Connector: is it really not possible to sync back crm: order-fields to NAV?

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Posted on by Peter Bohn

Hi everybody,

this Dynamics Connector really stresses me.

Is it possible to sync the crm entity order back to NAV Sales Order?

If we create a map: Order to NAV Sales Order (the reverse direction as the standard map NAV Sales Order to Order) and try to sync the crm instances to NAV ... we get an error.
It always gets into create instead of update.

What do we have to do, so this can be made possible by custom programming?

Or is it really completely unpossible?

THX, Greets PeB

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ksundeep87 800 on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi,

SUBMIT ORDER will be available only in the case of CRM and NAV integration using Connector in base CRM you cannot see the same rather it displays Create Invoice.

It behaves such away because once integrated with ERP invoicing part should be taken from there not form CRM. As you know CRM functionality is very simple unlike ERP tools.
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ksundeep87 800 on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi,

If integrating CRM and NAV using Connector you need to make sure that you click 'SUBMIT ORDER' only then it will push data into NAV.

Also once you click SUBMIT ORDER status of the order changes to SUBMITTED and SUBMIT ORDER disappears.

Check the below screenshot

If you are using On-Premise everything goes fine.

I noticed that there is bug in Online CRM where even after SUBMIT ORDER status doesn't change from Active. If it is the same scenario in your instance the only work around is to create a Workflow and update status to Submitted if you are able to do this I am sure that order data starts to sync between CRM & NAV.

I have raised this bug to Microsoft awaiting on there reply.
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

This is the connector log:

and here are 2 opend message properties:

Map: Order to NAV Sales Order Card
Source Item Key: [AFT-06176-X1M0J7, 2e979d58-eeec-475e-8b67-0065a9adf9e4]
Date: 20.11.2015 10:53:00
Severity: Warn
Retries: Stopped after 0 attempts
Text: Exception occurred in Microsoft Dynamics NAV
Mediation:

1: If the Microsoft Dynamics CRM Contact contains another Contact as the Parent Customer, this scenario is not supported in Microsoft Dynamics NAV.
2: If an order is canceled in Microsoft Dynamics CRM, the associated sales order in Microsoft Dynamics NAV is not updated because there is no "canceled" status
3: If an order is submitted to the ERP in Microsoft Dynamics CRM, the associated account or contact needs to be submitted to the ERP as well.
----

Map: Order to NAV Sales Order Card
Source Item Key: [AFT-48352-L3G0F1, 9a33e652-5748-486d-96b6-0044d39be7bd]
Date: 20.11.2015 10:51:55
Severity: Warn
Last Retry Date: 20.11.2015 10:52:53
Retries: Stopped after 1 attempts
Text: An unexpected error occurred.
Mediation:

1: Make sure that a required field is not missing. See the exception message for details.
2: If integrating ERP Customers into CRM, ensure that this one has a Name in the ERP. See the exception message for details.
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi again Krishna,

sorry .. i was to fast, searching the Submit Order - Button. I opend not an active order, so the button wasnt there.

Now i see the button.

Is it needed to press this button, that the connector submits the order?

I have no further infos about this button, and what it does?

Is this button only showed (and generated) if there is a NAV integration?

I pressed this button,

but the status hasnt changed. It is the same as before: Active / New

But what happend if i pressed this button? After that, the invoice was opend form, not the order. Why?

thx greets PeB
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi Krisna,

thx for your reply.

We are using crm online.

Sorry, i did not find any Button "Submit Order" .. where should this be located?

Is it important what status the order in crm has, for succefully working sync from crm to nav?

I'll send the screenshot / Connector Log in a separate post.

Thx, Greetings PeB
ksundeep87 800 on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi,

Can you post the screen shot of Log information, so that I can see why it failed.(Connector here say 19 Failed to write).

Correct me if am wrong, you were able to insert records successfully but you are unable to update or modify the records.

Are you using online version or on-premise ?

When you click Submit Order from CRM Sales Order is the status updated from Active to Submitted ?

Waiting on your reply...
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi Krishna,

have you seen my answer, to your post?

Can you see, what i did wrong?

thx, greets PeB
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi Krishna,

many thx for your reply,

this is our mapping (we tried to include less as possible fields)

Sales_Order_Card Property Path (Destination) Sales_Order_Card Property Display Name (Destination) salesorder Value (Source)

Integration_ID Integration ID Dynamics Integration Key

Key Key Dynamics Integration Key

No No Dynamics Integration Key

Waiting_for_payment_receipt Waiting for payment receipt Warten auf Zahlungseingang\Value

i hope this helps.

many thx, Greets PeB
ksundeep87 800 on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi,

It is possible. Can you share screen shot of MAPS done for data sync between CRM and NAV orders.

If it still doesn't work last option is create a staging table and try to load data rather than directly inserting into main tables. Once the data from CRM is loaded with GUID into NAV developer can play the rest with CAL coding.
Peter Bohn on at

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RE: Connector: is it really not possible to sync back crm: order-fields to NAV?

Hi jonthan OR SOMEONE OTHER,

ffleischer works with me on that.

Could you give us some more answers or hints?

Greets PeB