How to Integrate a Microsoft Dynamics AX System with Your CRM Suite

This article discusses how to integrate a Microsoft Dynamics AX-Salesforce system with your CRM suite and how you can use the two together. The article also has valuable links to additional resources that can help you integrate other Microsoft products like SharePoint or Azure as well.

Outline for keywords:

• What is Data Integration?

• Why to Integrate with Microsoft Dynamics AX

• What are the Steps for Integrating with Microsoft Dynamics AX?

• 6Additional Considerations and Resources

What is Data Integration?

Data integration is the process of bringing together different data sources, such as relational databases, ERP systems, and web-based applications, so that all the data can be managed and used in a cohesive way. This can be done manually or through a software tool. Integration allows companies to store and manage data more effectively, making it easier to analyze and act on information. It also enables companies to share data with other organizations, giving them access to critical business information.

There are several ways to integrate a Microsoft Dynamics AX system with your CRM suite. One way is to use Microsoft Dynamics CRM Foundation Services (FCRS). FCRS provides an easy way to connect your Microsoft Dynamics AX system with your existing CRM system. FCRS creates a bridge between your two systems so that you can access all the data in your CRM system from within your Microsoft Dynamics AX system. You can also use Microsoft Dynamics CRM Online Integration (MDI) to integrate your Microsoft Dynamics AX system with other web-based applications, such as Salesforce.com or NetSuite. MDI provides a single point of access for managing all the data in these applications from within your Microsoft Dynamics AX system.

You can also integrate your Microsoft Dynamics AX system with other relational databases using various connectors available from vendors such as IBM DB2® and Oracle® Fusion Middleware for Oracle® Database 12c Release 2 (12C). In addition, there are many third-

Why to Integrate with Microsoft Dynamics AX

Microsoft Dynamics AX is a powerful CRM system that integrates well with many other software applications. This article will show you how to integrate a Microsoft Dynamics AX system with your current CRM suite.

What are the Steps for Integrating with Microsoft Dynamics AX?

1. Choose the Microsoft Dynamics AX platform that you want to integrate with your CRM system.
2. decide on the type of integration you require. You can connect to Microsoft Dynamics AX through ODBC, AODB, or ERP connections.
3. configure your Microsoft Dynamics AX system for connectivity with your CRM system.
4. create and populate databases in Microsoft Dynamics AX and your CRM system.
5. create user accounts in both systems and set up users’ rights and permissions.
6. set up communication channels between the systems, such as email, chat, or file sharing services.

Additional Considerations and Resources

When integrating a Microsoft Dynamics AX system with your CRM suite, there are a few additional considerations and resources to keep in mind. First, make sure that the Microsoft Dynamics AX system is compatible with your CRM suite. Second, plan and design your integration so that data flows smoothly between the systems. Third, ensure that you have the necessary tools and resources to manage and monitor your integration. Finally, create automated processes tostreamline the data flow between the systems.