Integration
Infor SyteLine and Dynamics CRM
Dynamics CRM back to Infor SyteLine. Both directions are separate sync products, configured independently, and this page shows what the shipped catalogue sets up for this pair.
- No Phase 1 for this pair
- Phase 2 · write-back
In plain wordsChanges made in Dynamics CRM are carried back to Infor SyteLine. There is no shipped forward sync into Dynamics CRM for this pair.
This page documents what the shipped catalogue sets up. For the commercial overview of the same pair — editions, licensing and how to buy it — Commercient publishes Infor SyteLine to Dynamics CRM integration on commercient.com .
Phase 1 — Infor SyteLine to Dynamics CRM
Phase 2 — Dynamics CRM back to Infor SyteLine
What you getChanges made in Dynamics CRM to contacts, ERP contacts, Contact (version 3), accounts, ERP customers, Customer 360, Order Product, ERP customer order lines, ERP blanket order lines, Price List Item, ERP customer item prices, Sales Order, ERP customer orders, Opportunity, ERP opportunities, products, ERP product mix items, Quotes, Prospect, Sales order details, Account Address, ERP shipping addresses, Quote are carried back to Infor SyteLine.
| Process | What it delivers | Source → destination | Templates | Operations |
|---|---|---|---|---|
| Create New Contact | Dynamics 365 Contact to Infor LN Contact (version 3) (insert) | Contact → ERP contacts, Contact (version 3) | 2 | create |
| Create New Customer | Dynamics 365 Account to Infor LN Customer 360 (insert) | Account → ERP customers, Customer 360 | 2 | create |
| Create or Update Blanket Order Item | Dynamics 365 Order Product to Infor SyteLine ERP customer order lines blanket release (insert) | Order Product → ERP customer order lines | 2 | create / update |
| Create or Update Blanket Order Line | Dynamics 365 Order Product to Infor SyteLine ERP blanket order lines blanket release (insert) | Order Product → ERP blanket order lines | 2 | create / update |
| Create or Update Customer Item Prices | Dynamics 365 Price List Item to Infor SyteLine ERP customer item prices customer price (insert) | Price List Item → ERP customer item prices | 2 | create / update |
| Create or Update New Estimate or Quote With Blanket Lines | Dynamics 365 Sales Order to Infor SyteLine ERP customer orders blanket estimate (insert) | Sales Order → ERP customer orders | 2 | create / update |
| Create, Update or Delete Opportunity | Dynamics 365 Opportunity to Infor SyteLine ERP opportunities (insert) | Opportunity → ERP opportunities | 2 | create / update |
| Create, Update or Delete Product Item | Dynamics 365 Product to Infor SyteLine ERP product mix items (insert) | Product → ERP product mix items | 2 | create / update |
| Update Customer | Dynamics 365 Account to Infor SyteLine ERP customers (update) | Account → ERP customers, Customer 360 | 2 | update |
| Create New Customer Order | — | Sales Order → ERP customer orders | 1 | create |
| Create New Estimate | Create New Estimate or Quote from Dynamics CRM | Quotes → Quotes | 1 | create |
| Create New Prospects | — | Account → Prospect | 1 | create |
| Create New Sales Order | Dynamics 365 Sales Order to Infor LN Sales order details (insert) | Sales Order → Sales order details | 1 | create |
| Create New Ship To Address | Dynamics 365 account address to Infor SyteLine ERP customers shipping (insert) | Account Address → ERP customers | 1 | create |
| Create, Update or Delete Ship To Address | Dynamics 365 account address to Infor SyteLine ERP shipping addresses (update) | Account Address → ERP shipping addresses | 1 | update |
| Update Contact | Dynamics 365 Contact to Infor LN Contact (version 3) (update) | Contact → Contact (version 3) | 1 | update |
| Update Estimate or Quote | Dynamics 365 Quote to Infor SyteLine ERP customer orders estimate (update) | Quote → ERP customer orders | 1 | update |
| Update Ship To Address | Dynamics 365 account address to Infor SyteLine ERP customers shipping (update) | Account Address → ERP customers | 1 | update |
Objects moved
- Contact
- ERP contacts
- Contact (version 3)
- Account
- ERP customers
- Customer 360
- Order Product
- ERP customer order lines
- ERP blanket order lines
- Price List Item
- ERP customer item prices
- Sales Order
- ERP customer orders
- Opportunity
- ERP opportunities
- Product
- ERP product mix items
- Quotes
- Prospect
- Sales order details
- Account Address
- ERP shipping addresses
- Quote
Setting up Infor SyteLine 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 SyteLine'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 SyteLine
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 SyteLine code> --fields @fields.json
$ dlake admin registration_connector_provision
$ dlake admin registration_provisioning_status
The wizard in full, including resuming a setup days later: Setting up an integration with dlake · Registering a new Data Lake.
0Source 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 SyteLine and Dynamics CRM: common questions
Which way does data move between Infor SyteLine and Dynamics CRM?
One way. Phase 2 (TxDownloaderPro) carries changes made in Dynamics CRM back to Infor SyteLine. The repository ships no CRMPro forward sync for this pair, so there is no supported Phase 1 from Infor SyteLine into Dynamics CRM.
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.
Can I push Infor SyteLine records into Dynamics CRM?
Not with a shipped forward sync. The repository carries no CRMPro page for Infor SyteLine into Dynamics CRM, only the TxDownloaderPro write-back in the other direction. Treat any forward sync for this pair as unsupported unless the catalogue gains one.
What does the write-back from Dynamics CRM create in Infor SyteLine?
The default set ships 18 processes for this pair: Create New Contact, Create New Customer, Create or Update Blanket Order Item, Create or Update Blanket Order Line, Create or Update Customer Item Prices, Create or Update New Estimate or Quote With Blanket Lines, Create, Update or Delete Opportunity, Create, Update or Delete Product Item and 10 more. Each one takes a saved query against Dynamics CRM, an inbound mapping document, and writes the result into Infor SyteLine.
Which objects does the write-back move?
Contact, ERP contacts, Contact (version 3), Account, ERP customers, Customer 360, Order Product, ERP customer order lines and 15 more. Those are the kinds of Dynamics CRM record the shipped processes carry back to Infor SyteLine.
What does "Phase 2 ready" mean?
It means the tenant has at least one TxDownloaderPro process. Creating a process with txdownloaderpro_create_process is what flips a customer to Phase 2 ready; registering the product alone does not, because registering says what to run and the configuration says what it runs on.
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How do I see the write-back processes and whether they are failing?
dlake admin txdownloaderpro_list_processes returns every Phase 2 process with its 30-day unresolved-error count, which is the same grid the portal shows. txdownloaderpro_get_process returns one process in its edit shape, including the query and both mapping documents.
Can an AI agent set this up?
Yes, over the admin control plane or the CLI — the same tools either way. The txdownloaderpro_* 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 write-back 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
