Keeping things short and simple, here I am will demonstrate on how to setup synchronization between Microsoft Dynamics NAV 2009 R2 and Microsoft Dynamics CRM 2011 using the Connector for Microsoft Dynamics.
Configuring Connector for MS Dynamics (Microsoft Dynamics CRM Adapter)
Assuming that you had a smooth installation of the Connector, let’s start by configuring the CRM Adapter.
For the CRM Online, make the following settings:
| Domain | crm.dynamics.com |
| User Name | Windows Live ID for your CRM Online organization.
This should be a dedicated Live Account for Integration process. Read connector manual for more details. |
| Password | The password for the Live ID you entered. (duh) |
| Port | <Empty> |
| Discovery Server | dev.crm4.dynamics.com if CRM Online is hosted in EMEA region.
Read this blog entry to find what’s the right one for you. |
| Microsoft Dynamics CRM Online | <Checked> |
After this, click the configuration utility and proceed with the wizard.
You might have to re-enter the details again! “Get Organizations” and select your organization and proceed forward! Btw, you should really be patient, this and fore coming operations will take lots of waiting time!
So after it it done, you get list of entities that you want to configure, select them and proceed.
Next click “Configure” and let the magic happen! After which ‘Finish’ and exit the wizard.
Do a “Test Settings” and lets get to the next stage for configuring NAV.
Configuring Connector for MS Dynamics (Microsoft Dynamics NAV 2009 Adapter)
This is simple, assuming you know about Navision, expose your page as a web service, and start configuring the NAV adapter.
Go through the wizard and select your company and page that need integration.
Test and move on, let’s make an integration now!
Creating Maps (Microsoft Dynamics CRM & Microsoft Dynamics NAV)
First, you need to create a new Integration between the two systems.
Then a new Map.
I am not going to talk about Mapping, you should read the Connector manual on how to make maps and configure the Source and Destination fields.
So that is how you connect to the cloud, CRM Online & NAV 2009 R2. Happy data syncing! Over and out.