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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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 For Microsoft Dynamics CRM 2011 adapter only – Windows Identity Foundation installed on the computer that runs Connector for Microsoft Dynamics (http://www.microsoft.com/enus/download/details.aspx?id=17331)  For Microsoft Dynamics CRM online only – At least two different Windows Live IDs and passwords  Microsoft Dynamics CRM and the Microsoft Dynamics ERP system must have the same base install language, and base or functional currency  Additional system requirements for the Microsoft Dynamics ERP system that you are integrating with. For more information, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Upgrading Connector for Microsoft Dynamics You are not required to manually uninstall a previous version of Connector for Microsoft Dynamics if you are upgrading to the current version. That process is completed automatically.

Note: If you are upgrading from previous deployments, we recommend that you update role-based security for the Microsoft Dynamics CRM Configuration utility.

For information about your specific upgrade scenario, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

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).

Upgrading to Connector V3 from previous versions Note: Before you begin the upgrade process, create backups of your Microsoft Dynamics ERP database, your Microsoft Dynamics CRM database, and your MSDI database.

When you upgrade to the current release of Connector for Microsoft Dynamics, the following

modifications are made:

 Obsolete tables are removed from the MSDI database and user settings are cleared. The first time that you start the client application after upgrade, the Adapter Settings window is displayed so that you can enter settings for the adapters that were installed. You must enter passwords and user information for both the ERP adapter and the Microsoft Dynamics CRM adapter in Connector for Microsoft Dynamics.

 Some configuration options for the Connector service, such as the maximum number of retries and retry wait settings, are no longer available in the Configuration table of the MSDI database. To change the retry settings, modify the appropriate fields in the ConnectorServiceHost.exe.config file, and then start the Connector for Microsoft Dynamics service again.

 To view version information about Connector for Microsoft Dynamics, click the About button on the toolbar.

Note: After the upgrade process is completed, run the Configuration Utility for Microsoft Dynamics CRM and the Microsoft Dynamics ERP to update the adapter settings. Adapters cannot create new integrations until the adapter settings are updated.

Upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 If you have upgraded from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 and are currently integrated with Connector for Microsoft Dynamics Feature Pack 4 (version 1.4.717.1) or earlier, you must upgrade Connector for Microsoft Dynamics and manually reconfigure Connector for your ERP system.

Note: Before you begin the upgrade process, create backups of your Microsoft Dynamics ERP databases, your Microsoft Dynamics CRM databases, and your MSDI database.

1. Open Connector for Microsoft Dynamics. Inactivate all maps for the integrations, and close Connector for Microsoft Dynamics.

2. Upgrade Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011.

3. Upgrade Connector for Microsoft Dynamics.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

4. To continue using the Microsoft Dynamics CRM adapter settings and map templates, you must manually import ERP solutions. To import these solutions, follow the procedure below.

Note: If you plan to upgrade to the Microsoft Dynamics CRM 2011 adapter, the ERP solution is automatically imported during configuration and you can skip this procedure.

a. Log on to an organization in Microsoft Dynamics CRM as an administrator.

b. From the navigation pane, click Settings, select Customization, and then select Solutions.

Click Import.

c. Browse to the Connector installation directory. By default, this location is \Program Files (x86)\Microsoft Dynamics\Microsoft Dynamics Adapter.

d. Select the.zip solution file for your Microsoft Dynamics ERP system. Click Open.

e. Click Next. When the Solution Information is displayed, a message might be displayed that warns of a version mismatch. Click Next.

f. Select Overwrite customizations.

Note: This might overwrite any unmanaged customizations in your system that were made to the entities that are included in the Microsoft Dynamics CRM solution for your Microsoft Dynamics ERP.

g. Select Activate any processes and enable any SDK message processing steps included in the solution.

Note: If you do not select this check box, the plug-in will not be fully activated and the integration process cannot be completed.

h. Click Next. When the solution customizations have been successfully imported, click Close to exit.





5. Open Connector for Microsoft Dynamics. Click Adapter Settings, select your Microsoft Dynamics CRM adapter, and then run the Microsoft Dynamics CRM Configuration utility. For more information, see Configure adapter settings for Microsoft Dynamics CRM.

6. When the Configuration utility has finished running, activate maps for the integrations again and continue integrating data.

Previous integrations Connector for Microsoft Dynamics does not maintain data that was previously integrated and maintained using a tool other than Connector for Microsoft Dynamics. Therefore, you should consider removing data from Microsoft Dynamics CRM that may be duplicated after the Connector for Microsoft Dynamics maps are activated. Data that was integrated using a previous version of Connector for Microsoft Dynamics will be maintained.

Microsoft Dynamics CRM duplicate detection rules allow previously integrated accounts, contacts, and sales orders to be integrated using the Integration Key attribute.

Existing data in the following entities will be inactivated and renamed when the Microsoft Dynamics

CRM Configuration utility runs:

 Discount types  Price levels/price lists  Products If you have integrated data in your Microsoft Dynamics ERP database for these entities, the Microsoft Dynamics ERP data will be re-created in Microsoft Dynamics CRM after these maps are activated.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Any existing Microsoft Dynamics CRM orders that point to these entities will fail to integrate to Microsoft Dynamics ERP because the entities that are referenced do not exist in the Microsoft Dynamics ERP database. To integrate these orders, you must re-create the line items using the integrated entities.

