CRMPro → Zoho CRM — Microsoft Dynamics AX: what the shipped templates set up

CRMPro → Zoho CRM — Microsoft Dynamics AX: what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

dlake-crmpro is the parent skill and the authority for everything general: the crmpro_* tools, CRM_Configuration and CRM_FieldList, TimeStampRepository, the three kinds of source view, the NULL-cursor rule and the silent zero-record run. Read it first; this page does not repeat it. dlake-crmpro-zohocrm is the destination skill this page is a child of, and the authority for the Zoho CRM conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page is dlake-crmpro-zohocrm/erps/microsoft-dynamics-ax.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Microsoft Dynamics AX → Zoho CRM templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

Group	Business outcome	Objects	Source tables and views
MSDYNAMICSAX PaymentTerms	The templates push commercientdynamicsax__MSDYAX_Payment_Terms to Zoho CRM.	commercientdynamicsax__MSDYAX_Payment_Terms	SF_ERP_Salesforce_Clone_PAYMTERM
Accounts	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_MCRCustTable, SF_ERP_Salesforce_Clone_DirPartyTable, vw_MSDYNAMICAX_ShippingAddress, SF_ERP_Salesforce_Clone_MRM_MetasAsesores_V2, SF_ERP_Salesforce_Clone_CUSTAGING
MSDYNAMICAX Customer	The templates push commercientdynamicsax__MSDYAX_Customer to Zoho CRM.	commercientdynamicsax__MSDYAX_Customer	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado, SF_ERP_Salesforce_Clone_EcoResProductTranslation, SF_ERP_Salesforce_Clone_EcoResTrackingDimensionGroupItem, SF_ERP_Salesforce_Clone_ECORESTRACKINGDIMENSIONGROUP, SF_ERP_Salesforce_Clone_INVENTTABLEMODULE
MSDYNAMICAX Item	The templates push commercientdynamicsax__MSDYAX_Inventory to Zoho CRM.	commercientdynamicsax__MSDYAX_Inventory	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado
MSDYNAMICAX Shipping Address	The templates push commercientdynamicsax__MSDYAX_ShippingAddress to Zoho CRM.	commercientdynamicsax__MSDYAX_ShippingAddress	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS, SF_ERP_Salesforce_Clone_LOGISTICSADDRESSCOUNTRYREGION, SF_ERP_Salesforce_Clone_LOGISTICSADDRESSSTATE
Contacts	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_CONTACTPERSON, SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DirPersonName, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS
MSDYNAMICAX Warehouse	The templates push commercientdynamicsax__MSDYAX_Warehouse to Zoho CRM.	commercientdynamicsax__MSDYAX_Warehouse	SF_ERP_Salesforce_Clone_INVENTLOCATION
MSDYNAMICAX Sales Quotation Header	The templates push commercientdynamicsax__MSDYAX_SalesQuotationHead to Zoho CRM.	commercientdynamicsax__MSDYAX_SalesQuotationHead	SF_ERP_Salesforce_Clone_SalesQuotationTable, CommercientFlags
MSDYNAMICAX Sales Quotation Line	The templates push commercientdynamicsax__MSDYAX_SalesQuotation to Zoho CRM.	commercientdynamicsax__MSDYAX_SalesQuotation	SF_ERP_Salesforce_Clone_SalesQuotationLine
MSDYNAMICAX Sales Order Header	The templates push commercientdynamicsax__MSDYAX_SalesOrderHeader to Zoho CRM.	commercientdynamicsax__MSDYAX_SalesOrderHeader	SF_ERP_Salesforce_Clone_SALESTABLE, CommercientFlags
MSDYNAMICAX Sales Order Detail	The templates push commercientdynamicsax__MSDYAX_SalesOrderDetail to Zoho CRM.	commercientdynamicsax__MSDYAX_SalesOrderDetail	SF_ERP_Salesforce_Clone_SALESLINE
MSDYNAMICAX Invoice Header	The templates push commercientdynamicsax__MSDYAX_InvoiceHeader to Zoho CRM.	commercientdynamicsax__MSDYAX_InvoiceHeader	SF_ERP_Salesforce_Clone_CUSTINVOICEJOUR, CommercientFlags
MSDYNAMICAX Invoice Detail	The templates push commercientdynamicsax__MSDYAX_InvoiceDetail to Zoho CRM.	commercientdynamicsax__MSDYAX_InvoiceDetail	SF_ERP_Salesforce_Clone_CUSTINVOICETRANS
MSDYAX Cust Pur History	The templates push MSDYAX_Cust_Pur_History to Zoho CRM.	MSDYAX_Cust_Pur_History	SF_ERP_Salesforce_Clone_MRM_CustTablePurchaseHist, SF_ERP_Salesforce_Clone_CUSTTABLE
Product Pricebooks	The templates push Products:Price_Books to Zoho CRM.	Products:Price_Books	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado, SF_ERP_Salesforce_Clone_PRICEDISCTABLE
MSDYAX Dispatch Shipping	The templates push MSDYAX_Dispatch_Shipping to Zoho CRM.	MSDYAX_Dispatch_Shipping	SF_ERP_Salesforce_Clone_CUSTPACKINGSLIPTRANS, SF_ERP_Salesforce_Clone_GRWAOSIATIVEGUIDESLINES, SF_ERP_Salesforce_Clone_GRWGUIES, SF_ERP_Salesforce_Clone_SALESTABLE, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS, SF_ERP_Salesforce_Clone_LOGISTICSADDRESSSTATE
MSDYAX ContactPerson	The templates push commercientdynamicsax__MSDYAX_Salesperson to Zoho CRM.	commercientdynamicsax__MSDYAX_Salesperson	SF_ERP_Salesforce_Clone_CONTACTPERSON, SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS, SF_ERP_Salesforce_Clone_LOGISTICSADDRESSCOUNTRYREGION

