General Information

The Dynamics CRM-NAV Sample maps consist of 24 different maps. Every map integrates a specific Microsoft Dynamics NAV(NAV) page with a corresponding Microsoft Dynamics CRM(CRM) entity. Every map is included in the main download file, but maps can be used as a stand-alone integration. The first step is deciding what types of objects you want to integrate with.

Below is the complete list of maps and their descriptions. Every SmartConnect map has a specific page in NAV that must be published to use! You will need a Service name and Object ID to publish a page. Decide which maps you want from the list below. Instructions on publishing a page will be covered in the Initial Setup section.

Every map is included in the main download file, but maps can be used as a stand-alone integration. Some maps need to run in a specific order.

To begin using the Dynamics CRM-NAV Sample maps templates:

1. Import NAV pages (listed above with each map)
2. Configure a NAV connector in SmartConnect
3. Configure a CRM Connector in SmartConnect
4. Import SmartConnect Maps. SmartConnect version must be build 20.17.14 or higher to import!

Initial Setup

1. Import Business Central Pages

SmartConnect sends data into NAV through pages. A NAV page represents a type of business object (Vendors, Customers, Sales Orders are all examples of pages). The page must be published with a specific name so that SmartConnect knows how to connect to each page.

To publish a page:

1. In the top-right corner, enter 'web services'.

   

2. Click 'New' to add a new entry to the Web Services table.

   

3. A window will appear with a blank row. Fill out the row:

   • Set the 'Object Type' to 'Page'

   • Enter the 'Object ID' for the page to be added. The 'Object Name' will automatically be filled out after you tab off the field.

   • Enter the 'Service Name' EXACTLY as shown in the table above. SmartConnect only knows about a page by this service name.

   • Check the Published check box to make it available through the web service. Hit TAB 4 times to complete the row. The different URL fields will automatically be filled out after the row is deselected.

   • Click OK to complete the row.

The example below shows the 'CustomerCard' service published.

1. Repeat steps 2 and 3 for every page you need. There are many services in the list of SmartConnect services and you probably won't use them all. You only need to publish a page that goes with the a SmartConnect service you intend to use.

2. Configure a NAV connector in SmartConnect

SmartConnect will interact with the pages above using NAV SOAP Connection. You only have to set this up once because every map will use the same connection.

To Configure a NAV connector in SmartConnect:

1. Click the 'Setup' cogwheel in the ribbon

   

2. Click 'Dynamics NAV/D365 Business Central Connector'

   

3. Fill out the Connector:

   • Select 'Dynamics NAV' for Authentication Type

   • The Service URL is how SmartConnect finds your instance of NAV. This can be found in on the Web Services page (used above to publish pages above). From the table of web services, the first part of any SOAP URL column is what you need.

     Right click any URL from this column and choose 'Open in browser'....

     

     ​ and copy the URL all the way up to the '/WS/' part of the URL.

     

   • The 'System Service User' section defines the credentials used to pull information back from NAV. The 'Map Run Credentials' section defines the credentials used to run maps. Running maps will create objects in NAV! Make sure this user has permissions to create objects in NAV.

     In our example, I will be using the same credentials for both.

   • The 'Domain' and 'User Name' are the domain and username used to log into NAV. You can find this on the Users page. Search for 'users' in the search bar find the user name from the list.

     

   ​ The 'User Name' field will contain the 'Domain' and 'User Name' you will enter in SmartConnect.

   ​

   • Enter your 'Password'.

   • Choose your 'Default Company' in the dialog box that appears.

     

   • Check the 'Use NTLM' checkbox if NAV is set to use NTLM authorization.

     A finished connector should look similar to:

     

3. Configure a CRM Connector in SmartConnect

You only have to set this up once because every map will use the same connection.

To set up the 'CRM Connector':

1. Open the 'SmartConnect Dynamics CRM Connector' in the SmartConnect setup window

   

2. Fill out the 'Default Server Settings' section:

   • Enter the 'CRM Server'
   • Choose the 'Authentication Type'
   • Click the 'Refresh' button to populate the 'Organization' drop-down box. This will only populate if the server and authentication type are entered correctly.
   • The 'Service Url' and 'Metadata Url' are populated automatically

3. Fill out the Default Security Settings:

   • Every check box (except the last one) will add additional functionality, so checking every box will work 95% of the time. Only leave a box unchecked if you have a reason not to.
   • Check the 'Use the following credentials when accessing Microsoft CRM' box.
   • Enter the 'Username', 'Password', and 'Domain' fields.

4. CRM has the option to trigger maps to run in real-time. You only need to fill out the 'Real-Time Data Source Settings' if you will be using these types of maps.

   • The 'Call Back Web Service' is the URL of the SmartConnect web service. The URL will be of the format:

     http://{Server with SmartConnect}:5557/smartconnect.svc
     

   • Enter the 'Username', 'Password', and 'Domain' fields.

Below is a completed CRM Connector:

4. Import SmartConnect Maps

With both connectors set up, we can import the maps into SmartConnect.

To import maps into SmartConnect:

1. Click the 'Import Wizard' button from the 'Maintenance' tab in the ribbon.

2. Go through the remainder of the import wizard, selecting the 'Dynamics CRM-NAV Templates.sce' file that was included in the download. To import everything, click next. If you don't want to import all the maps, check only the maps you wish to use. The maps are ready to use once imported.

Conclusion

These template are provided as is and are free to use for all SmartConnect customers. If you are having difficulties getting up and running, please contact support@eonesolutions.com