RapidiOnline offers a standard solution for Integrating Salesforce.com and MS Dynamics C5. 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 C5.

Below is a link to install the SalesHistory3 Application:

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Q6dv

The following link is for sandbox installation:

https://test.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Q6dv

Changes needed to accomodate the standard transfer setup for a solid C5-SDFC integration.

Add extra field to following objects in SDFC:

- Account:

Fieldname: C5ID__c  (Text, length 15, External ID, field to contain RECID from MS Dynamics C5)

Fieldname: New_Account_Number__c  (Autonumber field to contain a Number to be used as Customer No. in C5.)

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 C5. 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/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Q7CE

and a link for Sandbox installation:

https://test.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Q7CE