2. The process rows the templates create

Each template’s Insert_Query writes one CRM_Configuration row. These are the values it sets; a column the inserts never set is not listed.

Display name	CRM_Object_API_Name	CRM_PK_API_Name	Sync_Order	TimeStamp_Prefix	SQL_Query target	field prefix / postfix
MSDYNAMICSAX PaymentTerms	commercientdynamicsax__MSDYAX_Payment_Terms	Commercient_ExternalKey	1	vw_MSDYNAMICAX_PaymentTerms:	vw_MSDYNAMICAX_PaymentTerms	commercientdynamicsax__ / __c
Accounts	Accounts	Commercient_ArCustomer_Code	2	vw_MSDYNAMICAX_Account:	vw_MSDYNAMICAX_Account	'' / ''
MSDYNAMICAX Customer	commercientdynamicsax__MSDYAX_Customer	Commercient_ExternalKey	3	vw_MSDYNAMICAX_Customer:	vw_MSDYNAMICAX_Customer	commercientdynamicsax__ / __c
Products	Products	Commercient_ExternalKey	4	vw_MSDYNAMICAX_Product:	vw_MSDYNAMICAX_Product	'' / ''
MSDYNAMICAX Item	commercientdynamicsax__MSDYAX_Inventory	Commercient_ExternalKey	5	vw_MSDYNAMICAX_Item:	vw_MSDYNAMICAX_Item	commercientdynamicsax__ / __c
MSDYNAMICAX Shipping Address	commercientdynamicsax__MSDYAX_ShippingAddress	Commercient_ExternalKey	5	vw_MSDYNAMICAX_DeliveryAddress:	vw_MSDYNAMICAX_DeliveryAddress	commercientdynamicsax__ / __c
Contacts	Contacts	Commercient_ExternalKey	5	vw_MSDYNAMICAX_Contacts:	vw_MSDYNAMICAX_Contacts	'' / ''
MSDYNAMICAX Warehouse	commercientdynamicsax__MSDYAX_Warehouse	Commercient_ExternalKey	6	vw_MSDYNAMICAX_Warehouse:	vw_MSDYNAMICAX_Warehouse	commercientdynamicsax__ / __c
MSDYNAMICAX Sales Quotation Header	commercientdynamicsax__MSDYAX_SalesQuotationHead	Commercient_ExternalKey	7	vw_MSDYNAMICAX_SQHeader:	vw_MSDYNAMICAX_SQHeader	commercientdynamicsax__ / __c
MSDYNAMICAX Sales Quotation Line	commercientdynamicsax__MSDYAX_SalesQuotation	Commercient_ExternalKey	8	vw_MSDYNAMICAX_SQDetail:	vw_MSDYNAMICAX_SQDetail	commercientdynamicsax__ / __c
MSDYNAMICAX Sales Order Header	commercientdynamicsax__MSDYAX_SalesOrderHeader	Commercient_ExternalKey	9	vw_MSDYNAMICAX_SOHeader:	vw_MSDYNAMICAX_SOHeader	commercientdynamicsax__ / __c
MSDYNAMICAX Sales Order Detail	commercientdynamicsax__MSDYAX_SalesOrderDetail	Commercient_ExternalKey	10	vw_MSDYNAMICAX_SODetail:	vw_MSDYNAMICAX_SODetail	commercientdynamicsax__ / __c
MSDYNAMICAX Invoice Header	commercientdynamicsax__MSDYAX_InvoiceHeader	Commercient_ExternalKey	11	vw_MSDYNAMICAX_InvoiceHeader:	vw_MSDYNAMICAX_InvoiceHeader	commercientdynamicsax__ / __c
MSDYNAMICAX Invoice Detail	commercientdynamicsax__MSDYAX_InvoiceDetail	Commercient_ExternalKey	12	vw_MSDYNAMICAX_InvoiceDetail:	vw_MSDYNAMICAX_InvoiceDetail	commercientdynamicsax__ / __c
MSDYAX Cust Pur History	MSDYAX_Cust_Pur_History	Commercient_ExternalKey	13	vw_MSDYNAMICAX_CustPurHistory:	vw_MSDYNAMICAX_CustPurHistory	'' / ''
Product Pricebooks	Products:Price_Books	Commercient_ExternalKey	17	vw_MSDYNAMICAX_ProductPricebook:	vw_MSDYNAMICAX_ProductPricebook	'' / ''
MSDYAX Dispatch Shipping	MSDYAX_Dispatch_Shipping	Commercient_ExternalKey	18	vw_MSDYNAMICAX_Dispatch_Shipping:	vw_MSDYNAMICAX_Dispatch_Shipping	'' / ''
MSDYAX ContactPerson	commercientdynamicsax__MSDYAX_Salesperson	Commercient_ExternalKey	19	vw_MSDYNAMICAX_CustomerContact:	vw_MSDYNAMICAX_CustomerContact	commercientdynamicsax__ / __c

