MSDynConnectorSLconfig, Darmowe ebooki Microsoft
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Microsoft Dynamics
®
Connector for Microsoft
Dynamics Configuration
Guide for Microsoft
Dynamics® SL
Revised August, 2012
Find updates to this documentation at the following location:
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your
people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar
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way that helps you drive business success.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® SL
Table of Contents
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® SL
Introduction
Use Connector for Microsoft Dynamics
®
to integrate Microsoft Dynamics CRM and Microsoft Dynamics
SL data. For example, you can integrate Microsoft Dynamics SL customers with Microsoft Dynamics
CRM accounts, and have access to up-to-date customer/account information in both systems.
Connector for Microsoft Dynamics is intended to be used in an implementation where Microsoft
Dynamics CRM is used to manage business contacts, track leads, and perform other sales and
marketing activities, and where Microsoft Dynamics SL is used to perform accounting functions,
manage your company’s chart of accounts, and maintain customer, vendor, item, employee, orders and
other records.
Within Connector for Microsoft Dynamics, separate adapters are used to identify a source system
(where data is read from) and a destination system (where data is written to). The source adapter
reads data from the source system. The destination adapter writes the data to the destination system.
Record types that are integrated are referred to as “entities.” The enties that are currently available are
Customer and Customer Contact.
After installation, you can integrate the following entities in Microsoft Dynamics SL and Microsoft
Dynamics CRM. Additional integration functions may be added later.
Microsoft Dynamics SL entity
Integration direction
Microsoft Dynamics CRM entity
Customer
Account
Customer Contact
Contact*
*Note :
The Contacts in Microsoft Dynamics CRM must have an Account attached in the parent
customer field for the integration to take place.
.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® SL
Common terminology
The following terms are used in this document.
Term
Definition
Adapter
A software component that enables data exchange through a specific
transport. Connector for Microsoft Dynamics uses adapters to read
data from and write data to Microsoft Dynamics systems.
Entity
A type of record in a Microsoft Dynamics system. Customers and
customer contacts are examples of an entity.
Entity record
A specific occurrence of an entity. A Microsoft Dynamics SL customer
record and customer contact are examples of an entity record.
Exception
An abnormal condition or error that occurs during the integration
between a source entity and a destination entity.
Integration
The process of synchronizing data that was entered in one Microsoft
Dynamics application with another Microsoft Dynamics application.
Within Connector for Microsoft Dynamics, an integration consists of a
set of maps that can be run to integrate some Microsoft Dynamics CRM
entities with some Microsoft Dynamics SL entities.
Integrated record
A record that has been linked between the two systems and then
synchronized. For example, if a customer record in Microsoft Dynamics
SL has a corresponding account record in Microsoft Dynamics CRM and
these records have been linked, it is an integrated record.
Map
A collection of associations between fields in one Microsoft Dynamics
CRM entity with fields in another Microsoft Dynamics SL entity. Maps
also determine in which direction data flows from a given entity, and
defines which adapter is the source and which adapter is the
destination.
Microsoft Dynamics
Integration (MSDI) database
The database created for Connector for Microsoft Dynamics during the
installation process.
Runtime
The process of reading entity information from the source system,
transforming that information into data that the destination system
can recognize, and then writing the transformed data to the
destination system.
Source/Destination entity
The source entity provides the data that will be used to create new
entities in the destination system.
The destination entity is created or modified after you run an
integration. If the Microsoft Dynamics SL customer record is the
destination entity and the Microsoft Dynamics CRM account record is
the source entity, then Microsoft Dynamics CRM accounts will be
created as customers within Microsoft Dynamics SL when the
integration is run.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® SL
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