Microsoft Dynamics CRM: Export Customizations

Microsoft-Dynamics-CRM-Export-Customizations

It’s a good idea to have a backup of your CRM system’s “Solution”. A Solution is a repository of all customizations and modifications to all components within your organization. Components include entities, fields, relationships, forms, reports, processes, and other elements as well.

 

The Solutions feature can be used to export all unmanaged solution customizations such as modified forms, views, and mappings. Later, the solution customization can be imported to the same organization or a different organization.

For example, you can export a solution from an on-premises deployment of Dynamics 365 for Customer Engagement and then import it into a Dynamics 365 for Customer Engagement organization.

 

The Solutions feature is located in the Customization area of the Settings area in the Dynamics 365 for Customer Engagement web application. It is a good practice to export your customizations before you make changes. If there is any unexpected behavior, they should be imported back by the user.

 

Steps to Export Customizations

In order to export customizations in Microsoft Dynamics CRM, you need to export them from under Settings → Customization →Customize the System:

customizations step 1

 

In order to export the solution, all customizations must be published first.

customizations step 2

 

After that, there is an option to export system settings along with the solution. When you import the solution later, the settings are automatically applied to the system.

customizations step 3

 

And there you are! The exported solution will appear as a .zip file. If you import it, you can easily restore the previous customizations. This will give you the chance to play around more freely.

 

Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you’ll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they’re ready. Best practices recommend that you proceed as follows:

  1. Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.
  2. Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.
  3. Test the customized solution on your sandbox until you’ve confirmed it’s working correctly.
  4. Export the custom solution from your sandbox and then Import it into your production environment.

 

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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How to Create Payment Methods in Magento and Map them with Dynamics GP

How-to-create-payment-methods-in-Magento-and-map-them-with-Dynamics-GP

A payment gateway is a key to securing an E-commerce business. So, selecting payment methods that are suitable for your business type deserves proper attention. In short, a wrong choice is going to be a disaster for your payment system. Moreover, a customer’s trust and loyalty depend on the payment processing system you offer.

 

Magento is a robust and powerful eCommerce solution. Being the market leader, Magento strives to remain at the top by adapting to the new development in the eCommerce sphere. In addition, the ability to interface with a variety of payment methods including credit and debit cards, bank transfers, etc. is one of the strengths of Magento.

 

CREATE PAYMENT METHODS IN MAGENTO

Go to Magento Admin Panel and to Configuration→Sales → Payment Methods. As a result, the system will display all the enabled payment methods on your Magento website. Select the payment methods that you want to use and configure them. However, if the payment method that you want to use doesn’t exist in the list, you may need to find the plugins developed by your payment service provider that interface with Magento eCommerce.

creating payment methods

 

Steps to add a Custom Payment Method in Magento:

  1. Register Payment Module in Magento
  2. Declare Payment Module Name
  3. Add Payment Method Configuration Settings
  4. Add Default System Configuration Values
  5. Create Payment Method Model
  6. Configure Dependency Injection
  7. Add Payment Method Renderer
  8. Declare Payment Method Renderer
  9. Create Payment Method Template
  10. Show Payment Method in Checkout

 

MAPPING MAGENTO PAYMENT METHOD WITH DYNAMICS GP

Open the Payment Mapping window to see all the payment methods in Magento on this screen (see below) before the last time the automatic scheduler has updated the Magento data into GP. However, if you do not see the payment method that you are looking for, click on ‘Synchronize Default Values’ and ‘Start’. In conclusion, this will bring all the values defined in Magento to GP.

Select the Magento Payment method in the list and use the browser to select the corresponding GP Payment type. As a result, this will map the shipping method in Magento with the payment method in GP. You can also mark the create receipt button to generate the cash receipt for selected Payment types.

mapping payment methods

 

 

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains.

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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Uploading inventory items from Microsoft Dynamics GP to Magento eCommerce

Uploading inventory items from Microsoft Dynamics GP to Magento Ecommerce

Export Inventory from GP

It is easy to upload inventory items from GP to Magento. Items to be uploaded to Magento e-commerce are marked in GP. They should include quantities, multi-tier price levels, attributes, and meta information.

If the item is modified manually in GP, the data is updated as soon as the changes are saved. If the items are modified in bulk, for example, through export and import features, they can be updated when the next scheduled data transmission takes place. You can also use the procedure below to update it.

Step-1: Log on to Microsoft Dynamics GP.

GP Login Page

Step-2: Click on the E-commerce button in the left navigation bar.

GP Navigation Bar

Step-3: Click on the Data Synchronize link in the utility Section.

utility section

Step-4: Select items module from the drop-down menu.

drop-down menu

Step-5: Hit the process button and the items will start uploading to Magento instantly.

data sync

inventory uploaded to magento

Importing and Exporting Inventory in Magento

For catalogs with a large number of products, use the native Import and Export features. Use it along with expanded Inventory Management options to update sources and quantities by SKU. So, you can add new sources and update inventory quantities for all or a specific source.

  • Commerce automatically assigns the Default Source to your products when upgrading Commerce or importing new products. If you import products with a custom source assigned, the Default Source will still be added with a quantity of 0. To update sources and quantities, use these import instructions.
  • Single Source merchants use import to update only product quantities. In short, all existing and added products are assigned to the Default Source.
  • Multi-Source merchants use import to add multiple sources and quantities per row per SKU.

To import updates, firstly, export a CSV file for specific or all sources. Then, edit the CSV file and add a row per SKU for each source and quantity. You need the source’s code when adding a new source and adding quantities of stock. However, you cannot add or update stocks using import-export features.

Export product data for all sources

  1. On the Admin sidebar, go to System > Data Transfer > Export.
  2. For the Entity Type menu, choose Stock Sources. The export only extracts data for products with an SKU.
  3. Click Continue. The file generates and downloads to open and edit.

After updating inventory amounts and product data, import the file back into Commerce.

Export product data for a specific source

  1. On the Admin sidebar, go to System > Data Transfer > Export.
  2. For the Entity Type menu, choose Stock Sources. The export only extracts data for products with an SKU.
  3. Use the Entity Attributes to filter the exported products for a specific source. For source_code, enter the code for the source in the filter field.
  4. Click Continue. Consequently, the file generates and downloads to open and edit.

Finally, after updating inventory amounts and product data, import the file back into Commerce.

Import product data

  1. On the Admin sidebar, go to System > Data Transfer > Import.
  2. For the Entity Type menu, choose Stock Sources. As a result, the export only extracts data for products with an SKU.
  3. Select configurations for the Import Behavior.
  4. Select the .csv file to import.
  5. Finally, click Check Data and complete the import.

 

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

Read more
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