Every one of these inserts Is_Active as 0, so an imported process is inactive until an operator activates it. Across the set they insert Is_Create_Entity 0, Is_Create_Fields 0, Is_Active_Get_Records 0, Is_Active_Delete_Records 0. The insert column lists do not include Sync_Operation_Type, Sync_Batch_Size, IsAccountMatching, Document_Source_Path, so those columns take their CRM_Configuration defaults. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on Accounts — those rows read records back from Zoho CRM as well as pushing.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_MSDYNAMICAX_PaymentTerms	insert-only	—	vw_MSDYNAMICAX_PaymentTerms:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_PAYMTERM
vw_MSDYNAMICAX_Account	insert-only	—	vw_MSDYNAMICAX_Account:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_MCRCustTable, SF_ERP_Salesforce_Clone_DirPartyTable, vw_MSDYNAMICAX_ShippingAddress, SF_ERP_Salesforce_Clone_MRM_MetasAsesores_V2
vw_MSDYNAMICAX_Customer	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_PaymentTerms:, vw_MSDYNAMICAX_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable
vw_MSDYNAMICAX_Product	insert-only	—	vw_MSDYNAMICAX_Product:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado, SF_ERP_Salesforce_Clone_EcoResProductTranslation, SF_ERP_Salesforce_Clone_EcoResTrackingDimensionGroupItem, SF_ERP_Salesforce_Clone_ECORESTRACKINGDIMENSIONGROUP
vw_MSDYNAMICAX_Item	insert-only	—	vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_Item:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado
vw_MSDYNAMICAX_DeliveryAddress	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_DeliveryAddress:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS, SF_ERP_Salesforce_Clone_LOGISTICSADDRESSCOUNTRYREGION
vw_MSDYNAMICAX_Contacts	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Contacts:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CONTACTPERSON, SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DirPersonName, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION
vw_MSDYNAMICAX_Warehouse	insert + update	—	vw_MSDYNAMICAX_Warehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTLOCATION
vw_MSDYNAMICAX_SQHeader	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SQHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SalesQuotationTable, CommercientFlags
vw_MSDYNAMICAX_SQDetail	insert-only	—	vw_MSDYNAMICAX_SQHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SQDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SalesQuotationLine
vw_MSDYNAMICAX_SOHeader	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SOHeader:	Commericent_ExternalKey__c, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SALESTABLE, CommercientFlags
vw_MSDYNAMICAX_SODetail	insert-only	—	vw_MSDYNAMICAX_SOHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SODetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SALESLINE
vw_MSDYNAMICAX_InvoiceHeader	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_InvoiceHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTINVOICEJOUR, CommercientFlags
vw_MSDYNAMICAX_InvoiceDetail	insert-only	—	vw_MSDYNAMICAX_InvoiceHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_InvoiceDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTINVOICETRANS
vw_MSDYNAMICAX_CustPurHistory	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustPurHistory:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_MRM_CustTablePurchaseHist, SF_ERP_Salesforce_Clone_CUSTTABLE
vw_MSDYNAMICAX_ProductPricebook	insert-only	—	vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_PriceBooks:, vw_MSDYNAMICAX_ProductPricebook:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTTABLE, SF_ERP_Salesforce_Clone_GRWStatusOrdenado, SF_ERP_Salesforce_Clone_PRICEDISCTABLE
vw_MSDYNAMICAX_Dispatch_Shipping	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_Dispatch_Shipping:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTPACKINGSLIPTRANS, SF_ERP_Salesforce_Clone_GRWAOSIATIVEGUIDESLINES, SF_ERP_Salesforce_Clone_GRWGUIES, SF_ERP_Salesforce_Clone_SALESTABLE, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS
vw_MSDYNAMICAX_CustomerContact	insert-only	—	vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustomerContact:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CONTACTPERSON, SF_ERP_Salesforce_Clone_CUSTTABLE, SF_ERP_Salesforce_Clone_DirPartyTable, SF_ERP_Salesforce_Clone_DIRPARTYLOCATION, SF_ERP_Salesforce_Clone_LOGISTICSPOSTALADDRESS

4. Order of work

The templates set Sync_Order from 1 to 19. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — MSDYNAMICSAX PaymentTerms
• 2 — Accounts
• 3 — MSDYNAMICAX Customer
• 4 — Products
• 5 — MSDYNAMICAX Item, MSDYNAMICAX Shipping Address, Contacts
• 6 — MSDYNAMICAX Warehouse
• 7 — MSDYNAMICAX Sales Quotation Header
• 8 — MSDYNAMICAX Sales Quotation Line
• 9 — MSDYNAMICAX Sales Order Header
• 10 — MSDYNAMICAX Sales Order Detail
• 11 — MSDYNAMICAX Invoice Header
• 12 — MSDYNAMICAX Invoice Detail
• 13 — MSDYAX Cust Pur History
• 17 — Product Pricebooks
• 18 — MSDYAX Dispatch Shipping
• 19 — MSDYAX ContactPerson

Several of these rows share a Sync_Order value: each template group carries its own numbering, so give the imported processes an order across the whole set rather than taking the template values as one.

