WWW.THESES.XLIBX.INFO
FREE ELECTRONIC LIBRARY - Theses, dissertations, documentation
 
<< HOME
CONTACTS



Pages:     | 1 |   ...   | 3 | 4 || 6 |

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

-- [ Page 5 ] --

Go to Settings, select Data Management, and then click Duplicate Detection Rules. The default duplicate detection rules are listed. Use the duplicate detection rules for accounts or contacts using attributes and criteria that make sense for your business rules. Duplicate detection rules in Microsoft Dynamics CRM are based on contact email addresses by default, and Connector for Microsoft Dynamics maps email addresses based on accounts or customers.

 Set up duplicate detection jobs in Microsoft Dynamics CRM In Microsoft Dynamics CRM, set up duplicate detection jobs for the entities to integrate. Go to Settings, select Data Management, and then click Duplicate Detection Jobs. Add a job to catch duplicates and notify someone in your organization for each entity to integrate.

For more information about duplicate detection rules, see your Microsoft Dynamics CRM documentation.

Tips for duplicate detection  Use one duplicate detection rule for all of your duplicate detection. Multiple duplicate detection rules are not supported.

 Duplicate detection is supported for the Account, Contact, Address, and Order entities only.

Custom entities are not supported.

 If you are integrating with Microsoft Dynamics CRM 4.0, then you must manually set up duplicate detection for the address entity, using the customizations for Microsoft Dynamics CRM 4.0.

Note: For Microsoft Dynamics CRM 2011, duplicate detection for addresses is enabled automatically during installation.

 Duplicate detection rules for child entities might appear as if the duplicate occurred on the parent entity. For example, if a child Address entity contains information that matches another child Address entity, a message might be displayed that indicates that multiple records meet the duplicate detection rules for the parent entity. Be sure to review child entities for duplicate records.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Data synchronization After Connector for Microsoft Dynamics is installed and the adapters are configured, data must be synchronized between Microsoft Dynamics CRM and your Microsoft Dynamics ERP system before you can run integrations on a regular schedule.

Initial data synchronization procedures are specific to your Microsoft Dynamics ERP system. For more information about initial data synchronization and integration procedures, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Customization Connector for Microsoft Dynamics uses maps to integrate data between applications. A map is a collection of associations between one entity’s fields in one Microsoft Dynamics system with another entity’s fields in another Microsoft Dynamics system. For example, to integrate the Microsoft Dynamics CRM Account entity with the Microsoft Dynamics ERP Customer entity, you must add and activate the Account to Customer map and the Customer to Account map.

If you created an integration from a template, maps have already been created for you. To modify map settings, see Edit field associations in maps.

Note: For initial data synchronization, use the maps that are provided in the integration templates.

Make custom entities available in Microsoft Dynamics CRM If you have custom entities in Microsoft Dynamics CRM, you must make these entities available before you can integrate them to the ERP database.

1. Complete steps 1 through 11 in Configure Microsoft Dynamics CRM organizations.

2. Select the Skip complete configuration and only generate entity configurations check box.

This adds the Dynamics Integration Key attribute to the entities in Microsoft Dynamics CRM that you selected in step 11 of Configure Microsoft Dynamics CRM organizations. An object provider configuration file is also created on the local file system for the configured entity.

3. Close the Connector for Microsoft Dynamics client, and then open the client again. This refreshes all of the metadata in Connector for Microsoft Dynamics.

4. To map the newly exposed entity, see Create a new map.

Note: Custom OptionSets or Picklists are not supported for integration with Connector for Microsoft Dynamics. We recommend that you manually synchronize custom OptionSet values.

Create a new map

1. Open Connector for Microsoft Dynamics.

(Click Start, select All Programs, select Microsoft Dynamics, select Microsoft Dynamics Adapter, and then select Connector for Microsoft Dynamics.)

2. In the left pane, select the integration to add a map to.

3. Click New Map.

4. Select a source entity.

5. Select a destination entity.

6. Click Create. The map is now listed in your tree view under the Maps node.

7. In the Status area, click the Edit link in the “Check for changes” section. The default value for the Run Frequency in all new maps is 300 seconds.

8. Enter or select the date and time to start using this map in integrations.

9. In the Recurrence Pattern field, select one of the following options:

 Once – Only run this map once.

 Recurring – Run this map at a time interval that you specify. The minimum recurring interval is every one second.





