Salesforce.com - MS Dynamics AX

Overview

Rapidi offers a standard solution for Integrating Salesforce.com and MS Dynamics AX.
The standard solution consists of a predefined setup of a number of Transfers in your Rapidi service.
In addition to this, you can choose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold Posted Invoices and Customer Ledger Entries (visible on the Salesforce.com Account object).
In general, the standard solution has been designed to cause a minimal change in your MS Dynamics AX.

Changes needed to accommodate the standard transfer setup for a solid AX-SFDC integration.

Add extra fields to the following tables in MS Dynamics AX whichever is applicable:

AX Table Fieldname Data Type Length Applicability Remarks

CUSTTABLE EXTERNALID Text 20 Customer integration This will be used to store the SFDC account id.

SALESLINE SOEXTERNALID Text 20 Sales order integration This will be used to store the sales order id that was transferred into SFDC.

CUSTINVOICETRANS INVEXTERNALID Text 20 Sales history integration This will be used to store the invoice id that was transferred into SFDC.

AX Table	Fieldname	Data Type	Length	Applicability	Remarks
CUSTTABLE	EXTERNALID	Text	20	Customer integration	This will be used to store the SFDC account id.
SALESLINE	SOEXTERNALID	Text	20	Sales order integration	This will be used to store the sales order id that was transferred into SFDC.
CUSTINVOICETRANS	INVEXTERNALID	Text	20	Sales history integration	This will be used to store the invoice id that was transferred into SFDC.

Add extra field to following objects in SDFC:

SFDC Object Fieldname Data Type Length External ID? Applicability Remarks

Account AXID__c Text 15 Yes Customer Integration Field to contain RECID from MS Dynamics AX

Account Legal_Entity__c Picklist N/A No Field that contain a list of abbreviation for the AX company name. Used to specify which AX company this Account belongs to. Only required if you have more than one company in AX.

Account Transferred__c DateTime N/A No Customer Integration Datetime field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transferred from SDFC to AX.

SFDC Object	Fieldname	Data Type	Length	External ID?	Applicability	Remarks
Account	AXID__c	Text	15	Yes	Customer Integration	Field to contain RECID from MS Dynamics AX
Account	Legal_Entity__c	Picklist	N/A	No		Field that contain a list of abbreviation for the AX company name. Used to specify which AX company this Account belongs to. Only required if you have more than one company in AX.
Account	Transferred__c	DateTime	N/A	No	Customer Integration	Datetime field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transferred from SDFC to AX.

Custom fields required in SDFC:

SFDC Object Fieldname Data Type Length External ID? Applicability Remarks

Contact Transferred__c DateTime 15 Yes Contact Integration Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transfered from SDFC to AX.

Contact Contact_Person_ID__c Text 20 Contact Integration Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transferred from SDFC to AX.

Opportunity OrderNumber__c Text 20 Yes Opportunity Integration Field to hold the AX Sales Order number (automatically assigned in AX and written back to the Opportunity in SF).

SFDC Object	Fieldname	Data Type	Length	External ID?	Applicability	Remarks
Contact	Transferred__c	DateTime	15	Yes	Contact Integration	Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transfered from SDFC to AX.
Contact	Contact_Person_ID__c	Text	20		Contact Integration	Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transferred from SDFC to AX.
Opportunity	OrderNumber__c	Text	20	Yes	Opportunity Integration	Field to hold the AX Sales Order number (automatically assigned in AX and written back to the Opportunity in SF).

Install new objects in Salesforce.com

Sales History Integration

This is applicable for sales history integration.

Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics AX to Salesforce.com.

Below is the link to install the SalesHistory3 application in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Below is the link to install the SalesHistory3 application in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Sales Order Integration

This is applicable for sales order integration.

Install an add-on to the SalesHistory3 app in Salesforce.com in order to transfer a copy of open sales orders from Microsoft Dynamics AX to Salesforce.com.

Below is the link to install the add-on in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

Below is the link to install the add-on in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

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Salesforce.com - MS Dynamics AX

Overview

Changes needed to accommodate the standard transfer setup for a solid AX-SFDC integration.