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Session Id :
Microsoft Dynamics AX (Archived)

How to: Consume Standard Document Handling Service in C#.NET or CRM 2011

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Posted on by 5,680

Hi all,

I need to know how to consume AX 2012 standard document handling service in C#.NET or CRM 2011.

if anyone familiar about this plz let me know how to done this.....  

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  • Martin Dráb Profile Picture
    237,795 Most Valuable Professional on at

    What problem do you have? Have you ever consume any service? Or you know the process in general but you have a specific problem with the document handling service?

  • Karthik Desappan Profile Picture
    5,680 on at

    Hi martin,

    I already work with custom document service and familiar about that because of custom document service class method argument derived by our self and also work with some of entity system document service like sale order, customer but I did not work with document handling related services in standard AX 2012.Why I ask this I am working in AX-CRM integration process so, I need to integrate document from AX to CRM and vise versa and attached documents are stored in SharePoint location.

    for e.g.: I have integrate Customer from AX to CRM(in crm, customer called as contact) with document attached with customer that will be remain same in CRM contact record and document maintain in SharePoint location for both AX and CRM have same location.(document are not duplicated in SharePoint location).

    if u have any idea about this plz let me know..........

  • Martin Dráb Profile Picture
    237,795 Most Valuable Professional on at

    It's still not clear to me what you need from us. Nevertheless note that you can use the Connector to integrate Dynamics AX and Dynamics CRM. You still need to extend it to do it exactly what you want.

  • Karthik Desappan Profile Picture
    5,680 on at

    Hi martin,

    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 Connector or AIF Service and document maintain in SharePoint site location.

    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 integrated through Connector or AIF Service the same to be reflect or created in CRM  Account 'A001' and vise versa.

    if above one is possible let me know about this........

  • Martin Dráb Profile Picture
    237,795 Most Valuable Professional on at

    You can set the URL to your SharePoint site - that goes to the DocumentUrlList of DocumentFileList (the parameter of DocumentHandlingService.create()).

  • Karthik Desappan Profile Picture
    5,680 on at

    hi martin,

    thanks for your valuable replies...

    if this is possible through Connector?

  • Martin Dráb Profile Picture
    237,795 Most Valuable Professional on at

    I'm not familiar with the Connector. I might be able to help you if you get into a particular problem. Please just go and try it by yourself.

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