Finally, click on the popup dialogue box.From the dialogue box click on Refresh Service.On the next page type “AOS Server name” by entering username and password.

From the adapters’ list choose Dynamics AX 2012.

Choose adapter settings from the menu bar.

Click on “Project to Dynamic CRM integration”.

Choose Dynamics CRM integration from the drop-down menu.

Click “over set-up” on the Project Management bar.

The configuration is a must for service integration.īelow are the steps for the configuration process: The connector is used to integrate Dynamics CRM and AX services.

Create a username and password and install.Īfter the installation, the integration services should configure through Dynamics AX.

Enter the location of MSSQL on the server.

Install msi file from installation kit.

Initially, the user should install a connector with the below steps: Here are the guidelines for the configuration of a connector.

Utilize the middleware option for integration.ĭynamics CRM and AX offer excellent capabilities in running Custom Application Development services and provides useful information for the synchronization.

There are three ways in the integration of Dynamics AX with CRM. The modules in AX and CRM implement the code and share the data via the Dynamics AX platform. Both the Microsoft Dynamics AX and CRM give easy management facilities for software companies in managing sales, quotations, orders, sales agreements, and activities. It consists of ad-hoc reporting features.ĭynamics AX can wheel out for the businesses, including logistics, warehouse, finance, accounting, and master planning. These features can also be accessed via mobile devices with role-based reporting. It provides better social insights, completes the customer support chain, and ensures accurate business intelligence.

CRM guides market’s effective flow and product sales. Microsoft developed dynamic CRM, and it was made to focus on marketing services and sales services.

Dynamics AX helps business managers in automating global operations. It incorporates several modules for the support of business operations like logistics, finance, warehouse, and so on. Microsoft Dynamics AX is one of the powerful business solutions that comes with a Customer Relationship Management (CRM) system and Enterprise Resource Planning (ERP).

Ms dynamics ax modules