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Application updates for microsoft dynamics nav 2009 r2 Application updates for microsoft dynamics nav 2009 r2 Document Transcript

  • Microsoft Dynamics NAVApplication Updates forMicrosoft Dynamics NAV2009 R2Users GuideDecember 2010
  • ContentsApplication Updates for Microsoft Dynamics NAV 2009 R2 ............................................................ 1 Online Services for Microsoft Dynamics ERP .............................................................................. 2 Credit Card Payments Setup .................................................................................................... 2 Credit Card Payments Terminology ...................................................................................... 2 How to: Set up a Payment Services Connection .................................................................. 3 How to: Set up Payment Services ......................................................................................... 4 How to: Set up Customer Payment Methods ........................................................................ 5 How to: Set up Credit Card Payment Methods ..................................................................... 5 How to: Set up Credit Cards .................................................................................................. 6 Valid Currency and Country/Region Setup ........................................................................... 7 Enabling the Microsoft Dynamics NAV Server Service ......................................................... 7 Credit Card Payment Process .................................................................................................. 7 How to: Authorize Credit Card Payments ............................................................................. 9 How to: Void Credit Card Authorizations ............................................................................... 9 How to: Refund Credit Card Payments ................................................................................. 9 Capturing Credit Card Payments ........................................................................................ 10 How to: Work in the Cash Receipt Journal ......................................................................... 10 RoleTailored Client Enhancements............................................................................................ 11 Windows 7 Features ............................................................................................................... 12 How to: Filter on Pages and Subpages .................................................................................. 12 How to: Use the System Indicator .......................................................................................... 12 How to: Specify Printer Settings for Reports .......................................................................... 13 Integrating Microsoft Dynamics NAV with Microsoft Dynamics CRM ........................................ 15 How to: Install the Connector for Microsoft Dynamics ............................................................ 16 How to: Set Up and Enable the Connector for Microsoft Dynamics ....................................... 17 Walkthrough: Setting up Microsoft Dynamics NAV and Microsoft Dynamics CRM to Use Connector ............................................................................................................................ 18 Marketing Setup Window ........................................................................................................ 24 Mapping Entities Between Microsoft Dynamics NAV and Microsoft Dynamics CRM ............ 24 Entity Mapping Examples .................................................................................................... 26 Table and Field Object Reference .......................................................................................... 28 Enable Connector Field ....................................................................................................... 28 Integration Record Table ..................................................................................................... 29 Table ID Field ................................................................................................................... 30 Page ID Field (Integration Record) .................................................................................. 30 Record ID Field ................................................................................................................ 30 Integration ID Field ........................................................................................................... 31 Deleted On Field .............................................................................................................. 31 Modified On Field ............................................................................................................. 31 Integration Page Table ........................................................................................................ 31 Published Field................................................................................................................. 32 Source Table ID Field ...................................................................................................... 32 Page ID Field (Integration Page) ..................................................................................... 32 Service Name Field .......................................................................................................... 32 Integration Triggers ............................................................................................................. 33 Troubleshooting: Integrating with the Connector for Microsoft Dynamics .............................. 33
  • Application Updates for Microsoft Dynamics NAV2009 R2This document describes the new application features and the tasks that you can perform in MicrosoftDynamics NAV 2009 R2.For more information about what’s new in Microsoft Dynamics NAV 2009 R2, including what’s new fordevelopers, see What’s New in Microsoft Dynamics NAV 2009 R2 in the MSDN Library. You can also findthis content in the What’s New in Microsoft Dynamics NAV 2009 R2.pdf file, which is located in theDocumentation folder. By default, this folder is C:Program FilesMicrosoft DynamicsNAV60Documentation.For more information about the hotfixes and known issues in Microsoft Dynamics NAV 2009 R2, see theMicrosoft Dynamics NAV 2009 R2 Release Notes (requires PartnerSource login). You can also find therelease notes in the ReadMe.htm file on the installation media.In This SectionOnline Services for Microsoft Dynamics ERPRoleTailored Client EnhancementsIntegrating Microsoft Dynamics NAV with Microsoft Dynamics CRMAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 1
  • Online Services for Microsoft Dynamics ERPThis document describes how to enable online credit card payments for Microsoft Dynamics NAV 2009R2. To use payment services with Microsoft Dynamics NAV 2009 R2, you must sign up with PaymentServices for Microsoft Dynamics ERP and sign up with a payment provider that offers online payments.Receiving and processing online credit card payments for online and retail business provides flexibilityand faster payments. The online credit card payment feature automates authorizing credit card amountsat the time of the order and processing the actual charge when the order is shipped and invoiced.For information about how to sign up with a payment provider and configure Payment Services forMicrosoft Dynamics ERP, see the following documents: Provisioning Payment Services for Microsoft Dynamics NAV 2009 R2 (requires PartnerSource login) Provisioning Payment Services–Add a Support Partner (requires PartnerSource login) Provisioning Payment Services–Activate a Payment Provider Account (requires PartnerSource login)We recommend that you read these documents before configuring Payment Services in MicrosoftDynamics NAV 2009 R2.In This SectionCredit Card Payments SetupCredit Card Payment ProcessCredit Card Payments SetupTo use payment services, you must set up some parameters in Microsoft Dynamics NAV 2009 R2 andsign up online with Payment Services. This section describes the necessary setup to get started. In theCredit Card Payment Process you can read more about how to process and work with credit cardpayments.In This SectionHow to: Set up Payment ServicesHow to: Set up a Payment Services ConnectionHow to: Set up Customer Payment MethodsHow to: Set up Credit Card Payment MethodsHow to: Set up Credit CardsCredit Card Payments TerminologyWhen you use online credit card payments in Microsoft Dynamics NAV 2009 R2, you should becomefamiliar with the terminology. The following table defines key terms.TerminologyTerm DefinitionAuthorize To validate that a credit card account has the requested funds and place a hold for this amount against the available funds balance. An amount is authorized before the actual payment and is only valid for a specified number of days.2 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Term DefinitionCapture To commit to a particular payment amount and initiate the funds transfer from the issuing bank to the merchant account in the acquiring bank.Payment provider Responsible for deducting money from the customer credit card account and transferring the money to or from the merchant account. To accept online payments, you must sign up with one or more payment providers. On the Dynamics Online sign-up site, you can select a payment provider. For more information, see How to: Set up a Payment Services Connection.Refund To transfer an amount from the merchant’s account back to the consumer’s account. You can have a full or partial refund.Void To cancel a previous authorization and release any hold on funds. An authorization is valid for a specified number of days. If the number of days is exceeded, then the authorization must be voided and then reauthorized. Also, if the payment amount has changed, then an authorization must also be voided and then reauthorized.See AlsoCredit Card Payments SetupCredit Card Payment ProcessHow to: Set up a Payment Services ConnectionTo enable payment services, you must set up some parameters in Microsoft Dynamics NAV 2009 R2 andthen go online to sign up with Payment Services for Microsoft Dynamics ERP. This procedure guides youthrough establishing a connection and signing up, as well as selecting payment providers. To set up a payment services connection 1. In the Classic client, in the navigation pane, click Administration, click IT Administration, click Online Services for Microsoft Dynamics ERP, and then click Payment Services Connection Setup. Note You must use the Classic client to set up payment services. 