These views read another process’s repository prefix, which is what makes the order a dependency order: the row appears in the view only once the process that writes that prefix has run, so a parent flows on one run and its children on the next.

• vw_MSDYNAMICAX_PaymentTerms reads vw_MSDYNAMICAX_PaymentTerms:; no template in this set writes vw_MSDYNAMICAX_PaymentTerms:
• vw_MSDYNAMICAX_Account reads vw_MSDYNAMICAX_Account:; no template in this set writes vw_MSDYNAMICAX_Account:
• vw_MSDYNAMICAX_Customer reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_PaymentTerms:, vw_MSDYNAMICAX_Customer:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_PaymentTerms:, vw_MSDYNAMICAX_Customer:
• vw_MSDYNAMICAX_Product reads vw_MSDYNAMICAX_Product:; no template in this set writes vw_MSDYNAMICAX_Product:
• vw_MSDYNAMICAX_Item reads vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_Item:; no template in this set writes vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_Item:
• vw_MSDYNAMICAX_DeliveryAddress reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_DeliveryAddress:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_DeliveryAddress:
• vw_MSDYNAMICAX_Contacts reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Contacts:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Contacts:
• vw_MSDYNAMICAX_Warehouse reads vw_MSDYNAMICAX_Warehouse:; no template in this set writes vw_MSDYNAMICAX_Warehouse:
• vw_MSDYNAMICAX_SQHeader reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SQHeader:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SQHeader:
• vw_MSDYNAMICAX_SQDetail reads vw_MSDYNAMICAX_SQHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SQDetail:; no template in this set writes vw_MSDYNAMICAX_SQHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SQDetail:
• vw_MSDYNAMICAX_SOHeader reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SOHeader:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_SOHeader:
• vw_MSDYNAMICAX_SODetail reads vw_MSDYNAMICAX_SOHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SODetail:; no template in this set writes vw_MSDYNAMICAX_SOHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_SODetail:
• vw_MSDYNAMICAX_InvoiceHeader reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_InvoiceHeader:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_InvoiceHeader:
• vw_MSDYNAMICAX_InvoiceDetail reads vw_MSDYNAMICAX_InvoiceHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_InvoiceDetail:; no template in this set writes vw_MSDYNAMICAX_InvoiceHeader:, vw_MSDYNAMICAX_Item:, vw_MSDYNAMICAX_InvoiceDetail:
• vw_MSDYNAMICAX_CustPurHistory reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustPurHistory:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustPurHistory:
• vw_MSDYNAMICAX_ProductPricebook reads vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_PriceBooks:, vw_MSDYNAMICAX_ProductPricebook:; no template in this set writes vw_MSDYNAMICAX_Product:, vw_MSDYNAMICAX_PriceBooks:, vw_MSDYNAMICAX_ProductPricebook:
• vw_MSDYNAMICAX_Dispatch_Shipping reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_Dispatch_Shipping:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_Dispatch_Shipping:
• vw_MSDYNAMICAX_CustomerContact reads vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustomerContact:; no template in this set writes vw_MSDYNAMICAX_Account:, vw_MSDYNAMICAX_Customer:, vw_MSDYNAMICAX_CustomerContact:

5. Field mapping

CRM_FieldList carries one row per pushed column, with Object_Name equal to the CRM_Object_API_Name value — as dlake-crmpro puts it, an object with no CRM_FieldList rows pushes nothing and records no error. Each template carries its intended mapping in MappingJson. Read that with dlake admin crmpro_templates, then check crmpro_field_mapping on the created process before activating it.

