Scribe Insight – Most Common Use Case

In my earlier post, you saw Scribe Insight’s Data Flow and different components.

In this post, we will see the most common use case of Scribe Insight – How Sales order in AX 2012 is to be created upon submission of order in MS CRM.

To implement this – Let us create an Integration Process to see how sales order integration works with Scribe Insight.

Step 1: Install & Configure MS CRM Publisher

First of all, we must have MS CRM Publisher in place with all settings of Message Labels for each published entity, MS CRM is connected well, MSMQ is installed and setup properly, XML Schema for each published entities are saved to Collaboration folder.

pub.png

Connect

Let Scribe know your MS CRM credentials on below screen:

Connect.JPG

MSMQ

Confirm if MSMQ are created and Scribe knows it.MSMQ.JPG

XML Schemas

Save the XML Schema of each published entities in the Collaboration folder.

XSD.JPG

Step 2: Create a DTS file

Once MS CRM Publisher setting looks okay, you can go ahead to create a DTS file.

DTS files are in Collaboration folder and a new file can be created using Scribe Workbench. Following are key stuff which are to be identified and documented before creating a DTS file. Once done, you can do the following:

  1. Define source data store as XML message which are coming in MSMQ upon submission of order in CRM via MS CRM Publisher.
  2. Define target data store as AX AIF Web service.
  3. Configure the steps to create a Sales order in AX.
  4. Define the source to target field mappings. Define Formulas used to convert, parse, or import selected source fields.
  5. Save the file.

DTS.JPG

Following is one of the ways you can configure the steps to create a sales order in AX leveraging AIF Web services:

Steps.JPG

Step 3: Configure an Integration Process

Now you must create an Integration Process and define your integration file. Scribe Integration Processor reads the message header and redirects to integration process based on message label and invokes the concerned DTS file.

IntProcess.JPG

As we are implementing Queue base integration, select Queue as Process Type, Process name of your choice, select your Collaboration Folder and off course the DTS file you created in above step.

IntProcess 01.JPG

Define Message Label as defined in MS CRM Publisher for the published entity.

You may select the message label so as to redirect to another Integration Process on Success or Failure of this Integration Process. For instance, of you want to AX sales Id to be updated back to CRM, you can have another DTS/Integration Process for that and you can define the message label in this IP so that Scribe Integration Processor know where to go after Success or Failure of this IP.

IntProcess 02.JPG

That’s it! As soon as CRM order is submitted, CRM Publisher will pick it up and drop it to ScribeIn queue and when Scribe Integration Processor will see a message in the queue and reads the message label, it will redirect to respective Integration Process, run the DTS file. Once message data passes through with AX validation and business logic, you will see Sales Order in AX 😊!!

Stay tuned for more tips and tricks…..

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s