Thursday 8 October 2015

Dynamics NAV 2016 integration with Dynamics CRM

Hi,

I would like to share something which has been newly added in Microsoft Dynamics NAV 2016.

Integration between NAV and CRM is now much more easy no need of connector or any extra coding.


  
How many of you identified the new Table property in NAV 2016?? :D

here it is take a look



"TableType :: CRM"  your next question, what it does ?(Check it in my next post)

In this post let me show you how native integration works.


1) Open NAV 2016 and type 'CRM SETUP' in the search bar


2) Open CRM setup form 

 in "Dynamics CRM URL :" enter the url from CRM instance


3) Open 'User Card' in NAV instance, CRM authenticates via Office 365, provide CRM user id for authentication.






4) Provide user id password and check "Enabled:"
    Click "Test Connection" to check if authenticates successfully.

System will auto fill remaining fields 


5)Goto Account in CRM

6)Open default 'CRM Account' Form  by searching 'CRM Account' in NAV search bar 





Wow awesome!!! look at that entire CRM account records replicated in NAV :D

no coding no connector amazing work done by Microsoft.

Check my next post to find out how to integrate custom entities in CRM with NAV!!! 

Cheers...
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45 comments:

  1. Unknown19 November 2015 at 03:39

    Nice post. Have you tried with both On Premise and CRM Online? I find that the On Premise CRM works for submitting orders to NAV - and the Online version seems to have problems. When submitting an order the state of the order remains Active. It should change to Closed and StatusCode Sent. If I change the State by an On Demand workflow, the order pops up in NAV.
    Have you seen this behaviour?

    ReplyDelete
  2. Unknown19 November 2015 at 08:44

    Hi Marianne,

    Yes, I came across the same issue, it is a bug in online version.

    On-premise version will change status to Submitted but online version doesn't change even I used workflow to update the same.

    Cheers
    Krishna

    ReplyDelete
  3. Lee6 December 2015 at 03:41

    hi sir,

    is it flexible enough to allow us to map the fields and tables manually? such as custom fields from system tables etc

    ReplyDelete
  4. Unknown7 December 2015 at 00:05

    Hi Lee,

    Yes it is flexible, you need to customize for moving data custom Fields and Tables(check my post crm-nav-2016-custom-table-integrtaion). Microsoft has already done the mapping for base fields and tables between NAV and CRM data sync occurs VIA Batch Jobs in NAV.

    Regards
    Krishna

    ReplyDelete
  5. Lee7 December 2015 at 01:01

    thanks sir sundeep...actually i have also read your crm-nav-2016-custom-table-integrtaion post before this, which shows the integration between CRM custom enttity and NAV custom table. what about the default table in NAV? i guess its not recommended to change the TableType property of system existing table...correct me if i am wrong....

    ReplyDelete
  6. Unknown7 December 2015 at 01:40

    Hi Lee,

    Yes, don't touch the default objects. May I know exactly what your are trying to achieve so that I can suggest what has to be done.

    Regards
    Sundeep

    ReplyDelete
  7. Lee7 December 2015 at 01:51

    Hi sir, actually what need to be achieved now is only to have the sales order functionality of NAV in CRM, ie different price control for different customer/quantity/promotion period and discount control for line/lump sum. i found out all these info are in NAV 7002 table (Sales Price), which is not brought over when i sync the NAV "Item" table to CRM "Product" entity...headache...

    ReplyDelete
  8. Unknown7 December 2015 at 07:42

    Hi Lee,

    In NAV Sales Price is just used to validate it doesn't store the details of Sales Price any where on the Order level but in CRM Price List is saved on the Order leve, in your requirement orders created in NAV -> CRM. For Sales Price you need map NAV Table 7002 with Price List, Price List Item entity's in CRM.

    May I Know which version of NAV are you using.
    Is your CRM Online or On-premise?

    ReplyDelete
  9. Lee7 December 2015 at 17:28

    Hi sir, yup i found out the same thing also, NAV Sales Price can validate the Order price but CRM cant.

    The sales team wants to create order in CRM and sync to NAV for billing staff to create invoice based on the order.

    Do you know of any documentation about mapping NAV existing table to CRM entity? Seems like unable to this using New-NAVCrmTable command.

    Sir we are using NAV 2016 and CRM Online.

    ReplyDelete
  10. Anonymous7 December 2015 at 23:14

    Does this work between CRM 2011 on premise and NAV 2016 on premise ?

    ReplyDelete
  11. Unknown8 December 2015 at 01:39

    Hi Lee,

    Check the following link

    https://msdn.microsoft.com/en-us/library/mt574341(v=nav.90).aspx

    Hope this helps you.

    Regards
    Sundeep

    ReplyDelete
  12. Unknown8 December 2015 at 03:03

    Hi,

    I doubt it may not work with CRM 2011 On-Premise.

