You can synchronize Microsoft Dynamics NAV and Microsoft Dynamics CRM on scheduled intervals by setting up jobs in the job queue. There are several synchronization jobs that are available out-of-the-box when you enable the default synchronization setup. The synchronization jobs are run by codeunit 5339 Integration synch Job Runner. For more information about the default Microsoft Dynamics CRM synchronization jobs, see Scheduled Synchronization Using the Synchronization Job Queue Entries.

By default, the Microsoft Dynamics CRM synchronization jobs are in the Ready status.

To prepare the integration table mappings for synchronization

  • If you do not want to synchronize all records for a specific Microsoft Dynamics CRM entity or Microsoft Dynamics NAV table, you can set up filters on table mappings to limit the records that are synchronized. By default, some of the Microsoft Dynamics CRM synchronization job queue entries are configured with filters. For example, in the CUSTOMER -Dynamics CRM synchronization job, Microsoft Dynamics CRM accounts have a filter to synchronize only accounts that have a customer relationship type of customer.

    For more information about how to set up filters, see How to: Modify Table Mappings for Synchronization.

  • By default, only records in Microsoft Dynamics NAV and Microsoft Dynamics CRM that are coupled will be synchronized by the integration synchronization jobs. You can set up table mappings so that new records will be created in the destination (for example, Microsoft Dynamics NAV) for each record in the source (for example, Microsoft Dynamics CRM) that is not already coupled. The new record is then coupled to the source record.

For more information, see How to: Modify Table Mappings for Synchronization

To run the Microsoft Dynamics CRM synchronization jobs

  1. Open the Job Queue Entries window.

    You can also access the Microsoft Dynamics CRM synchronization job queue entries from the Microsoft Dynamics CRM Connection Setup window. In the Search box, enter Microsoft Dynamics CRM Connection Setup, and then choose the related link. On the Navigate tab, in the General group, choose Synch. Job Queue Entries.

  2. In the Job Queue Entries window, set the status of the Microsoft Dynamics CRM synchronization jobs to Ready and make any other changes to the jobs as needed.

    For more information, see How to: Create Job Queue Entries.

    Important
    If you have set up the synchronization jobs to create new records, then when you enable synchronization for the first time, we recommend that you run the jobs in the following order to avoid dependency errors:

    1. CURRENCY - Dynamics CRM synchronization job
    2. SALEPEOPLE - Dynamics CRM synchronization job
    3. UNITOFMEASURE - Dynamics CRM synchronization job
    4. CUSTOMER - Dynamics CRM synchronization job
    5. CONTACTS - Dynamics CRM synchronization job
    6. RESOURCE-PRODUCT - Dynamics CRM synchronization job
    7. ITEM-PRODUCT - Dynamics CRM synchronization job

  3. Activate a job queue to run the synchronization jobs.

    For more information, see How to: Set Up Job Queues.

The jobs are now ready to run and scheduled synchronization with Microsoft Dynamics CRM is now fully enabled. For more information, see How to: View the Microsoft Dynamics CRM Synchronization Job Queue Status.

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