Manual Synchronization of Table Mappings

Article
10/24/2016

An integration table mapping associates a Dynamics NAV table (record type), such as Customer, with a Microsoft Dynamics 365 for Sales entity, such as Account. Synchronizing an integration table mapping enables you to synchronize data in all records of the Dynamics NAV table and Microsoft Dynamics 365 for Sales entity that coupled together. Additionally, depending on the configuration of the table mapping, synchronization can create and couple new records in the destination solution for uncoupled records in the source.

The manually synchronizing integration table mappings can be useful during the initial set up of a 365 for Sales integration, and when diagnosing synchronization errors.

There are three methods for manually synchronizing integration table mappings as described in this article. Each method provides a different level of synchronization.

Run a Full Synchronization

A full synchronization runs all the default integration synchronization jobs for synchronizing Dynamics NAV record types and Microsoft Dynamics 365 for Sales entities, as defined in the Integration Table Mappings page. A full synchronization performs the following operations:

Synchronizes data in Dynamics NAV and Microsoft Dynamics 365 for Sales records that are already coupled.

The synchronization direction (for example, from Dynamics NAV to Microsoft Dynamics 365 for Sales or from Microsoft Dynamics 365 for Sales to Dynamics NAV) is predetermined by the integration table mappings.
For Dynamics NAV or Microsoft Dynamics 365 for Sales records that are not already coupled, a new matching record will be created and coupled in the opposing solution.

Whether and where a record gets created depends on the synchronization direction. For example, when synchronizing data from Dynamics NAV customers to Microsoft Dynamics 365 for Sales accounts, if there is a customer that is not coupled to an account, then a new account will be automatically added in Microsoft Dynamics 365 for Sales and coupled to the customer in Dynamics NAV. The opposite holds true when the synchronization direction is from Microsoft Dynamics 365 for Sales to Dynamics NAV. For each account that is not already coupled to a customer, a new matching customer will be created in Dynamics NAV and coupled to the account in Microsoft Dynamics 365 for Sales.

Note

To achieve this, the full synchronization operation temporarily clears the Synch. Only Coupled Records option on the integration table mapping that is used by the synchronization job. At the end of the full synchronization process, you will be prompted whether you want to keep this option cleared for all jobs.
The jobs are run in the following order to avoid coupling dependencies between entities.
1. CURRENCY - Dynamics 365 for Sales synchronization job
2. SALEPEOPLE - Dynamics 365 for Sales synchronization job
3. UNITOFMEASURE - Dynamics 365 for Sales synchronization job
4. CUSTOMER - Dynamics 365 for Sales synchronization job
5. CONTACTS - Dynamics 365 for Sales synchronization job
6. RESOURCE-PRODUCT - Dynamics 365 for Sales synchronization job
7. ITEM-PRODUCT - Dynamics 365 for Sales synchronization job

Important

You typically only use the full synchronization when you initially set up integration between Dynamics NAV and Microsoft Dynamics 365 for Sales and only one of solutions contains data, which you want to copy to the other solution. A full synchronization can be useful in a demonstration environment. Because the full synchronization automatically creates and couples records between the solutions, it makes it faster to start working with synchronizing data between records. On the other hand, you should only run a full synchronization if you want a record in Dynamics NAV for each record in Microsoft Dynamics 365 for Sales for the given table mappings. Otherwise, you can have unwanted or duplicate records in either Dynamics NAV or Microsoft Dynamics 365 for Sales.

To run a full synchronization

In the Search box, enter Microsoft Dynamics 365 for Sales Connection Setup, and then choose the related link.
On the Actions tab, in the General group, choose Run Full Synchronization, and then choose the Yes button.

The full synchronization process starts.
When the full synchronization is completed, you are prompted whether you want to allow scheduled synchronization jobs to create new records.

If you want all synchronization jobs to create new records in the destination for uncoupled records in the source, then choose the Yes button. This sets the Synch. Only Coupled Records field on the table mappings that are used by the synchronization jobs.

If you want synchronization jobs to run as they did before the full synchronization with regard to creating new records, choose the No button. This sets the Synch. Only Coupled Records field to the setting it had before the full synchronization.

You can view the results of the full synchronization in the Integration Synchronization Jobs window. For more information, see How to: View Microsoft Dynamics 365 for Sales Synchronization Status.

Synchronize Records for All Tables

You can use the Microsoft Dynamics 365 for Sales Connection Setup window to run synchronization for all integration table mappings. This will synchronize data in all coupled records in the Dynamics NAV tables and Microsoft Dynamics 365 for Sales entities that are defined in the table mappings. By default, only records that have been modified since the last time they were synchronized will be synchronized. The table mappings are synchronized in the following order to avoid coupling dependencies between the entities:

CURRENCY - Dynamics 365 for Sales synchronization job
SALEPEOPLE - Dynamics 365 for Sales synchronization job
UNITOFMEASURE - Dynamics 365 for Sales synchronization job
CUSTOMER - Dynamics 365 for Sales synchronization job
CONTACTS - Dynamics 365 for Sales synchronization job
RESOURCE-PRODUCT - Dynamics 365 for Sales synchronization job
ITEM-PRODUCT - Dynamics 365 for Sales synchronization job

Tip

By modifying the individual integration table mapping in advance, you can configure the synchronization with filters to control which records are synchronized, or configure it to create new records in the destination solution for uncoupled records in the source. For more information, see How to: Modify Table Mappings for Synchronization.

To synchronize records for all tables

In the Search box, enter Microsoft Dynamics 365 for Sales Connection Setup, and then choose the related link.
On the Actions tab, in the General group, choose Synchronize Modified Records, and then choose the Yes button.

The synchronization process starts.
A message appears when the synchronization is completed. Choose the OK button.

You can view the results of the synchronization in the Integration Synchronization Jobs window. For more information, see How to: View Dynamics 365 for Sales Synchronization Status.

Synchronize Individual Table Mappings

You can use the Integration Table Mappings window to run a synchronization job specific table mappings. This will synchronize data in all coupled records in the Dynamics NAV table and Microsoft Dynamics 365 for Sales entity that are defined by the table mapping. By default, only records that have been modified since the last time they were synchronized will be synchronized.

By modifying the integration table mapping in advance, you can configure the synchronization job to create new records in the destination solution for uncoupled records in the source. For more information, see How to: Modify Table Mappings for Synchronization.

To synchronize records of an integration table mapping

In the Search box, enter Integration Table Mappings, and then choose the related link.
On the Home tab, in the Process group, choose Synchronize Modified Records, and then choose the Yes button.

The synchronization process starts.
A message appears when the synchronization is completed. Choose the OK button.

You can view the results of the synchronization in the Integration Synchronization Jobs window. For more information, see How to: View Microsoft Dynamics 365 for Sales Synchronization Status.