Template	Object	Mapped fields	First ERP → Zoho CRM pairs
MSDYNAMICSAX PaymentTerms	commercientdynamicsax__MSDYAX_Payment_Terms	17	DATAAREAID, PAYMTERMID, PARTITION → Commercient_ExternalKey__c, CASH → CASH, CREDITCARDCREDITCHECK → CREDIT_CARD_CREDIT_CHECK, DATAAREAID → DATA_AREA_ID, DESCRIPTION → DESCRIPTION
Accounts	Accounts	51	DATAAREAID, ACCOUNTNUM, PARTITION → Commercient_ArCustomer_Code, NAME → Account_Name, ADDRESS → Billing_Street, ZIPCODE → Billing_Code, COUNTRYREGIONID → Billing_Country
MSDYNAMICAX Customer	commercientdynamicsax__MSDYAX_Customer	66	DATAAREAID, ACCOUNTNUM, PARTITION → Commercient_ExternalKey__c, ACCOUNTNUM → ACCOUNT_NUMBER, NAME → Name, ACCOUNTSTATEMENT → ACCOUNT_STATEMENT, AGENCYLOCATIONCODE → AGENCY_LOCATION_CODE
Products	Products	13	DATAAREAID, ITEMID → Commercient_ExternalKey, NAME → Product_Name, DATAAREAID, ITEMID → Product_Code, ITEMID → Articulo, DESCRIPTION → Description
MSDYNAMICAX Item	commercientdynamicsax__MSDYAX_Inventory	38	DATAAREAID, ITEMID → Commercient_ExternalKey__c, DATAAREAID, ITEMID → Name, BATCHNUMGROUPID → BATCH_NUMBER_GROUP_ID, BOMMANUALRECEIPT → BOM_MANUAL_RECEIPT, BOMUNITID → BOM_UNIT_ID
MSDYNAMICAX Shipping Address	commercientdynamicsax__MSDYAX_ShippingAddress	17	RECID → Commercient_ExternalKey__c, RECID → Name, SFDCID → Account_R, SFDCID → Customer_R, ISROLEDELIVERY → Is_Delivery_Address
Contacts	Contacts	15	CONTACTPERSONID,DATAAREAID,PARTITION → Commercient_ExternalKey, CONTACTPERSONID → Id_de_Contacto, FIRSTNAME → First_Name, LASTNAME → Last_Name, MIDDLENAME → Segundo_Nombre
MSDYNAMICAX Warehouse	commercientdynamicsax__MSDYAX_Warehouse	72	DATAAREAID,INVENTLOCATIONID,PARTITION → Commercient_ExternalKey__c, NAME → Name, ACTIVITYTYPE_RU → ACTIVITY_TYPE_RU, ALLOWLABORSTANDARDS → ALLOW_LABOR_STANDARDS, ALLOWMARKINGRESERVATIONREMOVAL → ALLOW_MARKING_RESERVATION_REMOVAL
MSDYNAMICAX Sales Quotation Header	commercientdynamicsax__MSDYAX_SalesQuotationHead	113	CUSTACCOUNT → Account, CUSTACCOUNT → MSDYAX_Customer, DATAAREAID, QUOTATIONID, PARTITION → Commercient_ExternalKey__c, DATAAREAID, QUOTATIONID, PARTITION → Name, ADDRESSREFRECID → ADDRESS_REFRENCE_ID
