Microsoft Dynamics NAV 2016 Works Natively with Microsoft Dynamics CRM


With Microsoft Dynamics NAV 2016, we are enabling a tight integration between Dynamics NAV 2016 and Microsoft Dynamics CRM to allow for a more efficient lead to cash process. We are ensuring the users of the two products can make more informed decisions without switching products.

The integration is enabled with a default definition from within Microsoft Dynamics NAV which is simple to setup and to customize

Summary of key benefits

Working in the two systems generates lots of data that are very useful in the specific process, but it also creates data that can be used to make other people more efficient. The focus of the integration has been to utilize the strengths of the two systems and then sharing it when needed

Sharing information:

  • When you integrate data from Microsoft Dynamics CRM entities such as accounts, contacts, with equivalent record types in Microsoft Dynamics NAV such as customers and contacts; you open up for getting more information available to make better business decisions. A key example of this is the access to up-to-date financial information for their accounts for Dynamics CRM users
  • Likewise, users of Microsoft Dynamics NAV now have easy access to information about Dynamics CRM opportunities and cases for a specific customer.

Efficient Order Processing:

  • Synchronizing items, prices, and currencies from Dynamics NAV into a CRM pricelist enables the sales people to create up to date sales orders in CRM. Having these flow seamlessly to Dynamics NAV Sales Orders where the actual invoicing is supported ensures an efficient lead to cash process

Easy integration:

  • The integration is simple to setup and comes with a default set of integration points. Synchronization can be done automatically, ensuring that the required data is always up to date. It is possible to control the entities that are involved in the integration manually as well
  • Synchronization of key entities is enabled automatically, ensuring that the required data is always up to date.
  • It is possible to control the entities that are involved in the integration manually as well

 

Comments (1)

  1. Rikke Lassen says:

    Follow up after Directions
    After having fun presenting the Works with CRM online offline, I thought I would post a couple of quick follow up remarks to the blog. First of all; Thank you for all the great and positive feedback! Secondly I want to ensure that you all found all the information that we provide – especially around the technical parts for understanding the solution. A couple of question came up repeatedly during the conference:
    1. What can I do if I want to extend or changes the Dynamics NAV and CRM integration?
    a. All the steps involved in creating the CRM table in NAV and adding fields to the solution is described in help on msdn (https://msdn.microsoft.com/en-us/library/mt574380(v=nav.90).aspx)
    b. Integration table mappings shows the default entities that are involved in the synchronization – actual fields in the default implementation is determined by Codeunit 5334
    2. Which are the default entities in the solution?
    a. Please check the same link as above on msdn– there is a special section talking to the entities and special considerations.
    3. Note that we actually are utilizing templates when creating new entries in the two systems. New customers in NAV will be using a special Customer Config template – which can be changed quite easily to allow for special fields that needs to be set in the customer’s solution. If you need more than one template depending on a condition this can be done by using events.
    4. Access to a full sync that runs all jobs queue entries in the correct order from the CRM connection setup. Look under Actions for the Run Full Synchronization
    I hope this answered the most common questions for now
    Regards – Rikke Lassen