2. To test your connection and setup, select the Run in Test Mode check box. Note When you select this option, no actual transactions are sent to the payment provider. After you have set up your payment provider and verified that the connection is working properly, return to the Microsoft Dynamics ERP Payment Services Connection Setup card and clear this field. 3. Click Functions, and then click Sign-up Now. The Setup Payment Service Account page opens. 4. In the Account Information section, enter the organization name that you will use to identify this payment services account, and then enter an email address. Note Your partner will use the organization name to identify you in Payment Services for provisioning and activation support.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 3
  • 5. In the Services Information section, review and accept the terms, and then click Sign Up. 6. When the Next Steps window opens, click Close to return to Microsoft Dynamics NAV. A dialog box opens and says whether signup was successful. 7. Select the Active check box to enable the Payment Services connection once you have signed up with Payment Services. 8. Select the Service ID by clicking the lookup button. You can now sign up with a Payment Services payment provider. For more information, see Provisioning Payment Services for Microsoft Dynamics NAV 2009 R2 (requires PartnerSource login).See AlsoCredit Card Payments SetupHow to: Set up Payment ServicesCredit Card Payment ProcessHow to: Set up Payment ServicesIn this procedure, you set the parameters for online credit card payments. To set up payment services 1. In the Classic client, in the navigation pane, click Administration, click Application Setup, click Online Services for Microsoft Dynamics ERP, and then click Payment Services Setup. 2. In the Authorization Required check box, select the check box to enforce credit card authorization before you ship products or move them from different warehouse locations. 3. In the Days Before Authoriz. Expiry field, enter the number of days that an authorization should be valid for. This can be different from the authorization expiration days on the payment processor side. If the number of days is exceeded, then Microsoft Dynamics NAV reauthorizes the amount when the specific document for which the authorization was created is used. 4. Click Additional Charges. 5. In the Charge Type field, select whether to calculate the value in the Charge Value field as a percentage or as a fixed amount. 6. In the Charge Value field, enter the number to use to calculate additional charges for processing online payments. The value is either a percentage or a fixed amount. 7. In the Max. Charge Amount (LCY) field, enter the maximum additional charge that you can add to the payment. For example, you can set the following values for additional charges: Field Value Charge Type Percent Charge Value 10.00 Max. Charge Amount (LCY) 100.00 If you have an order for LCY 2,000, then the additional charge amount is first calculated as 200. Because the maximum charge amount is 100, then an additional LCY 100 is applied to the4 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • order. You cannot have a charge value that is greater than the amount that is specified in the Max. Charge Amount (LCY) field. 8. Click Numbering. 9. In the Credit Card Nos. field, select the number series to use, and then click OK. Important The number series is used to store credit cards in Microsoft Dynamics NAV. Each credit card is uniquely identified by a number that is generated by the number series. If this is not set up, then you must use a unique number each time that you create a new credit card for a customer.See AlsoCredit Card Payments SetupHow to: Set up Customer Payment MethodsTo enable credit card payments, you must first set up a customer either on a customer card or on a salesorder. In this procedure, you set up the payment method information for a customer, which can be usefulif the customer pays most sales orders by credit card. To set up payment method information on a customer card 1. In the RoleTailored client, open the Customers window, and then open the customer card. 2. Click the Payments FastTab. 3. In the Payment Method Code field, select the payment method for credit cards. 4. Close the page.See AlsoHow to: Set up Credit Card Payment MethodsCredit Card Payments SetupHow to: Set up Credit Card Payment MethodsYou must add a new payment method to support credit card payments. You specify payment methods forcustomers, and you also specify in which way an invoice is paid. In this procedure, you create a newpayment method for credit card payments. To set up a credit card payment method 1. In the RoleTailored client, in the navigation pane, click Departments, click Financial Management, and then click Receivables. 2. Under Administration, click Payment Methods, and then click New to create a new payment method. 3. In the Code field, enter a name for the payment method, such as CREDITCARD. 4. In the Description field, enter descriptive text, such as Payment by credit card. 5. In the Bal. Account Type field, select Bank Account. 6. In the Bal. Account No. field, select the related balancing account number.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 5
  • 7. In the Payment Processor field, select Dynamics Online. 8. Close the page. You can now use the new payment method when a customer wants to pay by credit card. If the customer frequently pays by credit card, then you can select credit card as the default payment method on the customer card. If the customer only occasionally pays by credit card, then you can select credit card as the payment method on the specific sales order. For more information, see How to: Set up Customer Payment Methods.See AlsoHow to: Set up Customer Payment MethodsCredit Card Payments SetupHow to: Set up Credit CardsYou can have one or more credit cards attached to a customer. In this procedure, you set up a new creditcard from a customer card.When you open the Credit Cards page for the first time, the following credit card types are generated: VISA MASTERCARD AMERICAN EXPRESS DISCOVER To set up a credit card 1. On a customer card, in the Action Pane, click Related Information, point to Customer, and then click Credit Cards. 2. Click New to add a new credit card for the customer. 3. In the No. field, do one of the following:  If you specified the number series on the Payment Services Setup page, then a unique number is generated, and you do not have to change the value.  If you did not specify the number series, then enter a unique value. 4. In the Type field, select the credit card type. You can select among the predefined common credit card types or create new credit card types. 5. In the Card Holder Name field, enter the name of the card holder. 6. In the Number field, enter the credit card number. The credit card number is validated according to its type. 7. In the Expiry Date (MMYY) field, enter the credit cards expiration date in MMYY format. 8. In the Contact No. field, select who to contact for issues about payments with the credit card. 9. Close the page.See AlsoCredit Card Payments SetupCredit Card Payment Process6 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Valid Currency and Country/Region SetupYou must correctly set the LCY code on the General Ledger Setup page to handle credit card payments.In the following section, the valid currency codes for handling payment services are listed together with alist of valid country/region codes.Valid Currency CodesValid Currency CodesAED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB,BOV, BRL, BSD, BTN, BWP, BYR, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU, CRC, CUC,CUP, CVE, CZK, DJF, DKK, DOP, DZD, EEK, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF,GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF,KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LTL, LVL, LYD, MAD, MDL, MGA, MKD, MMK, MNT,MOP, MRO, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK,PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD,STD, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, USS, UYU, UZS, VEF,VND, VUV, WST, XAF, XAG, XAU, XBA, XBB, XBC, XBD, XCD, XDR, XOF, XPD, XPF, XPT, XTS, XXX, YER, ZAR,ZMK, ZWLValid Country/Region CodesValid Country/Region CodesAF, AX, AL, DZ, AS, AD, AO, AI, AQ, AG, AR, AM, AW, AU, AT, AZ, BS, BH, BD, BB, BY, BE, BZ, BJ, BM, BT, BO,BA, BW, BV, BR, IO, BN, BG, BF, BI, KH, CM, CA, CV, KY, CF, TD, CL, CN, CX, CC, CO, KM, CG, CD, CK, CR, CI,HR, CU, CY, CZ, DK, DJ, DM, DO, EC, EG, SV, GQ, ER, EE, ET, FK, FO, FJ, FI, FR, GF, PF, TF, GA, GM, GE, DE,GH, GI, GR, GL, GD, GP, GU, GT, GG, GN, GW, GY, HT, HM, HN, HK, HU, IS, IN, ID, IR, IQ, IE, IM, IL, IT, JM, JP,JE, JO, KZ, KE, KI, KP, KR, KW, KG, LA, LV, LB, LS, LR, LY, LI, LT, LU, MO, MK, MG, MW, MY, MV, ML, MT, MH,MQ, MR, MU, YT, MX, FM, MD, MC, MN, ME, MS, MA, MZ, MM, NA, NR, NP, NL, AN, NC, NZ, NI, NE, NG, NU, NF,MP, NO, OM, PK, PW, PS, PA, PG, PY, PE, PH, PN, PL, PT, PR, QA, RE, RO, RU, RW, BL, SH, KN, LC, MF, PM,VC, WS, SM, ST, SA, SN, RS, SC, SL, SG, SK, SI, SB, SO, ZA, GS, ES, LK, SD, SR, SJ, SZ, SE, CH, SY, TW, TJ,TZ, TH, TL, TG, TK, TO, TT, TN, TR, TM, TC, TV, UG, UA, AE, GB, UM, US, UY, UZ, VU, VA, VE, VN, VG, VI, WF,EH, YE, ZM, ZWEnabling the Microsoft Dynamics NAV Server ServiceTo work with payment services, you must start the Microsoft Dynamics NAV Server service with an ActiveDirectory domain network account instead of with the Network Service account. If you have not set up adomain network account, then you will see the following error message:Error Code=1020; Message = We encountered a problem resolving the host name. Contact youradministrator if the problem persists.See AlsoCredit Card Payments SetupCredit Card Payment ProcessAfter you have set up all the parameters for Payment Services, processing credit card payments is thenext step.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 7
