If you have a customer relationship solution that is based on Microsoft Dynamics CRM, then you can integrate it with Microsoft Dynamics NAV. This enables you to integrate data in Microsoft Dynamics CRM entities such as accounts, contacts, and products, with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, and items, respectively. For example, integration provides Microsoft Dynamics CRM users with access to up-to-date financial information from for their accounts. And Microsoft Dynamics NAV users get easy access to information about opportunities and cases for a specific customer.
Microsoft Dynamics NAV 2017 offers two methods for integrating Microsoft Dynamics CRM. Each method is supports a different set of features. Use the following table to help you determine which method is the best for your business processes.
| Method | Description | For more information |
|---|---|---|
Integrating Microsoft Dynamics CRM in Microsoft Dynamics NAV | This is the newer integration method. It enables end-users to access and update Microsoft Dynamics CRM records from the Microsoft Dynamics NAV user interface. It provides insight into the business transactions in Microsoft Dynamics CRM. You can enable the ability to synchronize data between Microsoft Dynamics CRM and Microsoft Dynamics NAV records. Synchronization can be done manually by the user or on a scheduled basis by the job queue. Or, you can choose not to enable synchronization, and just couple the records between the systems. This still lets users navigate between records in the Microsoft Dynamics NAV and Microsoft Dynamics CRM. | Integrating Microsoft Dynamics CRM in Microsoft Dynamics NAV |
Using the Connector for Microsoft Dynamics. | This integration method was introduced in Microsoft Dynamics NAV 2009 R2. The primary purpose of this method is to synchronize data between Microsoft Dynamics NAV record types and Microsoft Dynamics CRM entities. | Integrating Microsoft Dynamics CRM by Using the Connector for Microsoft Dynamics NAV |