Integration
Infor CSD and Dynamics CRM
Infor CSD to Dynamics CRM. Both directions are separate sync products, configured independently, and this page shows what the shipped catalogue sets up for this pair.
- Phase 1 · forward sync
- No Phase 2 for this pair
In plain wordsRecords from Infor CSD are pushed into Dynamics CRM. There is no shipped write-back in the other direction for this pair.
Phase 1 — Infor CSD to Dynamics CRM
Phase 2 — Dynamics CRM back to Infor CSD
Setting up Infor CSD and Dynamics CRM from the CLI
One wizard stands the tenant up, and it is the same five steps for every pair: register, capture the server IP, connect the CRM, declare the ERP connector, then import and enable the sync processes. What changes between pairs is the CRM’s connection mode and the ERP’s connector type.
1. Register the tenant
Registration creates the account, emails a verification link, and — once the Data Lake is seeded — prints a once-only bootstrap API key valid for seven days. The three consent flags are the registrant’s own decision, and the server refuses start without all three.
# which instance types sign-up accepts - run this first and use Infor CSD's code below
$ dlake register erps
# the three consent flags are the registrant’s decision - ask before passing them
$ dlake register start --generate-password \
$ --email <email> --company "<Company Name>" --phone <tel> \
$ --instance-type <code from dlake register erps> \
$ --consent-crm-backup --consent-erp-backup --consent-phone
# after the human clicks the verification link: watch for the seed and catch the key
$ dlake register status --watch
# the bootstrap key expires in 7 days - mint a durable one while it is still valid
$ dlake admin create_api_key --keyName "<tenant>-setup" --expirationDays 90
2. Connect Dynamics CRM and declare Infor CSD
Steps 3 to 5 of the wizard are admin-plane tools, they are safe to re-run, and the server enforces their order — attempt the CRM step before the server IP is captured and it answers 409 naming the step you skipped.
# the authoritative answer to where a registration got to - first call when resuming
$ dlake admin registration_state
# step 3: record the server IP (a prerequisite for the CRM step)
$ dlake admin registration_capture_server_ip --ipAddress <ip>
# step 4: the catalog lists every CRM with its authMode and the fields it needs
$ dlake admin registration_crm_catalog
$ dlake admin registration_crm_select --crmName Dynamics CRM
# a credentials CRM takes the fields the catalog lists for it
$ dlake admin registration_crm_connect --crmName Dynamics CRM --fields @fields.json
$ dlake admin registration_crm_finalize
# step 5: the catalog lists the connector types and the fields each one needs
$ dlake admin registration_connector_catalog
$ dlake admin registration_connector_submit \
$ --connectorType <type from the catalog> --erpName <Infor CSD code> --fields @fields.json
$ dlake admin registration_connector_provision
$ dlake admin registration_provisioning_status
3. Review and enable the Phase 1 processes
The shipped templates listed above are what crmpro_apply_template imports. Every one of them imports its process inactive, so an imported process does nothing until an operator activates it — read the process and its field mapping first, because an object with no mapped fields pushes nothing and records no error.
# the default-template catalog, and the mapping each template carries
$ dlake admin crmpro_templates --profile <tenant>
# what exists on the tenant now, and the master sync flag
$ dlake admin crmpro_list_processes --profile <tenant>
$ dlake admin crmpro_sync_status --profile <tenant>
# read a process and its field mapping BEFORE activating it
$ dlake admin crmpro_get_process --profile <tenant> --recordId <id>
$ dlake admin crmpro_field_mapping --profile <tenant> --recordId <id>
# turn the forward sync on
$ dlake admin crmpro_set_sync_enabled --profile <tenant> --enabled true
Processes run in a fixed order, and that order is a dependency order: a process that depends on another’s records sees them only once that process has run, so a parent flows on one run and its children on the next. The full order for this pair is on the Phase 1 page.
The wizard in full, including resuming a setup days later: Setting up an integration with dlake · Registering a new Data Lake · CRMPro (forward sync).
Source on GitHub
This page is generated from the skill pages in the dlake CLI repository. Those pages are the authority; if they disagree with anything here, they are right.
Infor CSD and Dynamics CRM: common questions
Which way does data move between Infor CSD and Dynamics CRM?
One way. Phase 1 (CRMPro) pushes Infor CSD records into Dynamics CRM. The repository ships no TxDownloaderPro write-back for this pair, so there is no supported Phase 2 from Dynamics CRM back to Infor CSD.
What do Phase 1 and Phase 2 mean?
They are the two sync products the on-premises agent can run. Phase 1 is CommercientCRMPro, product 11, the forward sync from the source system into the CRM. Phase 2 is CommercientTxDownloaderPro, product 22, the write-back in the other direction. Registering a product says what to run; the Phase 1 and Phase 2 configuration says what it runs on.
Is there a ready-made template set for Infor CSD to Dynamics CRM?
Not a Standard one. The catalogue ships no Standard template for this pair, but it carries 14 community templates. A community template is authored in a tenant rather than shipped with the product and imports the same way as any other, so its names, notes, field mapping and SQL are tenant content. Read them with dlake admin crmpro_templates against the tenant that holds them.
Does the forward sync delete anything in the CRM?
Each template group carries its own insert, update and delete flags, and the integration page lists what each group does. Read a process with dlake admin crmpro_get_process before activating it.
Is there a write-back from Dynamics CRM to Infor CSD?
No. The repository ships no TxDownloaderPro page for Dynamics CRM into Infor CSD, so changes made in Dynamics CRM are not carried back to Infor CSD by a supported process. Only the Phase 1 forward sync exists for this pair.
Can an AI agent set this up?
Yes, over the admin control plane or the CLI — the same tools either way. The crmpro_* tools cover listing, reading, creating and updating processes. They need a full-scope key that belongs to a user holding the Admin role, and every write is audited.
Where is the authoritative source for this pair?
The skill pages in the dlake CLI repository, which is where this page is generated from. The forward sync page is linked at the foot of the integration page, and the same text is readable in the terminal with dlake skills show.
Related
Every ERP and CRM integration · CRMPro (forward sync) · TxDownloaderPro (writeback sync) · AI agents & MCP · Dynamics CRM integrations on commercient.com