  • To start accepting credit card payments, you must sign up with Payment Services for Microsoft DynamicsERP. For more information, see Online Services for Microsoft Dynamics ERP.Credit Card Payment ProcessThe following table describes the tasks in the preferred order in a typical credit card payment process.To Perform the following tasksSet up credit card payments Enter the required setup data for the customer, which includes establishing the customer payment terms and setting up the credit card payment method code.Create a sales order or invoice Create a sales order or invoice and add order lines. If the customer’s default payment method is not credit card, then you can specify it on the sales order.Authorize the amount against a Authorize the total sales order amount against the credit card. You can set upcredit card the authorization to occur automatically. Otherwise, you must manually authorize the amount. For more information, see How to: Set up Payment Services. An authorization is valid for a specified number of days. If the payment occurs after the authorization has expired, then you must reauthorize the amount. If an amount has already been authorized and you try to reauthorize it, then you must void the authorization and then reauthorize the amount. Authorizing an amount places a hold on the customers account, and you cannot use that money for that customer. If you modify the sale order, then you must void the authorization and reauthorize the amount. The previously authorized amount is then released on the customer account, and the new amount is authorized. We recommend that you reauthorize an invoice amount if it changes significantly.Capture payment and ship the order When the shipment is ready, post the sales order and send the actual payment to the payment service.  If the payment service registers the payment successfully, then the payment is created and captured, and you can ship the order.  If the payment service does not register the payment successfully, the payment is not posted or captured. For more information, see How to: Work in the Cash Receipt Journal.Refund payment upon return If the customer wants to return goods, then you must refund the paid amount. You have to create a credit memo with the credit card payment type against the sales order and refund the amount to the customer account.See AlsoHow to: Authorize Credit Card PaymentsHow to: Void Credit Card AuthorizationsHow to: Refund Credit Card PaymentsCredit Card Payments Setup8 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • How to: Authorize Credit Card PaymentsTo make sure that the customer account has enough funds to cover the sales order amount, you shouldauthorize the amount before getting the actual payment and shipping the order. You can set up paymentservices to always require an authorization before payment. For more information, see How to: Set upPayment Services. To authorize a credit card payment  On a sales order, in the Action Pane, click Actions, point to Functions, and then click Authorize. The payable amount is authorized against the credit card account.See AlsoHow to: Void Credit Card AuthorizationsHow to: Refund Credit Card PaymentsCapturing Credit Card PaymentsHow to: Void Credit Card AuthorizationsAfter a payment has been authorized, you can void this authorization. For example, you may have to voidthe authorization if the sales order amount has been significantly modified. After you have voided theauthorization, you can then reauthorize payment for the updated amount. To void a credit card authorization  On a sales order, in the Action Pane, click Actions, point to Functions, and then click Void Authorize. You can now reauthorize payment for the updated amount. Tip To check the transaction status, click Related Information, point to Order, and then click Credit Cards Transaction Log Entries.See AlsoCredit Card Payment ProcessHow to: Refund Credit Card PaymentsIf a customer wants to return an item or if you have to correct an incorrect invoice, then you have torefund a withdrawn payment. You can then refund the money to the credit card. To refund a credit card payment 1. Create a new sales credit memo, and then fill in the customer to refund. 2. In the Action Pane, click Apply Entries for the specific customer or enter the information manually. 3. Post the sales credit memo. The amount is then refunded to the customer credit card.See AlsoHow to: Authorize Credit Card PaymentsAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 9
  • How to: Void Credit Card AuthorizationsCapturing Credit Card PaymentsCapturing Credit Card PaymentsWhen you post a sales order, credit card payments are automatically captured. If the payment service registers the payment successfully, then the sales order is posted, and the payment is captured. If the payment service cannot register the payment successfully, then an error message is displayed, the sales order is posted, but the payment is not captured. You can inspect the capture status in the credit card transaction log for the invoice. You must then post the payment from the Cash Receipt journal against the invoice. You can only capture transactions that have a credit card payment method attached from this journal.See AlsoHow to: Work in the Cash Receipt JournalHow to: Work in the Cash Receipt JournalIf a Sales Order was posted, but the payment was not successfully processed, you must manuallycapture the payment in the Cash Receipt journal against the invoice. In this procedure, you manuallywork with payments in the Cash Receipt journal. To work in the Cash Receipt journal 1. Open the Cash Receipt Journal page. 2. In the Document Type field, select Payment. 3. In the Account Type field, select Customer. 4. In the Account No. field, select the customer account. 5. In the Credit Card No. field, select the credit card to capture the payment from. Note If this field is not visible, then right-click the page header, select Choose Columns, and then add the Credit Card No. field from the list of available columns. 9. In the Action Pane, click Apply Entries to select the invoice to post. The Amount field is automatically filled in. 10. Click Post. The invoice is now paid. You can also capture payment from two credit cards against one invoice. You must create two lines in the Cash Receipt journal, and you must manually adjust the amount. Also, you can have a different payment amount that must also be manually adjusted. For more information, see the "Processing Receipts" topic in the online Help.See AlsoCredit Card Payment ProcessCapturing Credit Card Payments10 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • RoleTailored Client EnhancementsThe following section describes enhancements that were made to the RoleTailored client in MicrosoftDynamics NAV 2009 R2.In This SectionWindows 7 FeaturesHow to: Filter on Pages and SubpagesHow to: Use the System IndicatorHow to: Specify Printer Settings for ReportsAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 11
  • Windows 7 FeaturesWhen you run Microsoft Dynamics NAV 2009 R2 on Windows 7, you get additional functionality thatenhances your user experience.Jump List Tasks and PlacesWhen you click Start and then click the Microsoft Dynamics NAV 2009 R2 icon or when you right-click theMicrosoft Dynamics NAV icon on the taskbar, you see a Jump List. The Jump List contains links to themost frequently used tasks and pages. You can then click these tasks and pages to go to them inMicrosoft Dynamics NAV.Error and Warning Icon OverlayWhen status information, such as an error or a warning, is shown, you also see this information in thetaskbar as an overlay of the Microsoft Dynamics NAV icon.Progress Information Icon OverlayWhen a progress status bar is shown, the progress is also shown on the Microsoft Dynamics NAV icon onthe taskbar by incrementally coloring the icon background from left to right.Thumbnail Window Preview OverlayWhen you pause over the Microsoft Dynamics NAV icon on the taskbar, the windows that are currentlyopen are shown as thumbnail previews. You can also see an overlay that has the company name foreach currently open window.How to: Filter on Pages and SubpagesYou can now add filters to all pages and subpages. To filter on pages and subpages 1. On any page, select the field to which you want to apply the filter, and then press SHIFT+F3. 