AX 2012 R2 intergration with CRM using Dynamics connector

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Posted on by DeonVan

Hi all

Im stuck on this, i need to integrate my vendor table/query to CRM using the connector and i noticed that there is no default map to do this, i have tried tio create a new map but i cannot "see" my vendor table/query.

I am new at this, so please guys i need help and a bit of guidance.

Regards

Deon

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DeonVan 40 on at

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RE: AX 2012 R2 intergration with CRM using Dynamics connector

Hi Arun

I have what's needed in AX and I'm just waiting on someone with regards to the connector then I will verify.

Kind Regards

Deon

P.S Thanks for the reply
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ArunGarg 3,924 on at

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RE: AX 2012 R2 intergration with CRM using Dynamics connector

Hi,

To integrate the vendor data you'll need to expose the table in AX by creating a new document service. I followed this msdn walk through to get an idea: msdn.microsoft.com/.../cc589855.aspx

You also need to make sure you turn on the ModifiedDateTime, ModifiedBy, CreatedDateTime and CreatedBy properties on the table as the connector uses these fields to determine when to integrate the records.

Rough Steps required to setup new document service:

1. Identify tables that need to be exposed

2. Turn on Modified and Created table properties

3. Create new Query in AX to provide required data

4. Use AIF Document Service Wizard to create the Document and Axd classes and generate the service based on the query you created. Make sure to select the appropriate service operations .Etc Read, Find, FindKeys, GetKeys and getChangedKeys for read only

5. Update the connector AX class to include the new service, add to the GetServices method

a. Class DynamicsConnector::GetServices

6. In AX developer mode, Run the DynamicsConnector Main method to re-configure the Dynamics Connector Endpoint

7. Open the Dynamics Connector Client, open AX2012 adapter configuration and click refresh services.

8. Refresh the services - Note that the new document service should be displayed in list of services

9. Close and reopen Connector Client

10. Setup Connector to use the newly configured service as a source.

If this post helps you, Please verify this answer.

Best Regards

Arun Garg