Many questions have been raised by our clients about the nature of the integration between the Business Central (formerly known as NAV) and the Customer Relationship Management (CRM) module from Microsoft. This synchronization is native and provided free-of-charge by Microsoft. However, many of the synchronization concepts that you are familiar with, still apply.

The setup of this synchronization should be performed by a Microsoft certified Partner that specialized int he implementation of the Business Central and CRM system. Guessing around in this part of the setup, if NOT the correct approach.

What Business Central table objects are being synchronized and in what CRM table do they end up ?

Table NameBusiness Central (NAV)Sales
Professional-Enterprise
Customer INFOCustomersAccounts
Vendor InfoVendorsAccounts
Customer ContactsContactsContacts
Vendor ContactsContactsContacts
Item Master InfoItemsProducts
Item Pricing InfoCustomer-Item PricingPrice Lists
CurrencyCurrenciesCurrency
Payment TermsPayment TermsPayment Terms
Sales QuotesQuote Header – LinesQuote Header – Lines
Sales OrdersOrder Header – LinesOrder Header – Lines
Sales InvoicesInvoice Header – LinesInvoice Header – Lines
Customer StatisticsCustomer StatisticsCustomer Statistics

The synchronization can be controlled on a table by table level. It can involve the entire data set or it can be limited to a subset of the tables listed above. The synchronization can be configure as a bi-directional or uni-directional data flow on a table-by-table basis. The Sales document integration supports a concept of a staging table which allows for an additional review prior to data being added to the Business Central system.

Filters can be applied to the tables to limit the synchronization between the systems to specific sub-section. A single Business Central company can only be synchronized to a single CRM instance. Microsoft supports a Sandbox for both Business Central and CRM modules for testing and development purposes.

Please call us at Tel. (855) 227-0700 with any questions or contact us via e-mail at Sales@CBRTechnology.com .

Posted by:CBR Technology Corp.

Dynamics 365 Business Central, Dynamics NAV, and QuickBooks Enterprise certified Solution Provider specializing in the deployment and implementation of these ERP, CRM and eCommerce solutions for the distribution/wholesale and manufacturing industries.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s