You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 9
Next »
DBSync for Dynamics365/MSCRM Online & Microsoft Dynamics GP Integration is easy to use an application. It integrates MSCRM Online Accounts/Contacts, Products and Invoice with GP Customers, Items and SOP Transactions respectively. DBSync is also useful in migrating historical GP data into Dynamics365/MSCRM Online or vice versa. DBSync provides Bi-directional sync with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability.
Data Flow of Bi-directional integration between MSCRM Online & Microsoft Dynamics GP is shown in the table below.
![](/docs/download/attachments/31983828/workflow_crm_GP.png?version=1&modificationDate=1559580682000&api=v2)
Process Map of Bi-directional integration between Dynamics365/MSCRM Online & Microsoft Dynamics GP is shown in the image below.
![](/docs/download/attachments/31983828/dataflow_crm_GP.png?version=1&modificationDate=1559580747000&api=v2)
Pre-requisites for Integration
In order to ensure that DBSync is appropriately configured to integrate data between Dynamics365/MSCRM Online and Microsoft Dynamics GP instance, please make sure you have the following in place:
- eConnect Service Pre-Installed with your GP software.
- Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.
DBSync GreatPlains Integration Installation in Dynamics365/MSCRM Online
- Follow the steps to include DBSync fields into Form Editor.
- For the Account entity, two fields need to be created.
- Go to Settings > Customize > Entities> Account > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Account > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- For the Product entity, two fields need to be created.
- Go to Settings > Customize > Entities> Product > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Product > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- For the Invoice Header fields entity, three fields need to be created.
- Go to Settings > Customize > Entities> Invoice > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Invoice > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- Go to Settings > Customize > Entities> Invoice > Create field > DBSync Error (Text field).
- For the Invoice Line Item fields entity, one field needs to be created.
- Go to Settings > Customize > Entities> Invoice Line > Create field >DBSync GP Id (Text field).
- At this point, you have successfully completed the configuration of your Dynamics365/MSCRM Online instance for integration with Microsoft Dynamics GP.
- In order to establish a connection between the DBSync application and Microsoft Dynamics GP, you will need to download the eConnect Proxy Service. Download location - http://www.mydbsync.com/dbsync2download/currentrelease/gp2015/eConnectProxy14.zip
- 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: (1) eConnectProxy_2010.exe for GP10 or GP 2010; (2) eConnectProxy.exe for GP11; (3) eConnectProxy12.exe for GP12 & GP13; and (4), eConnectProxy14.exe for GP14 & GP15.
- Once the right version of the eConnectProxy file is extracted, install the eConnectProxy Service using windows installutil utility.
- 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.
- Once you run the command, you will see a message in the command prompt as shown below - acknowledging that the service is installed successfully.
![](/docs/download/attachments/31983828/eConnect_log.png?version=1&modificationDate=1559576330000&api=v2)
If for some reason, the service is not successfully installed then, you can verify the error log details in the file eConnectProxy12.InstallLog or, in the eConnectProxy.InstallLog files.
- 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.
![](/docs/download/attachments/31983828/win7-unblock.jpg?version=1&modificationDate=1559576330000&api=v2)
DBSync Profile Setup Installation
DBSync Configuration with Dynamics365/MSCRM Online & Microsoft Dynamics GP
- Login to www.mydbsync.com with your Username & Password.
- Once logged in, click on My Home from the Menu and click Launch.
- Once launched, you will be redirected to the DBSync Project page in the next tab.
- Click on the project Dynamics365/MSCRM OnlineGreatPlains: BiDirectional and then, click on Connectors on the left panel.
- You will see Salesforce and GreatPlains Connectors.
- Click on GreatPlains Connector and enter the details as mentioned below:
- For GreatPlains
- eConnectPort : 18888.
- Data source: DESKTOPUSERNAME\MSSQLSERVER.
- Database name : <<GreatPlains Company Database name >>.
- Click Save and Validate Connection to save and validate your GreatPlains adapter.
- Click on Microsoft CRM Connector. Enter your Microsoft CRM global administrator Username and Password. Make sure you modify the "Dynamics365/MSCRM Soap URL" according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics CRM Online application. A simple example is - Microsoft CRM Soap URL : https:// (https://**)<<server_name>/.
- In the above example, your server_name should be prefixed in place of the default value.
- Scroll down to the bottom of the section and click Validate Connection to validate your Microsoft CRM credentials. Then, click Save.
- If you are using it for the first time, click on the Activate button. A screen will appear. Enter your global Administrator Username, and accept the terms and conditions. You can now connect to your MS online account.
DBSync integration for Dynamics365/MSCRM Online & Microsoft Dynamics GP can be run automatically - using Scheduler - or, it can be run manually by using the Run Button.
Click on the following link to learn how to use Scheduler to run the integration.
http://help2.mydbsync.com/docs1/display/dbsync/Scheduler
To run the integration manually, using the Run button, follow the steps:
- Login to www.mydbsync.com with your Username & Password.
- Once logged in, click on My Home from the Menu and click Launch.
- Once launched, you will be redirected to the DBSync Project page in the next tab.
- Click on the project Dynamics365/MSCRM Online GreatPlains: BiDirectional and then click on Connectors on the left panel.
- Upon successful validation of your connectors, you can click on Processes on the side panel. Then, click the Run Now button.