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Integration method between NAV 2017 and Dynamics 365 Online?

  • 1.  Integration method between NAV 2017 and Dynamics 365 Online?

    Posted May 29, 2018 10:21 AM
    Edited by Britt Pangerl May 29, 2018 10:21 AM

    We are looking for advice on integrating Dynamics 365 Online CE (CRM) with Dynamics NAV 2017 on-premises.  To date, we've been mostly looking at Scribe Insight, but are interested in other Microsoft options and to know if any other organizations have had experiences (positive or negative) with other methods.  With the new emphasis that Microsoft is putting on the Common Data Service (CDS), we've considered this as an integration method, especially in light of the CDS-based integrations between Dynamics 365 Finance & Operations (formerly AX) and CRM.  It appears there is a CDS connector for NAV, but it appears to be in beta.  Has anyone used this successfully as an integration method?

    There is also a method  listed here (https://docs.microsoft.com/en-us/dynamics-nav/integrating-dynamics-crm-in-dynamics-nav) which seems to offer some interesting integration features but this article and related do not appear to comment on the method of integration being used and whether or not this leverages the CDS (it is also unclear if this method allows for any customization of what is integrated or if it can be extended).  We assume CDS to be the future of integration, but information specific to NAV for the CDS is hard to find.

    Thanks All!!

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    Britt Pangerl
    Information Systems Manager
    Gamer Packaging
    Minneapolis MN
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    TOP CONTRIBUTOR
    Posted May 30, 2018 07:06 AM
    We will be doing this shortly with the NAV integration on our in-house system. Check back in a month.

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    Ron Ketterling
    President
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    TOP CONTRIBUTOR
    Posted May 31, 2018 09:31 AM
    Edited by Greg Enns May 31, 2018 09:31 AM
    Hi Britt,

    I too am curious to see the future of CDS and how integration methods change in the next few years.

    The Microsoft Docs article you referenced is for the NAV integration to D365CE (aka CRM) that was first released in NAV 2016. From what I've seen, it remains essentially the same in NAV2017. We are currently using this integration with NAV 2016 on-premise and D365 for Sales (version 8.2) online, and have found it to be stable and reliable.
    The NAV integration is built and managed completely in NAV. There is a solution that you'll upload to CRM, but it is really minimal and just adds some linkage back to NAV from CRM. The integration code and engine are all housed in NAV, and any customization will need to be done by a NAV developer. I did a webinar and wrote a blog on my partner's website based on my experience implementing this in-house. You can check it out here: NAV-CRM Integration tips

    The basics of how it works is that a NAV Job queue runs in the background throughout the day. This job queue executes NAV code that compares NAV records and CRM records. New records in either system are added to the other. Updates to a record in either system get pushed to the other system. You decide which fields you want to sync and you can sync custom entities and fields that are not part of the standard integration setup.

    Feel free to reach out if you have any questions.

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    SILVER CONTRIBUTOR
    Posted Jul 13, 2020 11:05 AM

    Hi Greg,
    Great video, thanks. I am curious too about using Common Data Servics (CDS) ​to connect D365CE (CRM) to on-prem #NAV2017 . Do you have any updates on using CDS to connect to NAV on-prem?

    also, anyone know what is the replacement in BC for integration to D365CE (aka CRM)? 

    Thank you in advance,

    ​​



    ------------------------------
    Michael Sedlock
    VP of I.T.
    Dukal Corporation
    Ronkonkoma NY
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    TOP CONTRIBUTOR
    Posted Jul 13, 2020 01:16 PM
    Glad you found the video useful. I do not know if the integration changed much in 2017, but we are on the latest version of CRM (D365CE) in the cloud and still have NAV2016 on prem and it's working just like it did when I created that video, so I'd expect 2017 to work much the same.
    We're currently upgrading to BC14 on-prem so I can definitely say that the integration to D365CE has changed a little, but not a lot.
    The way NAV handles Job Queues has changed a lot in the last few years and this required some adjustments for us. Inactivity timeouts are not re-activated by changes in CRM--only changes in NAV. The Job Queues now run under actual usernames, rather than under the ServiceTier user.

    Some of the CRM integration code was moved around to different codeunits but the essential pieces of how the integration works are all the same.
    One newer thing with the integration (at least new to me since NAV2016) is the Pausing of specific records after a recurring sync error. This isn't a big deal, but admins need to be aware that this happens and either manually sync the records or restart the syncing (aka Un-pause).
    There is 1 bug that's worth being aware of for anyone using the CRM integration. (It's been around for at least a few versions of BC and is in the latest version as well. My BC partner reported this to MS last week, and I'm hoping MS will fix it soon.) See detailed explanation here if you want to do a temporary C/AL fix in your own system.

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Appleton WI
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 6.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    SILVER CONTRIBUTOR
    Posted Sep 14, 2020 09:21 AM
    Hi D365UG/NAVUG
    I wanted to followup with some additional questions regarding how to integrate NAV customer specific pricing within D365CE/CRM.
    On Microsoft document page, https://docs.microsoft.com/en-us/dynamics-nav/integrating-dynamics-crm-in-dynamics-nav. The section on "Price List" specifically says that "Sales prices for sales type other than customer price groups are ignored."
    In NAV2017 we use both customer price groups by item and Customer specific prices by item.
    For example,
    Customer FarwayLTD is in Price group ABC
    Price group ABC for Item 15-2221 = $33.00
    Price for Customer FarwayLTD Item 15-2221 = $28.00

    NAV Sales Order or Quote would select the price of $28.00. But in D365CE my understanding is that there isn't any place to store this pricing, nor is there logic to calculate. Or at least that I'm aware of...

    How would I be able to bring this pricing into D365E/CRM for the sales team to create quotes?

    I'm open for all suggestions but would rather not use a 3rd party solution if possible.

    Thank you for your assistance and time.



    ------------------------------
    Michael Sedlock
    VP of I.T.
    Dukal Corporation
    Ronkonkoma NY
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 7.  RE: Integration method between NAV 2017 and Dynamics 365 Online?

    SILVER CONTRIBUTOR
    Posted Sep 22, 2020 10:31 AM
    Bump.
    Has anyone integrated NAV pricing to D365CE/CRM ?

    ------------------------------
    Michael Sedlock
    VP of I.T.
    Dukal Corporation
    Ronkonkoma NY
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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