How to: Run a Full Synchronization

  • Article

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

  • Synchronizes data in Microsoft Dynamics NAV and Microsoft Dynamics CRM records that are already coupled.

    The synchronization direction (for example, from Microsoft Dynamics NAV to Microsoft Dynamics CRM or from Microsoft Dynamics CRM to Microsoft Dynamics NAV) is predetermined by the integration table mappings.

  • For Microsoft Dynamics NAV or Microsoft Dynamics CRM 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 Microsoft Dynamics NAV customers to Microsoft Dynamics CRM accounts, if there is a customer that is not coupled to an account, then a new account will be automatically added in Microsoft Dynamics CRM and coupled to the customer in Microsoft Dynamics NAV. The opposite holds true when the synchronization direction is from Microsoft Dynamics CRM to Microsoft Dynamics NAV. For each account that is not already coupled to a customer, a new matching customer will be created in Microsoft Dynamics NAV and coupled to the account in Microsoft Dynamics CRM.

    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 CRM synchronization job

    2. SALEPEOPLE - Dynamics CRM synchronization job

    3. UNITOFMEASURE - Dynamics CRM synchronization job

    4. CUSTOMER - Dynamics CRM synchronization job

    5. CONTACTS - Dynamics CRM synchronization job

    6. RESOURCE-PRODUCT - Dynamics CRM synchronization job

    7. ITEM-PRODUCT - Dynamics CRM synchronization job

Important

You typically only use the full synchronization when you initially set up integration between Microsoft Dynamics NAV and Microsoft Dynamics CRM 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 Microsoft Dynamics NAV for each record in Microsoft Dynamics CRM for the given table mappings. Otherwise, you can have unwanted or duplicate records in either Microsoft Dynamics NAV or Microsoft Dynamics CRM.

To run a full synchronization

  1. In the Search box, enter Microsoft Dynamics CRM Connection Setup, and then choose the related link.

  2. On the Actions tab, in the General group, choose Run Full Synchronization, and then choose the Yes button.

    The full synchronization process starts.

  3. 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. For more information about this option, see Synch. Only Coupled Records.

    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 CRM Synchronization Status.

See Also

Reference

Record Couplings
Integration Table Mappings

Concepts

Synchronizing Microsoft Dynamics NAV and Dynamics CRM
Scheduled Synchronization Using the Synchronization Job Queue Entries
Setting Up Dynamics CRM Integration in Dynamics NAV