Connector for Microsoft Dynamics for Microsoft Dynamics AX.

The current Connector for Microsoft Dynamics version (3.1.407.1) provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 and Microsoft Dynamics AX 2009 SP1, Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 R2.
The downloadable Connector on this web page is specifically designed to integrate Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 to Microsoft Dynamics AX 2009 SP1 or Microsoft Dynamics AX 2012.

Please note – Microsoft Dynamics CRM and Microsoft Dynamics AX setup and configuration expertise are critical to a successful deployment of this tool. While the Connector for Microsoft Dynamics is the Microsoft Dynamics integration technology available to you at no cost as a Partner or Customer of a Microsoft Dynamics product, integration projects typically require a dedicated development lifecycle in order to be successful.

Please review the information provided in the ‘Resources’ section of this download page. If you are a member of the Microsoft Partner Network, Microsoft also offers consulting services that include Connector installation, setup and configuration guidance and training that will help you improve customer satisfaction, reduce maintenance and support costs, and prepare your organization for future Connector opportunities. Contact Microsoft at askpts@microsoft.com or 1-800-MPN-SOLVE for further details on Connector services available.

Overview

Connector for Microsoft Dynamics is an integration solution which is targeted specifically at the Microsoft Dynamics family of products. The primary emphasis of the Connector is that of simplicity and ease of use while providing highly reliable and fault tolerant business document integration between Dynamics family products. The Connector for Microsoft Dynamics SDK contains documentation, templates, and sample code to help third party developers and partners who want to extend the functionality of Connector for Microsoft Dynamics.

System Requirements

1. Microsoft Dynamics AX2009 SP1 or Microsoft Dynamics AX 2012 with Cumulative Rollup 1 or Microsoft Dynamics AX 2012 R2.

2. Microsoft Dynamics AX 2009 SP1 Hotfix for KB2414338.

3. Microsoft Dynamics AX2009 AIF Web Services.

4. Configure IIS 7 to host WCF Services (only required if installing the AIF on Windows Server 2008 and using AX 2009)

5. Import ConnectorForMicrosoftDynamics.xpo file for AX 2009 or DynamicsConnector.xpo for AX 2012 or DynamicsConnectorR2.xpo for AX 2012 R2.
   Note: If you have applied the CU 6 or later update for AX 2012 R2, then there is no need to import the XPO. You can run the ConnectorHelper class that is included in that CU instead of importing this XPO.

6. Microsoft Dynamics CRM 4.0 with minimum of Update Rollup 5 or Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 must be installed or a subscription to Microsoft Dynamics CRM Online or a Partner hosted deployment must be active.

Note: To ensure proper integration, Microsoft Dynamics CRM and Microsoft Dynamics AX must use the same Application locale (with the same base language, base currency, and other base field values).

Note: To ensure proper integration, if using Microsoft Dynamics CRM online or Microsoft Dynamics CRM 2011 on-premises with UR 12 applied, you must use the classic forms within Dynamics CRM for the Account, Contact, and Sales Order entities.

Installation Instructions

1. Download and review the MSDynConnectorAX_KnownIssues.docx document.

2. Download and review the MSDynConnectorInst.pdf.

3. Download and review the MSDynConnectorAXconfig.pdf.

4. Download and install Update Rollup 5 or the latest patch release for Microsoft Dynamics CRM 4.0 (only if using Microsoft Dynamics CRM 4.0).

5. Download and install the Connector for Microsoft Dynamics AX.msi.

6. Refer to the MSDynConnectorAXconfig.pdf for steps to configure AX to work with Connector for Microsoft Dynamics.

7. Refer to the MSDynConnectorAXconfig.pdf for steps to help get existing data synchronized.

8. If you have an existing version of the Connector for Microsoft Dynamics installed, you can install the current version of Connector for Microsoft Dynamics without first uninstalling the existing version.

9. Note: To ensure proper integration, Microsoft Dynamics CRM and Microsoft Dynamics AX must use the same Application locale (with the same base language, base currency, and other base field values).​

Downloads

We recommend that you contact your Microsoft Dynamics Partner before installing service packs or hot fixes. It is important to verify that your environment is compatible with the service pack(s) or hot fix(es) being installed. A service pack, hot fix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solution.

Support Information

For technical support questions, contact your partner or direct your questions to the Support for Business hub: https://serviceshub.microsoft.com/supportforbusiness/create

CustomerSource Help and How-To Resources

To access the downloadable material within this content as previously found on CustomerSource, users will need to have the same customer account access. Click here to view more information.