2. In the Type to filter box, type a value to filter on. 3. Click OK to view the filtered data.How to: Use the System IndicatorYou can enable the system indicator when you are working with different instances of Microsoft DynamicsNAV 2009 R2. For example, you can differentiate between a production environment and a testenvironment or see when you are in configuration mode. In this procedure, you enable and set up thesystem indicator. If you are in configuration mode, then the system indicator is automatically displayed, and you cannot turn it off. If you are in any other mode, then you must first set up the system indicator in the Company Information window. It is then shown according to your preferences on every page.12 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • To enable the system indicator 1. In the RoleTailored client, in the navigation pane, click Departments, click Administration, click General, and then click Company Information. 2. Expand the System Indicator FastTab. 3. In the System Indicator field, select one of the following options. System indicator type Description None No text is shown. Note When you are in configuration mode, the Configuration status is always displayed. You cannot turn this text off. Custom Text Shows text that you enter in the System Indicator Text field. Company Information Shows text that you enter in the Name field. Company Shows the company name. Database Shows the middle-tier host name and database name. Company+Database Shows the company name, the middle-tier host name, and the database name. 4. In the System Indicator Style field, select from the Standard and Accent1 through Accent9 options to add a certain style to the system indicator. 5. In the System Indicator Text field, enter custom text to show. To show the text, you must select the Custom Text option in the System Indicator field. 6. Click OK, and then exit and open the RoleTailored client to see the changes.How to: Specify Printer Settings for ReportsYou can set up reports so that they must be printed on a specific printer from the RoleTailored client. Forexample, you can print reports on special company letterhead or on different paper sizes, or you can printreports on the default printer of a specified employee.You can set different values to obtain different output. If you set a specific printer selection, then it takesprecedence over a more general printer selection. For example, you can set a printer selection that hasvalues in the User ID, Report ID, and Printer Name fields. This printer selection takes precedence over aprinter selection that has blank entries in the User ID or Report ID fields.The following table describes the combination of values to specify when you set up printer selections for areport.To Set the following valuesPrint a report to a specific printer for all users Specify values in the Report ID and Printer Name fields and leave the User ID field blank.Print all reports to a specific printer for a specific user Specify values in the User ID and Printer Name fields and leave the Report ID field blank.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 13
  • To Set the following valuesSet the default printer for all reports Specify a value in the Printer Name field and leave the User ID and Report ID fields blank.Print a specific report to a specific printer for a specific Specify values in all three fields.user To set up printer selections for a report 1. In the RoleTailored client, in the navigation pane, click Departments, click Administration, click IT Administration, click General, and then click Printer Selections. 2. In the Action Pane, click New to add a printer selection for a specific report. 3. In the User ID field, select whether the printer selection applies to a specific user. 4. In the Report ID field, select the ID of the report to print. The Report Name field is automatically populated with the report name. 5. In the Printer Name field, select from the list of available printers. The list of available printers is generated from the printers that are currently installed. Different users on different computers may see different options. 6. Click OK to close the page. The specified report is now set up to print to the selected printer. You can always change the printer selection in the Print dialog box.14 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Integrating Microsoft Dynamics NAV with MicrosoftDynamics CRMIf you have a customer relationship solution that is based on Microsoft Dynamics CRM, then you canintegrate it with Microsoft Dynamics NAV with the Connector for Microsoft Dynamics. The Connectorenables simple integration and data synchronization between Microsoft Dynamics NAV 2009 R2 andMicrosoft Dynamics CRM. It supports: Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 2011For each version the On Premises and Online versions are supported. The following illustration providesan overview of the architecture.You use the Connector for Microsoft Dynamics to synchronize the types of data that are common to bothcustomer relationship and ERP software, such as customer, contact, and sales order information. As youwork with this data, you can keep the information in both systems up-to-date. For example, you can usethe customer information that is in Microsoft Dynamics NAV to fill in an order form that a salespersoncreates in Microsoft Dynamics CRM. Although integration is designed to work without customizations, forthe best results, you must customize it to reflect your business and customer processes and needs.In This SectionHow to: Install the Connector for Microsoft DynamicsHow to: Set Up and Enable the Connector for Microsoft DynamicsMapping Entities Between Microsoft Dynamics NAV and Microsoft Dynamics CRMAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 15
  • ReferenceEnable Connector FieldIntegration Record TableIntegration Page TableRelated SectionsConnector for Microsoft Dynamics (requires PartnerSource login)See AlsoApplication Updates for Microsoft Dynamics NAV 2009 R2How to: Install the Connector for Microsoft DynamicsIn this procedure, you install the Connector for Microsoft Dynamics. To download the Connector forMicrosoft Dynamics installation file, see Connector for Microsoft Dynamics (requires PartnerSource login).The download includes complete instructions for installing and configuring the Connector for MicrosoftDynamics. You must review the documentation for information on the following: System requirements and prerequisites User account descriptions and requirements Terminology To install the Connector for Microsoft Dynamics 1. Copy the Connector for Microsoft Dynamics installation file to a folder on your computer. 2. Double-click the Connector for Microsoft Dynamics NAV.msi file to start the installation wizard. 3. Type the product registration key. Note You receive the product registration key when you download the connector. 4. Enter the name of the computer running SQL Server where you want to install and set up the Microsoft Dynamics Integration (MSDI) database. 5. In the Service account ID and Password fields, type the integration account information that you use to run integration. You must use a Windows domain user account. 6. Click Install to complete the installation. The next step for using the Connector for Microsoft Dynamics is to register the adapters that the integration process uses. For more information, see the technical documentation that is included with the Connector for Microsoft Dynamics.See AlsoHow to: Set Up and Enable the Connector for Microsoft Dynamics16 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • How to: Set Up and Enable the Connector for Microsoft DynamicsTo integrate and synchronize data between Microsoft Dynamics NAV and Microsoft Dynamics CRM withthe Connector for Microsoft Dynamics, you change Microsoft Dynamics NAV to expose pages as webservices and initialize integration records in the Integration Records table. In this procedure, you changesettings in the Marketing Setup window in Microsoft Dynamics NAV to support this integration andsynchronization.After you have turned on integration and completed the setup and configuration of the Connector forMicrosoft Dynamics, data is automatically synchronized. You can set and change how frequently data issynchronized in the Connector for Microsoft Dynamics. To turn on integration 1. Open the Marketing Setup window. 2. On the Synchronization FastTab, select the Enable Connector check box. 3. Exit and start Microsoft Dynamics NAV again before you configure the Connector for Microsoft Dynamics. 4. After you enable the Connector for Microsoft Dynamics, you must restart the following services:  Microsoft Dynamics NAV Business Web Services  Microsoft Dynamics NAV Server Important After you select or clear the Enable Connector check box, all users must reopen either the Classic client or RoleTailored client to connect to the database. For more information, see the "Enabling Web Services to work with the Microsoft Dynamics Connector" section in Troubleshooting: Integrating with the Connector for Microsoft Dynamics.Importing DataIf you import new record data into Microsoft Dynamics NAV after you have turned on integration, then youcan follow this procedure to populate the integration ID, which is a GUID, for the new records. To provide new records with connector metadata after you have turned integration on  In the Marketing Setup window, click Actions, point to Functions, and then click Generate Integration IDs for Connector for Microsoft Dynamics. Note Generating integration IDs may take several minutes. When integration IDs have been generated, you will see the following message: The integration data has been added to the tables.See AlsoEnable Connector FieldAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 17