    Regards
    Krishna Sundeep

    ReplyDelete
  13. Unknown18 December 2015 at 03:27

    Hi Steven,

    You may come across this error due to various reasons like wrong user id, password or issue with url link.

    You said it is On-Premise is your CRM published on 'https' or it is 'http'. Can you check.

    I did this integration using CRM 2015 Online version. I didn't check for On-Premise.

    Check the link below which describes system requirement.

    https://msdn.microsoft.com/en-us/library/dd301054(v=nav.90).aspx#CRM



    Also check you proxy setting this may sometime cause this issue.



    Regards
    Krishna

    ReplyDelete
  14. Unknown18 December 2015 at 03:44

    Hi Steve,

    Before you start with configuring NAV you have to import a ZIP file into your CRM instance which is available in NAV 2016 DVD.

    Path : NAV2016 DVD\CrmCustomization\DynamicsNAVIntegrationSolution

    Need to Import and Publish this objects on your CRM instance or integration will not work.

    Regards
    Krishna

    ReplyDelete
  15. Unknown29 December 2015 at 23:07

    May I know when you are getting this error ?

    ReplyDelete
  16. Unknown5 January 2016 at 06:08

    Integration is same for CRM 2016 try after closing all the NAV user sessions.

    ReplyDelete
  17. NicholasM9 January 2016 at 03:12

    Hello Krishna,

    My apologies if this is a stupid question.

    After the integration, do CRM users need to be licensed for NAV now that they are seeing NAV data in CRM?

    Nicholas

    ReplyDelete
    Replies
    1. Unknown11 January 2016 at 06:47

      Hi Nicholas,

      CRM users are linked to existing NAV users no additional license is required, users are authenticated via office 365 accounts to NAV.

      Check the 5th screenshot in this post I am linking CRM office 365 account to NAV user.

      Regards
      Krishna

      Delete
  18. Lee16 January 2016 at 19:10

    Hi Sir Khrishna,

    Once the integration is set up, after some time if we have a new custom field in NAV Customer table, may i know how do we synch this field over to a matching new custom attribute in CRM Account entity?

    These are what i have tried and doesnt work:
    1. Create the field in NAV "Customer" (18) table
    2. Put the field into NAV "Customer Card" (21) page
    3. Create the attribute in CRM "Account" entity
    4. Create the field in NAV "CRM Account" (5341) table
    5. Add both matching field in NAV "Integration Field Mapping" (5336) table

    Doesnt work...

    ReplyDelete
    Replies
    1. Unknown18 January 2016 at 02:53

      Hi Lee,

      Did you restart NAV service after all these changes?

      Regards
      Krishna Sundeep

      Delete
  19. Lee18 January 2016 at 18:22

    Hi Sir,

    Yup, i restarted the sql and nav service.
    I thought i did it wrongly...so there is nothing wrong with my step above?

    Regards,
    Lee

    ReplyDelete
  20. Lee19 January 2016 at 01:37

    i found out its not supported to add new field in tables like "CRM Systemuser"(5340) or "CRM Account"(5341), because after i did so, an error occured when i open Connection Setup page

    Correct me if i am wrong..

    ReplyDelete
  21. J&B Doble5 February 2016 at 05:19

    Hi,

    I have correctly connect NAV 2016 (local demo) and a trial of CRM 2016 Online. I can open for example one account record in NAV and shows the record in CRM.
    But when I try to open an acoount record from CRM in the ribbon button DYNAMICS NAV of the account a received an error:

    "There was an error
    The URL contains a filter string with malformed and can not be processed .
    Form View - Forwarding CRM has to close"

    I`ve already create the conexion URL NAV in CRM configuration, and If I clic the link its open correctly NVA online (hoome page).

    Any idea? Many thanks.

    ReplyDelete
    Replies
    1. Unknown8 February 2016 at 03:45

      Hi,

      As far as I understand you are trying to open NAV Customer Page related to CRM from CRM Account by clicking on link on Account Form in CRM ?

      From your error I can understand that issue is with filter that you are passing. May I know how you are trying to filter NAV record fron CRM ?

      I hadn't tried this, will let you know if I find some thing similar.

      Regards
      Krishna Sundeep

      Delete
  22. J&B Doble8 February 2016 at 12:54

    Yes , i am trying to open a nav customer record from crm account form in the dynamic nav button om the ribbon.
    Sorry but i don't understand waht are you tellinh about the filter.
    If i open the record from nav it works ok but from crm i received the error.

    Thanks in advanced


    ReplyDelete
    Replies
    1. Unknown10 February 2016 at 08:47

      Can you check if Web Client is properly installed. Did you try to open NAV customer card using web client ?

      Delete
  23. J&B Doble10 February 2016 at 10:01

    Yes i can open any record from nav to nav web client in the browser.

    ReplyDelete
  24. Unknown11 February 2016 at 05:52

    Solution : I set both environments into English and it works OK.

