Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics NAV forum
Unanswered

NAV - CRM Integration create records in CRM automatically

Posted on by 45

NAV: 2018 CU1 - On Premis.
CRM: Dynamics 365 In Cloud.

Hi, I have the NAV - CRM integration setup and working, one thing I cant figure out is how to make records that are created in NAV be created automatically in CRM without the user needing to go through the coupling process, do I need to create some custom code for this or is this setup thing?

another issue, I'm also working on mapping custom table in NAV to custom entity in CRM, I have gotten this to work but when syncing data from NAV to CRM I would want lines attached to my table (Sales Header/Sales Line like scenario) to synchronize but I cant figure out how to set it up so the lines are synced when the header is synced.

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans