Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

Dynamics CRM/AX Connector Modifications

In December of 2010 the Connector for use with Dynamics AX was shipped.  Connector is a tool that integrates your AX and CRM installations by moving data between the two so the data in the systems remains synchronized.  If you have questions on how it works or how to set it up the best place to look is on PartnerSource/CustomerSource.  Search for AX and Connector.  There is a landing page there that contains the different downloads you need and most importantly the ConnectorforMicrosoftDynamicsAXFeaturesPack5.pdf that tells you how it works and how to set it up.  Read through this document top-to-bottom before you start doing anything with the tool and you’ll be much better prepared!! 

One of the most common questions I’ve gotten on this product is how to customize it.  With AX 2009 you can modify existing Connector maps by editting the maps so different fields on the AIF web service are mapped to a different CRM field or you can add new fields to the existing maps.  You add new fields to the maps by adding additional fields to the web services in AIF/AX.  For example, you could add a new string field to the CustTable and then expose that on the existing Customer AIF web service by running the web services wizard and regenerating the service in AX.  Then add that field to the existing Customer object configuration file (an artifact of the Connector tool) and map it in the Connector tool’s UI to a CRM field.  For more details on how to add new fields to existing web services check out the pdf mentioned earlier.  There is a section called Add fields to supported entities in Micrsoft Dynamics AX that goes through the steps.

What you cannot do with Connector and AX 2009 is create and generate a brand new AIF web service and use that in your Connector map.  You need to use an existing web service.  This is because the Connector tool does not currently have a way of recognizing the new service you’ve exposed and it cannot dynamically call into it.  If you wanted to do something like this you would need to build your own integration using the Connector sdk.