How to Integrate Microsoft Dynamics CRM with Microsoft Dynamics Navision 2017?

   In my post, you will get to know how to integrate CRM with Navision 2017.

    Prerequisite for CRM-
    You would need an instance of CRM. If you dont have it you can click on the link and create one. https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx
 

  Note- All my development and testing have done in Azure server.   
   Prerequisite for Nav- make sure all the CRM objects in Navision 2017 are the version of  NAVW110.00.00.14199, that is of cumulative update 2, otherwise you get errors.

    Follow the following Steps-

  1.Go to CRM homepage, in the homepage go to Settings\Customizations and click on Solutions. 

  

  2. Import a solution in CRM by clicking the import button and browse the zip file which is available in NAVDVD\CrmCustomization.

    

  3. Click Next and Import the solution.

   

  4. Now, under settings Go to Security and click on Users.

  

  5. We need Two users in CRM to perform integration with NAV, One would be the admin of CRM and the other would be the Integration User. Here I’m using the same User for admin and Integration User.

  6. You have to assign 4 roles to this user- dynamics Nav integration administrator, dynamics Nav integration User, system administrator, system customizer.

  7. There is a field on this user’s form, Integration user mode, make sure it is YES.

    

  8. In the search bar in Navision 2017 type CRM Connection Setup and open the page or go to Departments/Administration/IT Administration/Services and click on Microsoft CRM connection setup.

  9. Click on assisted setup and enter Dynamics CRM URL and in the next window enter the Credentials. Here I’m using the same user for integration and admin.

   

  10. Click Next and finish the assisted setup, make sure every Boolean field is true.

  11. Now our connection has been set up. To integrate sales order integration you have to manually enable it.

  12. To test the connection if all the settings are valid click on test connection.

     

  13. To map the Dynamics NAV user to CRM user, Go to the user and fill in the office 365 authentication Email ID.

  14. To check all the standard mapping, click on Integration Table mappings.

  15. This is standard table to table mappings in Navision 2017 to CRM.

  16. Now to check further, click on fields to check field to field level mappings.

   

  17. Here as you can see, the last three fields have been added by me, this is custom mappings.

  18.  In my next post, I will show you how to map these custom fields in different CRM entities.