Microsoft Dynamics NAV 2017 enables seamless integration in the lead-to-cash process for customers who use Microsoft Dynamics CRM for customer engagement and Microsoft Dynamics NAV for order processing and financials. Tight integration with Microsoft Dynamics CRM provides the following capabilities:

Features of Microsoft Dynamics CRM Integration

Microsoft Dynamics CRM integration enables you to couple Microsoft Dynamics CRM records with Microsoft Dynamics NAV records - essentially linking the records together. Once coupled, you can access Microsoft Dynamics CRM records from Microsoft Dynamics NAV and, for some entities, access Microsoft Dynamics NAV records from Microsoft Dynamics CRM (see the note after the following table). You can also synchronize data between records so that data is the same in both systems. The following table describes the Microsoft Dynamics CRM entities that are integrated with Microsoft Dynamics NAV record types (tables) in the default implementation and the supported features.

Microsoft Dynamics CRM entity Microsoft Dynamics NAV record type (table) Features

Account

Customer

  • In Microsoft Dynamics NAV:
    • Create a customer in Microsoft Dynamics NAV based on an account in Microsoft Dynamics CRM. Or, create an account in Microsoft Dynamics CRM based on a customer in Microsoft Dynamics NAV. The records in Microsoft Dynamics NAV and Microsoft Dynamics CRM are coupled and can be synchronized as changes are made in either system.
    • Access a coupled account in Microsoft Dynamics CRM from a customer in Microsoft Dynamics NAV.
    • View and access opportunities, cases, and quotes that are associated with a corresponding account in Microsoft Dynamics CRM.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a customer in Microsoft Dynamics NAV from an account.
    • View customer statistics from Microsoft Dynamics NAV in a quick view form.
    • Posts are automatically added on accounts in Microsoft Dynamics CRM when sales orders are posted for a customer in Microsoft Dynamics NAV.

Contact

Contact

  • In Microsoft Dynamics NAV:
    • Create a contact in Microsoft Dynamics NAV based on a contact in Microsoft Dynamics CRM. Or, create a contact in Microsoft Dynamics CRM based on a contact in Microsoft Dynamics NAV. The records in Microsoft Dynamics NAV and Microsoft Dynamics CRM are coupled and can be synchronized as changes are made in either system.
    • Access a coupled Microsoft Dynamics CRM contact from a Microsoft Dynamics NAV contact.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a coupled Microsoft Dynamics NAV contact from a Microsoft Dynamics CRM contact.

User

Salesperson/Purchaser

  • In Microsoft Dynamics NAV:
    • Access a coupled user in Microsoft Dynamics CRM from a salesperson in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a coupled salesperson in Microsoft Dynamics NAV from a user in Microsoft Dynamics CRM.

Product

Item and Resource

  • In Microsoft Dynamics NAV:
    • Create and couple a new product in Microsoft Dynamics CRM from an item or resource in Microsoft Dynamics NAV.
    • Access a coupled product in Microsoft Dynamics CRM from an item or resource in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.
  • In Microsoft Dynamics CRM:
    • Access an item or resource in Microsoft Dynamics NAV from a product in Microsoft Dynamics CRM.

Transaction Currency

Currency

  • In Microsoft Dynamics NAV:
    • Create and couple a new transaction in Microsoft Dynamics CRM from a currency in Microsoft Dynamics NAV.
    • Access a coupled transaction currency in Microsoft Dynamics CRM from a currency in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.

Unit Group

Unit of Measure

  • In Microsoft Dynamics NAV:
    • Create a new unit group in Microsoft Dynamics CRM from a unit of measure in Microsoft Dynamics NAV.
    • Access a coupled Microsoft Dynamics CRM unit group from a Microsoft Dynamics NAV unit of measure.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.

Sales Order

Sales Order

  • In Microsoft Dynamics NAV:
    • Create and couple a sales order in Microsoft Dynamics NAV based on a submitted sales order in Microsoft Dynamics CRM.
    • Access a coupled sales order in Microsoft Dynamics CRM from the sales order in Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a sales order in Microsoft Dynamics NAV from a sales order in Microsoft Dynamics CRM.
    • When a sales order is posted in Microsoft Dynamics NAV, the status of the coupled Microsoft Dynamics CRM sales order changes to invoiced.
Note
After a sales order is created in Microsoft Dynamics NAV, you cannot synchronize data between the Microsoft Dynamics NAV sales order and the Microsoft Dynamics CRM sales order.

Important
Navigating from Microsoft Dynamics CRM records to Microsoft Dynamics NAV records is only supported if the Microsoft Dynamics NAV integration solution is installed in Microsoft Dynamics CRM. For more information, see How to: Set Up Microsoft Dynamics CRM for Integration with Dynamics NAV.

See Also