Using Integration Mode

Integration mode is a special, optional, Microsoft Dynamics 365 server mode that makes several changes to Dynamics 365's behavior and user interface. These changes improve the integration between Dynamics 365 and your ERP system.

Integration mode must be started after Dynamics 365 is installed.

Integration mode provides the following functional differences:

• On the order detail page, the Create Invoice button is replaced with a Submit Order button. Clicking Submit Order changes the state of the order to "submitted" allowing it to be sent to the back office system for processing.
• Certain read-only fields in invoices, orders, and quotes become editable by an Integration user.

Start And Stop Integration Mode For Dynamics 365

To start integration mode, run the EnableIntegrationMode.dts file.

To stop integration mode, run the DisableIntegrationMode.dts file.

By default, these files are installed in ..\Users\Public\Public Documents\Scribe\Samples\MicrosoftDynamicsCRM.

Integration User Notes

In integration mode, only an Integration user can edit orders that are either canceled or invoiced, and invoices that are either canceled or paid.

• Dynamics 365 and CRM On-Premise — Do one of the following:
  • Use the default INTEGRATION user and the Run As feature.
  • Assign any other user the Integration role and either connect to Dynamics 365 as this user, or use the Run As feature.
• Dynamics 365 and CRM Online and IFD — Assign any other user the Integration role and connect to Dynamics 365 as this user.
• Dynamics CRM 4.x Active Directory (On-Premise) — Use the default INTEGRATION user with the Run As feature. In Dynamics CRM 4.x On-Premise the integration role is not available to be assigned to users.
• Dynamics CRM 4.x Windows Live ID (Online) — Assign any other user the Integration role and connect to Dynamics CRM 4.x as this user.  

Assigning the Integration User Role

To enable the Integration role you must set the isintegrationuser flag to True for that user in Dynamics 365. You can change this flag either by running a DTS file in the Workbench, or in Dynamics 365.

Note: By default, the isintegrationuser flag is not visible in Dynamics 365. To expose it, you must go into Customizations.

To ensure that this user does not use a license you can change the access mode to non-interactive. To make a user non-interactive, update the user record in Dynamics 365 to change the accessmode value to non-interactive.

For more information about Run As, see Additional Adapter Settings.