  • Walkthrough: Setting up Microsoft Dynamics NAV and MicrosoftDynamics CRM to Use ConnectorYou can use Connector for Microsoft Dynamics to integrate and synchronize data between MicrosoftDynamics NAV and Microsoft Dynamics CRM. This walkthrough provides a step-by-step demonstration ofhow to set up Connector for Microsoft Dynamics. It uses demonstration installations of MicrosoftDynamics NAV 2009 R2 and Microsoft Dynamics CRM Online 4.0 on a single computer. The walkthroughassumes that you are working in a test environment with no data or functionality customization.PrerequisitesTo complete this walkthrough, you will need: An installation of the CRONUS International Ltd. demonstration database W1 version Windows Live IDsAbout This WalkthroughThis walkthrough shows how to set up Microsoft Dynamics NAV and Microsoft Dynamics CRM Online sothat you can see data integration and synchronization in action. After completing this walkthrough, youwill be able to use Connector for Microsoft Dynamics to experiment with synchronizing data betweenMicrosoft Dynamics NAV and Microsoft Dynamics CRM Online. This walkthrough illustrates the followingtasks: Creating a Microsoft Dynamics CRM organization Enabling synchronization in Microsoft Dynamics NAV Installing Connector for Microsoft Dynamics Configuring Connector for Microsoft Dynamics Creating an integration Synchronizing dataCreating a Microsoft Dynamics CRM OrganizationIn the following procedure, you will set up a Microsoft Dynamics CRM organization using a free trialsubscription of Microsoft Dynamics CRM Online. Note After you set up the trial subscription, you have 30 days to use it before it expires. To set up Microsoft Dynamics CRM 1. Create two Windows Live ID accounts for the following types of users:  Admin User  Integration User For more information, see Windows Live, http://www.live.com. 2. Create a new Microsoft Dynamics CRM organization using the Admin User account. For more information, see http://crm.dynamics.com. a. Click the Free Trial button. b. In the Country box, select United States. Click Submit. c. Complete the sign up and activation process. Record the organization name and URL that18 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • you create. You will need this information in subsequent steps. 3. Type the URL into the address bar of your internet browser to start the organization. If prompted, log on to your organization using the Admin User account. To add an integration user to the online organization 1. In the navigation pane, click Settings, click Administration, and then click Users. 2. To create a new user, click New. 3. Select the System Customizer role. Click Next. 4. Enter the following information:  First Name: Enter a first name.  Last Name: Enter a last name.  E-mail: Enter the Windows Live ID for the Integration User. 5. Click Add, and then click Next. 6. In the Send email invitations form, select the Add New users and send invitations now option. Click Create New Users and then click Close. 7. Sign out from your Admin User account. 8. Sign in to your online organization as the Integration User. When prompted, accept the invitation and license terms. 9. Sign out from Microsoft Dynamics CRM Online.Enabling Synchronization in Microsoft Dynamics NAVTo integrate data between Microsoft Dynamics NAV and Microsoft Dynamics CRM, you must enablesynchronization in Microsoft Dynamics NAV. Microsoft Dynamics NAV web services must also be started.For more information, see the "Enabling Web Services to work with the Microsoft Dynamics Connector"section in Troubleshooting: Integrating with the Connector for Microsoft Dynamics. To turn on integration and enable synchronization 1. Start Microsoft Dynamics NAV and in the search box, enter Marketing Setup. 2. Open the Marketing Setup window. 3. On the Synchronization FastTab, select the Enable Connector check box. Click Yes to confirm. 4. Exit and start Microsoft Dynamics NAV again before you configure Connector for Microsoft Dynamics. 5. After you enable Connector for Microsoft Dynamics, verify that the following services are started:  Microsoft Dynamics NAV Business Web Services  Microsoft Dynamics NAV ServerInstalling Connector for Microsoft DynamicsThe next step is to install Connector for Microsoft Dynamics. To download the Connector for MicrosoftDynamics installation file, see Connector for Microsoft Dynamics (requires PartnerSource account).APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 19
  • To install Connector for Microsoft Dynamics 1. Copy the Connector for Microsoft Dynamics installation file to a folder on your computer. 2. Double-click the Connector for Microsoft Dynamics NAV.msi file to start the installation wizard. 3. Type the product registration key. Note You receive the product registration key when you download the connector. 4. In Connection Information, enter the name of the computer that is running SQL Server. This is the computer where you want to install and set up the Microsoft Dynamics Integration (MSDI) database. 5. In the Service account ID and Password fields, type the integration account information (in the form Domainuser name) that you use to run integration. You must use a Windows domain user account. 6. Click Install to complete the installation.Configuring Connector for Microsoft DynamicsThe following procedures show the basics of configuring the adapters for Connector for MicrosoftDynamics. For complete instructions, see the technical documentation that is included with Connector forMicrosoft Dynamics. To configure the Microsoft Dynamics CRM 4.0 Adapter 1. Start Connector for Microsoft Dynamics and click Adapter Settings. 2. In the navigation pane, select Microsoft Dynamics CRM 4.0, and on the Adapter Settings form, enter the following information:  Domain: crm.dynamics.com  User Name: Enter the Windows Live ID for Integration User.  Password: Enter the Windows Live ID password for Integration User.  Port: Leave blank.  Discovery Server: dev.crm.dynamics.com  Microsoft Dynamics CRM Online: Select this check box. 3. Click Test Settings. After the test succeeds, you receive a message stating that you must configure the organization. Click Apply. 4. Click Configure Microsoft Dynamics CRM. 5. In the Microsoft Dynamics CRM Adapter Configuration dialog box, enter the following information:  CRM Discovery Server: dev.crm.dynamics.com  Port: Leave blank.  CRM Online or CRM hosted deployment: Select this check box.  Domain: crm.dynamics.com  Account: Enter the Windows Live ID for Admin User.  Password: Enter the Windows Live ID password for Admin User.20 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • 6. Click Get Organizations and select the online organization that you created. Click Next. 7. In the Select the entities to configure for integration dialog box, use the default values. Click Next. 8. In the Configure Status for Organization dialog box, select the Import and overwrite customizations check box. Click Configure, and then click OK to confirm. 9. When configuration is complete, click Finish. Note As part of the configuration process, the Dynamics Integration role is created and Integration User is automatically added to this role. The Access Mode for Integration User is set to "Non-Interactive," which means that Integration User will no longer be able to log on to the online CRM organization. To configure the Microsoft Dynamics NAV Adapter 1. In the navigation pane, select Microsoft Dynamics NAV 2009, and then open the Adapter Settings form. 2. On the Adapter Settings form, enter the following information:  Domain: Enter your Windows domain.  User Name: Enter your Windows user name or alias.  Password: Enter your domain password.  URL: http://localhost:7047/DynamicsNAV/WS/ 3. Click Test Settings. After the test succeeds, click Configure Microsoft Dynamics NAV. 4. In the Microsoft Dynamics NAV Adapter Configuration dialog box, enter the following information:  NAV Base Web Service URL: http://localhost:7047/DynamicsNAV/WS/  NAV Administrator Domain: Enter your Windows domain.  NAV Administrator Account: Enter your Windows user name or alias.  NAV Administrator Password: Enter your domain password. Click Connect. 5. In the Select Organization box, select CRONUS International Ltd. Click Finish. 6. On the Adapter Settings form, click Close.Creating an IntegrationThe next step is to create an integration. In the following procedure, you specify how to map the databetween Microsoft Dynamics NAV and Microsoft Dynamics CRM.After you have configured the adapters as described in the previous section, Connector for MicrosoftDynamics prompts you to create a new integration. You can also click New Integration before startingthe following procedure. To create an integration 1. In the New Integration dialog box, click From Template and select Dynamics NAV 2009/Dynamics CRM 4.0. 2. Enter the following information:APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 21
