Micrsft Dynamics Cnnectr fr Micrsft Dynamics Installatin Guide June 2014 Find updates t this dcumentatin at the fllwing lcatin: http://g.micrsft.cm/fwlink/?linkid=235139
Micrsft Dynamics is a line f integrated, adaptable business management slutins that enables yu and yur peple t make business decisins with greater cnfidence. Micrsft Dynamics wrks like and with familiar Micrsft sftware, autmating and streamlining financial, custmer relatinship and supply chain prcesses in a way that helps yu drive business success. U.S. and Canada Tll Free 1-888-477-7989 Wrldwide +1-701-281-6500 www.micrsft.cm/dynamics Infrmatin in this dcument, including URL and ther Internet Web site references, is subject t change withut ntice. Unless therwise nted, the cmpanies, rganizatins, prducts, dmain names, e-mail addresses, lgs, peple, places, and events depicted in examples herein are fictitius. N assciatin with any real cmpany, rganizatin, prduct, dmain name, e-mail address, lg, persn, place, r event is intended r shuld be inferred. Cmplying with all applicable cpyright laws is the respnsibility f the user. Withut limiting the rights under cpyright, n part f this dcument may be reprduced, stred in r intrduced int a retrieval system, r transmitted in any frm r by any means (electrnic, mechanical, phtcpying, recrding, r therwise), r fr any purpse, withut the express written permissin f Micrsft Crpratin. Micrsft may have patents, patent applicatins, trademarks, cpyrights, r ther intellectual prperty rights cvering subject matter in this dcument. Except as expressly prvided in any written license agreement frm Micrsft, the furnishing f this dcument des nt give yu any license t these patents, trademarks, cpyrights, r ther intellectual prperty. 2014 Micrsft Crpratin. All rights reserved. Micrsft, Micrsft Dynamics, the Micrsft Dynamics lg, Active Directry, Internet Infrmatin Services, SQL server, Windws, Windws Cmmunicatin Fundatin, and Windws Server are trademarks f the Micrsft grup f cmpanies. All ther trademarks are prperty f their respective wners. 2
Table f Cntents Intrductin... 5 Cmmn terminlgy... 6 Architecture... 7 Infrmatin flw... 8 Micrsft Dynamics CRM Cnfiguratin utility... 9 Micrsft Dynamics ERP Cnfiguratin utility... 9 System requirements... 10 Upgrading Cnnectr fr Micrsft Dynamics... 11 Upgrading t Cnnectr V3 frm previus versins...11 Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011...11 Previus integratins...12 Integrate existing Micrsft Dynamics data...13 Installatin... 14 User accunt requirements...14 Installatin accunt... 15 Service accunt... 15 ERP Integratin accunt... 15 CRM Integratin accunt... 15 Cnfiguratin accunt... 16 CRM Deplyment Administratr accunt... 16 Install Cnnectr fr Micrsft Dynamics...17 Cnfiguratin... 18 Cnfigure adapter settings fr Micrsft Dynamics CRM...18 Cnfigure settings fr Micrsft Dynamics CRM 4.0 adapter... 18 Cnfigure settings fr Micrsft Dynamics CRM 2011 adapter... 19 Tips fr cnfiguring the Micrsft Dynamics CRM adapters... 19 Cnfigure Micrsft Dynamics CRM rganizatins...20 Cnfigure rganizatins fr Micrsft Dynamics CRM 4.0... 20 Cnfigure rganizatins fr Micrsft Dynamics CRM 2011... 22 Tips fr cnfiguring Micrsft Dynamics CRM... 23 Changes made by the Micrsft Dynamics CRM Cnfiguratin utility... 24 Set up duplicate detectin...27 Tips fr duplicate detectin... 27 Data synchrnizatin... 28 3
Custmizatin... 29 Make custm entities available in Micrsft Dynamics CRM...29 Create a new map...29 Create a new map frm file...30 Map accunts and cntacts t wners and teams...31 Change the data mdificatin date...31 Edit field assciatins in maps...32 Filter map data...34 Save a map t file...35 Set up ntificatins...36 Setting up ntificatins... 36 Maintenance... 37 Review the lg file...37 Navigating t the lg file... 37 View the lg file in a web brwser... 37 Turning n the lgging diagnstic tl... 38 Delete integratins and maps...39 Delete all integratins... 39 Delete ne integratin... 39 Delete a map... 39 Additinal infrmatin... 40 4
Intrductin Use Cnnectr fr Micrsft Dynamics t integrate Micrsft Dynamics CRM and Micrsft Dynamics ERP data. Fr example, yu can integrate Micrsft Dynamics ERP custmers with Micrsft Dynamics CRM cntacts and have access t up-t-date custmer and cntact infrmatin in bth systems. Cnnectr fr Micrsft Dynamics is intended t be used in an implementatin where Micrsft Dynamics CRM is used t manage business cntacts, track leads, enter sales rders, and perfrm ther sales and marketing activities, and where Micrsft Dynamics ERP is used t perfrm accunting functins, manage yur cmpany s chart f accunts, and maintain custmer, vendr, item, emplyee, and ther recrds. Within Cnnectr fr Micrsft Dynamics, separate adapters are used t identify a surce system (where data is read frm) and a destinatin system (where data is written t). The surce adapter reads data frm the surce system. The destinatin adapter writes the data t the destinatin system. Recrd types that are integrated are referred t as entities. Sme entity infrmatin can be integrated nly ne way between the tw systems. Fr example, a prduct that is entered int Micrsft Dynamics CRM cannt be integrated with Micrsft Dynamics ERP as a sales item, but a sales item that is entered int Micrsft Dynamics ERP can be integrated with Micrsft Dynamics CRM as a prduct. Fr a detailed list f hw Micrsft Dynamics ERP entities are mapped t Micrsft Dynamics CRM entities, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 5
