WeDid: Microsoft Dynamics AX & Salesforce Integration
April 1, 2015 / / Comments Off on WeDid: Microsoft Dynamics AX & Salesforce Integration
Challenges
With the introduction of Salesforce in the company, the customer would like to move the maintenance of customer and merchant records from Microsoft Dynamics AX to Salesforce. However, some of the users (e.g, accountant) will still be maintaining the customer records in Microsoft Dynamics AX. Besides, the customer would like to sync the Sales Order information to Salesforce so that they can utilise the powerful reporting engine to generate the Sales report.
Solution:
| Purpose | To sync the customer and merchant information between Microsoft Dynamics AX and Salesforce To Sync the sales order to Salesforce |
| Applications | Salesforce Microsoft Dynamics AX |
| Versions | Salesforce Enterprise Microsoft Dynamics AX 2012 |
| Tool | Boomi |
| Information | Microsoft Dynamics AX Customer <-> Salesforce Account (Customer) Microsoft Dynamics AX Merchant < Salesforce Account (Merchant) Microsoft Dynamics AX Sales Order > Salesforce Order and Order Line |
| Data Formats | XML/td> |
| Volumes | ~100day |
| Process | Bi-directional sync of Customer record between Microsoft Dynamics AX and Salesforce Microsoft Dynamics AX Sales Order to create/update Salesforce Order and Order Line |
| Schedule | Every 15 minutes |
| Complexity | Low |