  • a. Application 1  Application: Microsoft Dynamics NAV 2009  Company: CRONUS International Ltd. b. Application 2  Application: Microsoft Dynamics CRM 4.0  Company: <Your online organization> 3. Click Create.Synchronizing DataThe final part of the walkthrough demonstrates how to synchronize your data. You activate the maps thatyou have created in the integration part of the walkthrough and check logs for information, errors, andwarnings.You activate maps one at a time. Allow each map to complete its synchronization before proceeding tothe next one. At any time, in the navigation pane, click Maps to see an overview of map synchronizationactivity.Activate maps in the following order. This helps to manage data dependencies and helps to preventintegration warnings and errors. 11. NAV Enumerated Values to Picklist2. NAV Currency Exchange Rates to Currency3. NAV Units of Measure to Unit Group4. NAV Salespeople/Purchasers to ERP System User5. NAV Customer Card to Account6. NAV Contact Card to Contact7. NAV Item Card to Product8. NAV Resource List to Product9. NAV Sales Order to Order10. NAV Sales Invoice to Invoice11. NAV Posted Sales Invoice to Invoice12. Account to NAV Customer Card13. Contact to NAV Contact Card14. Order to NAV Sales Order1 You need to run this map only one time. To specify how often a mapping runs, next to the Check forChanges option, click Edit for each map that you activate. To have the integration run one time, set theRecurrence Pattern to Once. To activate a map 1. Verify that Connector for Microsoft Dynamics is running. You can determine this by reviewing the information in the status bar. If Connector for Microsoft Dynamics is not running, right-click Home, and then select Start the Connector for Microsoft Dynamics Service. 2. Under Home, expand Maps, and then select a map to activate. Click Activate. Important22 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Activate maps in the recommended order. 3. Click Save to start synchronization. 4. Click View log for this map, and then click Refresh list to review messages in the log file. If necessary, click Refresh List periodically until messages appear. Synchronization is complete when a message of severity Info indicates completion. A typical message looks like this: [NAV Customer Card to Account] has completed. 65 record(s) have been written. 0 record(s) have been deleted. Total runtime was 21.2801278 seconds. Note You will have errors and warnings after you synchronize several of the maps. This is expected behavior due to the fact that the default demonstration data in Microsoft Dynamics NAV contains values that are incompatible with Microsoft Dynamics CRM. For more information about understanding and resolving these errors, see the technical documentation that is included with Connector for Microsoft Dynamics. After you have activated all maps, your data will be synchronized between Microsoft Dynamics CRM and Microsoft Dynamics NAV. Synchronization occurs at regular intervals; the default interval is 45 seconds. To verify that synchronization is occurring, you can create a new account in your online CRM organization and verify that it is correctly synchronized with Microsoft Dynamics NAV. You can search the Customer list to see if the new account is integrated.Next StepsThe next step in working with the integration of Microsoft Dynamics NAV with Microsoft Dynamics CRM isto review your own solutions and begin to apply what you have learned in this walkthrough. Beforeimplementing your own integration, it is important to review and understand the customizations that youwill need to implement. Detailed information about how to customize maps is available in the technicaldocumentation that is included with Connector for Microsoft Dynamics. The documentation includesinformation about the following areas: Working with customizations to Microsoft Dynamics CRM Implementation details for the standard maps Editing standard maps and creating new ones Reviewing and responding to the information in the log files Troubleshooting tipsSee AlsoHow to: Set Up and Enable the Connector for Microsoft DynamicsHow to: Install the Connector for Microsoft DynamicsAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 23
  • Marketing Setup WindowSpecifies how you want to set up your contacts, campaigns, segments, interactions, opportunities, and to-dos. This includes default and duplicate search settings and numbering rules. In Microsoft Dynamics NAV2009 R2, an option to enable the exchange of data between Microsoft Dynamics NAV and MicrosoftDynamics CRM has been added.Synchronization FastTabEnable Connector: Select to enable integration between Microsoft Dynamics NAV and MicrosoftDynamics CRM. To complete the integration process, you must exit and then start Microsoft DynamicsNAV again. Important After you enable the Connector for Microsoft Dynamics, you must restart the following services:  Microsoft Dynamics NAV Business Web Services  Microsoft Dynamics NAV Server After you select or clear the Enable Connector check box, all users must reopen either the Classic client or RoleTailored client to connect to the database. For more information, see the "Enabling Web Services to work with the Microsoft Dynamics Connector" section in Troubleshooting: Integrating with the Connector for Microsoft Dynamics.See AlsoHow to: Set Up and Enable the Connector for Microsoft DynamicsMapping Entities Between Microsoft Dynamics NAV and MicrosoftDynamics CRMThe Connector for Microsoft Dynamics supports mapping Microsoft Dynamics NAV entities, or recordtypes, to their equivalent entities in Microsoft Dynamics CRM. For most data, synchronization occurs inonly one direction, which is generally from Microsoft Dynamics NAV to Microsoft Dynamics CRM. Thishelps preserve data integrity in Microsoft Dynamics NAV, which is considered the system of record formost data that is exchanged. You can make changes in Microsoft Dynamics NAV and then synchronizethe changes with Microsoft Dynamics CRM. However, for customers, contacts, and sales orders, theConnector for Microsoft Dynamics also provides maps that you can use to integrate data from MicrosoftDynamics CRM to Microsoft Dynamics NAV. For example, a salesperson can create a contact inMicrosoft Dynamics CRM and then use synchronization to add that contact to the Microsoft DynamicsNAV database.Standard Entity Mapping for the Connector for Microsoft DynamicsThe following table provides information about mapping and the synchronization direction for commonentities. These maps are provided out-of-the-box. In addition, you can create custom maps that supportyour business processes.Microsoft Dynamics NAV Connector source entity Synchronization Connectorentity direction destination entityCustomer NAV Customer Card Bidirectional Account 1Contact NAV Contact Card Bidirectional Contact24 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Microsoft Dynamics NAV Connector source entity Synchronization Connectorentity direction destination entity 2Sales Order NAV Sales Order Bidirectional OrderSales Invoice NAV Sales Invoice Microsoft Dynamics NAV Invoice to Microsoft Dynamics CRMPosted Sales Invoice NAV Posted Sales Invoice Microsoft Dynamics NAV Invoice to Microsoft Dynamics CRMItem NAV Item Card Microsoft Dynamics NAV Product to Microsoft Dynamics CRMResource NAV Resource List Microsoft Dynamics NAV Product to Microsoft Dynamics CRMUnit of Measure NAV Units of Measure Microsoft Dynamics NAV Unit Group to Microsoft Dynamics CRMSalesperson/Purchaser NAV Salespeople/Purchasers Microsoft Dynamics NAV ERP System User to Microsoft Dynamics CRMCurrency NAV Currency Exchange Microsoft Dynamics NAV Currency Rates to Microsoft Dynamics CRMPayment Terms, Shipment NAV Enumerated Values Microsoft Dynamics NAV PicklistMethod, Shipping Agent to Microsoft Dynamics CRM1. You can only integrate contacts of Type Person from Microsoft Dynamics NAV.2 You can create a sales order in Microsoft Dynamics CRM, synchronize the information to MicrosoftDynamics NAV, and then synchronize back to Microsoft Dynamics CRM. However, after the sales order isconsidered submitted in Microsoft Dynamics CRM, you can only change and update the order inMicrosoft Dynamics NAV. Important Because of data dependencies, we recommend that you activate the maps in the following order. If you do not, then you will likely encounter integration exceptions and warnings and may find it difficult to troubleshoot synchronization errors: 1. NAV Enumerated Values to Picklist 2. NAV Currency Exchange Rates to Currency 3. NAV Units of Measure to Unit Group 4. NAV Salespeople/Purchasers to ERP System User 5. NAV Customer Card to Account 6. NAV Contact Card to ContactAPPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 25
  • 7. NAV Item Card to Product 8. NAV Resource List to Product 9. NAV Sales Order to Order 10. NAV Sales Invoice to Invoice 11. NAV Posted Sales Invoice to Invoice For more information, see the technical documentation that is included with the Connector for Microsoft Dynamics.Customized Entity MappingIn most cases, you must customize the default mappings that are included with the Connector forMicrosoft Dynamics to reflect how you use Microsoft Dynamics NAV and Microsoft Dynamics CRM. Forexample, if your entities include fields that are country/region-specific, then these fields are not includedwith the standard mappings. You must customize the mappings to account for these fields.In another example, you may have a customized field in your Microsoft Dynamics CRM solution for whichyou want to provide synchronization. You must add this field to the relevant RoleTailored client page thatis exposed as a web service. For example, if you want to have a CRM reference number on the Customerentity, then you must add the reference number field to the Customer Card page. The Connector forMicrosoft Dynamics becomes aware of the field during configuration, and the field is exposed in theConnector for Microsoft Dynamics. You can then map it. To add a custom field to standard entity maps 1. In Microsoft Dynamics NAV, in Object Designer, open the page that has been exposed as a web service in design mode. 2. Add the field to the page, and then recompile the page.You may also want to provide an integration map for a custom entity. In this case, you must modify theIsIntegrationRecord function in the Integration Management codeunit to ensure that the OnDatabase<x>triggers are executed on the corresponding page or table. In this way, you can create integration records.You must also add the page as an integration web service. When you run the configuration tool in theConnector for Microsoft Dynamics, the fields are exposed to the Connector. You then create a map of theMicrosoft Dynamics NAV fields to the equivalent Microsoft Dynamics CRM fields.See AlsoEntity Mapping ExamplesIntegration Page TableHow to: Register a Web ServiceEntity Mapping ExamplesIn the Connector for Microsoft Dynamics, you can review the