Cmmn terminlgy The fllwing terms are used in this dcument. Term Adapter Entity Entity recrd Exceptin Integratin Integrated recrd Map Micrsft Dynamics Integratin (MSDI) database Runtime Surce/Destinatin entity Definitin A sftware cmpnent that enables data exchange thrugh a specific transprt. Cnnectr fr Micrsft Dynamics uses adapters t read data frm and write data t Micrsft Dynamics systems. A type f recrd in a Micrsft Dynamics system. Orders, invices, accunts, custmers, prducts, r items are all examples f an entity. A specific ccurrence f an entity. A Micrsft Dynamics ERP custmer recrd, a prduct, r a Micrsft Dynamics CRM rder are each an example f an entity recrd. An abnrmal cnditin r errr that ccurs during the integratin between a surce entity and a destinatin entity. The prcess f synchrnizing data that was entered in ne Micrsft Dynamics applicatin with anther Micrsft Dynamics applicatin. Within Cnnectr fr Micrsft Dynamics, an integratin cnsists f a set f maps that can be run t integrate sme Micrsft Dynamics CRM entities with sme Micrsft Dynamics ERP entities. A recrd that has been linked between the tw systems and then synchrnized. Fr example, if a custmer recrd in Micrsft Dynamics ERP has a crrespnding accunt recrd in Micrsft Dynamics CRM and these recrds have been linked, it is an integrated recrd. A cllectin f assciatins between fields in ne Micrsft Dynamics CRM entity with fields in anther Micrsft Dynamics ERP entity. Maps als determine in which directin data flws frm a given entity, and defines which adapter is the surce and which adapter is the destinatin. The database created fr Cnnectr fr Micrsft Dynamics during the installatin prcess. The prcess f reading entity infrmatin frm the surce system, transfrming that infrmatin int data that the destinatin system can recgnize, and then writing the transfrmed data t the destinatin system. The surce entity prvides the data that will be used t create new entities in the destinatin system. The destinatin entity is created r mdified after yu run an integratin. If the Micrsft Dynamics ERP Custmer recrd is the destinatin entity and the Micrsft Dynamics CRM Cntact recrd is the surce entity, then Micrsft Dynamics CRM Cntacts will be created as Custmers within Micrsft Dynamics ERP when the integratin is run. 6
Architecture Cmpnents f Cnnectr fr Micrsft Dynamics are described belw. Cnnectr fr Micrsft Dynamics service The Cnnectr service is the cre engine that drives the runtime prcess. This Cnnectr service is a WCF service and is respnsible fr cntrlling, mnitring, and reprting n all activated integratins. The client The client prvides the user interface that yu use t create integratins, custmize and activate maps, enter adapter settings, set up exceptin ntificatins, stp and restart recrds that are in the retry queue, and view lgging infrmatin. MSDI database The Micrsft Dynamics Integratin (MSDI) database stres all cnfigured integratins and their status and als acts as a security bundary between the Cnnectr fr Micrsft Dynamics service and the Cnnectr fr Micrsft Dynamics client. Adapters Adapters are used t cnnect the runtime and the client t the Micrsft Dynamics CRM and Micrsft Dynamics ERP web services. This cnnectin is used fr reading and writing data frm ne applicatin t anther applicatin. The fllwing adapters are available: Micrsft Dynamics CRM adapter Cnnects with Micrsft Dynamics CRM 4.0 n-premises nly. This adapter is als cmpatible with Micrsft Dynamics CRM 2011 rganizatins that were upgraded frm Micrsft Dynamics CRM 4.0 and were previusly integrated using Cnnectr fr Micrsft Dynamics. Micrsft Dynamics CRM 2011 adapter Cnnects with Micrsft Dynamics CRM 2011 nly. Use this adapter if yu are integrating with Micrsft Dynamics CRM 2011 fr the first time. Micrsft Dynamics ERP adapter Cnnects with the Micrsft Dynamics ERP database. Depending n yur ERP system, Cnnectr fr Micrsft Dynamics might have mre than versin f this adapter. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Transfrmatin engine Cnnectr fr Micrsft Dynamics mves data frm ne system in ne frmat t anther system, in a different frmat. The adapters prvide the data frm the surce and destinatin systems, and the transfrmatin engine changes the data frm ne frmat t anther. The change that is made by the transfrmatin engine is determined by the map that is assciated with the type f data that is being mved. Fr example, t mve a Micrsft Dynamics ERP custmer recrd t a Micrsft Dynamics CRM accunt recrd, the transfrmatin engine creates a Micrsft Dynamics CRM Accunt bject based n the transfrmatin that is defined in the Custmer t Accunt map fr the Micrsft Dynamics ERP custmer entity, and sends it t the Micrsft Dynamics CRM system using Cnnectr fr Micrsft Dynamics. Map templates Cnnectr fr Micrsft Dynamics includes a series f map templates that prvide default field mapping between surce and destinatin entities. Yu can create and mdify new maps frm the templates. Yu may need t d this t meet specific business needs r t ensure that any custmizatins that yu have made t yur surce r destinatin systems are implemented. Map template files are stred at the installatin lcatin in the Templates flder and have a.map file extensin. Any maps that yu create in the client are stred in the MSDI databases. Maps can als be exprted t.map files fr backup purpses. 7
Infrmatin flw After installatin, setup, and initial data synchrnizatin, sme entities that yu create in Micrsft Dynamics ERP are written int Micrsft Dynamics CRM and sme entities that yu create in Micrsft Dynamics CRM are written int Micrsft Dynamics ERP. The maps that yu have activated determine which entities are integrated between the tw applicatins. The fllwing illustratin demnstrates the infrmatin flw between Cnnectr fr Micrsft Dynamics, the surce system, and destinatin system during integratin. Fr an example, the fllwing scenari describes the infrmatin flw f integratin between the custmer entity in Micrsft Dynamics ERP and the accunt entity in Micrsft Dynamics CRM. 1. As part f the mapping prcess, a new integratin is created, surce and destinatin adapters are selected, cmpanies are selected t integrate and a map fr the custmer entity is created and activated. The map is scheduled t run at a specific time interval. 2. The Cnnectr fr Micrsft Dynamics client sends the integratin service a cntrl message that instructs the Cnnectr service t lad the integratin settings and maps frm the MSDI database. 3. When the next run time fr the map is reached, the Cnnectr service queries the surce system with a timestamp frm the MSDI database that indicates when the map was last successfully run. 4. The surce adapter returns a cllectin f custmer numbers that have been added r changed since the date n the timestamp. It als returns anther cllectin f custmer numbers that have been remved since the date n the timestamp. 5. Cnnectr fr Micrsft Dynamics sends each custmer number, ne by ne, int the surce adapter, which uses the custmer number t retrieve the entire custmer recrd frm the surce system. 8
