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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX and CRM Document Ha...
Microsoft Dynamics AX (Archived)

AX and CRM Document Handling Integration

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Posted on by Karthik Desappan 5,680

Hi everyone,

Now I am working in AX CRM integration process through(like, Connector ,AIF service). However, I have getting a task AX CRM Document handling integration through SharePoint

normally, I have completed Linking Dynamics AX and SharePoint to Create our own Document Management System. But I need to know how to Linking Dynamics AX and CRM document handling management System for all entities.

Task to be do below explanation:

AX 2012              CRM

Customer  <-->  Account

e.g.: if I attach document in AX 2012 'A001' customer record that will be capture or stored in CRM 'A001' Account and vise versa.

if above one is possible let me know about this kindly guide me how to move here after.......

 

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  • Denis Macchinetti Profile Picture
    Denis Macchinetti 16,444 on at
    RE: AX and CRM Document Handling Integration

    Hi Karthik

    I don't know in details how Dynamics CRM manage the Documents on Sharepoint.

    What it's sure, is that you have to create an AX AIF Service document just to exchange the informations between AX and CRM.

    Also, for the integration you can use the CRM Connector or call directly the services exposed by AX and CRM.

  • Karthik Desappan Profile Picture
    Karthik Desappan 5,680 on at
    RE: AX and CRM Document Handling Integration

    Hi all,

    I did not get exact result for above task created post.

    AX 2012 Integration with CRM 2011 for Document Management through SharePoint and vise versa..........

    AX record 'A' same document as attached in CRM record 'A' document maintain in unique location for both AX CRM document.......

    I struggling still now for this how to achieve it.....kindly guide me anyone familiar about this.......I explained process also main post.......

  • Karthik Desappan Profile Picture
    Karthik Desappan 5,680 on at
    RE: AX and CRM Document Handling Integration

    Hi Denis,

    when I attach document in particular record in CRM that record create on folder in SharePoint but  in AX 2012 storing attach document in mentioned file path from document type URL and location as the SharePoint............

  • Suggested answer
    Denis Macchinetti Profile Picture
    Denis Macchinetti 16,444 on at
    RE: AX and CRM Document Handling Integration

    Hi Karthik

    You can use the Dynamics CRM Connector.

    www.microsoft.com/.../details.aspx

    As you will see from the PDF, Out of the box are handled the following AX entities :

    Enumerated values

    Customer (including addreses)

    Contact (including addreses) ï‚«

    Item ï‚®

    Sales invoice ï‚®

    Sales order ï‚«

    Currency ï‚®

    Employee ï‚®

    Unit schedule (including units)

    So, no Docuref.

    About AX, you have to create a new AIF Document Service that expose the Document Handling metadata

    I don't think you can use the standard AIF Service DocumentHandlingService, because allows users to submit unattached documents and push them into workflow for association with records.

    About a new Document Services creation, take a look at technet.microsoft.com/.../aa856656.aspx

    Practically, you have to use the AIF Document Service Wizard. The wizard creates all the necessary service and document components and alerts you to any best practices issues.

    Then, go to the CRM Connector and create a new Mapping.

    At the link below, you can find an example.

    blogs.msdn.com/.../customizing-a-microsoft-dynamics-ax-2012-and-microsoft-dynamics-crm-2011-integration.aspx

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