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