Dynamics CRM Integration With Dynamics NAV

Recently, Encore hosted an event: “What’s New in Microsoft Dynamics NAV 2017”. We presented the best new Features in Dynamics NAV 2017, including Dynamics CRM integration with Dynamics NAV 2017. Enjoy!

Video will start playing at the correct point in the presentation.

Transcript:

Trevor: Okay, so I have two more things I want to show, and I’ll show those quickly. For any of you using Dynamics CRM, we completely rewrote the integration in 2016. For the most part of my career, when I implanted or sold NAV, I did it with Dynamic CRM. So I’ve been using both for a long time.

Trevor: Strange. Okay, so today in 2016, we rewrote the integration. We enhanced it a little bit more in the current version, but if you have Dynamics CRM and you want to integrate your NAV to Dynamics CRM, my nephew can do it. It takes about two minutes. So I’ve wrote up the procedure for him, let him test it. It’s really easy now. In this Assisted Setup, you’ve got Setup Dynamics CRM Connection, you click on it, you say Yes. You put your URL for your CRM, you put your username and password, you hit Finish, takes about five minutes to publish on the CRM site. And that out-of-the-box integration is point to point. So the old way we used to do this is we used vendors IEC solutions like Scribe or we had a little connector. That meant there was a database and a program in between NAV and CRM. Now, it’s point-to-point integration. So there’s no longer anything in between.

The out-of-the-box integration, which partners can modify for you, and that’s now done inside NAV and the NAV code, if you want to modify it, supports a quote-to-cash-type process. You know, so customers saying…customer items, currencies, an order can go from CRM over to NAV, the invoice can go from NAV back to CRM, all of that is supported in the out-of-the-box integration.

So just quickly to take a look at what that looks like. So let’s say I look at one of my customers, my customer 10000, I can see here that he has 6 Opportunities. We have six Opportunities we’re working on right now and he’s got some Cases. You know he’s called with a question or he had a complaint or a problem or an issue. So I can drill down to those directly in NAV and see some information on them directly in NAV. So this is like a list you use to in NAV, you set the column the way you want the information you want.

So I got some basic information there. But maybe I want to actually see more detail, so I can click on the Opportunities. And that’s gonna take me right over to Dynamics CRM where I can take a look at where that opportunity is, what phone calls there were, what emails there were, and get a little more information on that particular opportunity, again, because I’ve that single sign on. I log into NAV with my O 365 user email address and password, I do for CRM and everything else. So I don’t have to re-authenticate, re-login as I move between these systems.

So there’s my opportunity. I’m just gonna drop back to the account. And if I’m a salesperson in CRM, I might understand…So as a customer service person in NAV, I might want to see if there’s any deals coming or if there’s any complaint or cases. As a salesperson in CRM, I might want to understand where the customer stands financially. So it publishes, on the customer record, information about, you know, what’s their outstanding balance, what do they owe us, what’s shipped but not invoiced. That type of information, the salesperson get visibility on the on the outside, and of course I can drill right back to that application, back to NAV, if I want back to CRM, and see a bit more information.