6. The entities are transfrmed as defined in the map. 7. The resulting transfrmed accunt is sent t the destinatin adapter, which, in this example, is the Micrsft Dynamics CRM adapter. 8. The Micrsft Dynamics CRM adapter calls the Micrsft Dynamics CRM rganizatin web service t create r update the new entity. 9. The Cnnectr fr Micrsft Dynamics service updates the timestamp fr the Custmer t Accunt map in the MSDI database t reflect the time that the integratin finished successfully. Micrsft Dynamics CRM Cnfiguratin utility The Micrsft Dynamics CRM Cnfiguratin utility is used t prepare yur Micrsft Dynamics CRM rganizatins fr integratin. Fr mre infrmatin, see Cnfigure Micrsft Dynamics CRM rganizatins. Micrsft Dynamics ERP Cnfiguratin utility Sme Micrsft Dynamics ERP systems have an additinal cnfiguratin utility. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 9
System requirements Befre installing Cnnectr fr Micrsft Dynamics, yur system must meet the fllwing requirements. Nte: Depending n yur Micrsft Dynamics ERP, Cnnectr fr Micrsft Dynamics might be available with the installatin applicatin fr the ERP. Fr mre infrmatin, see the cnfiguratin guide fr yur Micrsft Dynamics ERP. Micrsft Windws Server 2008 SP2, Windws Server 2008 R2 SP1, r Windws Server 2012 Micrsft.NET Framewrk 3.5 and Windws.NET Framewrk 4.5.1 A valid cnnectin t a cmputer with Micrsft SQL Server 2005 SP4, SQL Server 2008 SP2, SQL server 2008 R2, SQL Server 2012, r SQL Server 2014 installed One f the fllwing cnnectins t Micrsft Dynamics CRM: Micrsft Dynamics CRM versin 4.0 with the mst recent Update Rllup applied Micrsft Dynamics CRM 2011 n-premises with the mst recent rllup applied A valid subscriptin t Micrsft Dynamics CRM nline A valid subscriptin t a hsted deplyment f Micrsft Dynamics CRM 2011 Nte: If yu are using Micrsft Dynamics CRM nline, r if the Micrsft Dynamics CRM server has Update Rllup 12 r later installed, use Cnnectr fr Micrsft Dynamics versin 2.1.29.1 r later (with Cnnectr fr Micrsft Dynamics CRM slutin versin 1.0.1603.3 r later). Fr Micrsft Dynamics CRM 2011 adapter nly Windws Identity Fundatin installed n the cmputer that runs Cnnectr fr Micrsft Dynamics (http://www.micrsft.cm/enus/dwnlad/details.aspx?id=17331) Fr Micrsft Dynamics CRM nline nly At least tw different Windws Live IDs and passwrds Micrsft Dynamics CRM and the Micrsft Dynamics ERP system must have the same base install language, and base r functinal currency Additinal system requirements fr the Micrsft Dynamics ERP system that yu are integrating with. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 10
Upgrading Cnnectr fr Micrsft Dynamics Yu are nt required t manually uninstall a previus versin f Cnnectr fr Micrsft Dynamics if yu are upgrading t the current versin. That prcess is cmpleted autmatically. Nte: If yu are upgrading frm previus deplyments, we recmmend that yu update rle-based security fr the Micrsft Dynamics CRM Cnfiguratin utility. Fr infrmatin abut yur specific upgrade scenari, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Nte: If yu are using Micrsft Dynamics CRM nline, r if the Micrsft Dynamics CRM server has Update Rllup 12 r later installed, use Cnnectr fr Micrsft Dynamics versin 2.1.29.1 r later (with Cnnectr fr Micrsft Dynamics CRM slutin versin 1.0.1603.3 r later). Upgrading t Cnnectr V3 frm previus versins Nte: Befre yu begin the upgrade prcess, create backups f yur Micrsft Dynamics ERP database, yur Micrsft Dynamics CRM database, and yur MSDI database. When yu upgrade t the current release f Cnnectr fr Micrsft Dynamics, the fllwing mdificatins are made: Obslete tables are remved frm the MSDI database and user settings are cleared. The first time that yu start the client applicatin after upgrade, the Adapter Settings windw is displayed s that yu can enter settings fr the adapters that were installed. Yu must enter passwrds and user infrmatin fr bth the ERP adapter and the Micrsft Dynamics CRM adapter in Cnnectr fr Micrsft Dynamics. Sme cnfiguratin ptins fr the Cnnectr service, such as the maximum number f retries and retry wait settings, are n lnger available in the Cnfiguratin table f the MSDI database. T change the retry settings, mdify the apprpriate fields in the CnnectrServiceHst.exe.cnfig file, and then start the Cnnectr fr Micrsft Dynamics service again. T view versin infrmatin abut Cnnectr fr Micrsft Dynamics, click the Abut buttn n the tlbar. Nte: After the upgrade prcess is cmpleted, run the Cnfiguratin Utility fr Micrsft Dynamics CRM and the Micrsft Dynamics ERP t update the adapter settings. Adapters cannt create new integratins until the adapter settings are updated. Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011 If yu have upgraded frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011 and are currently integrated with Cnnectr fr Micrsft Dynamics Feature Pack 4 (versin 1.4.717.1) r earlier, yu must upgrade Cnnectr fr Micrsft Dynamics and manually recnfigure Cnnectr fr yur ERP system. Nte: Befre yu begin the upgrade prcess, create backups f yur Micrsft Dynamics ERP databases, yur Micrsft Dynamics CRM databases, and yur MSDI database. 1. Open Cnnectr fr Micrsft Dynamics. Inactivate all maps fr the integratins, and clse Cnnectr fr Micrsft Dynamics. 2. Upgrade Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011. 3. Upgrade Cnnectr fr Micrsft Dynamics. 11
4. T cntinue using the Micrsft Dynamics CRM adapter settings and map templates, yu must manually imprt ERP slutins. T imprt these slutins, fllw the prcedure belw. Nte: If yu plan t upgrade t the Micrsft Dynamics CRM 2011 adapter, the ERP slutin is autmatically imprted during cnfiguratin and yu can skip this prcedure. a. Lg n t an rganizatin in Micrsft Dynamics CRM as an administratr. b. Frm the navigatin pane, click Settings, select Custmizatin, and then select Slutins. Click Imprt. c. Brwse t the Cnnectr installatin directry. By default, this lcatin is \Prgram Files (x86)\micrsft Dynamics\Micrsft Dynamics Adapter. d. Select the.zip slutin file fr yur Micrsft Dynamics ERP system. Click Open. e. Click Next. When the Slutin Infrmatin is displayed, a message might be displayed that warns f a versin mismatch. Click Next. f. Select Overwrite custmizatins. Nte: This might verwrite any unmanaged custmizatins in yur system that were made t the entities that are included in the Micrsft Dynamics CRM slutin fr yur Micrsft Dynamics ERP. g. Select