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RapidiOnline offers a standard solution for Integrating Salesforce.com and MS Dynamics AX. The standard solution consists of a predefined setup of a number of Transfers in your RapidiOnline service. In addition to this, you can chose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold Posted Invoices and Customer Ledger Entries (visible on the Salesforce.com Account).

In general the standard solution has been designed to cause a minimal change in your MS Dynamics AX.

 

Below is a link to install the SalesHistory3 Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA00000001yDg

 

The following link is for sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA00000001yDg

 

 

Changes needed to accomodate the standard transfer setup for a solid AX-SDFC integration.

 

Add extra field to following objects in SDFC:

- Account:

Fieldname: AXID__c  (Text, length 15, External ID, field to contain RECID from MS Dynamics AX)

 

New Objects in SDFC: Install Rapidi's SalesHistory3 objects in Salesforce.com to transfer posted invoices and customer ledger entries to Salesforce.com

 

We also have an add-on to the SalesHistory3 app in Salesforce.com to contain a copy of all Sales Orders from MS Dynamics AX. Below is a link to install that Application (it currently requires a password, so please ask us to help you install it - also please note, that default transfers have not been created for these objects):

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000Q7CJ

 

and a link for Sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000Q7CJ