How to: Set Up Microsoft Dynamics CRM for Integration with Dynamics NAV

This topic describes how to set up and configure Microsoft Dynamics CRM for integrating with Microsoft Dynamics NAV. You must complete the following tasks:

  1. Create a user for connecting to and synchronizing data from Microsoft Dynamics NAV.

    For more information, see Create a Dynamics CRM User for Connecting to Microsoft Dynamics NAV.

  2. Install the Microsoft Dynamics NAV integration solution for Microsoft Dynamics CRM.

    This task is optional. You only need to complete this task if you want the functionality that is provided by the Microsoft Dynamics NAV integration solution. For more information, see Install the Microsoft Dynamics NAV Integration Solution.

Important

To perform the tasks in this topic, you must have the System Administrator security role or equivalent privileges in Microsoft Dynamics CRM.

Create a Dynamics CRM User for Connecting to Microsoft Dynamics NAV

As a minimum, this must be a non-interactive user account that has the required privileges to write, read, modify, and delete data in the entities that will be integrated with Microsoft Dynamics NAV.

You will use this user account to set up the connection to Microsoft Dynamics CRM from Microsoft Dynamics NAV.

Important

You should not use this account to sign in to Microsoft Dynamics CRM to modify entities records that are integrated with Microsoft Dynamics NAV because the changes will be ignored by integration synchronization jobs in Microsoft Dynamics NAV.

To create the connection user

Install the Microsoft Dynamics NAV Integration Solution

Microsoft Dynamics NAV includes a solution that enables users to access coupled records in Microsoft Dynamics NAV, such as customers and items, from records in Microsoft Dynamics CRM, such as accounts and products. The solution adds a link on the Microsoft Dynamics CRM record pages that opens the coupled Microsoft Dynamics NAV record. The solution is also used to display information from Microsoft Dynamics NAV in a part on certain entity records in Microsoft Dynamics CRM, such as accounts. Installing this solution is optional.

To install the Microsoft Dynamics NAV solution

  1. From Microsoft Dynamics NAV installation media (DVD), copy the DynamicsNAVIntegrationSolution.zip file to your computer.

    The DynamicsNAVIntegrationSolution.zip file is located in the CrmCustomization folder. This file is the solution package.

  2. In Microsoft Dynamics CRM, import the DynamicsNAVIntegrationSolution.zip as a solution

    This step adds the Dynamics NAV Connection entity and Dynamics NAV Account Statistics entity in the system and additional items such as navnow integration security roles.

    For more information about how to manage solutions in Microsoft Dynamics CRM, https://go.microsoft.com/fwlink/?LinkID=616519.

  3. (Optional) Set up the Dynamics NAV Connection entity to display in the Settings area of Microsoft Dynamics CRM.

    This enables Microsoft Dynamics CRM users who are assigned the Dynamics NAV Admin role to modify the entity in Microsoft Dynamics CRM. For more information about how to modify entities in Microsoft Dynamics CRM, see https://go.microsoft.com/fwlink/?LinkID=616521.

  4. Assign the Dynamics NAV Integration Administrator role to the Microsoft Dynamics NAV connection user.

  5. Assign the Dynamics NAV Integration User role to all users who require the use of the features provided by the Microsoft Dynamics NAV integration solution.

If you install the Microsoft Dynamics NAV integration solution after you have set up the connection to Microsoft Dynamics CRM from in Microsoft Dynamics NAV, you must modify the connection setup to point to the URL of the Microsoft Dynamics NAV Web client. For more information, see How to: Set Up a Microsoft Dynamics CRM Connection

See Also

Tasks

How to: Set Up a Microsoft Dynamics CRM Connection

Concepts

Setting Up Dynamics CRM Integration in Dynamics NAV