standard entity maps that are provided whenyou integrate Microsoft Dynamics NAV with Microsoft Dynamics CRM. The following tables contain twoexamples of the maps that are provided when you create an integration with the default templates. Youcan also edit and customize each map. If a Microsoft Dynamics NAV field does not have an equivalentMicrosoft Dynamics CRM field, then it is not listed. Tip To see complete mapping details, review the information on the Exported tab in the Connector for Microsoft Dynamics.26 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • CustomerDirection: Microsoft Dynamics NAV to Microsoft Dynamics CRMMicrosoft Dynamics NAV entity (source) Microsoft Dynamics CRM entity (display name)No. Account NumberName Account NameCity Address 1 CityCountry Region Code Address 1 CountryPrimary Address 1 NameContact Address 1 Primary Contact NameAddress Address 1 Street 1Address 2 Address 1 Street 2No Dynamics Integration KeyE-Mail E-mailFax No FaxPhone No. Main PhoneHome Page Web SiteContactDirection: Microsoft Dynamics CRM to Microsoft Dynamics NAVMicrosoft Dynamics NAV Contact Card (display Microsoft Dynamics CRM entity (source)name)Contact No. Dynamics Integration KeyAddress Address 1 Street 1Address 2 Address 1 Street 2City Left(Address 1 City, 30)Country Region Code Address 1 CountryCurrency Code CurrencyDynamics Integration KeyE-Mail E-mailFax No Left(Fax, 30)Home Page Left(Web Site, 30)Integration Customer ID Parent CustomerDynamics Integration KeyIntegration ID Contact KeyIDMobile Phone No Left(Mobile Phone, 30)Pager Left(Pager, 30)APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 27
  • Microsoft Dynamics NAV Contact Card (display Microsoft Dynamics CRM entity (source)name)Phone No Left(Business Phone, 30)Post Code Address 1 ZIP/Postal CodeFirst Name First NameMiddle Name Middle NameSurname Last NameType PersonSee AlsoMapping Entities Between Microsoft Dynamics NAV and Microsoft Dynamics CRMTable and Field Object ReferenceThe following new fields and tables have been added to Microsoft Dynamics NAV to support integratingwith Microsoft Dynamics CRM using the Connector for Microsoft Dynamics.ReferenceEnable Connector FieldIntegration Record TableIntegration Page TableIntegration TriggersRelated SectionsIntegrating Microsoft Dynamics NAV with Microsoft Dynamics CRMConnector for Microsoft Dynamics (requires PartnerSource login)See AlsoHow to: Set Up and Enable the Connector for Microsoft DynamicsEnable Connector FieldIndicates whether integration with the Connector for Microsoft Dynamics has been enabled. Select thisfield in the Marketing Setup window to enable integration.Additional Information When you select this field, you see a message that asks you to confirm that you want to turn on integration. Click Yes to continue. When you clear this field, you see a message that asks you to confirm that you want to turn off integration. Click Yes to continue.You must exit and start Microsoft Dynamics NAV again to apply the integration changes. Your selection isstored in the Marketing Setup table.28 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Important After you enable the Connector for Microsoft Dynamics, you must restart the following services:  Microsoft Dynamics NAV Business Web Services  Microsoft Dynamics NAV Server After you select or clear the Enable Connector check box, all users must reopen either the Classic client or RoleTailored client to connect to the database. For more information, see the "Enabling Web Services to work with the Microsoft Dynamics Connector" section in Troubleshooting: Integrating with the Connector for Microsoft Dynamics.See AlsoHow to: Set Up and Enable the Connector for Microsoft DynamicsMarketing Setup WindowIntegration Record TableContains information that acts as a map between integration IDs, which point to records in MicrosoftDynamics CRM, and record IDs, which point to records in Microsoft Dynamics NAV. Using thisinformation, the Connector for Microsoft Dynamics locates records in Microsoft Dynamics NAV and candetermine when records are modified or deleted.When you enable integration, Microsoft Dynamics NAV creates an identifier for all records that areavailable for integration. The Integration Record table contains the integration ID, which is a GUID, foreach record. After you complete the integration of Microsoft Dynamics NAV and Microsoft DynamicsCRM, the GUID information also exists in the Microsoft Dynamics CRM database. Both applications thenhave a common method to point to records.When you modify or delete a record in Microsoft Dynamics NAV, the Deleted On and Modified On fieldsin the table are populated with time stamp information, which is then sent to the Connector for MicrosoftDynamics during synchronization. If you delete a record in Microsoft Dynamics NAV, the Record ID fieldis cleared, because there is no record to point to. Important If you disable the Connector and enable it again, then all records that you have previously synchronized will have their time stamp information updated in the Modified On field. In this way, the Connector can track all modifications that may have occurred when the Connector was disabled and reintegrates all records.Additional InformationThe table includes the following information: The identifier of the table that contains the record that is identified in the Record ID field. For more information, see Table ID Field. The identifier of the page through which you interact with the record that is identified in the Record ID field. For more information, see Page ID Field (Integration Record). A record identifier, which identifies a record in Microsoft Dynamics NAV. For more information, see Record ID Field. A GUID in the Integration ID field, which provides a unique identifier for synchronization. For more information, see Integration ID Field. The time that the record was deleted in Microsoft Dynamics NAV. The field has no value if the record has not been deleted. For more information, see Deleted On Field.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 29
  •  The time that the record was modified in Microsoft Dynamics NAV. For more information, see Modified On Field.This information is used to prevent a record that you intentionally deleted from Microsoft Dynamics NAVfrom being resynchronized and readded with the Connector for Microsoft Dynamics. Note If you disable integration with the Connector for Microsoft Dynamics, for example, to upgrade Microsoft Dynamics CRM, doing so does not cause a cleanup of the Integration Records table. You can stop and start the Connector for Microsoft Dynamics again without losing a connection to Microsoft Dynamics CRM. However, Microsoft Dynamics NAV examines the Integration Records table and locates records that have been deleted since the Connector was enabled. Microsoft Dynamics NAV marks those records as deleted.See AlsoIntegration ID FieldPage ID Field (Integration Record)Record ID FieldDeleted On FieldModified On FieldTable ID FieldTable ID FieldContains the identifier for the table in which a record that is identified in the Record ID field is stored. Thisfield is read-only.See AlsoRecord ID FieldIntegration Record TablePage ID Field (Integration Record)Contains the identifier for a page in Microsoft Dynamics NAV through which you interact with the recordthat is identified in the Record ID field that is integrated with Microsoft Dynamics CRM. This field is read-only.See AlsoRecord ID Field | Page ID Field (Integration Page)Record ID FieldContains the identifier for a record in Microsoft Dynamics NAV that is integrated with Microsoft DynamicsCRM.Additional InformationThe Record ID field contains the primary keys of the destination record. If these keys are renamed, thenthe Record ID field is modified in the OnDatabaseRename trigger. Integration IDs point to records inMicrosoft Dynamics CRM, and record IDs point to records in Microsoft Dynamics NAV.See AlsoIntegration ID FieldIntegration Triggers30 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Integration ID FieldContains the identifier (GUID) for a record that can be used by Microsoft Dynamics CRM to locate recordsin Microsoft Dynamics NAV. This field is read-only.Additional InformationIntegration IDs point to records in Microsoft Dynamics CRM, and record IDs point to records in MicrosoftDynamics NAV.See AlsoRecord ID FieldIntegration Record TableDeleted On FieldContains date and time information for when a record that is identified in the Record ID field was deleted.When you delete a record, the Record ID field is cleared. When the Connector for Microsoft Dynamicsqueries for deleted records, it sends information to Microsoft Dynamics CRM about the deletion by usingthe Integration ID value for the record.Additional InformationThe date and time information that is contained in this field is used in connection with the synchronizationdata that is integrated with the Connector for Microsoft Dynamics. If a record is synchronized and thendeleted from Microsoft Dynamics NAV, then information about the deletion date is stored in this field.See AlsoRecord ID FieldIntegration ID FieldModified On FieldContains the date and time information for when a record that is identified in the Record ID field was lastmodified.Additional InformationThe date and time information that is contained in this field is used in connection with the synchronizationof data that is integrated with the Connector for Microsoft Dynamics. If a record is synchronized and latermodified, then information about the modification date is stored in this field.See AlsoRecord ID FieldIntegration ID FieldIntegration Page TableContains data about the web services that are used with the Connector for Microsoft Dynamics. The tableis not populated if you have not enabled integration.The Connector for Microsoft Dynamics queries this table for a list of entities that can be mapped throughthe Connector.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 31