Activate any prcesses and enable any SDK message prcessing steps included in the slutin. Nte: If yu d nt select this check bx, the plug-in will nt be fully activated and the integratin prcess cannt be cmpleted. h. Click Next. When the slutin custmizatins have been successfully imprted, click Clse t exit. 5. Open Cnnectr fr Micrsft Dynamics. Click Adapter Settings, select yur Micrsft Dynamics CRM adapter, and then run the Micrsft Dynamics CRM Cnfiguratin utility. Fr mre infrmatin, see Cnfigure adapter settings fr Micrsft Dynamics CRM. 6. When the Cnfiguratin utility has finished running, activate maps fr the integratins again and cntinue integrating data. Previus integratins Cnnectr fr Micrsft Dynamics des nt maintain data that was previusly integrated and maintained using a tl ther than Cnnectr fr Micrsft Dynamics. Therefre, yu shuld cnsider remving data frm Micrsft Dynamics CRM that may be duplicated after the Cnnectr fr Micrsft Dynamics maps are activated. Data that was integrated using a previus versin f Cnnectr fr Micrsft Dynamics will be maintained. Micrsft Dynamics CRM duplicate detectin rules allw previusly integrated accunts, cntacts, and sales rders t be integrated using the Integratin Key attribute. Existing data in the fllwing entities will be inactivated and renamed when the Micrsft Dynamics CRM Cnfiguratin utility runs: Discunt types Price levels/price lists Prducts If yu have integrated data in yur Micrsft Dynamics ERP database fr these entities, the Micrsft Dynamics ERP data will be re-created in Micrsft Dynamics CRM after these maps are activated. 12
Any existing Micrsft Dynamics CRM rders that pint t these entities will fail t integrate t Micrsft Dynamics ERP because the entities that are referenced d nt exist in the Micrsft Dynamics ERP database. T integrate these rders, yu must re-create the line items using the integrated entities. Integrate existing Micrsft Dynamics data Cnnectr fr Micrsft Dynamics can integrate data between existing installatins f Micrsft Dynamics CRM and a Micrsft Dynamics ERP database. If yu have data in ne r bth applicatins prir t installing Cnnectr fr Micrsft Dynamics, this affects sme f the maps that yu will use during the initial data synchrnizatin prcess. Nte: Make sure that Cnnectr fr Micrsft Dynamics and the Micrsft Dynamics ERP database are lcated in the same time zne. 1. Create backups f yur existing Micrsft Dynamics ERP database and Micrsft Dynamics CRM database. 2. Install Cnnectr fr Micrsft Dynamics and cnfigure adapters. 3. If yu have existing data in bth Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, yu shuld set up duplicate detectin fr the applicable entities in Micrsft Dynamics CRM. Fr mre infrmatin, see Set up duplicate detectin. 4. Run initial data synchrnizatin. Fr mre infrmatin, the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 13
Installatin Befre installing Cnnectr fr Micrsft Dynamics, yur system must meet the minimum requirements as listed in the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Additinal system prerequisites are listed belw. Nte: If yu are upgrading frm previus versins f Cnnectr fr Micrsft Dynamics, yu need t create backups f yur Micrsft Dynamics ERP databases, yur Micrsft Dynamics CRM databases, and yur MSDI database. User accunt requirements Several user accunts are used fr an installatin. These user accunts and required permissins are summarized belw, and then each accunt is explained in detail. T help simplify the installatin prcess, yu can create ne r mre user accunts that have the necessary cmbined permissins f several f the accunts listed belw. Nte: If yu are integrating t Micrsft Dynamics CRM nline, then yu need at least tw Windws Live IDs with separate passwrds. Accunt Definitin Permissins required Installatin accunt Installs Cnnectr fr Micrsft Dynamics Must be at least a dmain user and lcal administratr n the machine where Cnnectr fr Micrsft Dynamics is installed Must be assigned at least the sysadmin permissins n the SQL server where the MSDI database is t be stred Service accunt Runs integratins in Cnnectr fr Micrsft Dynamics Requires permissin t authenticate and submit ntificatin emails ERP Integratin accunt Cnnects t the Micrsft Dynamics ERP web services Must be assigned t specific rles in yur Micrsft Dynamics ERP system CRM Integratin accunt Used t cnnect t Micrsft Dynamics CRM n-premise r the Windws Live ID used t cnnect t Micrsft Dynamics CRM nline Must belng t a Micrsft Dynamics CRM user that has rganizatinal-level read privileges fr SystemUser n the CRM rganizatin that yu plan t integrate Fr Micrsft Dynamics CRM nline, this accunt requires a different Windws Live ID than the system administratr Be cnsidered a nn-interactive accunt (fr Micrsft Dynamics CRM nline, the cnfiguratin prcess defines this accunt as nn-interactive and t use a special integratin CAL) Cnfiguratin accunt Runs the Micrsft Dynamics CRM Cnfiguratin utility Fr n-premise deplyments f Micrsft Dynamics CRM 4.0, this accunt must be able t mdify the membership f the Micrsft Dynamics CRM PrivUserGrup Security Grup in the dmain where the Micrsft Dynamics CRM 4.0 servers are jined t Must als be a Micrsft Dynamics CRM Deplyment Administratr 14
Accunt Definitin Permissins required CRM Deplyment Administratr accunt Used by the Cnfiguratin utility t retrieve a list f Micrsft Dynamics CRM rganizatins and apply custmizatins t thse rganizatins Fr n-premise deplyments f Micrsft Dynamics CRM, this accunt is used t install Micrsft Dynamics CRM Fr Micrsft Dynamics CRM nline, this accunt must be a system administratr Installatin accunt This is the accunt that the installer is run under. This accunt must: Be at least a dmain user and a member f the Lcal Administratrs grup n the server where Cnnectr fr Micrsft Dynamics is t be installed. At a minimum, be assigned t the sysadmin permissins n the SQL server where the MSDI database is t be stred. Fr infrmatin abut hw t assign database rles t users, refer t yur SQL server dcumentatin. Service accunt This accunt is used t run integratins and must be created befre installatin. Fr infrmatin abut new user accunts in Windws Server 2008, see Create a new user accunt n TechNet (http://technet.micrsft.cm/en-us/library/cc732336.aspx). During installatin, Cnnectr fr Micrsft Dynamics: