{"id":514,"date":"2016-05-02T21:23:15","date_gmt":"2016-05-02T21:23:15","guid":{"rendered":"http:\/\/www.metaoption.com\/blog\/?p=514"},"modified":"2025-10-22T13:05:35","modified_gmt":"2025-10-22T13:05:35","slug":"how-to-integrate-dynamics-crm-with-dynamics-nav","status":"publish","type":"post","link":"https:\/\/www.metaoption.com\/blog\/microsoft-dynamics-nav\/how-to-integrate-dynamics-crm-with-dynamics-nav\/","title":{"rendered":"How to integrate Dynamics CRM with Dynamics NAV ?"},"content":{"rendered":"

Do you ever wonder how integration of Dynamics CRM with Dynamics NAV can make you <\/strong><\/em>access Microsoft Dynamics NAV records from Microsoft Dynamics CRM<\/strong>? \u00a0MetaOption can help.<\/strong><\/em><\/p>\n

So, here are the additional benefits Dynamics CRM could offer for all Dynamics NAV users. Microsoft has been keen to convince people who need both. But we cynically observe that this is highly self-serving! Here, it would be worth to look into what business benefits can be gained through investing in both solutions?<\/p>\n

MetaOption too is often queried by existing NAV users, why should I want Dynamics CRM as well? The answer is that there is a positive role for the both.<\/p>\n

Although there is a built-in Sales and Marketing CRM capability in Microsoft Dynamics NAV 2016<\/a>, integration with Microsoft Dynamics CRM 2015<\/a> offers a considerably more powerful solution \u2013 for customers having a large mobile sales force or a field service team who needs off-line capabilities to fulfill customer requirements.<\/p>\n

MetaOption is fully accredited to furnish and support Microsoft Dynamics NAV and CRM in the US. Acknowledging the increasing need for such integration and across multiple states, MetaOption has developed a seamless linkage between Microsoft Dynamics NAV and CRM.<\/p>\n

Business Needs<\/strong>
\n\u2022 Flexible and cost-effective solution that can be easily adapted to specific needs.
\n\u2022 Synchronize customers, accounts, product information between Microsoft Dynamics \u00a0 \u00a0CRM and Dynamics NAV.
\n\u2022 Pass orders from Microsoft Dynamics CRM to Dynamics NAV, where they are \u00a0automatically created and processed.
\n\u2022 Transfer the posted invoices from Microsoft Dynamics CRM to Dynamics NAV.
\n\u2022 Seamless integration of data across Dynamics CRM and Navision which allows user to enter and update data from Dynamics CRM to Dynamics NAV in real time.
\n\u2022 Invoke Dynamics NAV modules inside Dynamics CRM by providing handshaking of different modules across each other.
\n\u2022 Two data exchanges by provision of customized inbuilt solutions in NAV and CRM.<\/p>\n

The following screen shots show some examples:-<\/em><\/strong><\/p>\n

Figure1<\/u><\/strong>:<\/strong><\/p>\n

Let\u2019s create a custom entity. For example, we have created entity name \u2018Sales Quote\u2019. In which we have created two Tabs:<\/p>\n

1. Create Sales Quote<\/strong>: By clicking this tab a NAV form will open to create a record, from which you can create a record in NAV.<\/p>\n

2. List Of Sales Quote<\/strong>: If you want to view a list of\u00a0 records, then just by clicking this tab you will get these in the NAV.\"New-Sales-Quote\"\u00a0<\/strong><\/p>\n

\u00a0Click on the \u201dCreate Sales Quote\u201d, a \u00a0NAV Form will open.<\/strong><\/p>\n

\u00a0 Figure 2:
\n\"New-Sales-Quote-2\"<\/strong><\/em><\/p>\n

Create Sales Quote as it is connected to the Microsoft Dynamics NAV server.<\/strong><\/p>\n

Figure 3<\/u><\/strong>:<\/strong><\/p>\n

\"New-Sales-Quote-3\"<\/p>\n

When it is successfully connected, a NAV Form will open.<\/strong><\/p>\n

Figure 4<\/u><\/em><\/strong>:<\/em><\/strong><\/p>\n

\"New-Sales-Quote-4\"<\/p>\n

If, after a record is created, you want to see all record, then you just have to
\nclick on \u201cList Of Sales Quote\u201d.
\n<\/strong>
\nWe are energized to develop such integration scenarios that really help businesses determine where the join between CRM and NAV needs to be done for their business.<\/p>\n

Contact us<\/a> to discuss your Microsoft Dynamics CRM and NAV integration requirements.<\/p>\n","protected":false},"excerpt":{"rendered":"

Do you ever wonder how integration of Dynamics CRM with Dynamics NAV can make you access Microsoft Dynamics NAV records from Microsoft Dynamics CRM? \u00a0MetaOption can help. So, here are the additional benefits Dynamics CRM could offer for all Dynamics NAV users. Microsoft has been keen to convince people who need both. But we cynically\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[4],"tags":[95,94,98,46,96,97],"class_list":["post-514","post","type-post","status-publish","format-standard","hentry","category-microsoft-dynamics-nav","tag-dynamics-crm-and-nav-integration","tag-dynamics-crm-integration","tag-dynamics-nav-integration","tag-microsoft-dynamics-nav","tag-nav-integration-data-solution","tag-nav-integration-with-crm"],"featured_image_src":false,"rttpg_featured_image_url":null,"rttpg_author":{"display_name":"MetaOption","author_link":"https:\/\/www.metaoption.com\/blog\/author\/admin\/"},"rttpg_comment":0,"rttpg_category":"Microsoft Dynamics NAV<\/a>","rttpg_excerpt":"Do you ever wonder how integration of Dynamics CRM with Dynamics NAV can make you access Microsoft Dynamics NAV records from Microsoft Dynamics CRM? \u00a0MetaOption can help. So, here are the additional benefits Dynamics CRM could offer for all Dynamics NAV users. Microsoft has been keen to convince people who need both. But we cynically\u2026…","_links":{"self":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/comments?post=514"}],"version-history":[{"count":0,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/514\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/media?parent=514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/categories?post=514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/tags?post=514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}