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entered your Microsoft Dynamics AX currencies. To change this date, click the Edit link next to the
Check for data modified after area to open the Check for data modified after window. Enter
the new value and click OK. Start the Connector for Microsoft Dynamics service again.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
8. Click Save on the top command bar.
In the Status section of the Map page, the Last run status is displayed. While the integration is
running, the Last run status is displayed as Currently running and displays the numbers of
changes found, changes written, deletions found, records deleted, and failures. Wait until the
Currently running status is no longer displayed and the Last run status is displayed to allow the
integration to run and move the Microsoft Dynamics AX currency information to Microsoft Dynamics
CRM.
9. Open Microsoft Dynamics CRM. Go to Settings, select Business Management, and then select
Currencies. All of the currencies that have been integrated are displayed.
10. Verify that all the currencies have been fully integrated.
11. Click the View log for this map link at the top of the Status section. Review any events that are
displayed and fix any issues before proceeding. For more information, see  Reviewing the log file
in the Connector for Microsoft Dynamics installation guide.
Map items and products
When Connector for Microsoft Dynamics is installed, Microsoft Dynamics AX takes precedence over all
product information. Therefore, you must verify your inventory items in Microsoft Dynamics AX before
you integrate them with Microsoft Dynamics CRM products.
The initial integration of products uses a synchronous plug-in that creates price list entries in Microsoft
Dynamics CRM for every price level in every currency. This initial integration can require extra time,
depending on the number of currencies used, the number of products used, and the Microsoft Dynamics
CRM server load at the time of integration. For example, if you have 100,000 products and five
currencies, then five price level entries are created in Microsoft Dynamics CRM for each product, in
addition to the product entries. When those Microsoft Dynamics AX items are initially synchronized into
Microsoft Dynamics CRM products, the 100,000 products are created, plus 500,000 price level entries,
resulting in 600,000 total entries created in Microsoft Dynamics CRM.
Microsoft Dynamics AX does not use a price list system that is directly compatible with Microsoft
Dynamics CRM, so the price lists in Microsoft Dynamics CRM cannot display complex pricing information
from Microsoft Dynamics AX, such as customer specific pricing, item specific pricing, or discounts. Price
levels in Microsoft Dynamics CRM are created by the Microsoft Dynamics CRM adapter and the plugin
step from the following fields in Microsoft Dynamics AX:
·ð Base purchase price
·ð Base cost price
·ð Base sales price
Note: Microsoft Dynamics CRM requires default price lists for all items, or items cannot be added to
sales orders. Information must be entered in the above price fields in Microsoft Dynamics AX in order
for Microsoft Dynamics CRM to generate default prices.
1. Verify that you have entered all your items in Microsoft Dynamics AX.
2. Open Connector for Microsoft Dynamics.
3. Go to the integration to work with, and then click the Maps node in the left pane.
4. Select the AX Item to Product or Item Service to Product map.
If you do not want to change any of the default map settings, go to step 5. To customize map
settings, see the Connector for Microsoft Dynamics installation guide.
5. In the Status area, click Activate.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
6. Click the Edit link next to the Check for changes area to open the Map Run Schedule window.
Change the map run schedule to run every 45 seconds. Make sure that the Start Date field value is
before the date that you first entered data into Microsoft Dynamics AX. Click OK to close the Map
Run Schedule window.
If your business needs require a longer run time, you can set the map run schedule to any
duration.
7. Verify that the date listed in the Check for data modified after area is before the date that you
entered your Microsoft Dynamics AX items. To change this date, click the Edit link next to the
Check for data modified after area to open the Check for data modified after window. Enter
the new value and click OK. Start the Connector for Microsoft Dynamics service again.
8. Click Save on the top command bar.
In the Status section of the Map page, the Last run status is displayed. While the integration is
running, the Last run status is displayed as Currently running and displays the numbers of
changes found, changes written, deletions found, records deleted, and failures. Wait until the
Currently running status is no longer displayed and the Last run status is displayed to allow the
integration to run and move the Microsoft Dynamics AX items to Microsoft Dynamics CRM products.
Note: The amount of time required to integrate your Microsoft Dynamics AX items with your
Microsoft Dynamics CRM products depends on the number of items in your Microsoft Dynamics AX
data set.
9. Open Microsoft Dynamics CRM. Go to Settings, select Product Catalog, and then select
Products. All the products that have been integrated are displayed.
10. Verify that all the Microsoft Dynamics AX items have been fully integrated with Microsoft Dynamics
CRM products.
11. Click the View log for this map link at the top of the Status section. Review any events that are
displayed and fix any issues before proceeding. For more information about reviewing the log file,
see the Connector for Microsoft Dynamics installation guide.
12. To change the map run schedule for ongoing integration, repeat step 6 and change the map run
schedule to the appropriate settings for this map.
Map customers and accounts
To integrate Microsoft Dynamics AX customer accounts with Microsoft Dynamics CRM accounts, you
must decide which application you will use to enter your initial customer data. You must enter initial
customer data in one application or the other, but not both. Connector for Microsoft Dynamics will
create the customer data in the other application after the appropriate map is activated. After you have
completed the initial data synchronization, you can enter customer data in both Microsoft Dynamics AX
and Microsoft Dynamics CRM, and Connector for Microsoft Dynamics will keep the data synchronized.
If you use Microsoft Dynamics CRM to enter your initial customer data, you must click the Submit
button for each Microsoft Dynamics CRM account to integrate to Microsoft Dynamics AX. Alternatively,
you can run the Bulk Submit Account workflow on these entities. The submission process allows you
to keep Microsoft Dynamics CRM account records in Microsoft Dynamics CRM and not integrate them to [ Pobierz całość w formacie PDF ]