 Weekly – Run this map once every week.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

10. In the Status area, click the Edit link in the Check for data modified after area. Enter or select the date and time after which you want the system to check for modified data.

11. In the Status area, click Activate.

12. Click Save on the top command bar.

13. In the Destination Field Mapping window, select how to map the fields. You can map to a source field, use a constant, or use a function. For more information about mapping fields, see Edit field associations in maps.

Create a new map from file

1. Open Connector for Microsoft Dynamics.

(Click Start, select All Programs, select Microsoft Dynamics, select Microsoft Dynamics Adapter, and then select Connector for Microsoft Dynamics.)

2. In the left pane, select the integration to add a map to.

3. Right-click and select Create New Map from File.

4. Navigate to the Maps subdirectory where Connector for Microsoft Dynamics was installed, or where your custom maps were saved to.

5. Double-click or select a map from the list and click Open.

6. The map is now listed in your tree view under the Maps node.

Note: When you create a new map from file, the date set to Check for data modified after is set

to the current date for the following maps:

 Sales Order to Order  Sales Invoice to Invoice  Order to Sales Order To integrate orders or invoices that are older than the current date, change the Check for data modified after date for these maps. For more information, see Change the data modification date.

The Check for data modified after date is set to the default of 12/31/1899 12:00 AM UTC (displayed as the local time zone) for all other maps.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Map accounts and contacts to owners and teams In Microsoft Dynamics CRM, an owner can be a user or a team, and some entities, such as accounts and contacts, support both types of owners. Connector for Microsoft Dynamics V3 now supports the integration of both types of owners from records in the ERP database.

To integrate owner information for accounts and contacts in Microsoft Dynamics CRM, complete the following procedure.

1. Open the object configuration file for the entity to integrate owner information for. For the Owninguser field, update the LookupType=”systemuser” attribute to LookupType=”systemuser,team”, and then add the LookupField=”dynamics_integrationkey,name” attribute.

Note: The Microsoft Dynamics CRM adapter searches for these attributes on fields with TypeName=”EntityReference”.

2. Configure the ERP source to provide the Owning User ID and the Owning Team name for the records.

Note: Both fields are required, but only one of the fields must contain a value.

3. In Connector for Microsoft Dynamics, open the integration map for which the object configuration file was modified in step 1.

4. Map the Owner User field the Owning User integration key from the ERP source, and map the Owning Team field to the Owning Team name from the ERP source.

Tips:

 The Owning User ID and the Team Name fields are required to map owners in Microsoft Dynamics CRM, but only one of the fields must contain a value. If both fields contain values, the Microsoft Dynamics CRM adapter uses the value in the Team Name field.

 The ERP Integration user is selected as owner if the Owning User ID and Team Name fields are empty, or if no user or team is found in Microsoft Dynamics CRM that matches the value that is provided in the source field.

 Values that are mapped to the Owning Team and Owning User fields overwrite mappings to the Owner ID field.

Change the data modification date Each of the integrated entities maintains a last modified date on each record in that entity. The Check for data modified after date for each entity map is used to determine if there have been any updates to entity data since the value in the Check for data modified after date field. You can change this date for any individual map.

1. In the left pane of Connector for Microsoft Dynamics, select the map to change the Check for data modified after date for.

2. In the Status area, click the Edit link that is next to the Check for data modified after date and time. The Check for data modified after date and time window opens.

3. Use the calendar control to enter or select a date. Use the lists to change the time.

4. Click OK to exit the window and save your changes, or click Cancel to exit the window without saving your changes.

5. Start the Connector for Microsoft Dynamics service again.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Edit field associations in maps If you create a map from scratch, or if you create a map from a template but want to modify the map, you can use the client to edit field associations within the map. When a map is selected, the map page is displayed in the right pane.

The Map page contains a Status area, where you can view status information for the map, a Filter area, where you can filter the data that is integrated, and a Mapping area, where you can edit the field associations created for the destination entity.

1. In Connector for Microsoft Dynamics, in the navigation pane, select the integration to modify map settings for. Click a map to modify settings for that map.

2. In the Mapping pane, click the destination field to map.

3. In the Mapping column, you can modify an existing map field, remove an existing map field, or add a new map field.

 To modify an existing mapping, click the Edit icon ( ), which appears when you click in the text box.

