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How to: Enable Default Configuration Setup

  • Articolo

With Microsoft Dynamics 365 for Sales integration, you can decide whether to synchronize data between Microsoft Dynamics 365 for Sales and Dynamics NAV.

This topic describes how to enable the default synchronization setup between Dynamics NAV and Microsoft Dynamics 365 for Sales. You can use the default synchronization set up to get Microsoft Dynamics 365 for Sales integration up and running for the first time, out-of-the-box. You can also perform this task to revert your synchronization set up back to the default setup. The default synchronization setup specifies the following items:

  • Integration table mappings that map Dynamics NAV tables, such as salespeople and customers, to Microsoft Dynamics 365 for Sales entities, such as users and accounts.

  • Synchronization job queue entries that synchronize data on scheduled intervals.

  • Integration IDs for Dynamics NAV records to be integrated with Microsoft Dynamics 365 for Sales.

Important

If you enable the default synchronization setup, any existing custom configurations for Microsoft Dynamics 365 for Sales integration, such as table mappings and field mappings, will be deleted.

Note

If you are re-enabling a Microsoft Dynamics 365 for Sales connection, then you might want to generate integration IDs for new records that were added while the connection was disabled. For more information, see Generating Integration IDs for New Records.

To enable the default Microsoft Dynamics 365 for Sales synchronization setup

  1. In the Search box, enter 5330 CRM Connection Setup, and then choose the related link.

  2. The Microsoft Dynamics 365 for Sales connection must be enabled first. To enable the connection, select the Enable check box.

  3. On the Actions tab, in the General group, choose Use Default Synchronization Setup, and then choose the OK button.

  4. Choose the OK button when done.

    You can now synchronize coupled Microsoft Dynamics 365 for Sales records and Dynamics NAV records. You can perform this manually on an individual record basis or automatically on a scheduled time interval by using the default Microsoft Dynamics 365 for Sales synchronization jobs. For more information, see How to: Couple and Synchronize Records Manually and Scheduled Synchronization Using the Synchronization Job Queue Entries.

Generating Integration IDs for New Records

To synchronize records in Dynamics NAV, such as customers or contacts, with Microsoft Dynamics 365 for Sales entity records, the Dynamics NAV record must have an integration ID. When a Microsoft Dynamics 365 for Sales connection is enabled, integration IDs for new records are automatically generated. However, in some cases, you may temporarily disable the Microsoft Dynamics 365 for Sales connection. If you want to integrate Dynamics NAV records that were added while the Microsoft Dynamics 365 for Sales was disabled, you must generate integration IDs for the records. Complete the following procedure to populate the integration IDs for the new records.

To enable the default Microsoft Dynamics 365 for Sales synchronization setup

  1. In the Search box, enter 5330 CRM Connection Setup, and then choose the related link.

  2. On the Actions tab, in the General group, choose Generate Integration IDs, and then choose the OK button.

  3. Choose the OK button when done.

See Also

Setting Up Dynamics 365 for Sales Integration in Dynamics NAV
How to: Set Up a Dynamics 365 for Sales Connection