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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / NAV Integration with C...
Small and medium business | Business Central, N...
Suggested answer

NAV Integration with CRM Online

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Posted on by Nia 150

Hello Experts,

One of my customer is using NAV integration in NAV 2017 to CRM On-Prem. They want to switch CRM On-Prem to CRM On-line next week. What would be the changes they have to do to connect their NAV 2017 to CRM Online. Will that be a fresh new integration?

Appreciate your help.

Thanks,

Nia

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 92,576 Super User 2025 Season 2 on at
    RE: NAV Integration with CRM Online

    Hi, hope the following helps.

    https://www.youtube.com/watch?v=_AtBI5XsczE

    https://www.tharangac.com/2017/01/integrate-dynamics-nav-2017-with-dynamics-crm-online.html

    Note:

       

    Thanks.

    ZHU

  • Nia Profile Picture
    Nia 150 on at
    RE: NAV Integration with CRM Online

    Hello Zhu,

    Thanks i have this link. I wanted to understand if we need to do this integration from scratch or just need to change few  fields only as customer is already using NAV integration with CRM On-Prem?

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: NAV Integration with CRM Online

    Hello,

    This will indeed be considered as a new integration setup. For the requirement the customer must be on latest Cumulative Update or on a Cumulative Update that does support OAUTH2 connection (see latest blog post from ZHU).

    Thank you.

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,106 on at
    RE: NAV Integration with CRM Online

    I would not consider this a "new" integration. As Marco said, you need to be on a CU that supports OAUTH--which I think all CU's published in the last 10-12 months do support. Once that is done, then you're just pausing the current integration, moving CRM data to CRM Online, and then re-connecting with OAUTH to the online db.

    The only potential issue would be if in the move from on-prem to online, you made significant changes to the CRM data--particularly if the record id (GUID) changed.

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