To integrate and synchronize data between Microsoft Dynamics NAV and Microsoft Dynamics CRM with the Connector for Microsoft Dynamics, you change Microsoft Dynamics NAV to expose pages as web services and initialize integration records in the Integration Records table. In this procedure, you change settings in the Marketing Setup window in Microsoft Dynamics NAV to support this integration and synchronization.

After you have turned on integration and completed the setup and configuration of the Connector for Microsoft Dynamics, data is automatically synchronized. You can set and change how frequently data is synchronized in the Connector for Microsoft Dynamics.

To turn on integration

  1. In the Search box, enter Marketing Setup, and then choose the related link.

  2. On the Inheritance FastTab, clear all check boxes.

    Note
    If you are using the Connector for Microsoft Dynamics, you must clear all check boxes, or else you may encounter synchronization issues with contact information.

  3. On the Synchronization FastTab, select the Enable Connector check box.

    Choose the Yes button to confirm that you want to enable the Connector for Microsoft Dynamics.

  4. Exit and start Microsoft Dynamics NAV again before you configure the Connector for Microsoft Dynamics.

  5. After you enable the Connector for Microsoft Dynamics, you must restart the following service:

    • Microsoft Dynamics NAV Server

    For more information, see “Starting, Stopping, or Removing a Microsoft Dynamics NAV Server Instance” section in Managing Microsoft Dynamics NAV Server Instances.

    Important
    After you select or clear the Enable Connector check box, all users must reopen the RoleTailored client to connect to the database.

    For more information, see the "Enabling Web Services to work with the Microsoft Dynamics Connector" section in Troubleshooting: Integrating with the Connector for Microsoft Dynamics.

Importing Data

If you import new record data into Microsoft Dynamics NAV after you have turned on integration, then you can follow this procedure to populate the integration ID, which is a GUID, for the new records.

To provide new records with connector metadata after you have turned integration on

  • In the Marketing Setup window, on the Actions tab, in the Functions group, choose Generate Integration IDs for Connector for Microsoft Dynamics.

    Note
    Generating integration IDs may take several minutes. When integration IDs have been generated, you will see the following message:

    The integration data has been added to the tables.

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See Also