thinking about going to Convergence 2013 , just wanted to let you know we have many options this year for you to learn more about Connector for Microsoft Dynamics. The event is March 18-21 in New Orleans and we hope to see all of you there with us. Convergence Expo You can find Connector in the Microsoft Technologies area at the Expo. We’ll have people on hand (sometimes, even the engineers for Connector) throughout the week to give you a demo of a feature or to answer...(read more)

Connector for Microsoft Dynamics V2 RU3 released today

2013-01-25T22:32:00Z

Connector for Microsoft Dynamics V2 RU3 (2.3.1225.1) released today! This release enables integration with Microsoft Dynamics AX 2012 R2, and also resolves some of the key issues that you might be facing with your RU 2 deployments. Additional features and updates are listed later in this post. Note: that if you are using Microsoft Dynamics Online or are planning on up-grading your on-premises deployment to the upcoming UR 12 update for Microsoft Dynamics CRM 2011, you will need to continue to...(read more)

Connector for Microsoft Dynamics V2 RU2 supports Microsoft Dynamics GP 2013

2013-01-03T16:42:48Z

The current version of Connector for Microsoft Dynamics (2.2.209.2) supports the newly released Microsoft Dynamics GP 2013 product already. It has been fully tested with this newest version of Microsoft Dynamics GP and is fully supported....(read more)

Demo posted for Microsoft Dynamics GP and Microsoft Dynamics CRM 2011

2012-12-14T20:41:43Z

Just a quick update to let everyone know that a demo has been posted for the integrated Microsoft Dynamics GP and Microsoft Dynamics CRM solution. The demo can be found here in the Demo Showcase Suite. A video of the demo has also been posted to YouTube and can bee found here as well as at the bottom of this post. Happy Holidays to everyone and a Happy New Year as well! (Please visit the site to view this video)...(read more)

Refresh now available for the Microsoft Dynamics CRM 2011 Instance Adapter

2012-12-10T17:22:00Z

The Microsoft Dynamics CRM 2011 Instance Adapter has been refreshed to include a number of updates that will allow for even more entities to be synced between Microsoft Dynamics CRM instances than before. These entities include: Products Invoices Orders Quotes Territories Currencies Facilities / Equipment Units Unit Groups Opportunities and Opportunity Products Activities While previously supported, some users did experience issues when attempting to sync...(read more)

Updated Mappings for Microsoft Dynamics NAV and Microsoft Dynamics AX in Connector for Microsoft Dynamics RU 2

2012-11-27T21:19:00Z

Several of you have asked what changed in the Microsoft Dynamics NAV and Microsoft Dynamics AX maps in RU2. They were updated to take advantage of new functions that were created which allow for much better support of Microsoft Dynamics CRM duplicate detection rules. If you do not want to delete and re-import maps in your existing integrations after upgrading, here are the changes that were implemented so you can copy these into you existing maps if you like. Microsoft Dynamics NAV maps Account...(read more)

Connector for Microsoft Dynamics V2 RU2 released today

2012-11-09T21:26:00Z

Connector for Microsoft Dynamics V2 RU2 released today! This release includes enhanced maps, and also resolves some of the key issues that you might be facing with your RU 1 deployments. Additional features and updates are listed later in this post. To download this release for your Microsoft Dynamics ERP system, go to CustomerSource: Connector for Microsoft Dynamics AX The XPO that is required to enable support within Microsoft Dynamics AX 2012 requires Cumulative Update 1 for Microsoft...(read more)

Connector for Microsoft Dynamics now offers Microsoft Dynamics CRM to Microsoft Dynamics CRM integration capabilities!

2012-10-24T20:09:38Z

Keeping Microsoft Dynamics CRM 2011 instances in sync has never been easier than now with the Microsoft Dynamics CRM 2011 Instance Adapter. This is an additional adapter for use with Connector for Microsoft Dynamics that allows for the synchronization of data between two Microsoft Dynamics CRM 2011 organizations. The adapter allows for communication between two endpoints that exist on any authentication/hosting environment (on-premise, online, IFD, etc.) This means that you can leverage this new...(read more)

Connector for Microsoft Dynamics in the Microsoft Dynamics CRM field guide

2012-10-10T18:44:00Z

Connector for Microsoft Dynamics is covered in a book recently published by a group of Microsoft Dynamics CRM MVPs. Check out chapter 23 in the recently published "CRM Field Guide": "Chapter 23 – Dynamics Connector - From Zero to Hero, in this chapter, you will learn what some of the considerations are when combining CRM with other members of the Dynamics family, what options are available, how to choose and implement the best option or combination of options, and some...(read more)

Connector for MIcrosoft Dynamics now available on CustomerSource

2012-10-09T14:45:00Z

Gaining access to Connector for Microsoft Dynamics is easier than ever with two changes that have been implemented with the most recent version. A registration key is no longer required to be entered when you are installing Connector Connector can now be downloaded from CustomerSource Existing customers are welcome to download this new version, but it’s not necessary; no other changes were made in this version. These same changes will be supported in future versions of Connector...(read more)

