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<h1>Salesforce.com - MS Dynamics AX</h1>
<h3>Overview</h3><ul><li>Rapidi offers a standard solution for integrating Salesforce.com and MS Dynamics AX.</li><li>The standard solution consists of a predefined setup of a number of Transfers in your Rapidi service.</li><li>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).</li><li>In general, the standard solution has been designed to cause a minimal change in your MS Dynamics AX.</li></ul><h3>&nbsp;Changes needed to accommodate the standard transfer setup for a solid AX-SFDC integration.</h3><ul><li>Add extra fields to the following tables in MS Dynamics AX, whichever is applicable:</li></ul><p></p><table class="table table-bordered"><thead><tr><td>AX Table</td><td>Fieldname</td><td>Data Type</td><td>Length</td><td>Applicability</td><td>Remarks</td></tr></thead><tbody><tr><td>CUSTTABLE</td><td>EXTERNALID</td><td>Text</td><td>20</td><td>Customer integration</td><td>This will be used to store the SFDC account id.</td></tr><tr><td>SALESLINE</td><td>SOEXTERNALID</td><td>Text</td><td>20</td><td>Sales order integration</td><td>This will be used to store the sales order id that was transferred into SFDC.</td></tr><tr><td>CUSTINVOICETRANS</td><td>INVEXTERNALID</td><td>Text</td><td>20</td><td>Sales history integration</td><td>This will be used to store the invoice id that was transferred into SFDC.</td></tr></tbody></table><p></p><ul><li>Add extra fields to the following objects in Salesforce:</li></ul><p></p><table class="table table-bordered"><thead><tr><td>SFDC Object</td><td>Fieldname</td><td>Data Type</td><td>Length</td><td>External ID?</td><td>Applicability</td><td>Remarks</td></tr></thead><tbody><tr><td>Account</td><td>AXID__c</td><td>Text</td><td>15</td><td>Yes</td><td>Customer Integration</td><td>Field to contain RECID from MS Dynamics AX</td></tr><tr><td>Account</td><td>Legal_Entity__c</td><td>Picklist</td><td>N/A</td><td>No</td><td></td><td>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.</td></tr><tr><td>Account</td><td>Transferred__c</td><td>DateTime</td><td>N/A</td><td>No</td><td>Customer Integration</td><td>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.</td></tr></tbody></table><p></p><ul><li>Custom fields required in Salesforce:</li></ul><p></p><table class="table table-bordered"><thead><tr><td>SFDC Object</td><td>Fieldname</td><td>Data Type</td><td>Length</td><td>External ID?</td><td>Applicability</td><td>Remarks</td></tr></thead><tbody><tr><td>Contact</td><td>Transferred__c</td><td>DateTime</td><td>15</td><td>Yes</td><td>Contact Integration</td><td>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.</td></tr><tr><td>Contact</td><td>Contact_Person_ID__c</td><td>Text</td><td>20</td><td></td><td>Contact Integration</td><td>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.</td></tr><tr><td>Opportunity</td><td>OrderNumber__c</td><td>Text</td><td>20</td><td>Yes</td><td>Opportunity Integration</td><td>Field to hold the AX Sales Order number (automatically assigned in AX and written back to the Opportunity in SF).</td></tr></tbody></table><p></p><h3>Install new objects in Salesforce.com</h3><p><br><strong>Sales History Integration<br></strong>This applies to sales history integration.<br>Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics AX to Salesforce.com.</p><p>Below is the link to install the SalesHistory3 application in the Salesforce production instance:<br><a href="https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX">https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX</a></p><p>Below is the link to install the SalesHistory3 application in the Salesforce sandbox instance:<br><a href="https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX">https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX</a></p><p><strong>Sales Order Integration<br></strong>This applies to sales order integration.<br>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.<br><br>Below is the link to install the add-on in the Salesforce production instance:<br><a href="https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc">https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc</a></p><p>Below is the link to install the add-on in the Salesforce sandbox instance:<br><a href="https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc">https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc</a></p>
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