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How to: Set Up Scheduled Synchronization by Using the Job Queue

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You can synchronize Dynamics NAV and Microsoft Dynamics 365 for Sales on scheduled intervals by setting up jobs in the job queue. There are several synchronization jobs that are available out-of-the-box when you enable the default synchronization setup. The synchronization jobs are run by codeunit 5339 Integration synch Job Runner. For more information about the default Microsoft Dynamics 365 for Sales synchronization jobs, see Scheduled Synchronization Using the Synchronization Job Queue Entries.

By default, the Microsoft Dynamics 365 for Sales synchronization jobs are in the Ready status.

To prepare the integration table mappings for synchronization

  • If you do not want to synchronize all records for a specific Microsoft Dynamics 365 for Sales entity or Dynamics NAV table, you can set up filters on table mappings to limit the records that are synchronized. By default, some of the Microsoft Dynamics 365 for Sales synchronization job queue entries are configured with filters. For example, in the CUSTOMER -Dynamics 365 for Sales synchronization job, Microsoft Dynamics 365 for Sales accounts have a filter to synchronize only accounts that have a customer relationship type of customer.

  • By default, only records in Dynamics NAV and Microsoft Dynamics 365 for Sales that are coupled will be synchronized by the integration synchronization jobs. You can set up table mappings so that new records will be created in the destination (for example, Dynamics NAV) for each record in the source (for example, Microsoft Dynamics 365 for Sales) that is not already coupled. The new record is then coupled to the source record.

For more information, see How to: Modify Table Mappings for Synchronization.

To run the Microsoft Dynamics 365 for Sales synchronization jobs

  1. Open the Job Queue Entries window.

    You can also access the Microsoft Dynamics 365 for Sales synchronization job queue entries from the Microsoft Dynamics 365 for Sales Connection Setup window. In the Search box, enter Microsoft Dynamics 365 for Sales Connection Setup, and then choose the related link. On the Navigate tab, in the General group, choose Synch. Job Queue Entries.

  2. In the Job Queue Entries window, set the status of the Microsoft Dynamics 365 for Sales synchronization jobs to Ready and make any other changes to the jobs as needed.

    Important

    If you have set up the synchronization jobs to create new records, then when you enable synchronization for the first time, we recommend that you run the jobs in the following order to avoid dependency errors:

    1. CURRENCY - Dynamics 365 for Sales synchronization job
    2. SALEPEOPLE - Dynamics 365 for Sales synchronization job
    3. UNITOFMEASURE - Dynamics 365 for Sales synchronization job
    4. CUSTOMER - Dynamics 365 for Sales synchronization job
    5. CONTACTS - Dynamics 365 for Sales synchronization job
    6. RESOURCE-PRODUCT - Dynamics 365 for Sales synchronization job
    7. ITEM-PRODUCT - Dynamics 365 for Sales synchronization job

The jobs are now ready to run and scheduled synchronization with Microsoft Dynamics 365 for Sales is now fully enabled. For more information, see How to: View the Dynamics 365 for Sales Synchronization Job Queue Status.

See Also

Synchronizing Microsoft Dynamics NAV and Dynamics 365 for Sales
Setting Up Dynamics 365 for Sales Integration in Dynamics NAV
How to: Set Up a Dynamics 365 for Sales Connection
Integrating Dynamics 365 for Sales in Dynamics NAV