With Microsoft Dynamics CRM integration, you can decide whether to synchronise data between Microsoft Dynamics CRM and Microsoft Dynamics NAV. Synchronisation is the process that makes the data in Microsoft Dynamics NAV records (such as customers, contacts, and sales people) and the equivalent records in Microsoft Dynamics CRM (such as accounts, contacts, and users) the same. Conceptually, synchronisation copies data between Microsoft Dynamics CRM entities and Microsoft Dynamics NAV record types (tables). Depending on the record type, data can be synchronised from Microsoft Dynamics CRM to Microsoft Dynamics NAV and from Microsoft Dynamics NAV to Microsoft Dynamics CRM. As users work with data in Microsoft Dynamics CRM and Microsoft Dynamics NAV, synchronisation keeps the data in both systems up-to-date.
Before you can start to synchronise data, you must enable the synchronisation setup, if not already enabled. For more information, see how How to: Enable Default Dynamics CRM Synchronisation Setup. After synchronisation is enabled, there are two ways that synchronisation can be performed. You can set up synchronisation to occur automatically on a scheduled basis by using the job queue or you can manually synchronise records from the Microsoft Dynamics NAV client. For more information, see the following topics:
How to: Couple and Synchronise Records Manually.
Scheduling Synchronisation by Using the Synchronisation Job Queue Entries.
Standard Microsoft Dynamics CRM Entity Mappings for Synchronisation
The following table lists the Microsoft Dynamics NAV record types (tables) and corresponding Microsoft Dynamics CRM entities that can be synchronised out-of-the-box.
| Microsoft Dynamics NAV | Microsoft Dynamics CRM | Synchronisation Direction | Default Filter |
|---|---|---|---|
Salesperson/Purchaser | User | From Microsoft Dynamics CRM to Microsoft Dynamics NAV | Microsoft Dynamics CRM contact filter: Status is No. |
Customer | Account | From Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV. | Microsoft Dynamics CRM account filter: Relationship type is Customer and status is Active. |
Contact | Contact | From Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV. | Microsoft Dynamics NAV contact filter: Type is Person and the contact is assigned to a company. Microsoft Dynamics CRM contact filter: Contact is assigned to a company and the parent customer type is Account. |
Transaction Currency | Currency | From Microsoft Dynamics NAV to Microsoft Dynamics CRM. | |
Unit Group | Unit of Measure | From Microsoft Dynamics NAV to Microsoft Dynamics CRM. | |
Product | Item | From Microsoft Dynamics NAV to Microsoft Dynamics CRM. | |
Resource | From Microsoft Dynamics NAV to Microsoft Dynamics CRM. |
The Microsoft Dynamics CRM entities and Microsoft Dynamics NAV tables which are synchronized are defined by table mapping entries in table 5335 Integration Table Mapping. You can view the mappings and set up filters from page 5335 Integration Table Mappings. The mapping between the fields in Microsoft Dynamics NAV records and the fields in Microsoft Dynamics CRM entities are defined by field mapping entries in the table 5336 Integration Field Mapping and additional mapping logic. For more information, see Integration Table Mappings and Integration Field Mappings.
Synchronisation Rules
The following table describes rules that control the synchronisation between Microsoft Dynamics CRM entities and Microsoft Dynamics NAV tables.
General | Modifications to data in Microsoft Dynamics CRM that are performed by the Microsoft Dynamics CRM connection account are ignored. The changes will not be synchronised. Therefore, is a recommended that you do not make modifications to data by using the Microsoft Dynamics CRM connection account. |
Customers |
|
Contacts | Only contacts in Microsoft Dynamics CRM that are associated with an account will be created in Microsoft Dynamics NAV. |
Currencies | Currencies are coupled to transaction currencies in Microsoft Dynamics CRM based on ISO codes. Only currencies that have a standard ISO code will be coupled and synchronised with transaction currencies. |
Unit of Measures | Unit of measures are synchronised with unit groups in Microsoft Dynamics CRM. There can be only one unit of measure defined in the unit group. |
Items | When synchronising items with Microsoft Dynamics CRM products, Microsoft Dynamics NAV automatically creates a price list in Microsoft Dynamics CRM. To avoid synchronisation errors, you should not modify this price list manually. |