MSDYNAMICAX Sales Quotation Line	commercientdynamicsax__MSDYAX_SalesQuotation	66	TQuot.SFDCID → MSDYAX_SalesQuotationHeader, sfid.SFDCID → MSDYAX_Inventory, A.DATAAREAID, A.INVENTTRANSID, A.PARTITION → Commercient_ExternalKey__c, A.DATAAREAID, A.INVENTTRANSID, A.PARTITION → Name, A.ADDRESSREFRECID → ADDRESS_REF_REC_ID
MSDYNAMICAX Sales Order Header	commercientdynamicsax__MSDYAX_SalesOrderHeader	128	SFDCID → Account_R, SFDCID → Customer_R, DATAAREAID, SALESID, PARTITION → Commericent_ExternalKey__c, DATAAREAID, SALESID, PARTITION → Name, ADDRESSREFRECID → ADDRESS_REF_REC_ID
MSDYNAMICAX Sales Order Detail	commercientdynamicsax__MSDYAX_SalesOrderDetail	94	DATAAREAID,INVENTTRANSID,PARTITION → Commercient_ExternalKey__c, DATAAREAID,INVENTTRANSID,PARTITION → Name, ACTIVITYNUMBER → ACTIVITY_NUMBER, NAME → NAME1, ADDRESSREFRECID → ADDRESS_REF_REC_ID
MSDYNAMICAX Invoice Header	commercientdynamicsax__MSDYAX_InvoiceHeader	81	DATAAREAID → Account_R, INVOICEACCOUNT → Customer_R, INVOICEID,INVOICEDATE → Commercient_ExternalKey__c, INVOICEID,INVOICEDATE → Name, BACKORDER → BACK_ORDER
MSDYNAMICAX Invoice Detail	commercientdynamicsax__MSDYAX_InvoiceDetail	79	INVOICEID, INVOICEDATE, LINENUM → Commercient_ExternalKey__c, INVOICEID, INVOICEDATE, LINENUM → Name, ASSETBOOKID → ASSET_BOOK_ID, NAME → Name1, ASSETID → ASSET_ID
MSDYAX Cust Pur History	MSDYAX_Cust_Pur_History	30	COMPRAPROMEDIO → Compra_Promedio, CUSTTABLE → CUSTTABLE, FACTURACIONMES01 → FACTURACIONMES01, FACTURACIONMES02 → FACTURACIONMES02, FACTURACIONMES03 → FACTURACIONMES03
Product Pricebooks	Products:Price_Books	6	SFDCID, SFDCID → Commercient_ExternalKey, SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID, ITEMID → Articulo, AMOUNT → list_price
MSDYAX Dispatch Shipping	MSDYAX_Dispatch_Shipping	15	SFDCID → Client, SFDCID → MSDYAX_Customer, RECID → Commercient_ExternalKey, SALESIDBASE → Name, SALESIDBASE → OV
MSDYAX ContactPerson	commercientdynamicsax__MSDYAX_Salesperson	9	CONTACTPERSONID, DATAAREAID, PARTITION → Commercient_ExternalKey__c, CREATEDBY → Created_By, NAME → LAST_NAME, NAME → FIRST_NAME, CREATEDDATETIME → CREATED_DATETIME

