Notifications
Announcements
No record found.
Hi, after installing the connector I stumbled upon something. When I run the initial integration of NAV Customer Card to CRM Account, the owner of all the records imported in CRM equals "INTEGRATION", instead of the owner associated with an ERP salesperson. 01 is the salespersonnumber in navision and I linked it with a CRM user. After I run the integration, all records, even the ones who have Salesperson 01 in navision, have owner "INTEGRATION". How come? I ran the previous integrations: - enum val to picklist- nav curr to curr- unit of measure to unit group- Salesperson to ERP System users- then I mapped the correct users in CRM to ERP System users- Customer Card to Account -> owner: integration Thanks in advance.
Hi,
after installing the connector I stumbled upon something.
When I run the initial integration of NAV Customer Card to CRM Account, the owner of all the records imported in CRM equals "INTEGRATION", instead of the owner associated with an ERP salesperson.
01 is the salespersonnumber in navision and I linked it with a CRM user.
After I run the integration, all records, even the ones who have Salesperson 01 in navision, have owner "INTEGRATION".
How come?
I ran the previous integrations:
- enum val to picklist- nav curr to curr- unit of measure to unit group- Salesperson to ERP System users- then I mapped the correct users in CRM to ERP System users- Customer Card to Account -> owner: integration
Thanks in advance.
*This post is locked for comments
Hi Chiron,
Could you confirm that your "NAV Customer Card to Account" map is contain mapping for owner:
"Owner\Dynamics Integration Key" = "Salesperson Code" ?
Cheers,
Konstantin
I'll try that tomorrow. Thanks.
It's not in the default mappings then.
Thank you Konstantin for helping me out!
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
