We developed a third party tool (.NET executable) to integrate and synchronize data between Microsoft Dynamics NAV and Microsoft Dynamics CRM. This Connector for Microsoft Dynamics work seamlessly and even the historical report has preserved for further analysis.
Connector for Microsoft Dynamics is intended to be used in an implementation where Microsoft Dynamics CRM is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities, and where Microsoft Dynamics NAV is used to perform accounting functions, manage your company’s chart of accounts, and maintain customer, vendor, item, employee, and other records.
Within Connector for Microsoft Dynamics, separate adapters are used to identify a source system (where data is read from) and a destination system (where data is written to). You can configure both of that and save for further communication. You can schedule the synchronization or for any new records the execution take place automatically.
After installation, you can integrate the following entities in Microsoft Dynamics NAV and Microsoft Dynamics CRM.
| Microsoft Dynamics |
Integration direction |
Microsoft CRM |
| Customer (including addresses) |
<=> |
Customer |
| Customer (including addresses) |
<=> |
Contact |
| Sales Invoice |
<= |
Invoice |
| Sales Order |
<= |
Order |
Connector for Microsoft Dynamics does not need to be installed on the same computer as Microsoft Dynamics CRM or Microsoft Dynamics NAV. However, it does require a network connection that allows it to communicate with the web services exposed by these systems and to the SQL Server instance where the MSDI database is located.
