Connector for Microsoft Dynamics - Submit Functionality RRS feed

  • Question

  • I am trying to use the Connector for Microsoft Dynamics to integrate between CRM 2011 and NAV 2009 SP2.  I understand all of the out of the box Adapters and Maps.  However, I am running into trouble when I am adding some custom Maps.  The Maps themselves are working as expected and my data is getting synced.  But, I can't seem to figure out how to tell the Connector not to sync a record from CRM to NAV until I am ready for it to be synced.  I want to duplicate the functionality that is behind the Submit Order Ribbon Button on the Orders Form.  I have another area that I want to sync that should duplicate the functionality behind the Submit Ribbon Button on the Account Form.

    Can anyone tell me how these keep a record from synchronizing until these buttons have been clicked? 

    Is there any sample code available?  Any walkthroughs?

    Thanks, Tim Hughes
    Wednesday, November 9, 2011 8:54 PM


  • Unfortunately there aren't any code samples at this time for you to use in duplicating this functionality directly.  There are samples within the CRM SDK that demonstrate how to add a button to an existing ribbon and then how to interact with the CRM entity in java script or in a plugin.  You will need to add a field on the entity that is toggled when you want the entity to be syncronized and this work can be accomplished in the client side script and then you plugin can react to this field being set if additional work is needed (such as setting the integration key field if you are using it).  Unfortunately, Connector only knows about the "built-in" entities that support this functionality - so you can duplicate this logic for a custom entity but there currently isn't a way to let Connector know that it should only integrate those entities that have this field set.  With our next release, you will be able to set a "filter" on this field that will tell Connector to only integrate instances of your custom entity that do have this " ready for integration" field set.  So I would suggest waiting for that release which is currently secheduled to be out before the end of this year.
    Monday, November 28, 2011 12:42 PM