Customizing Dynamics CRM and Dynamics NAV Integration
If you have a customer relationship solution that is based on Microsoft Dynamics CRM, then you can integrate it with Microsoft Dynamics NAV. This enables you to integrate and synchronize data in Microsoft Dynamics CRM entities such as accounts, contacts, and products, with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, and items, respectively.
Microsoft Dynamics NAV has a default integration setup that you can install and enable. The default integration setup integrates several Microsoft Dynamics CRM entities with Microsoft Dynamics NAV out-of-the-box. The default integration setup includes several objects in the Microsoft Dynamics NAV database that are used to support the integration. After you install the default integration setup, you can modify these objects to expand the integration to additional Microsoft Dynamics CRM entities and corresponding Microsoft Dynamics NAV record types.
Use the following table to understand and get started with customizing your Microsoft Dynamics CRM integration.
| To | See |
|---|---|
Learn about which Microsoft Dynamics CRM entities are integrated with Microsoft Dynamics NAV by default, and get an overview of the integration features. |
Integrating Microsoft Dynamics CRM in Microsoft Dynamics NAV |
Get an overview of the basic concepts behind Microsoft Dynamics CRM. |
|
Install and enable the default Microsoft Dynamics CRM integration. |
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Understand what features and tasks are available to end-users. |
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Get an overview of customizing Microsoft Dynamics CRM integration to include additional Microsoft Dynamics CRM entities. |
Introduction to Dynamics CRM Integration Customization in Dynamics NAV |
Follow a step-by-step example that illustrates how to customize integration. |
Walkthrough: Customizing Microsoft Dynamics CRM Integration in Dynamics NAV |