Synchronization and Data Integration: Synchronizing Dynamics NAV and Dynamics 365 for Sales
With Microsoft Dynamics 365 for Sales integration, you can decide whether to synchronize data between Microsoft Dynamics 365 for Sales and Dynamics NAV. Synchronization is the process that makes the data in selected fields of Dynamics NAV records (such as customers, contacts, and sales people) and the equivalent Microsoft Dynamics 365 for Sales records (such as accounts, contacts, and users) the same. Conceptually, synchronization copies data between Microsoft Dynamics 365 for Sales entities and Dynamics NAV record types (tables). Depending on the record type, data can be synchronized from Microsoft Dynamics 365 for Sales to Dynamics NAV and from Dynamics NAV to Microsoft Dynamics 365 for Sales. As users work with data in Microsoft Dynamics 365 for Sales and Dynamics NAV, synchronization keeps the data in both systems up-to-date.
Synchronization is accomplished using three main elements: integration table mappings, integration field mappings, and record couplings. For a description of these elements, see Integration Concepts and Terminology.
Before you can start to synchronize data, you must enable the synchronization setup, if not already enabled. For more information, see how How to: Enable Default Dynamics 365 for Sales Synchronization Setup. After synchronization is enabled, the next step is to couple Dynamics NAV records to Microsoft Dynamics 365 for Sales records. Once records are coupled, their data can be synchronized. The synchronization process can be initiated manually and/or on a scheduled basis. The following table provides on overview of the ways you can synchronize records in Dynamics NAV tables and records in Microsoft Dynamics 365 for Sales entities.
| Type | Method | See |
|---|---|---|
| Manual synchronization | Synchronize on a record basis. You can synchronize individual Dynamics NAV records, such as a customer, with a corresponding Microsoft Dynamics 365 for Sales record, such as an account. This is typically how end-users will work with Microsoft Dynamics 365 for Sales data in the Dynamics NAV client. |
How to: Couple and Synchronize Records Manually<!-- |
| Synchronize on a table mapping basis. You can synchronize all records in a Dynamics NAV table and Microsoft Dynamics 365 for Sales entity. |
Synchronize Individual Table Mappings | |
| Synchronize all table mappings. You can synchronize records in all Dynamics NAV tables that are mapped to Microsoft Dynamics 365 for Sales entities. |
Synchronize Records for All Tables | |
| Full synchronization of all table mappings. You can synchronize all Dynamics NAV tables and Microsoft Dynamics 365 for Sales entities that are mapped together, and create new records in the destination solution for uncoupled records in the source solution. You will typically run a full synchronization when you initially set up integration between Dynamics NAV and Microsoft Dynamics 365 for Sales and only one of solutions contains data. A full synchronization can be useful in a demonstration environment. |
Run a Full Synchronization | |
| Scheduled synchronization | Full synchronization of all table mappings. You can synchronize Dynamics NAV with Microsoft Dynamics 365 for Sales on scheduled intervals by setting up jobs in the job queue. |
Scheduled Synchronization Using the Synchronization Job Queue Entries |
Standard Microsoft Dynamics 365 for Sales Entity Mappings for Synchronization
The following table lists the Dynamics NAV record types (tables) and corresponding Microsoft Dynamics 365 for Sales entities that can be synchronized out-of-the-box.
| Dynamics NAV | Microsoft Dynamics 365 for Sales | Synchronization Direction | Default Filter |
|---|---|---|---|
| Salesperson/Purchaser | User | From Microsoft Dynamics 365 for Sales to Dynamics NAV | Microsoft Dynamics 365 for Sales contact filter: Status is No. |
| Customer | Account | From Dynamics NAV to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Dynamics NAV. | Microsoft Dynamics 365 for Sales account filter: Relationship type is Customer and status is Active. |
| Contact | Contact | From Dynamics NAV to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Dynamics NAV. | Dynamics NAV contact filter: Type is Person and the contact is assigned to a company. Microsoft Dynamics 365 for Sales contact filter: Contact is assigned to a company and the parent customer type is Account. |
| Currency | TransactionCurrency | From Dynamics NAV to Microsoft Dynamics 365 for Sales. | |
| Unit of Measure | Unit Group | From Dynamics NAV to Microsoft Dynamics 365 for Sales. | |
| Item | Product | From Dynamics NAV to Microsoft Dynamics 365 for Sales. | |
| Resource | From Dynamics NAV to Microsoft Dynamics 365 for Sales. |
The Microsoft Dynamics 365 for Sales entities and Dynamics NAV tables that are synchronized are defined by table mapping entries are defined in table 5335 Integration Table Map. You can view the mappings and set up filters from page 5335 Integration Table Map. The mapping between the fields in Dynamics NAV records and the fields in Microsoft Dynamics 365 for Sales entities are defined by field mapping entries in the table 5336 Integration Field Map and additional mapping logic. For more information, see Integration Table Mappings and Integration Field Mappings.
Synchronization Rules
The following table describes rules that control the synchronization between Microsoft Dynamics 365 for Sales entities and Dynamics NAV tables.
| Item | Description |
|---|---|
| General | Modifications to data in Microsoft Dynamics 365 for Sales that are performed by the Microsoft Dynamics 365 for Sales connection account are ignored. The changes will not be synchronized. Therefore, it is a recommended that you do not modify data by using the Microsoft Dynamics 365 for Sales connection account. Deleting a coupled record on either end will create error messages that the product is unable to update the deleted records. In order to avoid such situations, make sure that you decouple coupled records before deleting them in either Microsoft Dynamics 365 for Sales or Dynamics NAV . |
| Customers | - Before a customer can be synchronized to an account, the salesperson that is assigned to customer must be coupled to a user in Microsoft Dynamics 365 for Sales. Therefore, when you are running the CUSTOMERS - Dynamics 365 for Sales synchronization job and you set it up to create new records, make sure that you synchronize salespeople with Microsoft Dynamics 365 for Sales users before you synchronize customers with Microsoft Dynamics 365 for Sales accounts. - The CUSTOMERS - Dynamics 365 for Sales synchronization job only synchronizes Microsoft Dynamics 365 for Sales accounts that have the relationship type Customer. |
| Contacts | Only contacts in Microsoft Dynamics 365 for Sales that are associated with an account will be created in Dynamics NAV. |
| Currencies | Currencies are coupled to transaction currencies in Microsoft Dynamics 365 for Sales based on ISO codes. Only currencies that have a standard ISO code will be coupled and synchronized with transaction currencies. |
| Unit of Measures | Unit of measures are synchronized with unit groups in Microsoft Dynamics 365 for Sales. There can be only one unit of measure defined in the unit group. |
| Items | When synchronizing items with Microsoft Dynamics 365 for Sales products, Dynamics NAV automatically creates a price list in Microsoft Dynamics 365 for Sales. To avoid synchronization errors, you should not modify this price list manually. |
See Also
How to: Couple and Synchronize Records Manually
How to: Set Up Scheduled Synchronization by Using the Job Queue
How to: Set Up a Dynamics 365 for Sales Connection