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Install Connector for Microsoft Dynamics

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This topic describes how to install Connector for Microsoft Dynamics by using the Microsoft Dynamics AX Setup wizard. Use Connector to integrate data between Microsoft Dynamics CRM and Microsoft Dynamics AX. For example, you can integrate Microsoft Dynamics AX customers with Microsoft Dynamics CRM accounts. This integration gives you access to up-to-date customer and account information in both systems. For more information about Connector, see the Connector page on CustomerSource (logon is required).

Note

Connector is available through the Microsoft Dynamics AX Setup wizard in cumulative update 7 for Microsoft Dynamics AX 2012 R2 (CU 7) and AX 2012 R3. For information about how to install Connector with CU 7, see the Installation Guide for cumulative update 7.

If you’re not using Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2, you can use the stand-alone installation for Connector. Download and run the .msi file that is available on CustomerSource. For information about how to run the stand-alone installation, see Installation Guide (PDF) for Connector.

You must install Connector on a computer where Microsoft Dynamics AX Application Object Server (AOS), the Microsoft Dynamics AX client, and .NET Business Connector are installed. If these components have not been installed, they will be selected automatically in Setup when you install Connector.

Before you install Connector for Microsoft Dynamics

  • Create or select the user accounts that will be used to run the Connector service and to integrate data between Microsoft Dynamics AX and Microsoft Dynamics CRM. For more information about the requirements for these accounts, see Create service accounts.

  • On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites.

    For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install Connector for Microsoft Dynamics

Use this procedure to install Connector. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing.

  1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components.

  2. Advance through the first wizard pages.

  3. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install.

  4. If you’re installing AX 2012 R3, in the Select an installation option page, click Microsoft Dynamics AX.

  5. On the Select installation type page, click Custom installation, and then click Next.

  6. On the Select components page, select Connector for Microsoft Dynamics, and then click Next.

  7. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

  8. If you are installing Connector on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want 32-bit versions of Microsoft Dynamics AX files to be installed, and then click Next.

  9. On the Configure the CRM connector installation page, enter the name of the Microsoft SQL Server instance that will host the Microsoft Dynamics Integration (MSDI) database.

    Note

    The MSDI database doesn’t have to be on the same physical server as Connector for Microsoft Dynamics.

  10. On the Enter server and port information to connect CRM Connector to an AOS instance page, enter the name of the server where the AOS instance is installed, and enter the port number that the AOS instance uses for TCP/IP communication.

  11. On the Configure an integration user page, enter information about the user account that is used to integrate data between Microsoft Dynamics CRM and Microsoft Dynamics AX. If the user does not already exist in Microsoft Dynamics AX, select Create new account. The user will be added, and the Microsoft Dynamics AX user ID will be AxIntUsr. If the user already exists in Microsoft Dynamics AX, select Use existing account, and enter a user ID.

  12. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

  13. On the Ready to install page, click Install.

  14. After the installation is completed, click Finish to close the wizard.

After you install Connector for Microsoft Dynamics

After you have installed Connector, you must configure the adapter settings for Microsoft Dynamics CRM and Microsoft Dynamics AX. For more information about how to configure adapter settings for Microsoft Dynamics CRM, see the Installation Guide (PDF) for Connector. For more information about how to configure adapter settings for Microsoft Dynamics AX, see the Configuration Guide (PDF) for the Microsoft Dynamics AX adapter.