Microsoft Dynamics CRM Product Coupling Window

Specifies a coupling between a resource in Microsoft Dynamics NAV and a product in Microsoft Dynamics CRM. A coupling links the resource record to the Microsoft Dynamics CRM product record. You can set up a coupling to an existing product or you can also use this window to create and couple to a new product in Microsoft Dynamics CRM.

The coupling enables the following functionality:

  • From Microsoft Dynamics NAV, you can open the coupled product directly in Microsoft Dynamics CRM.

  • From Microsoft Dynamics CRM, you can open the coupled resource directly in Microsoft Dynamics NAV.

    This requires that the Microsoft Dynamics NAV integration solution is set up in Microsoft Dynamics CRM. For more information, see How to: Set Up Microsoft Dynamics CRM for Integration With Dynamics NAV.

  • You can synchronize the resource with the Microsoft Dynamics CRM product, so that data in Microsoft Dynamics NAV fields that are mapped to corresponding fields in the Microsoft Dynamics CRM product is the same in both locations.

To set up the coupling, on the Coupling FastTab, set the Product field to an existing Microsoft Dynamics CRM product. Or, to create and couple to a new product in Microsoft Dynamics CRM, select the Create New Product check box.

You can use the information in the Coupled Records FastTab to help you determine which Microsoft Dynamics CRM product is coupled to the Microsoft Dynamics NAV contact. The Coupled Records FastTab lists the some of the fields for the item and the corresponding mapped fields for the selected Microsoft Dynamics CRM product. The Dynamics NAV Resource column displays the current field values in Microsoft Dynamics NAV and the Dynamics CRM Product column displays the current field values in Microsoft Dynamics CRM.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

See Also

Other Resources

How to: Work with Microsoft Dynamics CRM Products