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.

Enabling Additional Fields in the Microsoft Dynamics GP Web Service for use with Connector for Microsoft Dynamics

Enabling Additional Fields in the Microsoft Dynamics GP Web Service for use with Connector for Microsoft Dynamics

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At Convergence 2012, a customer came to the Connector for Microsoft Dynamics booth asking how they could map Microsoft Dynamics GP 2010 Sales Tracking Numbers into CRM 2011 using Connector for Microsoft Dynamics, since these number were not exposed by default on the Sales Order to Order map.  I was not at the booth at that time but decided to do a blog post on the topic of adding additional fields from Microsoft Dynamics GP and will be using Sales Order Tacking numbers as the example.

This video will guide you through the process of adding additional fields from the Microsoft Dynamics GP web service to the mapping interface of Connector for Microsoft Dynamics.  This video exposes Sales Tracking Numbers as an example but the same process can be followed for any field that is available in the Microsoft Dynamics GP web service, but has not been exposed for mapping yet.

http://youtu.be/utP-T9I2qyc 

Key take aways include:

  • Using the Microsoft Dynamics GP web service help file to determine if a field is available to be exposed
  • Modifying an Object Provider Configuration file to expose a new field
  • Working with collections of source objects
  • Using a mapping function to retrieve an instance of an object from a source collection

It should also be noted that in the next service release of Connector for MIcrosoft Dynamics we will be exposing these fields by default.

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  • It is really nice and informative, it is useful for me. thank you

  • Hi,

    Your video was excellent.

    I have another related question though - how do I do the same thing but for a web services not currently exposed to CRM e.g. CustomerReceivablesSummary

    We are wanting to expose the CustomerBalance and Aging Period Amounts.

    Thanks

    Neil Palmer

    Tel: +27 83 495 6602

  • @Neil - if runing the CRM Confiuration utility does not expose the fields that you are looking to map on the CRM entities selected in that utility, then those fields have been marked as "read only" in that entity's Object Configuraiton file in the Config directory under the CRM adapter folder in the Connector for Microsoft Dynamics installation directory.  You can simply change this attribute to be false in those object config files.  Our support team is definately equipt to help you do this.

  • Hi,

    This really is an inspiration; However can we do more like new entity mappings like taxschedule in GP, to a extended entity in CRM?

    Thanks,

    Stanley

  • Also if we have a readonly field like (consumer/CorporateAccountKey/Id), how could we choose to map CRM value to GP entities other than the consumer itself (National Account for this case)

    Please do a video which would be greatly compensate the understanding of the connector.

  • @Stanley - if the GP field that you want to map from is exposed in the GP web service schema, but is not present in the Connector mapping client, you can add it to that object provider's configuration file as shown here.  However if the field is read-only in the GP web service schema and you wish to write data to it, then you will have to find a way to do this other than GP web services which will require you to create a new adapter using our SDK for Connector.  I would suggest looking into the GP web service schema and developer documentation as a first step to seeing if you can leverage the out of the box Connector functionality to get you additional mapping completed without having to write a custom adapter.

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