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How to: Set Up a Dynamics 365 for Sales Connection

  • Articolo

To integrate with Microsoft Dynamics 365 for Sales, you must set up a connection between Dynamics NAV and Microsoft Dynamics 365 for Sales. To set up the connection, you must provide the following information as a minimum:

  • Dynamics 365 for Sales URL

    You must provide the URL of the Microsoft Dynamics 365 for Sales server to connect to. The URL specifies the URI scheme, such as HTTPS or HTTP, and the fully qualified domain name (FQDN) that identifies the Microsoft Dynamics 365 for Sales organization and the computer where the Microsoft Dynamics 365 for Sales server is installed.

    For connecting to Microsoft Dynamics 365 for Sales Online, the format is typically scheme://organizationname.domainname, such as https://mycrm.crm4.dynamics.com, where https is the scheme, myorganization is the organization and crm4.dynamics.com is the domain.

  • User name and password of a dedicated Microsoft Dynamics 365 for Sales user account for integrating with Dynamics NAV.

    For more information about this user account and additional Microsoft Dynamics 365 for Sales setup requirements, see Create a Dynamics 365 for Sales User for Connecting to Microsoft Dynamics NAV.

To set up, test, and enable a connection to Microsoft Dynamics 365 for Sales

For all authentication types other tha Microsoft 365 authentication, you set your 365 for Sales connection up in the Microsoft Dynamics 365 for Sales Connection Setup window. For Microsoft 365 authentication, you can also use the Microsoft Dynamics 365 for Sales Connection Setup assisted setup, which is a wizard that helps you fill in the required setup fields. The following procedure describes how to fill in the fields in the Microsoft Dynamics 365 for Sales Connection Setup window manually.

  1. In the Search box, enter Microsoft Dynamics 365 for Sales Connection Setup, and then choose the related link.

  2. Specify the Dynamics 365 for Sales URL and the user name and password of the service account of the server.

  3. On the Authentication Type Details FastTab, fill in the fields if you want to configure a connection to a 365 for Sales instance with a specific authentication type. For more information, see Use connection strings in XRM tooling to connect to Dynamics 365.

  4. To test the connection settings, on the Home tab, in the Progress group, choose Test Connection.

    Dynamics NAV tries to establish a connection to the Microsoft Dynamics 365 for Sales server.

    • If the settings are valid and a connection can be established, a message appears that states the test was successful.

    • Otherwise a message appears that states the system could not connect to Microsoft Dynamics 365 for Sales and provides details of the error that occurred.

      Note

      If data encryption is not enabled in Dynamics NAV, you will get a message that asks whether you want to enable it. To enable data encryption, choose the Yes button and provide the required information. Otherwise, choose the No button. You can enable data encryption later.

  5. Select the Enable check box to enable the connection.

    If you do not enable the connection now, the connection settings will be saved, but users will not be able to access Microsoft Dynamics 365 for Sales data from Dynamics NAV. You can return to this window and enable the connection later.

  6. If Microsoft Dynamics 365 for Sales synchronization is not already set up, you will get a message that asks whether you want to use the default synchronization setup.

    Setting up synchronization provides the capability to keep data in records that are common to Microsoft Dynamics 365 for Sales and Dynamics NAV up-to-date. If you want enable to default data synchronization, choose the Yes button; otherwise choose the No button.

    We recommend that you set up synchronization now. However, you can always set up the connection to use the default synchronization settings later. For more information, see How to: Enable Default Dynamics 365 for Sales Synchronization Setup.

  7. The connection to Microsoft Dynamics 365 for Sales is now configured and Microsoft Dynamics 365 for Sales integration is enabled. You can begin to work Microsoft Dynamics 365 for Sales data in Dynamics NAV. There are several advanced settings which you can view and set to enhance security and enable Microsoft Dynamics 365 for Sales sales order processing.

    The following table describes the settings. To change a setting, choose the value.

    Field
    		 Description
    Active Scheduled Synchronization Jobs Specifies how many of the default integration synchronization job queue entries are in the Ready state.

