AX and CRM Document Handling Integration

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Posted on by Karthik Desappan

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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 16,444 on at

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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) 

Item 

Sales invoice 

Sales order 

Currency 

Employee 

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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Karthik Desappan 5,680 on at

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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............

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Karthik Desappan 5,680 on at

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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.......

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Denis Macchinetti 16,444 on at

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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.

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