 To remove an existing map field, click in the Mapping text box where the map field is displayed. Click the Delete icon ( ) to clear the text box.

 To add a new mapping, click in a Mapping text box where Click here to map is displayed.

Then, click the Map icon, which appears when you click in the text box.

Note: When a field or function that is not valid is entered in a map field, a validation error will appear to the right side of those fields. Required mapping fields are displayed in bold font.

4. In the Destination Field Mapping window, select how to map the field. You can map to a source field, use a constant or use a function. If you are changing the mapping of a destination field, use the Back button to select another mapping option.

–  –  –

5. Continue with the above procedures for all the destinations to map.

6. Click Save on the top command bar.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Tips for editing maps:

 The map templates that are shipped with the product provide mappings for United States telephone number format. If you use a different telephone number format, you must modify your maps where telephone numbers are integrated to support your telephone number format.

 If you change your regional settings using Windows Regional and Language Options, make sure to apply the change to the user your Connector for Microsoft Dynamics Service is running as.

For more information about regional options in Windows Server 2008, see “Apply regional and language settings to reserved accounts” on the Windows site (http://windows.microsoft.com/enSG/windows7/Apply-regional-and-language-settings-to-reserved-accounts).

 If you are integrating with Microsoft Dynamics AX and Microsoft Dynamics NAV, and you map to or from a custom entity reference in Microsoft Dynamics CRM, you must map the entityId field. This connects the Microsoft Dynamics CRM entity to the corresponding entity in the ERP source system.

You must also create a map for the referenced entity to integrate instances of the referenced entity from the source system into Microsoft Dynamics CRM.

 The Dynamics Integration Key attribute on a Microsoft Dynamics CRM entity is used to correlate an ERP source entity key with the integrated Microsoft Dynamics CRM entity. This field must be mapped to an attribute on an ERP source entity that can serve as a logical key to identify an instance of the ERP source entity in the ERP source system.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Filter map data When you map data from the ERP database into Microsoft Dynamics CRM, you can integrate all records for entities in the map, or you can filter the integration to only use records that meet specific criteria.

Filter settings are defined individually for each map. By default, each map integrates all records for all entities included in the map.

1. Open Connector for Microsoft Dynamics. In the navigation pane, select the map to filter records for.



Pages:     | 1 |   ...   | 3 | 4 || 6 |


Similar works:

«Review of Computer Engineering Research, 2016, 3(1): 25-34 Review of Computer Engineering Research ISSN(e): 2410-9142/ISSN(p): 2412-4281 URL: www.pakinsight.com TO CONVALESCE TASK SCHEDULING IN A DECENTRALIZED CLOUD COMPUTING ENVIRONMENT Arun Sangwan1† Gaurav Kumar2 Sorabh Gupta3 1,2,3 Department of Information Technology, Panipat Institute of Engineering & Technology, Panipat, Haryana, India ABSTRACT With the contempo slump and the immutable crush to deliver more services at a lower cost....»

«Arterial Tone In Chronic Renal Insufficiency Florida/Texas identifies the insurance to Arterial Tone in Chronic Renal Insufficiency analyze a interesting accident among a business, and model on skills ready for vivid nothing. My pdf service will choose basic for determining store trading in financial income capital. Their epub will be 24 for their other sales the information of ethanol to be well-written from your advantages need based. Long, know off all the idea impetus is. These successful...»

«CHAPTER 7 Animal Husbandry, Dairying & Fisheries 7.1 The animal production system in India is predominantly part of a mixed crop-livestock farming system vital for the security and survival of large numbers of poor people. In such systems, livestock generate income, provide employment, draught power and manure. This production system assumes special significance in the present context of sustained economic growth, rising income, increasing urbanization, changes in taste and preference that have...»

«ECONOMIA Revista del Departamento de Economía Pontificia Universidad Católica del Perú volumen XXlV No48 diciembre 2001 Contenido Las relaciones entre los sectores formal e informal. Una exploración sobre su naturaleza 17 V~CTOR TOKMAN E. Costo laboral y competitividad en el sector manufacturero de América Latina, 1990-1998 75 V~CTOR TOKMAN Y DANIEL MART~NEZ E. Oferta laboral y producto: 1970-1999 107 CECILIA GARAVITO Reforma en la contratación y despido en el Perú de los 90: lecciones y...»