Integrate existing Microsoft Dynamics data Connector for Microsoft Dynamics can integrate data between existing installations of Microsoft Dynamics CRM and a Microsoft Dynamics ERP database. If you have data in one or both applications prior to installing Connector for Microsoft Dynamics, this affects some of the maps that you will use during the initial data synchronization process.

Note: Make sure that Connector for Microsoft Dynamics and the Microsoft Dynamics ERP database are located in the same time zone.

1. Create backups of your existing Microsoft Dynamics ERP database and Microsoft Dynamics CRM database.

2. Install Connector for Microsoft Dynamics and configure adapters.

3. If you have existing data in both Microsoft Dynamics CRM and a Microsoft Dynamics ERP system, you should set up duplicate detection for the applicable entities in Microsoft Dynamics CRM. For more information, see Set up duplicate detection.

4. Run initial data synchronization. For more information, the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Installation Before installing Connector for Microsoft Dynamics, your system must meet the minimum requirements as listed in the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

Additional system prerequisites are listed below.

Note: If you are upgrading from previous versions of Connector for Microsoft Dynamics, you need to create backups of your Microsoft Dynamics ERP databases, your Microsoft Dynamics CRM databases, and your MSDI database.

User account requirements Several user accounts are used for an installation. These user accounts and required permissions are summarized below, and then each account is explained in detail.

To help simplify the installation process, you can create one or more user accounts that have the necessary combined permissions of several of the accounts listed below.

Note: If you are integrating to Microsoft Dynamics CRM online, then you need at least two Windows Live IDs with separate passwords.

–  –  –

Installation account

This is the account that the installer is run under. This account must:

 Be at least a domain user and a member of the Local Administrators group on the server where Connector for Microsoft Dynamics is to be installed.

 At a minimum, be assigned to the sysadmin permissions on the SQL server where the MSDI database is to be stored.

For information about how to assign database roles to users, refer to your SQL server documentation.

Service account This account is used to run integrations and must be created before installation. For information about new user accounts in Windows Server 2008, see “Create a new user account” on TechNet (http://technet.microsoft.com/en-us/library/cc732336.aspx).

During installation, Connector for Microsoft Dynamics:

 Assigns the service account to the public SQL server role.

 Creates a SQL server logon for the account if a logon does not exist.

 Assigns the service account to the db_datareader and db_datawriter database roles on the MSDI database.

The service account is also the account used to send notification emails. If the Simple Mail Transfer Protocol (SMTP) server that you use to send notifications requires authentication to submit emails, you must give the service account permission to authenticate and submit emails. For more information about setting up notifications, see Set up notifications.

ERP Integration account This account is used to connect to the Microsoft Dynamics ERP system. For more information, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

CRM Integration account This is the domain user account that is used to connect to Microsoft Dynamics CRM or the Windows Live ID used to connect to Microsoft Dynamics CRM online.

Note: The system administrator account that is used to sign up for Microsoft Dynamics CRM online cannot be the same Windows Live ID as the one used for the CRM Integration account. You need two different Windows Live IDs for these two roles.

 This account must be considered a non-interactive user account.

 This account must belong to a Microsoft Dynamics CRM user who has organizational-level read privileges for SystemUser on the Microsoft Dynamics CRM organization that you plan to integrate.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

 For Microsoft Dynamics CRM online, this account must be a member of the following Microsoft

Dynamics CRM security roles:

System Customizer o Dynamics Integration o Note: When you run the Microsoft Dynamics CRM Configuration utility, the Dynamics Integration role is created and the specified CRM Integration User is automatically added to these roles. For Microsoft Dynamics CRM online, the CRM Integration User is set to be noninteractive and is assigned the “integration” CAL.

 For Microsoft Dynamics CRM on-premise deployments, this account must meet the following

requirements:

Belong to a Microsoft Dynamics CRM user that has organizational-level read privileges for o SystemUser on the CRM organization that you plan to integrate.

Belong to the Microsoft Active Directory PrivUserGroup (for Microsoft Dynamics CRM 4.0 only).

o Belong to the Sales Manager security role (minimum).

o Configuration account Use the configuration account to run the Microsoft Dynamics CRM Configuration utility. This account should be a Microsoft Dynamics CRM Deployment Administrator. For more information, see “How to assign the minimum permissions to a deployment administrator in Microsoft Dynamics CRM 4.0” on the Microsoft Support site (http://support.microsoft.com/kb/946686).

Note: Failure to meet these requirements will result in the following message when you run the Microsoft Dynamics CRM Configuration utility: “The CRM Integration account could not be added to the PrivUsersGroup on the Domain.” A domain administrator can perform this operation later, but the CRM Integration account must be added to this group in the Active directory before Connector for Microsoft Dynamics can successfully integrate entities into a Microsoft Dynamics CRM on-premise deployment.

CRM Deployment Administrator account This is the domain user account that the Microsoft Dynamics CRM Configuration utility uses to retrieve a list of organizations from Microsoft Dynamics CRM and apply customizations to those organizations.

For on-premise deployment, this account is used to install Microsoft Dynamics CRM. For more information about this account, see “How to assign the minimum permissions to a deployment administrator in Microsoft Dynamics CRM 4.0” on the Microsoft Support site (http://support.microsoft.com/kb/946686).

For Microsoft Dynamics CRM online, this is a Windows Live ID that is in the System Administrator role in the organization to be integrated.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE



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