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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, you can install a Salesforce.com application called SalesHistory3, which contains Salesforce.com objects for 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 TableFieldnameData TypeLengthApplicabilityRemarks
CUSTTABLEEXTERNALIDText20Customer integrationThis will be used to store the SFDC account id.
SALESLINESOEXTERNALIDText20Sales order integrationThis will be used to store the sales order id that was transferred into SFDC.
CUSTINVOICETRANSINVEXTERNALIDText20Sales history integrationThis will be used to store the invoice id that was transferred into SFDC.

  • Add extra fields to the following objects in Salesforce:

SFDC ObjectFieldnameData TypeLengthExternal ID?ApplicabilityRemarks
AccountAXID__cText15YesCustomer IntegrationField to contain RECID from MS Dynamics AX
AccountLegal_Entity__cPicklistN/ANoField 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.
AccountTransferred__cDateTimeN/ANoCustomer IntegrationDatetime 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 Salesforce:

SFDC ObjectFieldnameData TypeLengthExternal ID?ApplicabilityRemarks
ContactTransferred__cDateTime15YesContact IntegrationDatetime 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.
ContactContact_Person_ID__cText20Contact IntegrationDatetime 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.
OpportunityOrderNumber__cText20YesOpportunity IntegrationField 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 applies to 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 the Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Below is the link to install the SalesHistory3 application in the Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Sales Order Integration
This applies to sales order integration.
Install an add-on to the SalesHistory3 app in Salesforce.com 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 the Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

Below is the link to install the add-on in the Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc