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«Connector for Microsoft Dynamics® Installation Guide June 2014 Find updates to this documentation at the following location: ...»

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Microsoft Dynamics

®

Connector for Microsoft

Dynamics® Installation Guide

June 2014

Find updates to this documentation at the following location:

http://go.microsoft.com/fwlink/?LinkID=235139

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your

people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar

Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2014 Microsoft Corporation. All rights reserved.

Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Active Directory, Internet Information Services, SQL server, Windows, Windows Communication Foundation, and Windows Server are trademarks of the Microsoft group of companies.

All other trademarks are property of their respective owners.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Table of Contents Introduction

Common terminology

Architecture

Information flow

Microsoft Dynamics CRM Configuration utility

Microsoft Dynamics ERP Configuration utility

System requirements

Upgrading Connector for Microsoft Dynamics

Upgrading to Connector V3 from previous versions

Upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011

Previous integrations

Integrate existing Microsoft Dynamics data

Installation

User account requirements

Installation account

Service account

ERP Integration account

CRM Integration account

Configuration account

CRM Deployment Administrator account

Install Connector for Microsoft Dynamics

Configuration

Configure adapter settings for Microsoft Dynamics CRM

Configure settings for Microsoft Dynamics CRM 4.0 adapter

Configure settings for Microsoft Dynamics CRM 2011 adapter

Tips for configuring the Microsoft Dynamics CRM adapters

Configure Microsoft Dynamics CRM organizations

Configure organizations for Microsoft Dynamics CRM 4.0

Configure organizations for Microsoft Dynamics CRM 2011

Tips for configuring Microsoft Dynamics CRM

Changes made by the Microsoft Dynamics CRM Configuration utility

Set up duplicate detection

Tips for duplicate detection

Data synchronization

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Customization

Make custom entities available in Microsoft Dynamics CRM

Create a new map

Create a new map from file

Map accounts and contacts to owners and teams

Change the data modification date

Edit field associations in maps

Filter map data

Save a map to file

Set up notifications

Setting up notifications

Maintenance

Review the log file

Navigating to the log file

View the log file in a web browser

Turning on the logging diagnostic tool

Delete integrations and maps

Delete all integrations

Delete one integration

Delete a map

Additional information

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Introduction Use Connector for Microsoft Dynamics to integrate Microsoft Dynamics CRM and Microsoft Dynamics ERP data. For example, you can integrate Microsoft Dynamics ERP customers with Microsoft Dynamics CRM contacts and have access to up-to-date customer and contact information in both systems.

Connector for Microsoft Dynamics is intended to be used in an implementation where Microsoft Dynamics CRM is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities, and where Microsoft Dynamics ERP is used to perform accounting functions, manage your company’s chart of accounts, and maintain customer, vendor, item, employee, and other records.





Within Connector for Microsoft Dynamics, separate adapters are used to identify a source system (where data is read from) and a destination system (where data is written to). The source adapter reads data from the source system. The destination adapter writes the data to the destination system.

Record types that are integrated are referred to as “entities.” Some entity information can be integrated only one way between the two systems. For example, a product that is entered into Microsoft Dynamics CRM cannot be integrated with Microsoft Dynamics ERP as a sales item, but a sales item that is entered into Microsoft Dynamics ERP can be integrated with Microsoft Dynamics CRM as a product.

For a detailed list of how Microsoft Dynamics ERP entities are mapped to Microsoft Dynamics CRM entities, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

Microsoft Dynamics The database created for Connector for Microsoft Dynamics during the Integration (MSDI) database installation process.

–  –  –

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Architecture Components of Connector for Microsoft Dynamics are described below.

Connector for Microsoft Dynamics service The Connector service is the core engine that drives the runtime process. This Connector service is a WCF service and is responsible for controlling, monitoring, and reporting on all activated integrations.

The client The client provides the user interface that you use to create integrations, customize and activate maps, enter adapter settings, set up exception notifications, stop and restart records that are in the retry queue, and view logging information.

MSDI database The Microsoft Dynamics Integration (MSDI) database stores all configured integrations and their status and also acts as a security boundary between the Connector for Microsoft Dynamics service and the Connector for Microsoft Dynamics client.

Adapters Adapters are used to connect the runtime and the client to the Microsoft Dynamics CRM and Microsoft Dynamics ERP web services. This connection is used for reading and writing data from one application to another application.

The following adapters are available:

 Microsoft Dynamics CRM adapter – Connects with Microsoft Dynamics CRM 4.0 on-premises only. This adapter is also compatible with Microsoft Dynamics CRM 2011 organizations that were upgraded from Microsoft Dynamics CRM 4.0 and were previously integrated using Connector for Microsoft Dynamics.

 Microsoft Dynamics CRM 2011 adapter – Connects with Microsoft Dynamics CRM 2011 only.

