You can synchronize Microsoft Dynamics NAV with Microsoft Dynamics CRM on scheduled intervals by setting up jobs in the job queue. The synchronization jobs synchronize data in Microsoft Dynamics NAV records and Microsoft Dynamics CRM records that have been previously coupled together. Or for records that are not already coupled, depending on the synchronization direction and rules, the synchronization jobs can create and couple new records in the destination system. There are several synchronization jobs that are available out-of-the-box when you enable the default synchronization setup. The synchronization jobs are run by codeunit 5339 Integration synch Job Runner.
Default Synchronization Job Queue Entries
The following table describes the default synchronization jobs.
| Job Queue Entry | Description | Direction | Integration Table Mapping | ||
|---|---|---|---|---|---|
SALESPEOPLE - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics NAV salespeople with Microsoft Dynamics CRM users. | From Microsoft Dynamics CRM to Microsoft Dynamics NAV | SALESPEOPLE | ||
CUSTOMERS - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM accounts and Microsoft Dynamics NAV customers. | Bidirectional | CUSTOMER | ||
CONTACTS - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM contacts entity data and Microsoft Dynamics NAV contacts. | Bidirectional | CONTACT | ||
CURRENCY - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM transactions currencies with Microsoft Dynamics NAV currencies. | From Microsoft Dynamics NAV to Microsoft Dynamics CRM | CURRENCY | ||
UNITOFMEASURE - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM unit groups with Microsoft Dynamics NAV units of measure. | From Microsoft Dynamics NAV to Microsoft Dynamics CRM | UNIT OF MEASURE | ||
RESOURCE-PRODUCT - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM products with Microsoft Dynamics NAV resources. | From Microsoft Dynamics NAV to Microsoft Dynamics CRM | RESOURCE-PRODUCT | ||
ITEM-PRODUCT - Dynamics CRM synchronization job | Synchronizes Microsoft Dynamics CRM products with Microsoft Dynamics NAV items. | From Microsoft Dynamics NAV to Microsoft Dynamics CRM | ITEM-PRODUCT | ||
Customer Statistics - Dynamics CRM synchronization | Updates Microsoft Dynamics CRM accounts with the latest Microsoft Dynamics NAV customer data. In Microsoft Dynamics CRM, this information appears in Dynamics NAV Account Statistics quick view form of accounts that are coupled to Microsoft Dynamics NAV customers. This data can also be updated manually from each customer record. For more information, see How to: Work with Microsoft Dynamics CRM Account Information.
| Not applicable. | Not applicable. |
Synchronization Process
Each synchronization job queue entry uses a specific integration table mapping that specifies which Microsoft Dynamics NAV table and Microsoft Dynamics CRM entity to synchronize. The table mappings also include some settings that control which records in the Microsoft Dynamics NAV table and Microsoft Dynamics CRM entity to synchronize.
To synchronize data, Microsoft Dynamics CRM entity records must be coupled to Microsoft Dynamics NAV records. For example, a Microsoft Dynamics NAV customer must be coupled to a Microsoft Dynamics CRM account. You can set up couplings manually, before running the synchronization jobs, or let the synchronization jobs set up couplings automatically. The following list describes how data is synchronized between Microsoft Dynamics CRM and Microsoft Dynamics NAV when you are using the synchronization job queue entries.
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By default, only records in Microsoft Dynamics NAV that are coupled to records in Microsoft Dynamics CRM are synchronized. You can change the table mapping between a Microsoft Dynamics CRM entity and a Microsoft Dynamics NAV table so that the integration synchronization jobs will create new records in the destination database for each record in the source database that is not coupled. The new records are also coupled to the corresponding records in the source. For example, when you synchronize customers with Microsoft Dynamics CRM accounts, a new account record is created for each customer in Microsoft Dynamics NAV. The new accounts are automatically coupled to customers in Microsoft Dynamics NAV. Because the synchronization in this case is bidirectional, a new customer is created and coupled for each Microsoft Dynamics CRM account that is not already coupled.
Note There are additional rules and filters that determine which data are synchronized. For more information, see Synchronization Rules. -
When new records are created in Microsoft Dynamics NAV, the records use the either the template that is defined for the integration table mapping or the default template that is available for the record type. Fields are populated with data from Microsoft Dynamics NAV or Microsoft Dynamics CRM depending on the synchronization direction. For more information, see How to: Modify Table Mappings for Synchronization.
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With subsequent synchronizations, only records that have been modified or added after the last successful synchronization job for the entity will be updated.
For any new records in Microsoft Dynamics CRM, records are added in Microsoft Dynamics NAV. If data in fields in Microsoft Dynamics CRM records has changed, the data is copied to the corresponding field in Microsoft Dynamics NAV. -
With bidirectional synchronization, the job synchronizes from Microsoft Dynamics NAV to Microsoft Dynamics CRM, and then from Microsoft Dynamics CRM to Microsoft Dynamics NAV.