web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM - Dynamic...
Microsoft Dynamics CRM (Archived)

Dynamics CRM - Dynamics NAV/Dynamics Finance Integration

(0) ShareShare
ReportReport
Posted on by Community Member

Hi Experts!

Does anyone of you has experiencing on integrating Dynamics CRM and Dynamics NAV. Our client wants to create a NAV Purchase Order when an Opportunity becomes a Sales Order on CRM. I am thinking on consuming a web service on NAV for creating a purchase order. Any advice on this scenario?

Many thanks!

Allan  

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    Hi Allan,

    We recently integrated crm with nav . What you have to do is publish purchase order as web service at nav side and create a update plugin in opportunity entity upon opportunity won create purchase order record at sales order.

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Hi Syed,

    Thank you so much for the response. Do you know where I can learn how to publish purchase order as web service at nav?

    Regards,

    Allan

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    Following link will be useful.

    docs.microsoft.com/.../how-to--publish-a-web-service

    Hope this helps. Pls mark it as verified to close the thread if suggestion resolved your query

  • Community Member Profile Picture
    Community Member on at

    Thank you! I will now try to do your suggestion.

  • Community Member Profile Picture
    Community Member on at

    Hi Syed,

    Sorry, but do you know how can I obtain the object ID of the Purchase Order in NAV? The object ID is needed in order to create a web service.

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    Am not familiar with NAV side allan, hope the below links will be helpful

    trysmartconnect.com/.../publish-microsoft-dynamics-nav-web-service

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans