Showing posts with label Custom CRM Entity and NAV Table Integration.. Show all posts
Showing posts with label Custom CRM Entity and NAV Table Integration.. Show all posts

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..