Configuración conexión NATIVA Microsoft Dynamics NAV y Dynamics CRM • Connection setup in

Dynamics NAV• Automatic

synchronization or Coupling• Viewing data from the

other system

Setup and Enable Dynamics CRM Connection• The IT administration has been

expanded with a new area called Services.• You can configure the integration

in the Microsoft Dynamics CRM Connection Setup.• The Integration Table Mappings show the enabled mappings.• The Integration Syncronization Jobs shows the latest status.• The Integration Synchronization Errors will give full access to all errors.

Setup and enable Dynamics CRM Connection1. Identify Host Name, User Name and

Password in Dynamics CRM and enter it in the setup.

2. Click Test Connection to validate a correct setup.

3. Enable the Connection will populate the default synchronization jobs.

4. To utilize automatic synchronization you need to setup and utilize the Job Queue.

5. Job queues needs to be started in correct order. This is possible through Full Sync Action.

6. Easy access to the implemented mapping for syncronization.

7. Access to syncronization issues.8. Additional settings for sales order

synchronization and Security.

Running Job Queue1.Start the default Job Queue

to run in process.2.Start the Job Queue Entries

in the right sequence:• Synchronize Sales People• Synchronize Currencies • Synchronize Unit of

Measure• Synchronize Customers• Synchronize Contacts• Synchronize Item-

Product• Synchronize Resource-

Product• Initial startup can be

handled by the Run Full Synchronization action in Dynamics CRM Connection Setup page.

Default Integration Mapping1. Default mapping

enabled from the Dynamics CRM Connection Setup.

2. Synchronization can be filtered to cover the business needs on the Table Filter and Integration Table Filter.

3. Creation of Customers is done utilizing the Table Config template Code.

4. Note: Field mapping is handled by codeunits and are not changeable in the UI

Deploy SolutionSolution can be found on the DVDThe solution contains two entities:• Dynamics NAV

Account Statistics• Dynamics NAV

Connection

The connection gets populated from the Dynamics CRM connection Setup page in Dynamics NAV

Overview of Synchronization• Capability to see

details the latest synchronization, such as how many of issues.

• More details on failures available from the View Integration Synch Job Logs.

• Ability to navigate to the actual failing entity. Either Source or Target

Service Connection Status1. The Service Connection page offers insight in the existing service

connections and their status.

Status for Dynamics CRM ConnectionNew pages to monitor in the IT Managers Role center :

• The Dynamics CRM Synch Job Status monitors the automatic synchronization and Job queues

• The Service Connection Status shows the status of the connections to services that have been setup.