This is the first in a series of integration testing scripts.  As we release the next version of Infuse for SL 7 and CRM 4 we are releasing our testing documents. This will help you get a feel for what is integrating, also what to look for in your integrations, as your installation may vary a bit. 

Infuse 4.7 is the platform that integrates CRM 4 and Dynamics SL 7.0 SP1.

Testing Infuse 4.70 Inventory/Product Integration

NOTE: This is a single direction integration. Infuse only integrates Inventory from SL to CRM. Any changes to Products in the CRM system will not updated SL.

Test that the creation of an Inventory in SL moves to SL as a Product.

· Open Dynamics SL (SL).

· Select Inventory from the SL menu.

· Select the Inventory Items (10.250.00) screen.

· Create an Inventory Item in SL.

· Create an Inventory Item ID that is unique and easy for you to remember and track.

· Be sure to include data in all the highlighted fields as shown below.
When you SAVE the record it will be queued to create a Product in CRM. The CRM Product ID will be the same as the SL Inventory ID and the CRM Name will be the same as the item Description.

NOTE: The SL item must be a “Stock Item,” so be sure to always have that check box checked.

NOTE: There will be at least one and likely more than one Price List Item create in CRM for each SL Inventory Item. See details below.

NOTE: SL will have additional fields that require data, other than the ones that are highlighted below. As a guide, use the picture below to help select the fields for data input. If you miss a required field, SL will give you a message letting you know that additional data is required. It will often take you to the specific field requiring data.

REPEAT THESE STEPS, USING VARIATIONS OF DATA, UNTIL SATISFIED.

Open the Sales area in CRM and under Products, search for the Product ID that matches the SL Inventory Item you just created. Make sure the data came across correctly.

When an item is created in CRM, there will be at least one Price List Item created and possibly more. In SL, there are Unit of Measures (UOM) set up so that SL can sell, purchase and receive items in UOMs other then the default stocking amount. For instance, the sample item listed in this document has the SL Stocking UOM set to EA (each). In order to sell, purchase, or receive the item in a UOM other then each, the UOM Conversion chart is used. See the screen shot below. It shows that the UOM of Dozen will convert from EA (each) by multiplying by 12 (also see the sample listed and highlighted at the bottom of the screen shot).

In order to be able to sell the item in these different UOM in CRM, a Price List Item must be set up for each UOM that applies to an item. Please review the UOM Conversion screen in SL and see that a Price List Item is created for UOM that converts from the SL Stocking UOM in SL.

From the CRM Product window, with your test product listed, select the Price List option in the left menu. You should see a Price List Item for every UOM that converts from the Stocking UOM in SL.

NOTE: There will usually be the 1-to-1 conversion of a UOM to itself, such as Each to Each.

Open each Price List Item by clicking on the icons (as highlighted in green above). You should see that the Amount field is the SL Stock Price times the UOM conversion. Example: If the stocking price of EA is $100 then the Amount if the Dozens Price List Item should be $1200 ($100 X 12)). See screen shot below.

Modifying SL Inventory Item that will Update CRM Product

Update various linked fields in a previously created SL Inventory Item. Make sure that the changes are automatically made in the CRM Product. Repeat until satisfied.

Create SL Unit Conversions for Various Stocking UOMs Products.

Create new Unit Conversions in SL for UOMs used as the Stocking UOM in the SL Inventory Items. Check that these new Unit Conversions create new Price List Items for related CRM Products. Repeat until satisfied.

Example: Below the UOM of “Peck” was created to convert from “EA” at a Conversation Factor of .10000. Since the SL Inventory Item of “BLC Test Item 002a” has the Stocking UOM as “EA” a new Price List Item should be created for the associated CRM Product. See series of screen shots below. Notice that the Amount field for the CRM Price List Item is $10 ($100 X .1).