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Dynamics Connector between CRM and NAV - Map the status values on order from NAV - CRM

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Posted on by Ridhima Mehra

Hi,

I am implementing the NAV-CRM connector.

I am struggling to find the standard mapping between the order from NAV - CRM.

When an order is released in NAV it comes to CRM as a status of submitted and status reason of in progress.

When the invoice is created, the order still stays in in progress. is that how its meant to work? how can i change this mapping to say the orders comes through as completed or is completed when an invoice is created and posted in NAV.

I would much appreciate any response back please.

Regards,

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Ridhima Mehra 35 on at

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Re: Dynamics Connector between CRM and NAV - Map the status values on order from NAV - CRM

Hi Chetzler,

Thank you for replying back.

CRM 2011

NAV client version is NAV 2009 R2, but the code version is 5.0

Connector 2.1

I cannot see how the order status is changed. You advised to use a workflow in CRM. however when a sales invoice is pushed by the adaptor to CRM it does not link back to the order so how do i identify which order to change the status of.

appreciate your help here.

Regards

R
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Community Member Microsoft Employee on at

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Re: Dynamics Connector between CRM and NAV - Map the status values on order from NAV - CRM

Which version of Connector are you uing? In RU1 we released an updated map for the posted invoice integration that will set the status properly on an invoice, this in turn may also set the status on the order, if not you could create a workflow or plugin that would do this for you in CRM as well.