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Enabling Additional Fields in the Microsoft Dynamics GP Web Service for use with Connector for Microsoft Dynamics

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At Convergence 2012, a customer came to the Connector for Microsoft Dynamics booth asking how they could map Microsoft Dynamics GP 2010 Sales Tracking Numbers into CRM 2011 using Connector for Microsoft Dynamics, since these number were not exposed by default on the Sales Order to Order map.  I was not at the booth at that time but decided to do a blog post on the topic of adding additional fields from Microsoft Dynamics GP and will be using Sales Order Tacking numbers as the example.

This video will guide you through the process of adding additional fields from the Microsoft Dynamics GP web service to the mapping interface of Connector for Microsoft Dynamics.  This video exposes Sales Tracking Numbers as an example but the same process can be followed for any field that is available in the Microsoft Dynamics GP web service, but has not been exposed for mapping yet.

https://youtu.be/utP-T9I2qyc 

[View:https://www.youtube.com/watch?v=utP-T9I2qyc&feature=youtu.be]

Key take aways include:

  • Using the Microsoft Dynamics GP web service help file to determine if a field is available to be exposed
  • Modifying an Object Provider Configuration file to expose a new field
  • Working with collections of source objects
  • Using a mapping function to retrieve an instance of an object from a source collection

It should also be noted that in the next service release of Connector for MIcrosoft Dynamics we will be exposing these fields by default.

Comments

  • Anonymous
    April 19, 2012
    It is really nice and informative, it is useful for me. thank you

  • Anonymous
    May 28, 2012
    Hi, Your video was excellent. I have another related question though - how do I do the same thing but for a web services not currently exposed to CRM e.g. CustomerReceivablesSummary We are wanting to expose the CustomerBalance and Aging Period Amounts. Thanks Neil Palmer Tel: +27 83 495 6602

  • Anonymous
    May 28, 2012
    @Neil - if runing the CRM Confiuration utility does not expose the fields that you are looking to map on the CRM entities selected in that utility, then those fields have been marked as "read only" in that entity's Object Configuraiton file in the Config directory under the CRM adapter folder in the Connector for Microsoft Dynamics installation directory.  You can simply change this attribute to be false in those object config files.  Our support team is definately equipt to help you do this.

  • Anonymous
    October 24, 2013
    Hi, This really is an inspiration; However can we do more like new entity mappings like taxschedule in GP, to a extended entity in CRM? Thanks, Stanley

  • Anonymous
    October 24, 2013
    The comment has been removed

  • Anonymous
    October 27, 2013
    The comment has been removed

  • Anonymous
    August 29, 2014
    The comment has been removed

  • Anonymous
    September 01, 2014
    @Ali - if you are looking to add new functionality to the existing object providers (such as the ability to read modification to CRM orders after they  have been submitted) then you will need to create a new adapter and you will also need to modify the solution that is uploaded to CRM since is removes the ability to modify submitted orders.  If you are looking to support additional attributes on existing entities, that should already be provided to you within the Connector frame work when you generate the object provider configurations for those entities in CRM.