Wednesday, 14 October 2015

CRM & NAV 2016 Custom table integration

Hi,

 How to integrate Custom entity between NAV 2016 and CRM???

 Follow the below steps :

 1) I have a custom entity in CRM 'SIC Codes'.






2) Properties of CRM Entity are as below :
  • Entity Properties

  • Field Properties


   

3) Now create new table in NAV 2016 with below table properties.


  • Table Type = CRM
  • ExternalName as in CRM entity Name shown in step 2. 
4) Create new fields similar to fields  in CRM and change properties as below.
  • ExternalName as in CRM field Name.

5) Do the similar setting to all the required fields.
6) I created Page "Microsoft Dynamics CRM SIC Codes" for the same table and added the same to Menu Suite.


7) Click to open the Page 


Amazing!!! :D all the data in CRM Entity is now available NAV. 

Note : Data between NAV <-> CRM flows dynamically any record created in NAV or CRM will be immediately replicated in other application in no time.

One of the best Dynamics Integration's !!!

Cheers..  

  

  





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27 comments:

  1. Unknown17 November 2015 at 05:35

    Hi Krishna,
    Thanks for your post it is very useful.
    However I have a question: do we need to use the cmdlet New-NavTableConnection ?
    When i run my list i get the following error : "Table connection for table type CRM must be registered using RegisterTableConnection or cmdlet New-NavTableConnection before it can be used".

    Thanks,
    Michael

    ReplyDelete
    Replies
    1. Unknown17 November 2015 at 05:55

      Hi Michael,

      I came across same issue just try to restart Nav services issue will be resolved.

      Regards
      Krishna


      Delete
  2. Unknown17 November 2015 at 22:24

    Hi,
    Thanks for your answer but it was not solved the problem :(
    Do you have another idea ?
    Best regards

    ReplyDelete
  3. Unknown17 November 2015 at 22:40

    This is very strange, sometimes i got another error: "External Type = '' is not supported. Page Cars CRM must close" ?

    ReplyDelete
    Replies
    1. Unknown9 October 2019 at 07:49

      Hello,

      this answer is a little late but maybe perfect for People who come by.

      If you ge the Error "External Type = '' is not supported." then you have to export your CRM Table as text. Check all Custom Fields of the Table and make sure they have set the Property "ExternalType" (right after ExternalName).

      Mostly its just needed for Option fields, then it should be ExternalType=Picklist;

      Just change it and re import the Text File.

      Cheers

      Phill

      Delete
    2. Unknown23 October 2019 at 07:14

      Thx you

      Delete
  4. Unknown17 November 2015 at 23:05

    Hi Michael,

    Can you try this, goto any of the base tables like 'CRM Account' in NAV 2016(Table Type : CRM) and click>> Design>> File>> SaveAs, give name and no of the table under Custom Tables between 50000..99999.

    Once you save the table for Example : 50000, try to change its properties, delete the fields that are not required.

    Now create mapping between your CRM Entity <-> NAV Tables, CRM Fields <-> NAV fields. Don't create any new Field just try to use fields available in NAV base table by changing its properties(ExternalName). I think you will find all types of fields already available.

    Test by adding each field then you will be able to find out when the error comes on which field.

    Just follow what I did here in this post.

    Hope this time it will go fine with out any issues.

    Cheers
    Krishna

    ReplyDelete
  5. Lee6 December 2015 at 19:16

    Hi sir,

    may i know do i need to use New-NAVCrmTable command if want to sync NAV system table to CRM custom entity?

    thanks..

    ReplyDelete
  6. Unknown8 December 2015 at 01:53

    Hi,
    Check the link below

    https://msdn.microsoft.com/en-us/library/mt574341(v=nav.90).aspx

    Regards
    Sundeep

    ReplyDelete
  7. Lee6 January 2016 at 00:46

    Ok thanks Krishna...by the way did u manage to sycnh NAV invoice back to CRM? the CRM invoice status is preset to "Paid", which it shouldnt because customer might not pay yet

    ReplyDelete
    Replies
    1. Unknown6 January 2016 at 08:17

      Hi Lee,

      I will check and update you soon.

      Regards
      Krishan

      Delete
  8. J&B Doble9 February 2016 at 02:43

    Hi Krishna, this is the URL that CRM try to open when I click on DYNAMICS NAV BUTTON on an account record:

    http://mypcpc:8080/DynamicsNAV90/WebClient/?&page=5329&filter='Filter'%20IS%20'CRMID:{0B5883C8-8BC9-E511-80DD-2C59E542F5F0};CRMType:account'

    Regards.

    ReplyDelete
  9. J&B Doble11 February 2016 at 00:43

    Hi Krishna, it was the language !!!. I set both environments into English and it works OK. I can now open record from CRM an NAV with no errors.
    Thanks for your support.
    Regards.

    ReplyDelete
  10. kaz Yam21 March 2016 at 22:20

    Hi Krishna,
    Thank you for your post.It is very helpful.

    Now, I have some trouble to send NAV Item data to custom field data in CRM Product.