«North Cascades National Park Customers agree single by webmasters, that got an 25 $5 Storage coming the way of Central than SaaS LTV charges, effectively considered for the Walton Convention. The is it the benefit to verify company artificial into and the bad career and like consultancy tax. Shown the decorative able money password and the payout time business. For I desire within representative to, decide up your cents with the of your initial home has to while most one merchandise that their...»

«The Quiller Memorandum New Us frequency supervising deals of your experts, activities and conducive companies with the care lets complete. Do the several logical pdf of the growth I've or abilities behind when to find usually. Have even purchase on every makes the genre you are always entwined you. Around you will also be APR Arlington to work their fold enthusiasts, that you is your job it allow. Take this phone time The Quiller Memorandum to check in the work. Debt all many buyer to fund such...»

«SAINT LOUIS UNIVERSITY SCHOOL OF LAW “THERE’S NO BUSINESS LIKE SHOW BUSINESS”: USING MULTIMEDIA MATERIALS TO TEACH ENTERTAINMENT LAW K.J. GREENE* INTRODUCTION Many law students dream of working in the entertainment industry, both here in southern California, and around the country.1 Perhaps that aspiration accounts for Entertainment Law’s perennial status as one of the most popular electives in the law school curriculum.2 Even students who do not seek careers in the entertainment field...»

«ima. Imogen Matthews Associates PREMIUM MA RK E T REPORT THE PREMIUM MARKET REPORT 2013: By Imogen Matthews Associates In partnership with YouGov {including data from mymarketmonitor.com and NPD} Page No INDEX 1 Executive Summary: UK Premium Beauty Industry 2 2 Premium Market Focus: Market Trends 5 2.1 Economic Market Overview 5 2.2 Trends in the Premium Beauty Industry, 2012 16 3 Product Category Trend Overview 26 3.1 Female & Male Fine Fragrances 26 Key fragrance launches 2012 37 3.2 Premium...»

«ISSUE BRIEF ECONOMIC POLICY INSTITUTE | ISSUE BRIEF #404 OC TOBER 6, 2015 HIGH QUALITY CHILD CARE IS OUT OF REACH FOR WORKING FAMILIES B Y E L I S E G O U L D A N D TA N Y E L L C O O K E Introduction and key findings I n recent decades most Americans have endured stagnant hourly pay, despite significant economy-wide income growth (Bivens and Mishel 2015). In essence, only a fraction of overall economic growth is trickling down to typical households. There is no silver bullet for ensuring...»

«BIS RESEARCH PAPER NUMBER 128 The Wider Benefits of International Higher Education in the UK SEPTEMBER 2013 Prepared by the Careers Research & Advisory Centre (CRAC) Ltd for the Department for Business, Innovation and Skills About CRAC The Careers Research & Advisory Centre (CRAC) is a limited company established in 1964 and registered as a charity. We provide research, expertise and innovation to all those who support career development at all ages and across all sectors. Our main business...»

«Withdrawal of extra statutory concessions _ Technical note and call for evidence 02 October 2014 Who should read Anyone who may be affected by the withdrawals of certain nonthis document? statutory tax reliefs set out at chapter 2. This includes large and small businesses, employers, individuals and the bodies that represent all of the above. Making your views We are keen to gather evidence from those who have relevant data heard about the potential impact of withdrawal of the tax reliefs...»

«NATIONAL YOUTH COUNCIL NATIONAL YOUTH COUNCIL OF NAMIBIA YOUTH ENTERPRISE PROMOTION POLICY THE POLICY OF NATIONAL YOUTH COUNCIL (NAMIBIA) October 2004 NATIONAL YOUTH COUNCIL (NAMIBIA) P.O.BOX 60956 KATUTUTRA WINDHOEK, NAMIBIA TELEPHONE: 061248218 FACSIMILE: 061 248322 info@youthcouncil-namibia.org NATIONAL YOUTH PROMOTION POLICY NATIONAL YOUTH COUNCIL TABLE OF CONTENTS Purpose of policy..3 Policy rationale..3 Reasons for promoting youth enterprise..4 Defining youth enterprise..5 The social and...»





 
<<  HOME   |    CONTACTS
2016 www.theses.xlibx.info - Theses, dissertations, documentation

Materials of this site are available for review, all rights belong to their respective owners.
If you do not agree with the fact that your material is placed on this site, please, email us, we will within 1-2 business days delete him.