Salesforce & Dynamics NAV Bidirectional Integration

DBSync for Salesforce and Microsoft Dynamics NAV Integration template is easy to use integration solution to integrate Salesforce accounts, products and opportunity with NAV customers, Items and sales orders/Invoices respectively. This solution provides bi-directional sync between Salesforce and MS NAV with the pre-built field to field mappings along with flexibility for more complex and dynamic mapping capabilities. It is also useful in migrating historical NAV data into Salesforce or vice versa.

The data flow of Bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the below table.

The process map of bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the below image.

In order to ensure that DBSync is configured to integrate data between Salesforce and Microsoft Dynamics NAV instance, the following should be ensured.

• Have a valid license to DBSync NAV connector, Salesforce connector, username and password to connect to DBSync iPaaS platform.
• Access to Dynamics Nav with valid username and password
• Have your both login and password of the Salesforce to access their web service
  
  

1. Install the DBSync Salesforce package for Salesforce & Microsoft Dynamics GP integration solution from the AppExchange using the following link. https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000094vw&crc=1
2. Once you click on the above link, you will get a prompt to enter Username and Password of Salesforce instance. Provide the necessary Salesforce credentials to proceed with the package installation. The Salesforce user installing the package should have the administrative privileges to proceed with the installation.
3. Next you will see the Package Installation Details & Components. Click on Continue to Approve Package API Access, Choose Security Level and complete Installation.
4. Verify if the package installation was completed successfully and check for the 'Deployed' status of the DBSync Invoices object.
5. Go to Setup > Create > Custom Objects menu to verify if the "Invoices" object has Deployed status. If it is not, click edit button adjacent to the Invoice object, and mark Deployed as checked, and click on 'Save' button.
6. Follow the next steps to include DBSync fields into Page Layout.
7. Go to Setup > Customize > Account > Page Layout. Click on edit and drag 'GPCustomerID' field on the page layout. Save the Account Page Layout.
8. Go to Setup > Customize > Contact > Page Layout. Click on edit and drag 'GPContactID', 'UniqueContactID' fields on the page layout. Save the Contact Page Layout.
9. Go to Setup > Customize > Opportunities > Page Layout. Click on edit and drag 'DOC ID', 'Doc Number', 'GPTransaction', ' GPTransactionID',' TransactionType' and ' Primary Contact' fields on the Page Layout.
10. Go to Setup > Customize > Opportunities > Opportunity Products. Click on edit and drag 'GP TransactionID' field on the Page Layout.
11. Click on Related List and drag Invoices object to the Page Layout.
12. Click on the setup icon on the Invoices object in the Related List Section and hit 'edit properties' button. Select columns Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date.
13. After completing the process of adding all the necessary fields to the Opportunity page layout, click on the Save button on the top left hand a corner of the Opportunity Page Layout window to commit all the changes.
14. Go to Setup > Customize > Opportunities > Fields, and under Opportunity Custom Fields & Relationships section, click on New button to create a new custom field of Data Type "Auto Number" in Opportunity page layout with the following parameters.
    1. Field Label: Auto Doc Number
    2. Display Format: DBSYNC{000000}
    3. Starting Number: 1
    4. Field Name: Auto_Doc_Number
15. Click Next and make sure all the check boxes under Visible column are checked. Once done, click on Next and make sure Opportunity Layout is marked as checked on the subsequent page and click Save to commit all the changes.
16. Go to Setup > Customize > Product > Page Layout to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement', 'PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.
17. At this point, you have successfully completed configuration of your Salesforce instance for integration with Microsoft Dynamics GP.

1. In order to establish the connection between DBSync application and Microsoft Dynamics GP, you will need to download the eConnect Proxy Service from the below location. http://www.mydbsync.com/dbsync2download/currentrelease/gp2015/eConnectProxy14.zip  
2. Once the file is downloaded, extract the contents of the file to any desired download location.

   Note: The extract of the file contains four versions of eConnect Proxy service, eConnectProxy_2010.exe for GP10 or GP 2010, eConnectProxy.exe for GP11, eConnectProxy12.exe for GP12 & GP13 and eConnectProxy14.exe for GP14 & GP15.

3. Once the right version of the eConnectProxy file is extracted, install the eConnectProxy Service using windows installutil utility.
4. If the eConenctProxy is extracted to location "c:\ep\eConnectProxy12.exe", then navigate to Microsoft.net framework location and run the following command from the elevated command prompt window on your windows or windows server operating system. C:\Windows\Microsoft.NET\Framework\v4.0.30319> installutil c:\ep\eConnectProxy12.exe
5. Once you run the command, you will see a message in the command prompt as shown below acknowledging that the service has installed successfully.

1. If for some reason, the service was not successfully installed, you can verify the error log details in the file eConnectProxy12.InstallLog or eConnectProxy.InstallLog files.
2. Note: Following are some of the known issues working with install util utility for any file downloaded from the internet and resolution steps to avoid/prevent them.
3. If you are getting an error with regards to file permissions, right click on the eConenctProxy.exe file and click on UnBlock as shown below.

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & Microsoft Dynamics GP respectively.

It is necessary that on-premise version of DBSync is used for Salesforce and Microsoft Dynamics GP Integration. In order to use DBSync On Premise, DBSync should be installed locally and DBSync Account should be switched to On Premise from On Demand.
The process of installing DBSync is explained in the below link.
http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation
The process of switching DBSync Account from On Demand to On Premise is explained in the below link
http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise

1. Login into www.mydbsync.com with your Username & Password.
2. Once logged in, click on My Home from the menu and click on the Launch button.
3. Once launched, you will be redirected to DBSync Project page in the next tab.
4. Click on the project SalesforceGreatPlains: BiDirectional and then click on Connectors on the left panel.
5. You will see Salesforce & GreatPlains Connectors.
6. Click on GreatPlains Connector and enter the details as mentioned below.
   1. For GreatPlains
      1. eConnectPort : 18888
      2. Datasource : DESKTOPUSERNAME\MSSQLSERVER
      3. Database name : <<GreatPlains Company Database name >> 
7. Click on Save and Validate Connection to save and validate your GreatPlains adapter.
8. Click on Salesforce Connector select the appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username & password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.
9. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.

DBSync integration for Salesforce & Microsoft Dynamics GP can be run automatically using Scheduler or manually using the Run Button.
The detailed process of using Scheduler to run the integration is shown in the below wiki link.
http://help2.mydbsync.com/docs1/display/dbsync/Scheduler

Using the Run button to run the integration manually is explained below.

1. Login into www.mydbsync.com with your Username & Password.
2. Once logged in, click on My Home from the menu and click on the Launch button.
3. Once launched, you will be redirected to DBSync Project page in the next tab.
4. Click on the project SalesforceGreatPlains: BiDirectional and then click on Connectors on the left panel.
5. Upon successful validation of your connectors, you can click on Processes on the side panel. Click on the Run Now button available there.