NAV CRM Contacts

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Posted on by CILGroup

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Hi,

What is the best method to do a one time load of all existing customers to the contacts list? Are there any special fields in the customer card we need to update once this is done?

Going forward, we also want to automate this process so that if a new customer is created by the accounts department a company contact is automatically created. Is this possible?

Also, does the contacts list in NAV integrate with the contacts list for a salesperson on their exchange account for their salesman code? i.e. we want to be at a level where if a salesperson creates a new contact on their exchange account for it to replicate on the CRM and vice versa.

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Hannes Holst 5,767 on at

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RE: NAV CRM Contacts

Hi,

Microsoft offers a so called "NAV CRM Connector" for this purpose.

Several resources are available on different blogs.

This source here offers information about the latest version: docs.microsoft.com/.../integrating-dynamics-crm-in-dynamics-nav