Importing contacts into Ax 2009 - HELP!!!

Dynamics 365 for Finance and Operations/AX User Forum
1

Hi everyone!

Currently going through moving from our current system to AX 2009 - its very exciting!!

I have a problem I am hoping someone can help me with. How do I import contacts into AX2009? I tried doing it using definition tables, but this does not create Global Address Book entries for some reason!?!? And there may be other problems also which I did not notice. However, it all seemed to link fine with the Customers, Suppliers and Relations forms, with the contacts showing as those companys’ contacts. Can someone tell me how I should actually be doing it please?? I am not very familiar with AX so if you can give me some help I would appreciate it!

Thanks
Naz

2

Okay so I was told that I needed to do what is on this site here:

http://blogs.msdn.com/emeadaxsupport/archive/2009/04/23/how-to-import-crm-leads.aspx?CommentPosted=true#commentmessage

It includes the files for importing contacts too. However, when I get to the final step, of Validating the import format, I get the following error:

Access to the path ‘C:\Program Files\Microsoft Dynamics AX\50\Server\Live\Log\86909ED8-ACAD-4788-9407-ABE041A2DA8A.xml’ is denied.

Can anyone help me with this error please? I am an Administrator at our company, and for AX, so it shouldnt be a permissions issue??

3

Hi Naz,

The network credentials which you have logged in with; has this user got full rights on the above directory?

Regards,

4

Yes I do.

As it happens, the location refers to a folder called Server within folder 50, however this was not available on my PC C: drive. However it is available in the server C: drive. So I went to this folder to find the file being referenced, but the file does not exist in the Log folder - any clues?? Where is this file??

Thanks

5

Duh!! The file is being created each time it is needed, thats why I cannot find it, as it is given a new name each time its created - but it seems that my login cannot create the file being referenced - I think that is the problem - better get back to IT support.

6

Okay so I have found the answer - go to the definition group for the Contacts import, on the Table Setup area, you need to enter the following code. This conversion code will create the Global Address Book entry and also any relationships with other companies as required:

ContactPerson convert(ContactPerson contactPerson, container inData)

{

;

contactPerson.PartyId = DirParty::createPartyFromCommon(contactPerson).PartyId;

if (!contactPerson.OrgPartyId)

{

if (contactPerson.CustAccount)

{

contactPerson.OrgPartyId = CustTable::find(contactPerson.CustAccount).PartyId;

}

else if (contactPerson.VendAccount)

{

contactPerson.OrgPartyId = VendTable::find(contactPerson.VendAccount).PartyId;

}

}

else

{

if (!contactPerson.CustAccount)

{

contactPerson.CustAccount = CustTable::findByPartyId(contactPerson.OrgPartyId).AccountNum;

}

if ( !contactPerson.VendAccount)

{

contactPerson.VendAccount = VendTable::findByPartyId(contactPerson.OrgPartyId).AccountNum;

}

}

// Create relations

DirPartyRelationship::createRecordRelations(DirRelationshipTypeTable::findBySystemType (DirSystemRelationshipType::ContactPerson).RelationshipTypeId,contactPerson.OrgPartyId,contactPerson.PartyId);

// HRm

HRMVirtualNetworkTableReplicate_Contact::insert(contactperson);

return contactPerson;

}

7

Looks good Naz, but I don’t see where in this script the link to smmBusRelTable is being made? Its fine if you have converted your BusRel to a customer or vendor already - then it will pick up the right OrgPartyId, but if your record is still an unconverted prospect, you won’t get a link.

Here’s the extensions I had to make:

ContactPerson convert(ContactPerson contactPerson, container inData)

{
;
contactPerson.PartyId = DirParty::createPartyFromCommon(contactPerson).PartyId;

if (!contactPerson.OrgPartyId)
{
if (contactPerson.CustAccount)
{
contactPerson.OrgPartyId = CustTable::find(contactPerson.CustAccount).PartyId;
}
else if (contactPerson.VendAccount)
{
contactPerson.OrgPartyId = VendTable::find(contactPerson.VendAccount).PartyId;
}
else if (contactPerson.DEL_BusRelAccount) // for prospects
{
contactPerson.OrgPartyId = smmBusRelTable::find(contactPerson.DEL_BusRelAccount).PartyId;
}
}

else
{
if (!contactPerson.CustAccount)
{
contactPerson.CustAccount = CustTable::findByPartyId(contactPerson.OrgPartyId).AccountNum;
}
if ( !contactPerson.VendAccount)
{
contactPerson.VendAccount = VendTable::findByPartyId(contactPerson.OrgPartyId).AccountNum;
}
if ( !contactPerson.DEL_BusRelAccount) // for prospects
{
contactPerson.DEL_BusRelAccount = smmBusRelTable::findByPartyId(contactPerson.OrgPartyId).BusRelAccount;
}
}

// Create relations

DirPartyRelationship::createRecordRelations(DirRelationshipTypeTable::findBySystemType (DirSystemRelationshipType::ContactPerson).RelationshipTypeId,contactPerson.OrgPartyId,contactPerson.PartyId);

// HRm
// hk 27jan12 this fails with eror message “Need to provide value for Reference” - could be that I had blank value for “main contact”
// HRMVirtualNetworkTableReplicate_Contact::insert(contactperson);

return contactPerson;

}