Connector -- Integrating Dynamics ERP with Dynamics CRM

Connector for Microsoft Dynamics is an integration solution which is targeted specifically at the Microsoft Dynamics product family. Connector provides an out of the box integration between Dynamics CRM and Dynamics ERP solutions.

Welcome to the Connector for Microsoft Dynamics blog

Welcome to the Connector for Microsoft Dynamics blog

  • Comments 30

Welcome to the blog that will be used by the Connector for Microsoft Dynamics team to provide you with the latest information about the product. Check back often to stay informed on the latest news, tips and tricks and customer stories about Connector.

Let's start with the basics. You may be wondering what the Connector is? The Connector for Microsoft Dynamics, was released more than a year ago, to help customers who are using Dynamics CRM  (either online or on-premise) integrate it with their Dynamics ERP solution. In this case, by Dynamics ERP, we mean Dynamics GP, Dynamics NAV and Dynamics AX. Out of the box, we provide you with baseline integrations that will help you move customer information, inventory and pricing information and sales order between the two systems. Using a web service to web service integration on a scheduled basis, the data moves seamlessly between the two solutions, helping you keep the two systems in sync.  Plus, it's easy to modify the baseline integrations to better match how you do business. You can easily synchronize additional fields, adjust the length of time between schedules, or do deeper modifications using the Connector SDK.

The integration is comprised of an NT Service that binds together web services for both Microsoft Dynamics CRM and the Microsoft Dynamics ERP to read and write data.  The integration service also leverages a transform engine to convert the data between the interfaces to ensure that the data moving between the two systems is compatible and in correct form. Data integrated with Connector is bi-directional. In a few cases, it's assumed that the Dynamics ERP is the system of record.

In addition, third-party developers and partners who want to extend the functionality of the Connector for Microsoft Dynamics, can use the Connector SDK, which contains documentation, templates, and sample code.

 

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  • Can you please tell me where and how we can obtain a license key for this CRM-AX connector?

  • Yes, to get a license key for CRM-AX Connector, you need to place an "order" with your Dynamics partner for Connector. There will be no charge, but the order process is now the registration/license keys are generated.

  • Hello,

    could you please tell me how I can filter the records of the entity that I want to sync?

    thanks

  • Hi,

    At this point, the records are filtered based upon last modified date. As part of our release this fall, we will add a feature to allow data filtering based upon other criteria.

  • Hello CharG,

    thank you very much for answering.

    Do you know if exists any date for the launch of this new version of the connector?

    We could filter the records using the SDK that has the connector?

    Thank you very much and best regards

  • Hi

    The next Connector release is planned for this fall (2010). I don't believe using the SDK would help you with filtering.

  • Please also see our blog post on logging and voting for suggestions for Connector. blogs.msdn.com/.../suggestions

  • Hi CharG

    You can configure the connector to connect to CRM Online 2011 through a proxy that requires authentication without having to modify the proxy?.

    I try to connect from my company Navision and CRM 2011 online and I always get the error "proxy authentication required '

    thanks for all

  • Hello, there are settings listed in the documentation that you can apply outside of the adapter settings window that will allow you autenticate through a proxy when connecting to CRM online.  You might also want to talk with your Proxy server's administrator to determine why the authorization is not working as expected.  

    If you are unable to find these setup steps, our support team has walked customers and partners through this scenario before and I would encourage you to contact support regarding this configuration as there could certainly be other networking related options that you will need to consider and our support professials can certainly help you work through those as well as this one.

  • We have built a pre-create plugin in CRM to filter the records from AX to CRM.

  • JB - would you like to elaborate on the plug-in you created? It would probably very useful for a lot of us, thanks!

  • Hello,

    when trying to configure the Connect dynamics for the online version of CRM I always skip the following error:

    Failed to retrieve the document metadata Federation at "nexus.passport.com/.../FederationMetaData.xml" with exception: "Unable to connect to the remote server"

    if I run the direction in the internet browser I have no problem.

    Can someone please help me please?

    thank you very much for everything

  • Hi

    Is the connector available for Dynamics AX2012?

  • We will have a version of Connector for Dynamics AX 2012 available later this summer.

  • Hi CharG

    I just installed the CRM solution in my crm connector online and when I access for example to an account page I get the following error:

    Error in custom event in the field.

    Field: window

    Event: onload

    Error: 'crmForm.all.dynamics_isreadyforintegration.DataValue' is null or not an object

    You know why this might be?

    thank you very much

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