    Cheers
    Krishna

    ReplyDelete
    Replies
    1. J&B Doble11 February 2016 at 09:05

      i spoke with microsoft and for this issue if you install NAV 2016 with accumulative package 4 (CU4) you can have this working in any language. i tested it and works ok in spanish !!!

      Regards.

      Delete
    2. Unknown12 February 2016 at 03:52

      Great work, keep going :)

      Delete
  25. krunal patel27 March 2016 at 22:39

    hi,

    is it possibla to Dynamic NAV 2015 on-premise integration with Dynamics CRM

    ReplyDelete
    Replies
    1. Unknown29 March 2016 at 02:38

      Yes, it is possible with Dynamics connector.

      Delete
    2. krunal patel29 March 2016 at 05:59

      Thank You ,

      Can you share some link to integration NAV 2015 on-premise to CRM 2016 Online because I have tired but wan't able to find any solution.

      Delete
  26. M. Brauweiler8 April 2016 at 02:01

    Dear Krishna,
    thank you very much for this post.
    I have a question regarding the synchronisation process. Does NAV check for updated/modified data or does it make a full scan before synchronizing the data?

    ReplyDelete
    Replies
    1. Unknown8 April 2016 at 03:32

      Hello Brauweiler,

      Yes, any data updates/modification will also sync. System keeps track of only those records which are modified and then sync data, it may not do full scan before synchronization.

      Regards
      Krishna

      Delete
  27. Natasha14 April 2016 at 08:35

    Hi, thanks for the post. I am currently trying to connect NAV 2016 Online with CRM 2016 Online. The message i receive is 2The connection test was successful. The settings are valid. However, because Dynamics NAV Users Must Map to Dynamics CRM Users field is set, Dynamics CRM integration is not enabled for..." - What does this mean?

    ReplyDelete
  28. Natasha14 April 2016 at 08:36

    Hi, thanks for the post. I am currently trying to connect NAV 2016 Online with CRM 2016 Online. The message i receive is 2The connection test was successful. The settings are valid. However, because Dynamics NAV Users Must Map to Dynamics CRM Users field is set, Dynamics CRM integration is not enabled for..." - What does this mean?

    ReplyDelete
    Replies
    1. Unknown16 April 2016 at 10:04

      Been trying NAV2016 and CRM2016, never worked - Detailed error description: Metadata contains a reference that cannot be resolved:

      Delete
    2. Unknown6 May 2016 at 09:08

      Before you start with configuring NAV you have to import a ZIP file into your CRM instance which is available in NAV 2016 DVD.

      Path : NAV2016 DVD\CrmCustomization\DynamicsNAVIntegrationSolution

      Need to Import and Publish this objects on your CRM instance or integration will not work.

      Cheers..

      Delete
  29. Unknown16 April 2016 at 10:03

    Hi Guys, never got this working on On Premise - The connection setup cannot be validated. Verify the settings and try again.
    Detailed error description: Metadata contains a reference that cannot be resolved:

    ReplyDelete
    Replies
    1. Unknown6 May 2016 at 09:02

      Hello,

      You may come across this error due to various reasons like wrong user id, password or issue with url link.

      CRM On-Premise URL published on 'https' or it is 'http'. Can you check this ?

      I did this integration using CRM 2015 Online version. I didn't check for On-Premise.

      Check the link below which describes system requirement.

      https://msdn.microsoft.com/en-us/library/dd301054(v=nav.90).aspx#CRM

      Before you start with configuring NAV you have to import a ZIP file into your CRM instance which is available in NAV 2016 DVD.

      Path : NAV2016 DVD\CrmCustomization\DynamicsNAVIntegrationSolution

      Need to Import and Publish this objects on your CRM instance or integration will not work.

      Cheers..

      Delete
  30. tony3 May 2016 at 02:31

    Dear Krishna,

    I having issue of the connector for CRM On Premise version.When i click Test connection system prompt me following message. Do you encounter this issue before ?

    The connection setup cannot be validated. Verify the settings and try again. Detailed error description: Metadata contains a reference that cannot be resolved: ‘https://c1-d3-crm1.cxdomain.ca/XRMServices/2011/Organization.svc?wsdl&sdkversion=7.1′..

    ReplyDelete
    Replies
    1. Unknown6 May 2016 at 09:13

      Hi Tony,

      I worked with connector it was very straight forward didn't come across any such issue.

      I will elaborate integration of CRM with NAV using connector in my next post may be that could help you.

      Cheers..

      Delete
  31. Alberto Fernández1 September 2016 at 06:04

    ¿How to integrate lookup CRM fields to NAVISION? When i exported the table from CRM (New-NavCrmTable) it didnt exporte all this fields . Is there any way to do it?

    ReplyDelete
  32. klotylda28 September 2017 at 04:27

    Thank you for sharing this post with us! By the way, have you heard anything about anegis consulting? I heard they're a gold partner of Microsoft Dynamics software.

    ReplyDelete

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