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.

New Connector for Microsoft Dynamics release available

New Connector for Microsoft Dynamics release available

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The Connector for Microsoft Dynamics Team is pleased to announce the latest release of Connector for Microsoft Dynamics! This release ensures that your Microsoft Dynamics ERP deployment will have the choice to integrate with Microsoft Dynamics CRM 4 on-premises or Microsoft Dynamics CRM 2011 in any deployment. This release also resolves some of the key issues that you might be facing with your Feature Pack 6 deployments.

This release can be downloaded for the respective ERP by going to PartnerSource:

Don’t have access to Partner Source but would like to know more? Check out the User Guide for the corresponding ERP which will begin your installation preparation. I know, I know; reading documentation can be an arduous task. But you know what they say, an ounce of prevention is worth a pound of cure. So read the provided documentation and avoid the common pitfalls and save yourself the support call.

In an up coming post, we will detail the new features included in this release, but here is the feature list at a high level.

  • Source level filtering (ability to limit the integrated records retrieved from the source based on user defined criteria)
  • Microsoft Dynamics CRM 2011 adapter - this adapter now supports Internet Facing Deployment / claims-based authorization / SSL / Office 365 CRM
  • Microsoft Dynamics SL 2011 adapter (supports Contacts and Customers)
  • Splitting of documentation into install and deployment and ERP specific customization documents
  • Changing the EULA to allow for integrations to and from a single microsoft Dynamics product (previous versions required that two Microsoft Dynamics products were being integrated using Connector for Microsoft Dynamics)
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  • Thanks a lot! Will wait for features details

    Cheers,

  • Thanks, looking forward to the new release.

  • Hi,

    Why would I want a connector, the CRM module within AX is a good one and has all the functionality I need (at least in AX 2009)?

    Best regards

    Torsten

  • I installed the new connector (for CRM-NAV)and created new integration (using  Microsoft Dynamics CRM 2011 Adapter). When activating NAV Customer Card to Account map, all records fail with this error:

    "[NAV Customer Card to Account] has encountered an error while processing key [{05E51D17-2810-4BD3-9A5A-BCA6E8E19AB0}Customer: <Customer No>]. Object reference not set to an instance of an object."

    Maps prior to this one ran without problem (Enumerated Values, Currency, UoM, Salespeople).

    (CRM is a new installation and there are no Account records in CRM at this point)

    Only thing that was modified in the NAV Customer  Card to Account field was mapping function for the Currency Code field ( it was set to =If(EqualTo(Currency\Dynamics Integration Key, "USD"), "", Currency\Dynamics Integration Key) )

    I did not have problems with standard maps in previous versions of Connector.

    Please help!

  • @Jasmina M - there is a hotfix for NAV that is required for FP 6 and for this newest release that deals with currency.  Have you applied hotfix 2597312?

  • I was looking for the Support-forum for the Dynamics Connector, but I can't find it. Could you point me to it? Thanks.

  • There currently is no dedicated support forum for Connector.  Most Connector users are simply using their ERP's support forum.

  • Hi thehetz

    I applied the currency hotfix (support.microsoft.com/.../2597312) prior to enabling the Connector in NAV , configuring adapters and creating integration. Also, I did not modified the NAV Customer Card to Account map as I stated earlier, the modification was actually done for Account to NAV Customer Card map (which I did not activate yet).

  • @Jasmina M - I would suggest that you might want to contact support about this.  I am also curious why you created a new integration?  The only reason for the using the new CRM 2011 adapter (and therfore creating a new integration) would be if your current CRM deployment was changed to one that was not previously supported.  I am planning on doing a blog post soon about the various upgrade reasons.

    What happens when you cahnge the modified map back to the shipping version?

  • Hi thehetz,

    We are using the Adapter for Microsoft Dynamics CRM 2011 because this is completely new integration (new installation of the Connector and integration of CRM and NAV organizations that have not been previously integrated with older versions of Connector). Instructions said to use the adapter for CRM 2011, rather than the Adapter for CRM (in case of first installation of the Connector). We also plan to configure CRM to be Internet Facing in the future.

    After changing modified map back to the original version, error is still the same. I have one question – do all integrated ERP System users have to be associated with a CRM user? I have less CRM users then ERP System users right now, and I didn't think that would matter.

    Thanks for your responses,

    Jasmina

  • All of the integrated ERP system users do NOT need to be associated to CRM users.  

    Do you have any currencies in NAV that have invalid ISO codes?

    Can you share the entire contents of the error dialog?

  • Error message is the same for all Customer records (with exception of GUID and customer no.):

    Map: NAV Customer Card to Account

    Severity: Warn

    Text: [NAV Customer Card to Account] has encountered an error while processing key [{D9244B50-D2D0-4EB6-89D6-FA0AE1F377DC}Customer: CUS-00010]. Object reference not set to an instance of an object.

    Error Code: Microsoft.Dynamics.Integration.Adapters.Crm2011::0x80004003

    Item Key: {D9244B50-D2D0-4EB6-89D6-FA0AE1F377DC}Customer: CUS-00010

    Retries: 6

    Our Currency table in NAV is blank, we only use USD.

    Thank you,

    Jasmina

  • Assuming that you have run the CRM 2011 adapter's configuration utility and that it succeeded, I am unfortunately going to have to refer you to support.  They will most likely have you turn on the more advanced tracing capability in the system.  This will output a log file that will give them much more detail on what is going on in the system.  I do think that this issue can be solved with just a little bit more information and our excellent support folks will be able to get that for sure.

  • Yes, we ran configuration utility couple times, that did not help. I tried looking at the trace log file as well but I was not able to tell much more from it myself. We submitted a support request and we are hoping support will be able to tell us more.

    Thanks,

    Jasmina

  • Is there any way to update maps that used the CRM4 web services to use CRM 2011 web services instead?

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