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I am trying to get through this CRM integration but having no luck. So many pieces here and there to review and nothing seems to document the entire procedure and hiccups you may encounter along the way.
Now I am trying to couple customers. They are customers in CRM and I would like to pull them into Business central but I keep getting this error (attached).
what am I missing here?
My Pleasure.
I actually really wonder, because we wanted to make it as easy as possible, and the first I ever tested the scenarion myself, I was thinking it is going smoothly, but of course I respect that there are always suprises, perhaps having a look on the videos, and the docuemnts like:
docs.microsoft.com/.../integrating-dynamics-crm-in-dynamics-nav
and start over again, and i'm certain it should go more smooth.
Thanks,
Rahman
Thank you Rahman! I will step through all of this and watch the videos. I have checked permissions and have the system admin permission and super permission on the BC side. I have also checked to make sure the C/AL was set to Read/Write as I found in one help doc. I am going to scrap this demo site and start fresh. I am spending way too much time trying to get it to work and it doesn't seem like it should be this complicated.
Hi,
First of all as per the error, it is likely related to permissions of the user you are using in BC or in NAV (if on premise) to connect to CRM.
Please check that the user is administrator, and has all the related permissions coming from the BC / NAV solution imported in CRM by the wizard (if you used it) or manually by you.
Afterwards, when you have some data inconsistency, it is usually related to some issues in the Integratino ID, let me explain this a bit:
The actual link between Dynamics NAV records and Dynamics CRM records is done via two tables:
Integration records can be created automatically by running an action on CRM connection Setup page:
The problem is to create CRM Integration records. They contain a "CRM ID" - primary key of CRM entity and "Integration ID" that is primary key of Integration record that you have just generated via Generate Integration ID’s. Here we need some code that would go through all Dynamics NAV records and find a couple in Dynamics CRM.
E.g. Dynamics NAV Customer 10000 has a couple in Dynamics CRM where there is a field "Number" that also contains 10000. It can be other fields that are more or less unique: name, phone number etc. That will be different from table to table. Depends on actual data and the way they used it in old connector. This is the reason Microsoft did not create a topic on MSDN how to upgrade from CRM/NAV Connector to Dynamics NAV CRM Integration Solution.
When a couple is found, you have a RecordID for NAV record and CRM ID for CRM record. So you can create a CRM Integration record linking these two recs.
Unfortunately we never created such a tool that would help you linking NAV to CRM records based on some field matching. Though this will also consume a lot of time as you need to search for each record in Dynamics CRM. In next release of Dynamics NAV/BC, we are thinking og generating ID’s on the fly so that we do not have to run the action causing lots of time as it will do this for all tables. Generating IDs opens ability to link to the existing record or let the system create a new record in Dynamics CRM.
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just to summarize, you can use the option 'generate Integratino ID' to solve some Integration ID discrapencies.
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As Per the documentation about the integration, we have plenty of articles to explain this, all around NAV as it is almost the same flow as in BC, but if you need an easier allrounder, please check these 2 videos, I think they are pretty good:
https://www.youtube.com/watch?v=A7OUwAnsmpg
https://www.youtube.com/watch?v=etJ7hT6Dquo
another one with business central is this one:
https://www.youtube.com/watch?v=i_3lUlilGUQ
Not mentioning everything but agood start.
I hope this helps.
Rahman
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