Overview

  • RapidiOnline 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 RapidiOnline service.
  • In addition to this, you can choose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold 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.

 

Below is a link to install the SalesHistory3 Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

The following link is for sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

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 Table Fieldname Data Type Length Applicability Remarks
CUSTTABLE EXTERNALID Text 20 Customer integration This will be used to store the SFDC account id.
SALESLINE SOEXTERNALID Text 20 Sales order integration This will be used to store the sales order id that was transferred into SFDC.
CUSTINVOICETRANS INVEXTERNALID Text 20 Sales history integration This will be used to store the invoice id that was transferred into SFDC.

 

  • Add extra field to following objects in SDFC:
SFDC Object Fieldname Data Type Length External ID? Applicability Remarks
Account AXID__c Text 15 Yes Customer Integration Field to contain RECID from MS Dynamics AX
Account Legal_Entity__c Picklist N/A No   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.
Account Transferred__c DateTime  N/A  No Customer Integration 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. 

 

  • Custom fields required in SDFC:
SFDC Object Fieldname Data Type Length External ID? Applicability Remarks
Contact Transferred__c DateTime 15 Yes Contact Integration 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.
Contact Contact_Person_ID__c Text 20   Contact Integration 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.
Opportunity OrderNumber__c Text  20  Yes Opportunity Integration Field to hold the AX Sales Order number (automatically assigned in AX and written back to the Opportunity in SF).
  • New Objects in SDFC: Refer to the link above to install Rapidi's SalesHistory3 objects in Salesforce.com to transfer posted invoices and customer ledger entries to Salesforce.com
  • We also have an add-on to the SalesHistory3 app in Salesforce.com to contain a copy of all Sales Orders from MS Dynamics AX. Below is a link to install that Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

and a link for Sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

 

 

 

 

  1. Getting Started
  2. Documentation
  3. HowTo
  4. Standard Integrations

 

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