NAV and CRM Integration - All in One

Supports:
SmartConnect 2017+
Publisher:
eOne Solutions

NAV and CRM Integration - All in One



Overview

Integrate Microsoft Dynamics NAV and Microsoft Dynamics CRM using our pre-configured integration templates!

The Dynamics NAV and Dynamics CRM integration templates facilitate easy data integration between the most commonly used modules in Microsoft Dynamics CRM and Dynamics NAV using SmartConnect. The templates provide easy to install and ready to use integration options to keep both systems in sync. The templates include bulk maps to get both systems in sync initially, as well as ongoing maps to keep both systems in sync.

Some objects are labelled differently between Microsoft Dynamics CRM and Dynamics NAV. The table below shows which objects are included in the templates and how they are labelled in their respective systems:

NAV ServiceCRM Entity
AccountsCustomers
Company-Type ContactContacts
ContactsContacts
CurrenciesCurrencies
CustomerAccounts
Item JournalsItem Journals
ItemsProducts
LocationsWarehouses
OpportunitiesOpportunities
Sales InvoicesSales Invoices
SalespeopleUsers
TerritoriesTerritories
Unit of MeasuresUnit of Measures


Details

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.

Map IdDescriptionService NameObject ID
CRM_TO_NAV_ACCOUNTS_BULKBulk integration CRM to NAV AccountsCustomerCard21
CRM_TO_NAV_ACCOUNTS_ONGOINGOngoing integration CRM to NAV AccountsCustomerCard21
CRM_TO_NAV_INVOICES_BULKBulk integration CRM to NAV InvoicesSalesInvoice43
CRM_TO_NAV_INVOICES_ONGOINGOngoing integration CRM to NAV InvoicesSalesInvoice43
CRM_TO_NAV_OPPORTUNITIES_BULKBulk integration CRM to NAV opportunitiesOpportunityCard5124
CRM_TO_NAV_SALESPERSONSBulk CRM users to NAV salespersonsSalespersons5116
NAV_TO_CRM_ACCOUNTS_BULKBulk integration NAV to CRM AccountsCustomerCard21
NAV_TO_CRM_ACCOUNTS_ONGOINGOngoing integration NAV to CRM New AccountsCustomerCard21
NAV_TO_CRM_COMPANY_BULKBulk integration NAV to CRM Company-Type ContactsContactCard5050
NAV_TO_CRM_CONTACTS_BULKBulk integration NAV to CRM ContactsContactCard5050
NAV_TO_CRM_CONTACTS_ONGOINGOngoing integration NAV to CRM ContactsContactCard5050
NAV_TO_CRM_CURRENCIES_BULKBulk integration NAV to CRM CurrenciesCurrencies495
NAV_TO_CRM_CURRENCIES_ONGOINGOngoing integration NAV to CRM New CurrenciesCurrencies495
NAV_TO_CRM_INVADJ_CALLBACKOngoing integration NAV to CRM Inv Adj callbackItemJournal40
NAV_TO_CRM_INVOICE_CALLBACKOngoing integration NAV to CRM Invoice CallbackSalesInvoice43
NAV_TO_CRM_ITEMS_BULKBulk integration NAV to CRM ItemsItemCard30
NAV_TO_CRM_ITEMS_ONGOINGOngoing integration NAV to CRM New ItemsItemCard30
NAV_TO_CRM_PRICELISTITEMS_BULKBulk integration NAV to CRM Price List ItemsItemCard30
NAV_TO_CRM_TERRITORIES_BULKBulk integration NAV to CRM TerritoriesTerritories429
NAV_TO_CRM_TERRITORIES_ONGOINGOngoing integration NAV to CRM New TerritoriesTerritories429
NAV_TO_CRM_UOFM_BULKBulk integration NAV to CRM Unit of MeasuresUnits_of_Measure209
NAV_TO_CRM_UOFM_ONGOINGOngoing integration NAV to CRM New U of MsUnits_of_Measure209

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

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