Showing posts with label Dynamics Connector. Show all posts
Showing posts with label Dynamics Connector. Show all posts

Thursday, 10 September 2015

Sync Account record with out clicking on Submit Button from CRM to Nav

Hi,

Today when I was working on synchronizing data from CRM to Nav using Dynamics Connector came to know that the user need to explicitly click on Submit button to start the sync.

But in our case, user do not want click on Submit button every time and it can be done very easily.

The Submit button updates Ready For Integration value to True. Just do the same using JavaScript and call it on Save of the record. That's it, your record will be automatically synchronized to Nav and user won't see Submit button.

function onSave() {
    Xrm.Page.getAttribute("dynamics_isreadyforintegration").setValue(true);
}

Hope this helps
--
Happy CRM'ing
Gopinath

Wednesday, 2 September 2015

Change URL in Dynamics Connector

Today, I have started working with Dynamics Connector.

We did configure all the CRM and Nav settings in the Connector and able to create mappings too. But unfortunately, we gave CRM Service URL with the IP Address which was generated dynamically on our Virtual Machines.

On the next day, all the integration mappings are failing saying it is unable to connect.
I went ahead and changed the URL in the Adapter Settings but no luck. Restarted the services and checked in the Adapter table which is showing the latest URL.

After searching for sometime, came to know that we need to change the Settings.
Note : We did the change in other machine which didn't work. So we have delete the integration and created new one. So, I suggest first try changing the settings and then test.

Hope this helps.
--
Cheers,
Gopinath