Use this adapter if you are integrating with Microsoft Dynamics CRM 2011 for the first time.

 Microsoft Dynamics ERP adapter – Connects with the Microsoft Dynamics ERP database.

Depending on your ERP system, Connector for Microsoft Dynamics might have more than version of this adapter. For more information, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

Transformation engine Connector for Microsoft Dynamics moves data from one system in one format to another system, in a different format. The adapters provide the data from the source and destination systems, and the transformation engine changes the data from one format to another. The change that is made by the transformation engine is determined by the map that is associated with the type of data that is being moved. For example, to move a Microsoft Dynamics ERP customer record to a Microsoft Dynamics CRM account record, the transformation engine creates a Microsoft Dynamics CRM Account object based on the transformation that is defined in the Customer to Account map for the Microsoft Dynamics ERP customer entity, and sends it to the Microsoft Dynamics CRM system using Connector for Microsoft Dynamics.

Map templates Connector for Microsoft Dynamics includes a series of map templates that provide default field mapping between source and destination entities. You can create and modify new maps from the templates. You may need to do this to meet specific business needs or to ensure that any customizations that you have made to your source or destination systems are implemented. Map template files are stored at the installation location in the Templates folder and have a.map file extension. Any maps that you create in the client are stored in the MSDI databases. Maps can also be exported to.map files for backup purposes.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Information flow After installation, setup, and initial data synchronization, some entities that you create in Microsoft Dynamics ERP are written into Microsoft Dynamics CRM and some entities that you create in Microsoft Dynamics CRM are written into Microsoft Dynamics ERP. The maps that you have activated determine which entities are integrated between the two applications.

The following illustration demonstrates the information flow between Connector for Microsoft Dynamics, the source system, and destination system during integration.

For an example, the following scenario describes the information flow of integration between the customer entity in Microsoft Dynamics ERP and the account entity in Microsoft Dynamics CRM.

1. As part of the mapping process, a new integration is created, source and destination adapters are selected, companies are selected to integrate and a map for the customer entity is created and activated. The map is scheduled to run at a specific time interval.

2. The Connector for Microsoft Dynamics client sends the integration service a control message that instructs the Connector service to load the integration settings and maps from the MSDI database.

3. When the next run time for the map is reached, the Connector service queries the source system with a timestamp from the MSDI database that indicates when the map was last successfully run.

4. The source adapter returns a collection of customer numbers that have been added or changed since the date on the timestamp. It also returns another collection of customer numbers that have been removed since the date on the timestamp.

5. Connector for Microsoft Dynamics sends each customer number, one by one, into the source adapter, which uses the customer number to retrieve the entire customer record from the source system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

6. The entities are transformed as defined in the map.

7. The resulting transformed account is sent to the destination adapter, which, in this example, is the Microsoft Dynamics CRM adapter.

8. The Microsoft Dynamics CRM adapter calls the Microsoft Dynamics CRM organization web service to create or update the new entity.

9. The Connector for Microsoft Dynamics service updates the timestamp for the Customer to Account map in the MSDI database to reflect the time that the integration finished successfully.

Microsoft Dynamics CRM Configuration utility The Microsoft Dynamics CRM Configuration utility is used to prepare your Microsoft Dynamics CRM organizations for integration. For more information, see Configure Microsoft Dynamics CRM organizations.

Microsoft Dynamics ERP Configuration utility Some Microsoft Dynamics ERP systems have an additional configuration utility. For more information, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

System requirements Before installing Connector for Microsoft Dynamics, your system must meet the following requirements.

Note: Depending on your Microsoft Dynamics ERP, Connector for Microsoft Dynamics might be available with the installation application for the ERP. For more information, see the configuration guide for your Microsoft Dynamics ERP.

 Microsoft Windows Server 2008 SP2, Windows Server 2008 R2 SP1, or Windows Server 2012  Microsoft.NET Framework 3.5 and Windows.NET Framework 4.5.1  A valid connection to a computer with Microsoft SQL Server 2005 SP4, SQL Server 2008 SP2, SQL server 2008 R2, SQL Server 2012, or SQL Server 2014 installed  One of the following connections to Microsoft Dynamics CRM:

Microsoft Dynamics CRM version 4.0 with the most recent Update Rollup applied o Microsoft Dynamics CRM 2011 on-premises with the most recent rollup applied o A valid subscription to Microsoft Dynamics CRM online o A valid subscription to a hosted deployment of Microsoft Dynamics CRM 2011 o Note: If you are using Microsoft Dynamics CRM online, or if the Microsoft Dynamics CRM server has Update Rollup 12 or later installed, use Connector for Microsoft Dynamics version 2.1.29.1 or later (with Connector for Microsoft Dynamics CRM solution version 1.0.1603.3 or later).



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