    Do you have any ideas for situation below?
    1. In CRM , I Added "Price_2" field to Dynamics CRM Product.
    2. In NAV , I Also added "Price_2" field to Dynamics NAV Item. (field No. is 50001)
    3. In NAV , Added "Price_2" to CRM Product(5348) table.(field No. is 50001)
    4. In NAV , Added the line to "Integration Field Mapping" table like below.
    "ITEM-PRODUCT" "50001" "50001"


    Do I need anything else?

    Best regards

    ReplyDelete
    Replies
    1. Unknown29 March 2016 at 02:43

      Hi kaz Yam,

      What exactly you are trying to achieve ? for data Sync between NAV 2016 & CRM Table Type must be CRM.

      Is your Item Table in NAV is Type : CRM ?

      Regards
      Krishna Sundeep

      Delete
    2. kaz Yam30 March 2016 at 08:08

      Hi Krishna,
      Thank you very much for your reply.

      >Is your Item Table in NAV is Type : CRM ?
      Yes.
      I checked the Table Type (CRM Product in NAV) and it was 'CRM'.

      Additinal information below.

      1.Other fields (like Description, Unit Price) are integrated successfuly.

      2.I run the CRM Product(5348) table from the Development Environment.But I could not edit "Price_2" firld.(I could edit Description, Unit Price..)


      Do you have any idea for this situation?

      Regards

      Delete
    3. Unknown5 April 2016 at 03:11

      Hi KAZ,

      Changing Item table 27 as type 'CRM' is not suggested. Try to create a custom table and later sync the data into master table.

      Regards
      Krishna Sundeep

      Delete
  11. Anonymous19 June 2016 at 22:08

    Hi Krishna,
    Thank you very much for your reply.

    I tried again and the syncronization went so fine.
    Thank you.

    Regards

    ReplyDelete
  12. DC25 August 2016 at 07:32

    Hi Krishna, it's possible to bring CRM lookup data to Integrated table of NAV?

    ReplyDelete
  13. Alberto Fernández1 September 2016 at 05:29

    Hi,
    i m trying to Integrate CRM Online with NAVISION 2016, The problem is when i export the table with powershell (New-NavCrmTable), the exportation is good but it doesnt bring CRM lookup fields..... ;(, is there anyway to bring all this fields?

    ReplyDelete
  14. Washout7630 November 2016 at 14:43

    Hi,

    This is a great article. I have a question I am trying to add a field to the CRM Account Table in NAV. It is just a textfield that is available in the Account Entity in CRM.

    The Table Compiles fine but when I run the table I get the error "External Type = '' is not supported. Page Edit - Account must close"

    What am I doing wrong or am I missing some step in order to pick up the field.

    Any help would be appreciated.

    I am on both crm 2016 and NAV 2016

    ReplyDelete
  15. Anonymous12 December 2016 at 01:00

    Hello

    This is a great article. I have little experience integrating nav with crm, we have migrated the NAV to the 2016 version and we need to integrate it with crm online, the organization is new, we do not have loaded the lists of prices and products


    I have the following questions.

    Should I create the price lists and products in crm before doing the integration or synchronization can be created from NAV?

    The standard cost and current cost fields are natively integrated?

    I need to create a new field in the entity order of type lookup which field type corresponds in NAV, do I run any command in powershell or can I perform synchronization via interface?

    Any help would be appreciated

    ReplyDelete
  16. TNPSC5 February 2017 at 22:06

    Hi, i have One doubt , i am doing integration through C# custom Code , when i integrate sales Order , the sales line fields all are sync. but Inv_discount Amount field only not sync, when i send data to that field it set automatically 'Zero',, then after i Create one new field in line table and try to sync discount values to that field it working fine, but why i can't sync with Inv_Discount Amount field?

    ReplyDelete
  17. Anonymous22 May 2017 at 02:29

    Hi
    Very good article, Thanks for it.

    I'm integrating CRM and NAV 2016. I have managed to integrated custom fields but having trouble with Option fields. I created new option field in NAV with options: Blank,Individual,Member Organisation,Non-Member Organisation and in CRM field is new_customer_type with pickup list Individual,Member Organisation,Non-Member Organisation. I have added field in Integration Field Mapping with ExternalName = new_customer_type and EnternalType = Pickuplist. Every time, sync, Customer Type is set to -1, it ignores CRM Data. Can anyone help, please.

    With Regards
    Sud.

    ReplyDelete
  18. Unknown5 April 2018 at 04:00

    Hi all I am able to send records from NAV to CRM but on sending records from crm below link is opening
    http://1.22.44.81:8080/DynamicsNAV90/WebClient/?page=5329&filter=%27Filter%27%20IS%20%27CRMID%3a%7bFD5D1AFA-FD37-E811-A993-000D3AF032A1%7d%3bCRMType%3aaccount%27
    But not able to do further actions nothing is loading. Somebody please help me om this.

    ReplyDelete
  19. Anonymous26 August 2018 at 23:47

    Hello,
    Does anyone know if it is possible to syncrho a Multiple lines field from CRM with a blob field in NAV? How could we manage it in NAV? Many thansk in advance.
    Best regards.

    ReplyDelete

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