    The default integration synchronization job queue entries synchronize data between Dynamics NAV records and Microsoft Dynamics 365 for Sales records, such as customers and accounts. If there is no job queue started, the integration synchronization job queue entries cannot run.

    For more information, see Scheduled Synchronization Using the Synchronization Job Queue Entries.
    Dynamics NAV Integration Solution Imported Specifies whether the Dynamics NAV Integration Solution is installed and configured in Microsoft Dynamics 365 for Sales. You cannot change this setting. For more information, see Install the Microsoft Dynamics NAV Integration Solution.
    Dynamics NAV URL Specifies the URL of Microsoft Dynamics NAV Web client. This enables users in Microsoft Dynamics 365 for Sales to open corresponding records in Dynamics NAV from records in Microsoft Dynamics 365 for Sales, such as an account or product. The Dynamics NAV records open in the Microsoft Dynamics NAV Web client. Set this field to the URL of the Microsoft Dynamics NAV Web client instance to use.

    To reset the field to the default URL for the Microsoft Dynamics NAV Web client, choose Reset Web Client URL action.

    This field is only relevant if the Dynamics NAV Integration Solution is installed in Microsoft Dynamics 365 for Sales.
    Version Specifies the version of Microsoft Dynamics 365 for Sales. For more information about the supported versions, see Microsoft Dynamics NAV System Requirements.
    Dynamics 365 for Sales Connection User is Integration User Specifies the Microsoft Dynamics 365 for Sales user account that is used for the connection from Dynamics NAV to Microsoft Dynamics 365 for Sales to be an integration user. When set to Yes, the integration user property of the connection user account is set and the user becomes a non-interactive user in Microsoft Dynamics 365 for Sales. This setting does not assign the Integration User role to the connection user.
    Sales Order Integration is Enabled Specifies whether sales order processing integration is enabled in Microsoft Dynamics 365 for Sales. This enables Microsoft Dynamics 365 for Sales users to submit sales orders, which can then be viewed and imported in Dynamics NAV.
    Dynamics NAV Users Must Map to Dynamics 365 for Sales Users Specifies that Dynamics NAV user accounts must have a matching user accounts in Microsoft Dynamics 365 for Sales, as determined by the email addresses of the accounts. The Microsoft 365 Authentication Email of the Dynamics NAV user must be the same as the Primary Email of the Microsoft Dynamics 365 for Sales user.

    If you set the value to Yes, Dynamics NAV users who do not have a matching Microsoft Dynamics 365 for Sales user account will not have Microsoft Dynamics 365 for Sales integration capabilities in the user interface. Access to Microsoft Dynamics 365 for Sales data directly from Dynamics NAV is performed on behalf of the Microsoft Dynamics 365 for Sales user account.

    If you set the value to No, all Dynamics NAV users will have Microsoft Dynamics 365 for Sales integration capabilities in the user interface. Access to Microsoft Dynamics 365 for Sales data is performed on behalf of the Microsoft Dynamics 365 for Sales connection user.

  8. Choose the OK button when done.

    After you set up the connection to Microsoft Dynamics 365 for Sales, you can monitor its status. For more information, see How to: View the Microsoft Dynamics 365 for Sales Connection Status.

To disable a connection to Microsoft Dynamics 365 for Sales

  1. In the Search box, enter Microsoft Dynamics 365 for Sales Connection Setup, and then choose the related link.

  2. In the Microsoft Dynamics 365 for Sales Connection Setup window, clear the Enabled check box.

    Users will not be able to access Microsoft Dynamics 365 for Sales data from Dynamics NAV.

See Also

Integrating Microsoft Dynamics 365 for Sales in Microsoft Dynamics NAV
How to: View the Microsoft Dynamics 365 for Sales Connection Status
Synchronizing Microsoft Dynamics NAV and Dynamics 365 for Sales
How to: Set Up Microsoft Dynamics 365 for Sales for Integration with Dynamics NAV