Integrating Microsoft Dynamics CRM in Microsoft Dynamics NAV

Microsoft Dynamics NAV 2016 enables seamless integration in the lead-to-cash process for customers who use Microsoft Dynamics CRM for customer engagement and Microsoft Dynamics NAV for order processing and financials. Tight integration with Microsoft Dynamics CRM provides the following capabilities:

  • Enables users to work in both Microsoft Dynamics CRM and Microsoft Dynamics NAV.User can view the data for equivalent records, such as Microsoft Dynamics NAV customers and Microsoft Dynamics CRM 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 CRM and Microsoft Dynamics NAV.Changes to records in Microsoft Dynamics CRM, such as accounts, can be copied to corresponding records in Microsoft Dynamics NAV, such as customers. This enables users to keep information up-to-date in both applications.

Features of Microsoft Dynamics CRM Integration

Microsoft Dynamics CRM integration enables you to couple Microsoft Dynamics CRM records with Microsoft Dynamics NAV records – essentially linking the records together. Once coupled, you can access Microsoft Dynamics CRM records from Microsoft Dynamics NAV and, for some entities, access Microsoft Dynamics NAV records from Microsoft Dynamics CRM (see the note after the following table). You can also synchronize data between records so that data is the same in both systems. The following table describes the Microsoft Dynamics CRM entities that are integrated with Microsoft Dynamics NAV record types (tables) in the default implementation and the supported features.

Microsoft Dynamics CRM entity Microsoft Dynamics NAV record type (table) Features
Account Customer
  • In Microsoft Dynamics NAV:
    • Create a customer in Microsoft Dynamics NAV based on an account in Microsoft Dynamics CRM. Or, create an account in Microsoft Dynamics CRM based on a customer in Microsoft Dynamics NAV. The records in Microsoft Dynamics NAV and Microsoft Dynamics CRM are coupled and can be synchronized as changes are made in either system.
    • Access a coupled account in Microsoft Dynamics CRM from a customer in Microsoft Dynamics NAV.
    • View and access opportunities, cases, and quotes that are associated with a corresponding account in Microsoft Dynamics CRM.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a customer in Microsoft Dynamics NAV from an account.
    • View customer statistics from Microsoft Dynamics NAV in a quick view form.
    • Posts are automatically added on accounts in Microsoft Dynamics CRM when sales orders are posted for a customer in Microsoft Dynamics NAV.
Contact Contact
  • In Microsoft Dynamics NAV:
    • Create a contact in Microsoft Dynamics NAV based on a contact in Microsoft Dynamics CRM. Or, create a contact in Microsoft Dynamics CRM based on a contact in Microsoft Dynamics NAV. The records in Microsoft Dynamics NAV and Microsoft Dynamics CRM are coupled and can be synchronized as changes are made in either system.
    • Access a coupled Microsoft Dynamics CRM contact from a Microsoft Dynamics NAV contact.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM and from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a coupled Microsoft Dynamics NAV contact from a Microsoft Dynamics CRM contact.
User Salesperson

Purchaser

  • In Microsoft Dynamics NAV:
    • Access a coupled user in Microsoft Dynamics CRM from a salesperson in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics CRM to Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a coupled salesperson in Microsoft Dynamics NAV from a user in Microsoft Dynamics CRM.
Product Item and Resource
  • In Microsoft Dynamics NAV:
    • Create and couple a new product in Microsoft Dynamics CRM from an item or resource in Microsoft Dynamics NAV.
    • Access a coupled product in Microsoft Dynamics CRM from an item or resource in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.
  • In Microsoft Dynamics CRM:
    • Access an item or resource in Microsoft Dynamics NAV from a product in Microsoft Dynamics CRM.
Transaction Currency Currency
  • In Microsoft Dynamics NAV:
    • Create and couple a new transaction in Microsoft Dynamics CRM from a currency in Microsoft Dynamics NAV.
    • Access a coupled transaction currency in Microsoft Dynamics CRM from a currency in Microsoft Dynamics NAV.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.
Unit Group Unit of Measure
  • In Microsoft Dynamics NAV:
    • Create a new unit group in Microsoft Dynamics CRM from a unit of measure in Microsoft Dynamics NAV.
    • Access a coupled Microsoft Dynamics CRM unit group from a Microsoft Dynamics NAV unit of measure.
    • Manual and scheduled data synchronization from Microsoft Dynamics NAV to Microsoft Dynamics CRM.
Sales Order Sales Order
  • In Microsoft Dynamics NAV:
    • Create and couple a sales order in Microsoft Dynamics NAV based on a submitted sales order in Microsoft Dynamics CRM.
    • Access a coupled sales order in Microsoft Dynamics CRM from the sales order in Microsoft Dynamics NAV.
  • In Microsoft Dynamics CRM:
    • Access a sales order in Microsoft Dynamics NAV from a sales order in Microsoft Dynamics CRM.
    • When a sales order is posted in Microsoft Dynamics NAV, the status of the coupled Microsoft Dynamics CRM sales order changes to invoiced.
Dn951570.note(en-us,NAV.90).gifNote
After a sales order is created in Microsoft Dynamics NAV, you cannot synchronize data between the Microsoft Dynamics NAV sales order and the Microsoft Dynamics CRM sales order.
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Important

Navigating from Microsoft Dynamics CRM records to Microsoft Dynamics NAV records is only supported if the Microsoft Dynamics NAV integration solution is installed in Microsoft Dynamics CRM.