Integration Concepts and Terminology

The integration of Microsoft Dynamics CRM and Microsoft Dynamics NAV involves the integration between entities in Microsoft Dynamics CRM, such as accounts, and equivalent record types (tables) in Microsoft Dynamics NAV, such as customers. Integrating Microsoft Dynamics CRM involves several components and objects, along with business logic, working together. This section describes some of the main participants in integration.

Record Couplings

A coupling provides the basis for integrating records in Microsoft Dynamics CRM with records in Microsoft Dynamics NAV. Essentially a coupling associates or links a Microsoft Dynamics CRM record to a Microsoft Dynamics NAV record. For example a specific account is coupled to a specific customer. A coupling enables users to open records in Microsoft Dynamics CRM from the Microsoft Dynamics NAV client, and vice versa (if the Microsoft Dynamics NAV integration solution is installed in Microsoft Dynamics CRM). It is also used when synchronizing data between the records.

Couplings can be set up automatically by using the synchronization jobs or manually by editing the record in the Microsoft Dynamics NAV client. For more information, see Synchronizing Microsoft Dynamics NAV and Dynamics CRM and How to: Couple and Synchronize Records Manually.

Integration Tables

An integration table is a table in the Microsoft Dynamics NAV database that represents an entity in Microsoft Dynamics CRM. The integration table includes fields that correspond to fields in the entity. The integration table acts as a link or connector between the Microsoft Dynamics NAV table and the Microsoft Dynamics CRM entity. For example, for integrating the Microsoft Dynamics CRM accounts entity, the Microsoft Dynamics NAV database includes the integration table Account.

Integration Table Mappings

An integration table mapping links the Microsoft Dynamics NAV table to the integration table for the Microsoft Dynamics CRM entity. For each entity in Microsoft Dynamics CRM that you want to synchronize with corresponding data in Microsoft Dynamics NAV, there must be a corresponding integration table mapping. Integration table mappings are stored in table 5335 Integration Table Mappings and can be viewed and modified from page 5335 Integration Table Mappings. Complex mappings and synchronization rules are defined in codeunit 5341.

Integration Field Mappings

A field mapping associates a field in a Microsoft Dynamics CRM entity record with a field in a Microsoft Dynamics NAV record. The mapping is used to determine which data to synchronize between Microsoft Dynamics CRM and Microsoft Dynamics NAV records. The field mappings define which field in Microsoft Dynamics NAV corresponds to which field in Microsoft Dynamics CRM. For example a Microsoft Dynamics NAV customer includes some fields that are either not supported in Microsoft Dynamics CRM accounts, or you just do not want the data to be synchronized. Integration field mappings are defined in table 5336 Integration Field Mapping.

See Also

Tasks

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

Concepts

Integrating Microsoft Dynamics CRM in Microsoft Dynamics NAV
Setting Up Dynamics CRM Integration in Dynamics NAV