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Setting Up Dynamics 365 for Sales Integration

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This article provides an overview of how to set up Microsoft Dynamics 365 for Sales integration in Dynamics NAV. You can use default integration, or you can configure the integration manually.

Getting Started

To get started with Microsoft Dynamics 365 for Sales integration, perform the following tasks:

  1. Prepare Microsoft Dynamics 365 for Sales.

    You must set up users for connecting to and synchronizing Microsoft Dynamics 365 for Sales. Optionally, you can also install the Dynamics NAV integration solution that enables viewing Dynamics NAV customer statistics, and navigating to customers from directly from Microsoft Dynamics 365 for Sales accounts, contacts, users, and products.

    For more information, see How to: Prepare Dynamics 365 for Sales for Integration with Dynamics NAV.

  2. Set up a connection to Microsoft Dynamics 365 for Sales.

    You must establish a connection from Dynamics NAV to your Microsoft Dynamics 365 for Sales organization.

    For more information, see How to: Set Up a Dynamics 365 for Sales Connection.

  3. Validate the data synchronization setup.

    If you enabled the default data synchronization, verify that the integration synchronization jobs and integration table mappings are set up to synchronize the proper data.

    For more information, see Synchronizing Dynamics NAV and Dynamics 365 for Sales.

    Make sure that you start a job queue.

  4. Couple Dynamics NAV and Microsoft Dynamics 365 for Sales records.

    For more information, see Record Couplings and How to: Couple and Synchronize Records Manually

See Also

How to: Enable Default Dynamics 365 for Sales Synchronization Setup