Customizing Dynamics 365 for Sales and Dynamics NAV Integration
If you have a customer relationship solution that is based on Microsoft Dynamics 365 for Sales, then you can integrate it with Dynamics NAV. This enables you to integrate and synchronize data in Microsoft Dynamics 365 for Sales entities such as accounts, contacts, and products, with equivalent record types in Dynamics NAV such as customers, contacts, and items, respectively.
Dynamics NAV has a default integration setup that you can install and enable. The default integration setup integrates several Microsoft Dynamics 365 for Sales entities with Dynamics NAV out-of-the-box. The default integration setup includes several objects in the Dynamics NAV database that are used to support the integration. After you install the default integration setup, you can modify these objects to expand the integration to additional Microsoft Dynamics 365 for Sales entities and corresponding Dynamics NAV record types.
Use the following table to understand and get started with customizing your Microsoft Dynamics 365 for Sales integration.
| To | See |
|---|---|
| Get an overview of the basic concepts behind Microsoft Dynamics 365 for Sales. | Integration Concepts and Terminology |
| Learn about which Microsoft Dynamics 365 for Sales entities are integrated with Dynamics NAV by default, and get an overview of the integration features. | Integrating Dynamics 365 for Sales in Dynamics NAV |
| Install and enable the default Microsoft Dynamics 365 for Sales integration. | Setting Up Dynamics 365 for Sales Integration in Dynamics NAV |
| Get an overview of customizing Microsoft Dynamics 365 for Sales integration to include additional Microsoft Dynamics 365 for Sales entities. | Introduction to Dynamics 365 for Sales Integration Customization in Dynamics NAV |
| Understand mapping limitations for option values in Microsoft Dynamics 365 for Sales and learn how to make simple extensions to enable missing option values in automatic synchronization. | Handling Missing Option Values in Mapping |
| Follow a step-by-step example that illustrates how to customize integration. | Walkthrough: Customizing Dynamics 365 for Sales Integration in Dynamics NAV |
| Understand what features and tasks are available to end-users. | Managing Customers and Sales Created in Dynamics 365 for Sales |