An integration table mapping links the Microsoft Dynamics NAV table to the integration table for the Microsoft Dynamics CRM entity. For each entity in Microsoft Dynamics CRM that you want to synchronize with corresponding data in Microsoft Dynamics NAV, there must be a corresponding integration table mapping. An integration table mapping includes several settings that enable you to control how records in a Microsoft Dynamics NAV table and a Microsoft Dynamics CRM entity are synchronized by the corresponding integration synchronization jobs.
Filtering Records
If you do not want to synchronize all records for a specific Microsoft Dynamics CRM entity or Microsoft Dynamics NAV table, you can set up filters to limit the records that are synchronized. You set up filters from the Integration Synchronization Jobs window.
To filter records for synchronization
In the Search box, enter Integration Synchronization Jobs, and then choose the related link.
To filter the Microsoft Dynamics NAV records, set the Table Filter field.
To filter the Microsoft Dynamics CRM records, set the Integration Table Filter field.
Creating New Records
By default, only records in Microsoft Dynamics NAV and Microsoft Dynamics CRM that are coupled will be synchronized by the integration synchronization jobs. You can set up table mappings so that new records will be created in the destination (for example, Microsoft Dynamics NAV) for each record in the source (for example, Microsoft Dynamics CRM) that is not already coupled.
For example, the SALESPEOPLE - Dynamics CRM synchronization job uses the table mapping SALESPEOPLE. The synchronization job copies data from user records in Microsoft Dynamics CRM to salesperson records in Microsoft Dynamics NAV. If you set up the table mapping to create new records, for every user in Microsoft Dynamics CRM that is not already coupled to a salesperson in Microsoft Dynamics NAV, a new salesperson record is created in Microsoft Dynamics NAV.
To create new records during synchronization
In the Search box, enter Integration Synchronization Jobs, and then choose the related link.
In the table mapping entry in the list, clear the Synch. Only Coupled Records field.
Using Configuration Templates on Table Mappings
You can assign configuration templates to table mappings to use for new records that are created in Microsoft Dynamics NAV or Microsoft Dynamics CRM. For each table mapping, you can specify a configuration template to use for new Microsoft Dynamics NAV records and another template to use new Microsoft Dynamics CRM records.
If you install the default synchronization setup, most of the time, two configuration templates will be automatically created and used on the table mapping for Microsoft Dynamics NAV customers and Microsoft Dynamics CRM accounts: CRMCUST and CRMACCOUNT.
- CRMCUST is used to create and synchronize new customers in Microsoft Dynamics NAV based on an account in Microsoft Dynamics CRM.
This template is created by copying an existing configuration template for customers in the application. The CRMCUST is only created if there is an existing configuration template and the Currency Code field in the template is blank. If a field in the configuration template contains a value, the value will be used instead of the value in the mapped field in Microsoft Dynamics CRM account. For example, if the Country/Region field in a Microsoft Dynamics CRM account is U.S. and the Country/Region field in the configuration template is GB, then GB is used as the Country/Region in the created customer in Microsoft Dynamics NAV. - CRMACCOUNT is used to create and synchronize new accounts in Microsoft Dynamics CRM based on an account in Microsoft Dynamics NAV.
To specify configuration templates on a table mapping
In the Search box, enter Integration Synchronization Jobs, and then choose the related link.
In the table mapping entry in the list, set the Table Config Template Code field to the configuration template to use for new records in Microsoft Dynamics NAV.
Set the Int. Tbl. Config Template Code field to the configuration template to use for new records in Microsoft Dynamics CRM.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |