You are probably using Microsoft Dynamics already and now you are going to learn how to install a connector for Microsoft Dynamics. If you haven’t downloaded the Connector file, you may require the installation file, which you can obtain if you have PartnerSource login. Downloading the installation file, which includes complete instructions required for installation and configuration of the Connector, is a fast process. Review the documentation and find out if it has information on system requirements and prerequisites, such as minimum RAM, Harddisk space, and version of windows operating system required; descriptions and requirements of user account; and terminology.
Step-by-step Guide on How to Install a Connector for Microsoft Dynamics
1.Locate the installation file and copy it to a folder on your personal computer.
2. Open the folder to locate the Connector for Microsoft Dynamics NAV.msi file and double-click to start the installation wizard. You can also right-click on the file and select OPEN or RUN.
3. Key in the product registration key you received when you downloaded the connector.
4. Then enter the actual name of that particular computer running SQL Server you are about to do your installation and set up your Microsoft Dynamics Integration (MSDI) database.
5. Service account ID and Password fields will appear and there you will type the integration account info that you usually use to run integration. However, you must use a Windows only domain user account.
6. At this stage, you are almost through; all you have to do is click INSTALL and the installation will complete.
You next step, probably, for using the connector is to register the adapters used by the integration process. You can find more information on the technical documentation included with the connector.
To easily integrate and seamlessly synchronize data between the Microsoft Dynamics NAV and CRM with the connector, you will have to change NAV to display pages as web services, and then initialize integration records located at the Integration Records table. This procedure requires that you change Microsoft Dynamics NAV settings in the Marketing Setup window to support the integration and synchronization.
Once you have finished turning on integration, setting up and configuring the connector, data will automatically be synchronized. However, you can set up or change how frequently this data is synchronized in the connector.
Turning on integration is easy:
1.Open MARKETING SETUP Window.
2. Check the ENABLE CONNECTOR check box on the SYNCHRONIZATION FastTab.
3. Exit and run or start Microsoft Dynamics NAV once more before you configure the connector.
4. After enabling the connector, you must restart these services: Microsoft Dynamics NAV Server and Microsoft Dynamics NAV Business Web Services
NOTE: After selecting the ENABLE CONNECTOR check box, all users need to reopen the Classic or RoleTailored client to be able to connect to the database.
If you need to import fresh data into Microsoft Dynamic NAV once you are through with turning on integration, then you can populate the integration ID (GUID for the new records) using the following procedure:
1.Locate the MARKETING SETUP window and click ACTIONS.
2. Point to FUNCTIONS and click GENERATE INTEGRATION IDs.
While the process can take several minutes, you will see a message once the process is successful and the Connector for Microsoft Dynamics is fully installed.