Assigns the service accunt t the public SQL server rle. Creates a SQL server lgn fr the accunt if a lgn des nt exist. Assigns the service accunt t the db_datareader and db_datawriter database rles n the MSDI database. The service accunt is als the accunt used t send ntificatin emails. If the Simple Mail Transfer Prtcl (SMTP) server that yu use t send ntificatins requires authenticatin t submit emails, yu must give the service accunt permissin t authenticate and submit emails. Fr mre infrmatin abut setting up ntificatins, see Set up ntificatins. ERP Integratin accunt This accunt is used t cnnect t the Micrsft Dynamics ERP system. Fr mre infrmatin, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. CRM Integratin accunt This is the dmain user accunt that is used t cnnect t Micrsft Dynamics CRM r the Windws Live ID used t cnnect t Micrsft Dynamics CRM nline. Nte: The system administratr accunt that is used t sign up fr Micrsft Dynamics CRM nline cannt be the same Windws Live ID as the ne used fr the CRM Integratin accunt. Yu need tw different Windws Live IDs fr these tw rles. This accunt must be cnsidered a nn-interactive user accunt. This accunt must belng t a Micrsft Dynamics CRM user wh has rganizatinal-level read privileges fr SystemUser n the Micrsft Dynamics CRM rganizatin that yu plan t integrate. 15
Fr Micrsft Dynamics CRM nline, this accunt must be a member f the fllwing Micrsft Dynamics CRM security rles: System Custmizer Dynamics Integratin Nte: When yu run the Micrsft Dynamics CRM Cnfiguratin utility, the Dynamics Integratin rle is created and the specified CRM Integratin User is autmatically added t these rles. Fr Micrsft Dynamics CRM nline, the CRM Integratin User is set t be nninteractive and is assigned the integratin CAL. Fr Micrsft Dynamics CRM n-premise deplyments, this accunt must meet the fllwing requirements: Belng t a Micrsft Dynamics CRM user that has rganizatinal-level read privileges fr SystemUser n the CRM rganizatin that yu plan t integrate. Belng t the Micrsft Active Directry PrivUserGrup (fr Micrsft Dynamics CRM 4.0 nly). Belng t the Sales Manager security rle (minimum). Cnfiguratin accunt Use the cnfiguratin accunt t run the Micrsft Dynamics CRM Cnfiguratin utility. This accunt shuld be a Micrsft Dynamics CRM Deplyment Administratr. Fr mre infrmatin, see Hw t assign the minimum permissins t a deplyment administratr in Micrsft Dynamics CRM 4.0 n the Micrsft Supprt site (http://supprt.micrsft.cm/kb/946686). Nte: Failure t meet these requirements will result in the fllwing message when yu run the Micrsft Dynamics CRM Cnfiguratin utility: The CRM Integratin accunt culd nt be added t the PrivUsersGrup n the Dmain. A dmain administratr can perfrm this peratin later, but the CRM Integratin accunt must be added t this grup in the Active directry befre Cnnectr fr Micrsft Dynamics can successfully integrate entities int a Micrsft Dynamics CRM n-premise deplyment. CRM Deplyment Administratr accunt This is the dmain user accunt that the Micrsft Dynamics CRM Cnfiguratin utility uses t retrieve a list f rganizatins frm Micrsft Dynamics CRM and apply custmizatins t thse rganizatins. Fr n-premise deplyment, this accunt is used t install Micrsft Dynamics CRM. Fr mre infrmatin abut this accunt, see Hw t assign the minimum permissins t a deplyment administratr in Micrsft Dynamics CRM 4.0 n the Micrsft Supprt site (http://supprt.micrsft.cm/kb/946686). Fr Micrsft Dynamics CRM nline, this is a Windws Live ID that is in the System Administratr rle in the rganizatin t be integrated. 16
Install Cnnectr fr Micrsft Dynamics Review the system requirements as listed in the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system befre yu begin the installatin prcess. Only ne instance f Cnnectr fr Micrsft Dynamics can be installed n a system at any time. Nte: Depending n yur Micrsft Dynamics ERP, Cnnectr fr Micrsft Dynamics might be available with the installatin applicatin fr the ERP. Fr mre infrmatin, see the cnfiguratin guide fr yur Micrsft Dynamics ERP. 1. Install Cnnectr fr Micrsft Dynamics. 2. Duble-click Cnnectr fr Micrsft Dynamics.msi. Click Next. 3. Read and accept the Micrsft Sftware License Terms. Click Next. 4. Enter the name f the Micrsft SQL server where the MSDI database is t be stred. 5. Click Next. 6. Enter the dmain, user name, and passwrd fr the service accunt t use when yu are running integratins. Fr mre infrmatin abut this accunt, see Service accunt. 7. Click Next. If the accunt that yu entered in step 6 is valid, the Ready t install page is displayed. 8. Click Install. 9. Click Finish t cmplete the installatin. Tips: The MSDI database des nt need t be n the same physical server as Cnnectr fr Micrsft Dynamics. Make sure that Cnnectr fr Micrsft Dynamics and the Micrsft Dynamics ERP database are lcated in the same time zne. If an errr message is displayed that refers t a dpac r SQL server setup issue, see the Trubleshting The RPC server is unavailable article n TechNet (http://scial.technet.micrsft.cm/wiki/cntents/articles/4494.trubleshting-the-rpcserver-is-unavailable.aspx), and the Hw IT Wrks: Trubleshting RPC Errrs article n the TechNet magazine website (http://technet.micrsft.cm/enus/magazine/2007.07.hwitwrks.aspx). 17
Cnfiguratin After yu have installed r upgraded Cnnectr fr Micrsft Dynamics, yu must cnfigure the adapter settings fr Micrsft Dynamics CRM and fr the Micrsft Dynamics ERP system that yu are integrating with. Nte: Yu must cmplete these prcedures in the rder that is listed belw, r Cnnectr fr Micrsft Dynamics will nt perate crrectly and data will nt be synchrnized between Micrsft Dynamics CRM and the Micrsft Dynamics ERP. T cnfigure Cnnectr fr Micrsft Dynamics, cmplete the fllwing prcedures: 1. Cnfigure adapter settings fr Micrsft Dynamics CRM. 2. Cnfigure rganizatins fr Micrsft Dynamics CRM. 3. Cnfigure adapter settings fr yur Micrsft Dynamics ERP system. Fr cnfiguratin prcedures, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. 4. Set up duplicate detectin (ptinal). 