Working with Dynamics CRM Data in Microsoft Dynamics NAV
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When your application is set up to integrate with Microsoft Dynamics CRM, you have access to Microsoft Dynamics CRM data from the Microsoft Dynamics NAV client and vice versa in some cases. Microsoft Dynamics CRM integration enables you to work with and synchronize data types that are common to both Microsoft Dynamics CRM and Microsoft Dynamics NAV, such as customers, contacts, and sales information, and keep the data up-to-date in both locations.
Microsoft Dynamics CRM entities, such as accounts, are integrated with equivalent Microsoft Dynamics NAV record types, such as customers. To work with Microsoft Dynamics CRM data, you set up couplings between Microsoft Dynamics NAV records and Microsoft Dynamics CRM entity records. For example, you set up a coupling between a specific customer in Microsoft Dynamics NAV and a corresponding account in Microsoft Dynamics CRM.
The following table describes the Microsoft Dynamics CRM entities that are integrated with Microsoft Dynamics NAV record types.
Microsoft Dynamics CRM
Microsoft Dynamics NAV
Description
For more information, see
Accounts
Customers
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.
Synchronize the customer and account so that data in fields that are mapped between the records is the same in both locations. You can synchronize 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.
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.
Synchronize the contact in Microsoft Dynamics NAV and Microsoft Dynamics CRM so that data in fields that are mapped between the records is the same in both locations. You can synchronize 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.
Access a coupled user in Microsoft Dynamics CRM from a salesperson in Microsoft Dynamics NAV.
Synchronize a Microsoft Dynamics NAV salesperson with a Microsoft Dynamics CRM user so that data in fields that are mapped between the records is the same in both locations. You can synchronize from Microsoft Dynamics CRM to Microsoft Dynamics NAV only.
In Microsoft Dynamics CRM:
Access a coupled salesperson in Microsoft Dynamics NAV from a user in Microsoft Dynamics CRM.
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.
Synchronize a Microsoft Dynamics CRM product with a Microsoft Dynamics NAV item or resource so that data in fields that are mapped between the records is the same in both locations. You can synchronize from Microsoft Dynamics NAV to Microsoft Dynamics CRM only.
In Microsoft Dynamics CRM:
Access an item or resource in Microsoft Dynamics NAV from a product in Microsoft Dynamics CRM.
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 currency in Microsoft Dynamics NAV.
Synchronize a Microsoft Dynamics CRM transaction currency with a Microsoft Dynamics NAV currency so that data in fields that are mapped between the records is the same in both locations. You can synchronize from Microsoft Dynamics NAV to Microsoft Dynamics CRM only.
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.
Synchronize a Microsoft Dynamics CRM unit group with a Microsoft Dynamics NAV unit of measure so that data in fields that are mapped between the records is the same in both locations. You can synchronize from Microsoft Dynamics NAV to Microsoft Dynamics CRM only.
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.
Navigating from records in Microsoft Dynamics CRM to records Microsoft Dynamics NAV is only possible if Microsoft Dynamics CRM is set up with the Microsoft Dynamics NAV solution to support this feature. For more information, see How to: Set Up Microsoft Dynamics CRM for Integration with Dynamics NAV.
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