Mapping Entities Between Microsoft Dynamics NAV and Microsoft Dynamics CRM

Mapping Entities Between Microsoft Dynamics NAV and Microsoft Dynamics CRM

The Connector for Microsoft Dynamics supports mapping Microsoft Dynamics NAV entities, or record types, to their equivalent entities in Microsoft Dynamics CRM. For most data, synchronization occurs in only one direction, which is generally from Microsoft Dynamics NAV to Microsoft Dynamics CRM. This helps preserve data integrity in Microsoft Dynamics NAV, which is considered the system of record for most data that is exchanged. You can make changes in Microsoft Dynamics NAV and then synchronize the changes with Microsoft Dynamics CRM. However, for customers, contacts, and sales orders, the Connector for Microsoft Dynamics also provides maps that you can use to integrate data from Microsoft Dynamics CRM to Microsoft Dynamics NAV. For example, a salesperson can create a contact in Microsoft Dynamics CRM and then use synchronization to add that contact to the Microsoft Dynamics NAV database.

Standard Entity Mapping for the Connector for Microsoft Dynamics

The following table provides information about mapping and the synchronization direction for common entities. These maps are provided out-of-the-box. In addition, you can create custom maps that support your business processes.

Microsoft Dynamics NAV entity Connector source entity Synchronization direction Connector destination entity

Customer

NAV Customer Card

Bidirectional

Account

Contact1

NAV Contact Card

Bidirectional

Contact

Sales Order

NAV Sales Order

Bidirectional2

Order

Sales Invoice

NAV Sales Invoice

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Invoice

Posted Sales Invoice

NAV Posted Sales Invoice

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Invoice

Item

NAV Item Card

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Product

Resource

NAV Resource List

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Product

Unit of Measure

NAV Units of Measure

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Unit Group

Salesperson/Purchaser

NAV Salespeople/Purchasers

Microsoft Dynamics NAV to Microsoft Dynamics CRM

ERP System User

Currency

NAV Currency Exchange Rates

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Currency

Payment Terms, Shipment Method, Shipping Agent

NAV Enumerated Values

Microsoft Dynamics NAV to Microsoft Dynamics CRM

Picklist

1You can only integrate contacts of the Type Person from Microsoft Dynamics NAV.

2 You can create a sales order in Microsoft Dynamics CRM, synchronize the information to Microsoft Dynamics NAV, and then synchronize back to Microsoft Dynamics CRM. However, after the sales order is considered submitted in Microsoft Dynamics CRM, you can only change and update the order in Microsoft Dynamics NAV.

Gg502482.Important(en-us,NAV.60).gifImportant
Because of data dependencies, we recommend that you activate the maps in the following order. If you do not, then you will likely encounter integration exceptions and warnings and may find it difficult to troubleshoot synchronization errors:

  1. NAV Enumerated Values to Picklist

  2. NAV Currency Exchange Rates to Currency

  3. NAV Units of Measure to Unit Group

  4. NAV Salespeople/Purchasers to ERP System User

  5. NAV Customer Card to Account

  6. NAV Contact Card to Contact

  7. NAV Item Card to Product

  8. NAV Resource List to Product

  9. NAV Sales Order to Order

  10. NAV Sales Invoice to Invoice

  11. NAV Posted Sales Invoice to Invoice

For more information, see the technical documentation that is included with the Connector for Microsoft Dynamics.

Customized Entity Mapping

In most cases, you must customize the default mappings that are included with the Connector for Microsoft Dynamics to reflect how you use Microsoft Dynamics NAV and Microsoft Dynamics CRM. For example, if your entities include fields that are country/region-specific, then these fields are not included with the standard mappings. You must customize the mappings to account for these fields.

In another example, you may have a customized field in your Microsoft Dynamics CRM solution for which you want to provide synchronization. You must add this field to the relevant RoleTailored client page that is exposed as a web service. For example, if you want to have a CRM reference number on the Customer entity, then you must add the reference number field to the Customer Card page. The Connector for Microsoft Dynamics becomes aware of the field during configuration, and the field is exposed in the Connector for Microsoft Dynamics. You can then map it.

To add a custom field to standard entity maps

  1. In Microsoft Dynamics NAV, in Object Designer, open the page that has been exposed as a web service in design mode.

  2. Add the field to the page, and then recompile the page.

You may also want to provide an integration map for a custom entity. In this case, you must modify the IsIntegrationRecord function in the Integration Management codeunit to ensure that the OnDatabase<x> triggers are executed on the corresponding page or table. In this way, you can create integration records. You must also add the page as an integration web service. When you run the configuration tool in the Connector for Microsoft Dynamics, the fields are exposed to the Connector. You then create a map of the Microsoft Dynamics NAV fields to the equivalent Microsoft Dynamics CRM fields.

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