5. Run initial data synchrnizatin. Fr prcedures, see the Cnnectr fr Micrsft Dynamics ERP cnfiguratin guide fr yur ERP system. Cnfigure adapter settings fr Micrsft Dynamics CRM Befre yu can integrate data between Micrsft Dynamics CRM and a Micrsft Dynamics ERP system, yu must prvide settings fr the adapters that the integratin prcess will use. The first time that yu start Cnnectr fr Micrsft Dynamics, the Adapter Settings windw is displayed s that yu can enter settings fr the adapters that were installed. If yu are using Micrsft Dynamics CRM nline deplyments nly, see Tips fr cnfiguring the Micrsft Dynamics CRM adapters. Nte: If yu created custm entities fr Micrsft Dynamics CRM in a previus versin f Cnnectr fr Micrsft Dynamics, review the.cnfig files fr the custm entities after upgrade and befre cnfiguratin. If a custm entity in Micrsft Dynamics CRM has the same display name as a system entity, delete the.cnfig files fr the custm entity and any.cnfig files with the same display name. Any changes t the display name f the custm entity after cnfiguratin will nt affect the.cnfig files. Cnfigure settings fr Micrsft Dynamics CRM 4.0 adapter If yu are integrating with Micrsft Dynamics 4.0 r are upgrading a current installatin f Cnnectr fr Micrsft Dynamics and yu want t cntinue using current adapter settings, fllw the prcedures belw. Nte: If yu are upgrading frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011, verify that yu have installed the ERP slutin. Fr mre infrmatin, see Upgrade frm Micrsft Dynamics CRM 4.0 t Micrsft Dynamics CRM 2011. 1. Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. If the Adapter Settings windw did nt pen autmatically, click Adapter Settings. 3. In the left pane f the Adapter Settings windw, select Micrsft Dynamics CRM. 4. Enter the name f the dmain that the Micrsft Dynamics CRM server belngs t. 18
5. Enter the user name and passwrd fr the CRM Integratin accunt. Fr mre infrmatin abut this accunt, see CRM Integratin accunt. 6. Enter the prt number that the Micrsft Dynamics CRM Discvery web service uses. If yu are cnnecting t Micrsft Dynamics CRM nline, this value shuld be left blank. 7. Enter the name f the server that hsts Micrsft Dynamics CRM. If yu are cnnecting t Micrsft Dynamics CRM nline, this value shuld be dev.crm.dynamics.cm. 8. If yu are cnnecting t Micrsft Dynamics CRM nline, select the check bx fr Micrsft Dynamics CRM nline. 9. Click Apply. 10. Click Test Settings t cnnect t the Micrsft Dynamics CRM Discvery web service using the infrmatin that yu entered. If the infrmatin that yu entered in the steps abve is incrrect, this test will fail and yu must enter the crrect infrmatin befre yu can register the Micrsft Dynamics CRM adapter. 11. Cntinue t Cnfigure Micrsft Dynamics CRM rganizatins. Cnfigure settings fr Micrsft Dynamics CRM 2011 adapter If yu are installing Cnnectr fr Micrsft Dynamics fr the first time, r if yu are upgrading frm a previus versin f Cnnectr fr Micrsft Dynamics, fllw the prcedures belw. Nte: Befre yu cnfigure this adapter, dwnlad the Windws Identity Fundatin (http://www.micrsft.cm/dwnlad/en/details.aspx?id=17331). 1. Open Cnnectr fr Micrsft Dynamics. (Click Start, select All Prgrams, select Micrsft Dynamics, select Micrsft Dynamics Adapter, and then select Cnnectr fr Micrsft Dynamics.) 2. If the Adapter Settings windw did nt pen autmatically, click Adapter Settings. 3. In the left pane f the Adapter Settings windw, select Micrsft Dynamics CRM 2011. 4. Enter the dmain, user name and passwrd fr the CRM Integratin accunt. Fr mre infrmatin abut this accunt, see CRM Integratin accunt. Nte: Fr an n-premise installatin, use the dmain\user name frmat. 5. Enter the URL fr the Micrsft Dynamics CRM Discvery Service. T lcate this URL in Micrsft Dynamics CRM, click Settings, select Custmizatins, select Develper Resurces, and then enter the hst name that is displayed in the Discvery Service URL. Nte: The default URL uses the https transprt. Fr an n-premise installatin, use the apprpriate binding fr yur deplyment, fr example, http. 6. Click Apply. 7. Click Test Settings t cnnect t the Micrsft Dynamics CRM Discvery web service using the infrmatin that yu entered. If the infrmatin that yu entered in the steps abve is incrrect, this test will fail and yu must enter the crrect infrmatin befre yu can register the Micrsft Dynamics CRM adapter. 8. Cntinue t Cnfigure Micrsft Dynamics CRM rganizatins. Tips fr cnfiguring the Micrsft Dynamics CRM adapters If the Secure Sckets Layer (SSL) is nt set up crrectly, an exceptin ccurs in the web service and the fllwing message is lgged: The underlying cnnectin was clsed: Culd nt establish trust relatinship fr the SSL/TLS secure channel. If the CRM Integratin accunt specified fr the Micrsft Dynamics CRM adapter settings is a valid Micrsft Dynamics CRM user in multiple Micrsft Dynamics CRM rganizatins, and nt all f the 19
Micrsft Dynamics CRM rganizatins have been prperly cnfigured, the message Test settings succeeded with warnings is displayed when yu click Test Settings. This means that the Test Settings peratin was successful in validating sme f the Micrsft Dynamics CRM rganizatins but failed with thers. If yu d nt see the Micrsft Dynamics CRM rganizatin t integrate listed in the warning message, then the Test Settings peratin was successful fr that Micrsft Dynamics CRM rganizatin. If a warning message is displayed fr the Micrsft Dynamics CRM rganizatin t integrate, then yu must cnfigure Micrsft Dynamics CRM fr the rganizatin that yu want t integrate and try the Test Settings link again. Fr Micrsft Dynamics CRM, the CRM Integratin accunt specified fr the Micrsft Dynamics CRM adapter settings must be a member f the fllwing security rles: System Custmizer Dynamics Integratin When yu run the Micrsft Dynamics CRM Cnfiguratin utility, the Dynamics Integratin rle is created and the specified CRM Integratin accunt is autmatically added t these rles. If yu click Test Settings befre the CRM Integratin accunt has been added t the System Custmizer rle fr each Micrsft Dynamics CRM nline rganizatin that the user is a member f, the Test Settings peratin will fail and a message will be displayed. Messages will cntinue t be displayed until the CRM Integratin accunt is added t the System Custmizer rle. Cnfigure Micrsft Dynamics CRM rganizatins The Micrsft Dynamics Cnfiguratin utility custmizes Micrsft Dynamics CRM rganizatins t prepare them fr integratin. Fr infrmatin abut the changes that are made t Micrsft Dynamics CRM rganizatins after yu run this utility, see Changes made by the Micrsft Dynamics CRM Cnfiguratin utility. Nte: Sme fields in this Cnfiguratin utility might already cntain values, which were entered based n the infrmatin that yu prvided when yu registered the Micrsft Dynamics CRM adapter. Befre yu begin cnfiguratin, verify that yu have cnfigured the Micrsft Dynamics CRM adapter. Fr mre infrmatin, see Cnfigure adapter settings fr Micrsft Dynamics CRM. Cnfigure rganizatins fr Micrsft Dynamics CRM 4.0 1. In Cnnectr fr Micrsft Dynamics, click Adapter Settings. In the left pane, select Micrsft Dynamics CRM. 2. Click Cnfigure Micrsft Dynamics CRM. 3. In the Welcme dialg bx, click Next. 20
