New in this Connector
So, what’s new (apart from hope) in this latest version of the connector? Well, for starters the Dynamics Connector is no longer a separate application of its own, it is now an integral part of NAV which has certainly simplified the setup. You no longer need to separately install a server application to handle synchronisation, and as a result the sometimes fiddly setup of the NAV connection is no longer required. You still need to supply connection details to CRM, but this is now just the Dynamics CRM URL, and the user name and password of a CRM user with the System Administrator role in CRM, and you also need to import the Integration Solution into your Dynamics CRM instance (which can be found on the NAV installation ‘disk’).
Synchronisation
Synchronisation is very similar to previous versions of the connector except now the synchronised entities and maps are stored in NAV and the scheduling and synchronisation is performed by NAV’s Job Queue, further reducing the complexity of the system.
Another new feature is the ability to show live Dynamics CRM data in NAV and live Dynamics NAV data in CRM. This is performed using web services, and there is a small amount of additional setup in CRM to facilitate this.
Once done, you can now see your NAV data in CRM...
...as well as your CRM data in NAV.
However, there is a licensing catch… the software licensing terms require that your users are licensed for both products, albeit only limited user licenses. I have a query open regarding the exact implications of this with Microsoft and will post an update when I have the answer.
I have yet to implement this in anger in a live environment but will do in the coming months, so expect an update later in the year. For now, cheap and reliable NAV / CRM integration looks promising!
Tom Jenkins
Tom is one of the founding directors of Dynamics Consultants. He has worked on ERP / CRM systems since 1995, initially as an end user and later as a developer/consultant.
Before founding Dynamics Consultants, Tom worked in a management role for a machinery importer / reseller, where his work included inventory management and purchase control, systems development, and IT project management.
