CRMPro → Dynamics CRM — Sage X3: what the template catalogue carries

CRMPro → Dynamics CRM — Sage X3: what the template catalogue carries

This is a capability summary, not an operating guide. To receive the operational skill you must be a registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-dynamicscrm/erps/sage-x3 (or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.

dlake-crmpro is the parent skill and the authority for everything general: the CRMPro tools, process configuration and field list, the sync history, how source data is selected, and what a run that finds nothing does. Read it first; this page does not repeat it. dlake-crmpro-dynamicscrm is the destination skill this page is a child of, and the authority for the Dynamics CRM conventions that hold across every ERP: read it first. The catalogue ships no Standard template for this pair. Its templates are community templates, authored in a tenant and imported the same way as any other, so what follows is what that set amounts to — how many templates, which operations they default to, which destination objects they write and which groups they fall in. This page grows as the catalogue does.

1. Community templates

The catalogue carries 33 community templates for this pair. A community template is authored in a tenant rather than shipped with the product, and it imports the same way as any other. Its own names, notes, field mapping and SQL are tenant content, so what this section states is what the set amounts to: how many templates there are, what they default to doing, which destination objects they write and which groups they fall in.

• Templates: 33
• Default operations: insert on 33, update on 33, delete on 33
• Marked as circular sync: 0
• Licence groups they span: 4
• Destination objects: account, Commercient Sage X3 address object, Commercient Sage X3 customer object, Commercient Account Matching 2 object, Commercient Sage X3 AR invoice object, Commercient Sage X3 AR invoice detail object, Commercient Sage X3 bill of materials object, Commercient Sage X3 invoice detail object, Commercient Sage X3 invoice header object, Commercient Sage X3 payment detail object, Commercient Sage X3 payment header object, Commercient Sage X3 payment term object, Commercient Sage X3 product object, Commercient Sage X3 quote object, Commercient Sage X3 quote detail object, Commercient Sage X3 quote header object, Commercient Sage X3 quote line object, Commercient Sage X3 sales order object, Commercient Sage X3 sales order detail object, Commercient Sage X3 sales rep object, 5 more and 4 custom objects
• Object display names: CRM Account, CRM Product, CRM unit of measure, Sage X3 Address, Sage X3 AR Invoice, Sage X3 AR Invoice Detail, Sage X3 BOM, Sage X3 Customer, Sage X3 Invoice Detail, Sage X3 Invoice Header, 14 more and 5 further templates
• Template groups: CRM Quote and Line, Account, CRM Order and Line

2. Verifying

The detail of this section is part of the operational skill. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-dynamicscrm/erps/sage-x3.

3. Where this sits

dlake-crmpro is the general operating surface — the CRMPro tools, the setup and transaction tables, field mapping, and the source view contract that applies to every destination. This page adds what the Sage X3 → Dynamics CRM template catalogue carries. dlake-crmpro-dynamicscrm is the destination skill this page sits under: its own text is the authority for the Dynamics CRM conventions that hold across every ERP, and its ERP table lists this page alongside every sibling ERP page for this destination. For the extract leg that fills the source data, see dlake-normalsync; for the on-premises agent that runs it, dlake-syncagent; for the writeback leg, dlake-txdownloaderpro; for standing an integration up, dlake-integration-setup.

How to get started

• Already a customer: the operational skill tells you how to connect, choose what to sync and run it. Fetch it with dlake admin get_skill dlake-crmpro-dynamicscrm/erps/sage-x3, or ask support@commercient.com.
• New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.