Integration with Microsoft Dynamics CRM (ProjCRMIntegration) [AX 2012]

Updated: August 12, 2014

To help your project teams and sales teams create and process project quotations more efficiently, you can synchronize data between Microsoft Dynamics AX and Microsoft Dynamics CRM. Data that is entered or updated in one program is automatically changed in the other. You set up this synchronization by installing Connector for Microsoft Dynamics AX. For more information about Connector, see Connector for Microsoft Dynamics on CustomerSource (logon is required).

The Integration with Dynamics CRM configuration key controls access to the form and functions that are used to set up and connect to Microsoft Dynamics CRM for projects.

You can enable or disable this key in the License configuration form.

The following forms are available when the configuration key is enabled.

Form

For more information

Project quotation to Dynamics CRM integration setup

About synchronizing project information between Microsoft Dynamics AX and Microsoft Dynamics

The following table provides information about how this configuration key relates to other configuration keys and license codes.

Detail

Description

License code

Project III

Parent key

Project III

Child keys

None

For more information about how license codes and configuration keys work together, see About license codes and configuration keys.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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