4. Enter the name f the server where the Micrsft Dynamics CRM Discvery web service rle is installed and the prt number that the web service uses. 5. Enter the dmain, user name, and passwrd fr the CRM Deplyment Administratr accunt r the Administratr accunt fr Micrsft Dynamics CRM nline. Fr mre infrmatin abut this accunt, see CRM Deplyment Administratr accunt. 6. Click Get Organizatins. 7. Select the rganizatin t cnfigure. The Micrsft Dynamics CRM Cnfiguratin utility must be run fr each rganizatin t integrate. 8. Verify that Install is selected in the Cnfiguratin Optins area. Nte: Select the Remve ptin nly if yu want t remve custmizatins t the selected rganizatins that were made by the Cnfiguratin utility when it was last run. 9. Click Next. 10. Select the Micrsft Dynamics CRM entities t cnfigure fr integratin. The preselected entities are thse that are required fr the standard ut-f-the-bx integratin t run. If yu have custm Micrsft Dynamics CRM entities t cnfigure fr integratin, they are included in the entity list that is displayed. T view the available entities, click the plus sign (+) next t the rganizatin name. Select the check bx next t each entity t cnfigure. T add mre entities later, run the utility again. 11. If this is nt the first time that yu are running the adapter cnfiguratin, and if yu are adding a new entity r are making ther changes t the adapter cnfiguratin, select the Skip cmplete cnfiguratin and nly generate entity cnfiguratins check bx. 12. Click Next. 21
13. If this is the first time that yu are running the adapter cnfiguratin, select the Imprt and verwrite custmizatins check bx. Nte: If yu d nt select the Imprt and verwrite custmizatins check bx, r if yu cancel the custmizatins, yu cannt integrate data until these custmizatins are imprted. Fr infrmatin abut hw t preserve existing custmizatins in Micrsft Dynamics CRM 4.0, see. 14. When the Cnfiguratin status fr rganizatin page is displayed, click Cnfigure. If a message is displayed that indicates that existing custmizatins will be verwritten, click OK t cntinue. 15. When the Finished updating rganizatin message is displayed, click Finish t exit the utility. Nte: After cnfiguratin is cmpleted, custmizatins are published fr Micrsft Dynamics CRM. If yu created custmizatins using the Micrsft Dynamics CRM Cnfiguratin utility, thse custmizatins might be published after cnfiguratin is cmpleted. Cnfigure rganizatins fr Micrsft Dynamics CRM 2011 1. In Cnnectr fr Micrsft Dynamics, click Adapter Settings. In the left pane, select Micrsft Dynamics CRM 2011. 2. Click Cnfigure Micrsft Dynamics CRM. 3. In the Welcme dialg bx, click Next. 4. Enter the URL fr the Micrsft Dynamics CRM Discvery Service. 5. Enter the dmain, user name, and passwrd fr the CRM Deplyment Administratr accunt r the Administratr accunt fr Micrsft Dynamics CRM nline. Fr mre infrmatin abut this accunt, see CRM Deplyment Administratr accunt. 6. Click Get Organizatins. 22
7. Select the rganizatin t cnfigure. The Micrsft Dynamics CRM Cnfiguratin utility must be run fr each rganizatin t integrate. 8. Click Next. 9. Select the Micrsft Dynamics CRM entities t cnfigure fr integratin. The preselected entities are thse that are required fr the standard ut-f-the-bx integratin t run. If yu have custm Micrsft Dynamics CRM entities t cnfigure fr integratin, they are included in the entity list that is displayed. T view the available entities, click the plus sign (+) next t the rganizatin name. Select the check bx next t each entity t cnfigure. T add mre entities later, run the utility again. 10. If this is nt the first time that yu are running the adapter cnfiguratin, and if yu are adding a new entity r are making ther changes t the adapter cnfiguratin, select the Skip cmplete cnfiguratin and nly generate entity cnfiguratins check bx. 11. Click Next. 12. When the Cnfiguratin status fr rganizatin page is displayed, click Cnfigure. If a message is displayed that indicates that existing custmizatins will be verwritten, click OK t cntinue. 13. When the Finished updating rganizatin message is displayed, click Finish t exit the utility. Nte: After cnfiguratin is cmpleted, custmizatins are published fr Micrsft Dynamics CRM. If yu created custmizatins using the Micrsft Dynamics CRM Cnfiguratin utility, thse custmizatins might be published after cnfiguratin is cmpleted. Tips fr cnfiguring Micrsft Dynamics CRM Yu can run the Micrsft Dynamics CRM Cnfiguratin utility at any time t cnfigure new rganizatins in Micrsft Dynamics CRM. T pen the Cnfiguratin utility, pen Cnnectr fr Micrsft Dynamics, and then click Adapter Settings. In the Adapter Settings windw, select the versin f Micrsft Dynamics CRM that yu are integrating with, and then click Cnfigure Micrsft Dynamics CRM. If yu run the Cnfiguratin utility after yu have registered the Micrsft Dynamics CRM adapter, sme fields in the Cnfiguratin utility might already cntain values. These values are based n the infrmatin that yu prvided when yu cnfigured the Micrsft Dynamics CRM adapter. If yu have a distributed Micrsft Dynamics CRM n-premise deplyment, yu must restart IIS n all Micrsft Dynamics CRM servers, including applicatin and SDK servers, after cmpleting the utility. If yu delete an bject prvider file fr a static custmizable Micrsft Dynamics CRM entity frm the cmpany flder in the ObjectCnfig flder, running the Micrsft Dynamics CRM Cnfiguratin utility again will nt re-create the bject prvider crrectly. This will cause the Micrsft Dynamics CRM Adapter t fail t lad. A cpy f each static Micrsft Dynamics CRM bject prvider file is cpied t the ObjectPrvider flder. Yu will need t cpy the bject prvider file fr the affected entity frm the ObjectCnfig flder back int the cmpany flder. Static custmizable Micrsft Dynamics CRM entities are: AccuntObjectPrvider, CntactObjectPrvider, ErpSystemUserObjectPrvider, InviceObjectPrvider, OrderObjectPrvider, and PrductObjectPrvider. Micrsft Dynamics CRM 4.0 might cache infrmatin that causes the Test Settings ptin t return incrrect results. If yu click Test Settings befre the CRM Integratin User has been added t the PrivUserGrup fr the Micrsft Dynamics CRM 4.0 rganizatin that yu want t integrate n the dmain that the Micrsft Dynamics CRM server is jined t, the Test Settings peratin will fail until the client is clsed and re-pened. 23
