Don Panek, a Scribe MVP (Most Valuable Professional), recently completed a global deployment of Microsoft Dynamics CRM and Dynamics AX. The integration platform used Scribe Insight. In this article Don details how they configured the integration to manage the complex requirements.
“This client has multiple AX servers throughout the world which means our Scribe target connection AX endpoint will need to be changed dynamically. Likewise, we may also need to change the target AX Company as well for a given endpoint…”
A challenge with a complex CRM to ERP integration is that the ERP system is often configured for multiple companies, and the CRM system does not have a way to manage that type of configuration. Don explains how he configured Scribe to handle this challenge using a combination of CRM customizations and Scribe configuration. Specifically he uses a nifty feature called DTS Parameters
which allows the Scribe tools to pull in variables at runtime. This feature enabled him to change the connection to the correct Destination Company in AX on the fly.
“..we will see that based on the values we have stored in CRM we can easily and reliably drive our integration to multiple AX instances and companies using this method and the powerful DTS Parameters.”
The details of this method can be found on his new blog: http://crmdirectory.com/crmblogs/using-scribe-dts-parameters-to-drive-your-dynamics-crm-to-dynamics-ax-integration/
Don Panek is a Scribe MVP, he has been involved in the implementation of Scribe integrations and migrations for Hitachi clients as well as clients with previous employers over the last 10 years. He works at Hitachi Solutions http://www.hitachi-solutions.com/