Connector for Microsoft Dynamics support for Microsoft Dynamics NAV 2013

2012-10-01T15:24:00Z

The Connector for Microsoft Dynamics team is pleased to announce that the current version of Connector for Microsoft Dynamics (V2 RU1) fully supports the recently released Microsoft Dynamics NAV 2013 product. If you have Connector for Microsoft Dynamics version 2.1.29.1 or 2.1.371.1 then you are ready to integrate data to and from Microsoft Dynamics NAV 2013 on-premises. If you do not have one of these versions of Connector for Microsoft Dynamics the most current one, 2.1.371.1, can be downloaded...(read more)

Security Token Errors in WCF Services

2012-10-01T13:29:00Z

Have you received error messages from the WCF services that you are trying to integrate to and from, similar to the following, "An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail"? if so, these steps can possibly help you to avoid having these records go into the retry queue. It should be noted that normally these errors are corrected on the first retry but the following steps can help you to reduce the...(read more)

Integrating Microsoft Dynamics AX 2012 inherited tables with Connector for Microsoft Dynamics

2012-08-14T18:32:51Z

Several questions have been raised recently regarding how Connector for Microsoft Dynamics supports integrating data to and from Microsoft Dynamics AX 2012 inherited tables. These tables normally are implemented similarly to how the DirParty tables are implemented in the base application and I will use Connector’s support for those tables as an example of how you can develop your integrations to your own inherited tables. Customers in Microsoft Dynamics AX 2012 can either be organizations...(read more)

Price list plugin for Microsoft Dynamics GP 10.0

2012-08-14T13:37:00Z

In the GP Connector for Microsoft Dynamics Rollup 1 (2.1.29.1), pricing integrations were optimized for Microsoft Dynamics GP 2010 and no longer support automatic updates for pricing information from Microsoft Dynamics GP 10.0. If you are integrating with Microsoft Dynamics GP 10.0 and you have never previously integrated with Microsoft Dynamics CRM, you must manually register the price list processing step to integrate price list information from Microsoft Dynamics GP 10.0 to Microsoft Dynamics...(read more)

Connector for Microsoft Dynamics V2 RU 1 (2.1.29.1) tested with Microsoft SQL Server 2012

2012-08-03T16:41:00Z

We have completed our testing of the latest version of Connector for Microsoft Dynamics (2.1.29.1) on Microsoft SQL Server 2012. We have found the Connector for Microsoft Dynamics installs and works on Microsoft SQL Server 2012 just as it did on the previous versions of Microsoft SQL Server that are supported. Therefore you can select to install the MSDI database on a SQL server that is running Microsoft SQL Server 2012 or you can upgrade a SQL Server that is hosting the MSDI database already to...(read more)

Upgrade to the RU 1 Pricing Integration for Microsoft Dynamics GP 2010 and Microsoft Dynamics CRM 2011

2012-08-02T14:00:00Z

Connector for Microsoft Dynamics V2 RU 1 contains an updated integration for Microsoft Dynamics GP 2010 Pricing (this update does require that Microsoft Dynamics GP 2010 have SP 3 installed). In previous versions, the pricing integration was not adequate for some customers and we have improved the integration to not only support a wider variety of Microsoft Dynamics GP customers but also to enable multi-currency pricing. This video demonstrates the process of upgrading an existing Connector for Microsoft...(read more)

Connector for Microsoft Dynamics V2 RU 1 released today

2012-06-28T12:59:00Z

Connector for Microsoft Dynamics V2 RU1 released today! This release includes enhanced integration options and maps, and also resolves some of the key issues that you might be facing with your V2 deployments. Additional features and updates are listed later in this post. Stay tuned to this blog for upcoming videos that detail the new features and functionality. To download this release for your Microsoft Dynamics ERP system, go to PartnerSource: Connector for Microsoft Dynamics AX ...(read more)

Connector for Microsoft Dynamics version history

2012-06-19T13:07:00Z

Several questions have come in from the field asking what the version numbers are for previous Connector releases. They are summarized in the table below. This table will be kept up-to-date as future versions are released. Connector Version Build Number CRM Solution Number RTW 1.0.1603.1 N/A FP 1 1.1.412.1 N/A FP 2 1.2.323.1 N/A FP 3 1.3.206.1 N/A FP 4 1.4.717.1 N/A FP 5 1.5.228.1 1.01603.1...(read more)

New productivity pack for Connector posted online

2012-06-11T19:26:00Z

A no-charge Productivity Pack for Microsoft Dynamics has been posted in the Microsoft Dynamic Marketplace under Dynamics Labs. This productivity pack allows you to further extend the Dynamics business processes supported with Connector for Microsoft Dynamics. Dynamics Labs is an initiative by Microsoft to deliver innovation and enhancements to Microsoft Dynamics CRM customers and partners between major product releases. Applications, samples, and templates in Dynamics Labs are developed by Microsoft...(read more)