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How to: Enable Default Dynamics CRM Synchronization Setup

  • Artigo

This topic describes how to enable the default synchronization setup between Microsoft Dynamics NAV and Microsoft Dynamics CRM. You can use the default synchronization set up to get Microsoft Dynamics CRM integration up and running for the first time, out-of-the-box. You can also perform this task to revert your synchronization set up back to the default setup. The default synchronization setup specifies the following items:

  • Integration table mappings that map Microsoft Dynamics NAV tables, such as salespeople and customers, to Microsoft Dynamics CRM entities, such as users and accounts.

  • Synchronization job queue entries that synchronize data on scheduled intervals.

  • Integration IDs for Microsoft Dynamics NAV records to be integrated with Microsoft Dynamics CRM.

Important

If you enable the default synchronization setup, any existing custom configurations for Microsoft Dynamics CRM integration, such as table mappings and field mappings, will be deleted.

Note

If you are re-enabling a Microsoft Dynamics CRM connection, then you might want to generate integration IDs for new records that were added while the connection was disabled. For more information, see Generating Integration IDs for New Records.

To enable the default Microsoft Dynamics CRM synchronization setup

  1. In the Search box, enter Microsoft Dynamics CRM Connection Setup, and then choose the related link.

  2. The Microsoft Dynamics CRM connection must be enabled first. To enable the connection, select the Enable check box.

  3. On the Actions tab, in the General group, choose Use Default Synchronization Setup, and then choose the OK button.

  4. Choose the OK button when done.

You can now synchronize coupled Microsoft Dynamics CRM records and Microsoft Dynamics NAV records. You can perform this manually on an individual record basis or automatically on a scheduled time interval by using the default Microsoft Dynamics CRM synchronization jobs. For more information, see How to: Couple and Synchronize Records Manually and Scheduled Synchronization Using the Synchronization Job Queue Entries.

Generating Integration IDs for New Records

To synchronize records in Microsoft Dynamics NAV, such as customers or contacts, with Microsoft Dynamics CRM entity records, the Microsoft Dynamics NAV record must have an integration ID. When a Microsoft Dynamics CRM connection is enabled, integration IDs for new records are automatically generated. However, in some cases, you may temporarily disable the Microsoft Dynamics CRM connection. If you want to integrate Microsoft Dynamics NAV records that were added while the Microsoft Dynamics CRM was disabled, you must generate integration IDs for the records. Complete the following procedure to populate the integration IDs for the new records.

To enable the default Microsoft Dynamics CRM synchronization setup

  1. In the Search box, enter Microsoft Dynamics CRM Connection Setup, and then choose the related link.

  2. On the Actions tab, in the General group, choose Generate Integration IDs, and then choose the OK button.

  3. Choose the OK button when done.

See Also

Tasks

How to: Couple and Synchronize Records Manually
How to: Set Up a Microsoft Dynamics CRM Connection

Concepts

Scheduled Synchronization Using the Synchronization Job Queue Entries
Setting Up Dynamics CRM Integration in Dynamics NAV