Connecting Microsoft Dynamics 365 for Sales with Finance and Operations Business Edition

Connecting Microsoft Dynamics 365 for Sales with Finance and Operations Business Edition

In July Microsoft released functionality to connect Microsoft Dynamics 365 for Sales (CRM) to Microsoft Dynamics 365 for Finance and Operations Business Edition (NAV). This flew under the radar a bit coming from the CRM side of things. I’ve made it a practice to keep a good watch on the Microsoft Dynamics 365 Roadmap (https://roadmap.dynamics.com/) which I find very helpful and an extreme upgrade over past roadmaps or lack thereof in the past. But, this new functionality fell under the Financials section and not the Sales or Customer service section. So, keep that in mind in the future when watching for new Dynamics 365 CRM integration functionality.

So, I decided to check it out. I’ve set up a free trial version (https://trials.dynamics.com/) of both Dynamics 365 for Sales and Dynamics 365 for Finance and Operations Business Edition for this exercise. In addition to this, I’ve also created three users in CRM. Two that will be used to setup the connection to NAV and one sales user to simulate user activity.

Connect Both Systems

Let’s first get the two products connected. We do this by first logging in to Finance and Operations and doing a global search for “CRM”

Select edit and enter your connection information. Enter your CRM URL, along with the user name and password or the admin user. Click Test Connection.

At this point, I used the assisted setup wizard to finish the setup of the connection. Once it opens, your CRM URL will already be populated. Click next.

On the next screen, enter the user that you created for synchronization between the two systems and click advanced.

I didn’t change any info on this screen, but I wanted to point out that having “Import Dynamics CRM Solution” checked will install a managed solution from Microsoft into your CRM environment to support the connection.

Click finish and then enter your admin user credentials to finish setup.

Mapping Users

At this point it will ask us if we want to map some sales users. This will allow us to map users bewtween the two systems or to select users from CRM to be created in NAV. Click yes

On the next screen, we will see the sales user I created for this exercise. I do not yet have a Saleslperson in NAV, so I will create one.

Clicking the button causes a synchronization to be scheduled that will create the CRM user in NAV. We will take a look at that later. Clicking close returns us to the Connection Setup screen. We are now connected!

Table Mappings and Data Integration

Let’s take a bit deeper look at the Integration Table Mappings.

This is the default list of CRM and NAV tables that are mapped with the initial integration.

From here you can add new integration points, edit existing maps or force a synchronization, but those are items for a later blog. You can also check the Integration Synch. Job Log to see what the jobs have been up to. Let’s take a look at the Salesperson job that was triggered when we set up our connection.

We can see here, that the job ran multiple times, but most recently ran and inserted one record into NAV.

Let’s check that record out. Use the Global Search to find the Salesperson/Purchaser modules and we can see our new record was created.

At this point we are connected and synching with the out of the box setup. This means that depending on the “Sync Only Coupled Records” column seen above in the Integration Table Mappings, data will either automatically sync or sync when we tell it to by “Coupling” records. Coupling records is a more manual process, but gives the user more control. I would imagine in most cases, synching all records with some filters in place would be ideal. But let’s start slowly and take a look at coupling records.

Coupling Records

First, we will create a new Customer in NAV to be coupled called Synch Test Account (C00010). For this exercise, this record is essentially a holder for bringing a CRM Account into NAV.

Just the name will suffice at this point. Next click “Set Up Coupling”.

On this screen we have some options. I’m choosing to use the CRM data after coupling and leaving the field mapping intact.

Next choose a CRM record to couple and click OK.

Now we can check the synchronization logs to see the data flowing between systems. Do a Global Search for integration and select Integration Synchronization Jobs

This module lets us see all jobs that have run in one location. Notice the Dynamics CRM Account to Customer job sent one modified record.

Returning to our Synch Test Account (C00010) we can now see that is has been update with the information from CRM.

That’s it! Pretty straight forward when you get down to it. Follow us @trellispoint as we explore more CRM integration topics in future!

By | 2018-02-23T16:43:27+00:00 October 16th, 2017|Uncategorized|0 Comments

About the Author:

Dan has over 15 years experience in the CRM consulting industry ranging from business process consulting to software development to systems integration. His passion is making business systems "talk" through integration. Dan holds multiple Dynamics 365 CRM certifications and is a Scribe MVP.

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