If the user running the Cnfiguratin utility is nt a dmain administratr fr the dmain that the CRM Integratin User and Micrsft Dynamics CRM server are members f, a warning will be displayed. Until this CRM Integratin user is added t the PrivUserGrup, the Test Settings peratin will always fail and the integratin will nt wrk. Adding the CRM Integratin user t the PrivUserGrup may be cmpleted by a dmain administratr prir t running the Cnfiguratin utility r after it has been run. If yu add the CRM Integratin user t the PrivUserGrup after yu run the utility, yu must clse and restart the client befre the Test Settings peratin will return valid results. This issue ccurs because Micrsft Dynamics CRM uses the WindwsPrincipal.IsInRle methd t check if the user attempting t access Micrsft Dynamics CRM is in the PrivUserGrup in the current Dmain. The WindwsPrincipal.IsInRle methd caches the last result fr a given user until the user and caller bth lg ff and lg back n t the dmain. Fr mre infrmatin, see WindwsPrincipal.IsInRle Methd (String) n MSDN (http://msdn.micrsft.cm/enus/library/fs485fwh.aspx). If yu are integrating with Micrsft Dynamics CRM 4.0, yu must set up duplicate detectin fr the address entity in Micrsft Dynamics CRM 4.0. Fr mre infrmatin, see Set up duplicate detectin. Nte: Duplicate detectin fr addresses in Micrsft Dynamics CRM 2011 is actually enabled during installatin. If yu select t install the custmizatin prvided with the Micrsft Dynamics CRM adapter, yu will verwrite any existing frm custmizatins which have been created fr accunt, cntact, prduct and any f the ther Micrsft Dynamics CRM 4.0 entities which are updated t enable the integratin. Fr new installatins with n existing custmizatins, this shuld nt be an issue and the ptin t imprt the custmizatin shuld be selected. Fr existing Micrsft Dynamics CRM 4.0 installatins where custmizatins have been applied, registratin fr Cnnectr fr Micrsft Dynamics can cntinue withut imprting the Micrsft Dynamics CRM custmizatins. Hwever, the existing custmizatins and required new custmizatins will need t be merged befre they are imprted int Micrsft Dynamics CRM. This merge prcess can be accmplished by using the tl and related readme which are available frm the dwnlad site fr Cnnectr fr Micrsft Dynamics. When the merge prcess is cmplete, yu must imprt custmizatins. Data cannt be successfully integrated until these custmizatins are integrated int Micrsft Dynamics CRM 4.0. In Micrsft Dynamics CRM 4.0, click Settings, click Custmizatins, and then select Imprt Custmizatins. Nte: If yu are using the Micrsft Dynamics CRM 2011 adapter, these custmizatins are autmatically installed during cnfiguratin and merged with yur existing custmizatins in Micrsft Dynamics CRM 2011. N further actin is necessary. Changes made by the Micrsft Dynamics CRM Cnfiguratin utility If yu run the Micrsft Dynamics CRM Cnfiguratin utility, the fllwing changes are made t each Micrsft Dynamics CRM rganizatin that yu selected fr cnfiguratin. Nte: Befre the Micrsft Dynamics CRM adapter Cnfiguratin utility makes any changes t Micrsft Dynamics CRM, it saves yur existing custmizatins t C:\PrgramData\Micrsft Dynamics\Cnnectr fr Micrsft Dynamics. Yu can remve these custmizatins and revert t yur previus custmizatins if yu uninstall the prduct. If yu remve the custmizatins, any f the custm entities that cntain data will nt be remved. A Submit Order buttn is added t the Order frm. This buttn appears nly fr users wh are in rles that have the ISVExtenstins privilege enabled fr the rganizatin. All prices and price lists are set t read-nly. 24
All entities in the Prduct Catalg are set t read-nly. All unit grups and units are set t read-nly. Any existing prducts, discunt types, price levels in the Prduct Catalg are deactivated and renamed. The invice functinality is limited t read-nly within Micrsft Dynamics CRM. The default decimal precisin is set t fur decimal places. Nte: Yu can change this setting if yu want yur Micrsft Dynamics CRM pricing decimal precisin t be less than fur. The Micrsft Dynamics CRM pricing decimal precisin shuld match yur Micrsft Dynamics ERP currency decimal precisin t prevent runding issues. Micrsft Dynamics ERP currency decimal precisin can be set up t five while Micrsft Dynamics CRM can be set up t fur. Integratin key attributes are added t the entities selected n the Select the entities t cnfigure fr integratin windw. The fllwing entities are pre-selected by default: Accunt Cntact Invice Order Prduct ERP system user Nte: Certain system entities are nt available fr custmizatin and will nt have an Integratin Key attribute added t them. Fr these entities, the name attribute is mapped internally t the Integratin Key attribute frm the ERP surce system. The fllwing custm entities are added: ERP System User Fr tracking salespersns in the ERP system *Accunt* Fr tracking accunts that have been integrated and then deleted frm Micrsft Dynamics CRM *Cntact* Fr tracking cntacts that have been integrated and then deleted frm Micrsft Dynamics CRM The issopintegrated attribute is set t true fr each rganizatin t be integrated. A Ready fr Integratin check bx is added t the Administratin tab n the Accunt frm. An Integratin Key attribute is added t the Administratin tab n the Accunt frm. A Submit buttn is added t the Accunt frm. A Ready fr Integratin check bx is added t the Administratin tab n the Cntact frm. A read-nly Integratin Key field is added t the Administratin tab n the Cntact frm. A Submit buttn is added t the Cntact frm. A cntrl is added t the User frm that allws users t map an integrated ERP system user t an existing Micrsft Dynamics CRM user. 25