Hi,
I would like to share something which has been newly added in Microsoft Dynamics NAV 2016.
Integration between NAV and CRM is now much more easy no need of connector or any extra coding.
How many of you identified the new Table property in NAV 2016?? :D
here it is take a look
"TableType :: CRM" your next question, what it does ?(Check it in my next post)
In this post let me show you how native integration works.
1) Open NAV 2016 and type 'CRM SETUP' in the search bar
2) Open CRM setup form
in "Dynamics CRM URL :" enter the url from CRM instance
3) Open 'User Card' in NAV instance, CRM authenticates via Office 365, provide CRM user id for authentication.
4) Provide user id password and check "Enabled:"
Click "Test Connection" to check if authenticates successfully.
System will auto fill remaining fields
5)Goto Account in CRM
6)Open default 'CRM Account' Form by searching 'CRM Account' in NAV search bar
Wow awesome!!! look at that entire CRM account records replicated in NAV :D
no coding no connector amazing work done by Microsoft.
Check my next post to find out how to integrate custom entities in CRM with NAV!!!
Cheers...
