Setting Up Dynamics CRM Integration in Dynamics NAV

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This section describes how to set up Microsoft Dynamics CRM integration in Microsoft Dynamics NAV. You can use default integration, or you can configure the integration manually.

Getting Started

To get started with Microsoft Dynamics CRM integration, perform the following tasks:

  1. Set up Microsoft Dynamics CRM.

    You must set up users in Microsoft Dynamics CRM for connecting to and synchronizing Microsoft Dynamics CRM. Optionally, you can install the Microsoft Dynamics NAV integration solution that enables viewing Microsoft Dynamics NAV customer statistics and navigating to customers from directly from Microsoft Dynamics CRM accounts, contacts, users, and products.

    For more information, see How to: Set Up Microsoft Dynamics CRM for Integration with Dynamics NAV.

  2. Set up a connection to Microsoft Dynamics CRM.

    You must establish a connection from Microsoft Dynamics NAV to your Microsoft Dynamics CRM organization.

    For more information, see How to: Set Up a Microsoft Dynamics CRM Connection.

  3. Validate the data synchronization setup.

    If you enabled the default data synchronization, verify that the integration synchronization jobs and integration table mappings are set up to synchronize the proper data.

    For more information, see Synchronizing Microsoft Dynamics NAV and Dynamics CRM.

    Make sure that you start a job queue.

  4. Couple Microsoft Dynamics NAV and Microsoft Dynamics CRM records.

    For more information, see Record Couplings and How to: Couple and Synchronize Records Manually

See Also

Tasks

How to: Set Up a Microsoft Dynamics CRM Connection
How to: Enable Default Dynamics CRM Synchronization Setup