Integrating Dynamics 365 for Sales in Dynamics NAV
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Dynamics NAV enables seamless integration in the lead-to-cash process for customers who use Microsoft Dynamics 365 for Sales for customer engagement and Dynamics NAV for order processing and financials. Tight integration with Microsoft Dynamics 365 for Sales provides the following capabilities:
Enables users to work in both Microsoft Dynamics 365 for Sales and Dynamics NAV.
User can view the data for equivalent records, such as Dynamics NAV customers and Microsoft Dynamics 365 for Sales accounts from either system. They can work in the application that they prefer and are most efficient in, and make more informed decisions without switching applications.
Data can be shared and synchronized between Microsoft Dynamics 365 for Sales and Dynamics NAV.
Changes to records in Microsoft Dynamics 365 for Sales, such as accounts, can be copied to corresponding records in Dynamics NAV, such as customers. This enables users to keep information up-to-date in both applications.
Features of Microsoft Dynamics 365 for Sales Integration
Microsoft Dynamics 365 for Sales integration enables you to couple Microsoft Dynamics 365 for Sales records with Dynamics NAV records - essentially linking the records together. Once coupled, you can access Microsoft Dynamics 365 for Sales records from Dynamics NAV and, for some entities, access Dynamics NAV records from Microsoft Dynamics 365 for Sales (see the note after the following table). You can also synchronize data between records so that data is the same in both systems.
Note
For Dynamics NAV fields of type Option, only records for options that also exist in Microsoft Dynamics 365 for Sales can be synchronized. During synchronization, such non-mapped options are ignored, the missing options are appended to the related Dynamics NAV table and added to the CRM Option Mapping system table for manual handling later, for example by adding the missing options in either product and then updating the mapping. For more information, see [Handling Missing Option Values in Mapping](Handling Missing Option Values in Mapping.md).
The following table describes the Microsoft Dynamics 365 for Sales entities that are integrated with Dynamics NAV record types (tables) in the default implementation and the supported features.
Microsoft Dynamics 365 for Sales entity
Dynamics NAV record type (table)
Features
Account
Customer
In Dynamics NAV:
Create a customer in Dynamics NAV based on an account in Microsoft Dynamics 365 for Sales. Or, create an account in Microsoft Dynamics 365 for Sales based on a customer in Dynamics NAV. The records in Dynamics NAV and Microsoft Dynamics 365 for Sales are coupled and can be synchronized as changes are made in either system.
Access a coupled account in Microsoft Dynamics 365 for Sales from a customer in Dynamics NAV.
View and access opportunities, cases, and quotes that are associated with a corresponding account in Microsoft Dynamics 365 for Sales.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Dynamics NAV.
In Microsoft Dynamics 365 for Sales:
Access a customer in Dynamics NAV from an account.
View customer statistics from Dynamics NAV in a quick view form.
Posts are automatically added on accounts in Microsoft Dynamics 365 for Sales when sales orders are posted for a customer in Dynamics NAV.
Contact
Contact
In Dynamics NAV:
Create a contact in Dynamics NAV based on a contact in Microsoft Dynamics 365 for Sales. Or, create a contact in Microsoft Dynamics 365 for Sales based on a contact in Dynamics NAV. The records in Dynamics NAV and Microsoft Dynamics 365 for Sales are coupled and can be synchronized as changes are made in either system.
Access a coupled Microsoft Dynamics 365 for Sales contact from a Dynamics NAV contact.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Dynamics NAV.
In Microsoft Dynamics 365 for Sales:
Access a coupled Dynamics NAV contact from a Microsoft Dynamics 365 for Sales contact.
User
Salesperson/Purchaser
In Dynamics NAV:
Access a coupled user in Microsoft Dynamics 365 for Sales from a salesperson in Dynamics NAV.
Manual and scheduled data synchronization from Microsoft Dynamics 365 for Sales to Dynamics NAV.
In Microsoft Dynamics 365 for Sales:
Access a coupled salesperson in Dynamics NAV from a user in Microsoft Dynamics 365 for Sales.
Product
Item and Resource
In Dynamics NAV:
Create and couple a new product in Microsoft Dynamics 365 for Sales from an item or resource in Dynamics NAV.
Access a coupled product in Microsoft Dynamics 365 for Sales from an item or resource in Dynamics NAV.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales.
In Microsoft Dynamics 365 for Sales:
Access an item or resource in Dynamics NAV from a product in Microsoft Dynamics 365 for Sales.
Unit Group
Unit of Measure
In Dynamics NAV:
Create a new unit group in Microsoft Dynamics 365 for Sales from a unit of measure in Dynamics NAV.
Access a coupled Microsoft Dynamics 365 for Sales unit group from a Dynamics NAV unit of measure.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales.
Transaction Currency
Currency
In Dynamics NAV:
Create and couple a new transaction in Microsoft Dynamics 365 for Sales from a currency in Dynamics NAV.
Access a coupled transaction currency in Microsoft Dynamics 365 for Sales from a currency in Dynamics NAV.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales.
Price List
Customer Price Group
In Dynamics NAV:
Create and couple a price list in Microsoft Dynamics 365 for Sales from a customer price group in Dynamics NAV.
Access a coupled price list in Microsoft Dynamics 365 for Sales from a customer price group in Dynamics NAV.
Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales.
Note: Due to differences in price lists and customer price groups between Dynamics NAV and Microsoft Dynamics 365 for Sales, you must pay attention to the following:
Sales prices for sales type other than customer price groups are ignored.
When sales prices for customer price group have prices in different currencies in Dynamics NAV, you must create a separate customer price group for each currency to accommodate price list differences in Microsoft Dynamics 365 for Sales.
Starting and ending dates are not synchronized to price lists as they are defined for sales prices in Dynamics NAV and on price lists in Microsoft Dynamics 365 for Sales.
Sales Order
Sales Order
In Dynamics NAV:
Create and couple a sales order in Dynamics NAV based on a submitted sales order in Microsoft Dynamics 365 for Sales.
Access a coupled sales order in Microsoft Dynamics 365 for Sales from the sales order in Dynamics NAV.
In Microsoft Dynamics 365 for Sales:
Access a sales order in Dynamics NAV from a sales order in Microsoft Dynamics 365 for Sales.
When a sales order is posted in Dynamics NAV, the status of the coupled Microsoft Dynamics 365 for Sales sales order changes to invoiced.
Note: After a sales order is created in Dynamics NAV, you cannot synchronize data between the Dynamics NAV sales order and the Microsoft Dynamics 365 for Sales sales order.
Important
Navigating from Microsoft Dynamics 365 for Sales records to Dynamics NAV records is only supported if the Dynamics NAV integration solution is installed in Microsoft Dynamics 365 for Sales. For more information, see How to: Prepare Dynamics 365 for Sales for Integration with Dynamics NAV.