6. Verifying

# per-prefix counts; every synced record carries its destination id
dlake tool query --profile <tenant> --sql "SELECT LEFT([Key], CHARINDEX(':',[Key])-1) AS prefix, COUNT(*) n, COUNT(NULLIF(SFDCID,'')) withId FROM dbo.TimeStampRepository WHERE CHARINDEX(':',[Key])>0 GROUP BY LEFT([Key], CHARINDEX(':',[Key])-1)"

withId = n for every prefix is the success condition dlake-crmpro defines. The split is on the first colon, which is the prefix boundary whether the key separator is : or ::.

The prefixes these templates set:

• vw_MSDYNAMICAX_PaymentTerms:
• vw_MSDYNAMICAX_Account:
• vw_MSDYNAMICAX_Customer:
• vw_MSDYNAMICAX_Product:
• vw_MSDYNAMICAX_Item:
• vw_MSDYNAMICAX_DeliveryAddress:
• vw_MSDYNAMICAX_Contacts:
• vw_MSDYNAMICAX_Warehouse:
• vw_MSDYNAMICAX_SQHeader:
• vw_MSDYNAMICAX_SQDetail:
• vw_MSDYNAMICAX_SOHeader:
• vw_MSDYNAMICAX_SODetail:
• vw_MSDYNAMICAX_InvoiceHeader:
• vw_MSDYNAMICAX_InvoiceDetail:
• vw_MSDYNAMICAX_CustPurHistory:
• vw_MSDYNAMICAX_ProductPricebook:
• vw_MSDYNAMICAX_Dispatch_Shipping:
• vw_MSDYNAMICAX_CustomerContact:

7. 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 shipped Microsoft Dynamics AX → Zoho CRM templates set up. dlake-crmpro-zohocrm is the destination skill this page sits under: its own text is the authority for the Zoho 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 clone tables, 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.