dynamics-community.at: NAV/CRM Connector FP5-Part III/2 Additional: Merge existing customizations to CRM4.0 – Introduction Naviwald Crmensky

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Hi all, first of all let me give you a short introduction about myself. My name is Naviwald Crmensky. I am working with the NAV/CRM connector since 7 months and already have experience with  the connector, CRM4.0 and CRM 2011. In the last weeks I supported a customer to migrate his existing data, which was already mapped between NAV and CRM with another connector, to the new connector logic.

Their I met Rene Gayer, and he asked me if I would follow up his posts about the CRM / NAV connector on this website. I liked this idea very much and so here I am.



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The last post was about configuring the CRM/NAV adapter. Before going on to activate the maps let me tell you some special information about configuring the adapter when using CRM4.0 and existing customizations.

This steps are additional, but good to know if you are in the same situation like this customer.

Merge existing customizations for CRM 4.0

During the configuration of CRM the utility also imports required customization to CRM. This can require some manual steps if you have already existing customizations



What does this mean “you should apply these manually”?

• 1. First of all download the Microsoft Dynamics Merge Tool. (https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/messagingframeworks/msdy_connectorformicrosoftdynamics.htm?printpage=false)

The first time I heard about this Merge Tool my thoughts are “… oh no another *perfectly* merge tool”. But after working with it I saw that this is really working. So following the steps in the manual

• 2. Export your existing customizations
• 3. Start the command line
• 4. Start the Merge Tool
• 5. Get the merged customizations

Well, I should mention in this case the customer is using a lot of customizations and add ins on his account page and I was very doubtful about the result, but  WOW it seems to work?!

• 6. Import the customizations into you CRM installation

I got an error during the import : “The label for the bases language 1031 is not set ……”

Hm, sounds like a issue with the language. My customer is using a GERMAN CRM installation…..

• 7. Open the “merged” customizations.xml file in a editor
• 8. Look for labels with language ID 1033

Be aware of search and replace all labels with your language ID this can result in an error “Ein Element mit dem Schlüssel wurde bereits hinzugefügt” (A element with the same key already exists)

If you are doing this it could result in another issue. when your customer is using different add-ons and some of them include labels with more than one language.

Note: Perhaps this can be an issue with other languages than German too. I only tried it with German.

9. Import the corrected customization.xml into your CRM solution

Regards,

Naviwald

Event!

Next week the BigDays 2011are starting. There is also a session about NAV / CRM connector. Rene and I will be there. So hopefully see you next week!



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