  • Additional InformationWhen you enable integration, the table contains the default web services that are included with theConnector for Microsoft Dynamics. If you enable additional custom pages that can be used with theConnector for Microsoft Dynamics, then they are also listed in this table. To add a page to the list in thetable, you must modify the Integration Management codeunit, following the method demonstrated in thecodeunit.See AlsoPublished FieldSource Table ID FieldPage ID Field (Integration Page)Service Name FieldEnable Connector FieldHow to: Set Up and Enable the Connector for Microsoft DynamicsPublished FieldSpecifies whether a web service has been published and therefore is available for integration with theConnector for Microsoft Dynamics. This field is read-only.See AlsoIntegration Page TableSource Table ID FieldContains the identifier of the Microsoft Dynamics NAV table from which the integration web serviceobtains its data to use with the Connector for Microsoft Dynamics. This field is read-only.See AlsoIntegration Page TablePage ID Field (Integration Page)Contains the identifier of a Microsoft Dynamics NAV page that is being used as an integration webservice with the Connector for Microsoft Dynamics. This field is read-only.See AlsoIntegration Page TablePage ID Field (Integration Record)Service Name FieldContains the name of a Microsoft Dynamics NAV web service that you can use to integrate with theConnector for Microsoft Dynamics. This field is read-only.Additional InformationYou can add more web services to this list.See AlsoIntegration Page Table32 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Integration TriggersThe following triggers have been added in Microsoft Dynamics NAV 2009 R2 in codeunit 5150 to supportintegration with Microsoft Dynamics CRM: OnDatabaseCreate OnDatabaseModify OnDatabaseRename OnDatabaseDeleteApplies ToPagesTablesRemarksThese triggers are called whenever a record changes through code or user interaction.See AlsoRecord ID FieldTroubleshooting: Integrating with the Connector for MicrosoftDynamicsThis topic describes some common problems that you may see when you use the Connector for MicrosoftDynamics.Enabling web services to work with the Connector for Microsoft DynamicsBy default, web services are not turned on in Microsoft Dynamics NAV. For the Connector for MicrosoftDynamics to work correctly, you must expose pages as web services. To turn on web services 1. Click Start, right-click Computer, and then click Manage. 2. In the Computer Management window, expand Services and Applications, and then select Services. 3. In the list of services, select the Microsoft Dynamics NAV Business Web Services, and then start the service. Note You can also set up web services so that they are turned on automatically. a. Right-click Microsoft Dynamics NAV Business Web Services, and then click Properties. b. On the General tab, in Startup type, click Automatic, and then click OK to save changes. For more information, see Working with Web Services in the MSDN Library.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 33
  • Resolving a web service exception about callback functionsWhen using Microsoft Dynamics NAV web services, the web service call may return a fault with one of thefollowing messages: Client callback (such as showing Pages) is not supported when executing custom Web services. <Additional information about the error from the dialog box> Callback functions are not allowed.The first error generally occurs because the web service has accessed application code that containseither a Confirm or StrMenu dialog box or a Page type. These types of dialog boxes require user input,which cannot be handled when using the web service. The web service call then includes a detailedmessage with information from the dialog box, which you can then use to analyze the reason for thecallback.To resolve this error, make sure that the web service call does not call code that contains a Confirm orStrMenu dialog box or a Page type, or modify your Microsoft Dynamics NAV solution to allow data to beinserted or modified without any user interaction.The second error generally occurs because the web service has accessed other application code thatrequires interaction with a client, such as a call to a client-side COM object.To resolve this error, make sure that the web service call does not call code that requires interaction witha client, or modify your Microsoft Dynamics NAV solution to allow data to be inserted or modified withoutsuch interactions.Resolving issues when reinstalling Microsoft Dynamics NAV and starting theConnector for Microsoft DynamicsWhen you reinstall Microsoft Dynamics NAV and then try to start the Connector for Microsoft Dynamics,you may see the following message:Object reference not set to an instance of an object.To resolve this error, enable the Connector in Microsoft Dynamics NAV, verify that Microsoft DynamicsNAV web services are turned on, and then start the Connector for Microsoft Dynamics again.Resolving issues with Marketing Setup and inheritance of contact informationwhen you are using Connector for Microsoft DynamicsIf you have selected the inheritance fields in the Marketing Setup window on the Inheritance FastTab,you will overwrite information on a contact if you link the contact to a parent customer in MicrosoftDynamics CRM.After you integrate a contact from Microsoft Dynamics CRM, the contact will be assigned the address andcommunication information of the parent customer. This means that after synchronization with MicrosoftDynamics NAV, the contact information will be overwritten with the parent customer information. If yousubsequently link this contact to a parent customer, the contact information will be overwritten in MicrosoftDynamics CRM with that of the parent customer. This also occurs if you have a solution in which youintegrate from Microsoft Dynamics CRM to Microsoft Dynamics NAV and then back to MicrosoftDynamics CRM.To avoid this issue, do not use the marketing inheritance features at the same time that you are usingConnector for Microsoft Dynamics to integrate Microsoft Dynamics NAV with Microsoft Dynamics CRM.34 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Encountering sales order integration issues where credit limits have beenexceeded or items are out of stockOrders that exceed the credit limits that you have set up in Microsoft Dynamics NAV or for which itemsare out of stock can be integrated from Microsoft Dynamics CRM but will not issue any warnings.To resolve this error, you may have to establish a process to postprocess sales orders.Synchronizing sales orders that use local currency (LCY)Typically, when you set up sales orders in Microsoft Dynamics NAV, you must also specify the currencycode. If you do not specify a value, then Microsoft Dynamics NAV treats this as though you had set thevalue to local currency (LCY). In many instances, moreover, Microsoft Dynamics NAV code has thefollowing logic:If Currency Code <> Then ... // Logic where currency code is different from local currency.To ensure the expected synchronization behavior, examine the connector maps and update them asnecessary. The local currency code is not created in a standard implementation. It is therefore necessaryto set up a special map for each implementation that transforms and sets the LCY coming from MicrosoftDynamics CRM to "" when a sales order is synchronized to Microsoft Dynamics NAV.Renaming Microsoft Dynamics NAV records may lead to changes in integratedrecordsWhen you have enabled the Connector for Microsoft Dynamics, you may encounter an error if you try torename records. The error message states that you cannot rename records in the RoleTailored client ifthe renaming action would affect other records. The message is there to help you avoid data loss.To resolve this issue, do one of the following: Remove the links. Rename the record and establish the links again. Start the Classic client and rename the record.Integrating with Microsoft Dynamics CRM when you use C/FRONT or other directdatabase accessWhen you are integrating your Microsoft Dynamics NAV database with Microsoft Dynamics CRM, werecommend that you integrate your database modifications and deletions with web services. If you cannotdo this and are using C/FRONT or other direct database access, then the following limitations apply. InMicrosoft Dynamics NAV 2009 R2, you can use the Generate Integration IDs for Connector forMicrosoft Dynamics function to add or update integration IDs for records that you create or modify in adatabase through direct database access. However, you cannot integrate records with MicrosoftDynamics CRM that have been deleted with a tool such as C/FRONT. If you use C/FRONT to deleterecords that already have an integration record and it does not call C/AL code, then your deletion will notbe integrated with Microsoft Dynamics CRM.To resolve this issue, use the following procedures to modify your data. You should review the IntegrationManagement codeunit, which has basic functionality for Create, Modify, and Delete operations.APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2 35
  • To add a new record to a table 1. Insert a corresponding record in the Integration Record table, and then set the following fields. Field ID Field name Description 1 Table ID Number of the table in which the new record was inserted. 2 Page ID Number of the page from which you read the record from web services. 3 Record ID Record ID for the inserted record. 5150 Integration ID Integration ID (GUID) of the new record. Set to a new GUID. 5151 Deleted On Date and time information for the deleted record. This should be empty. 5152 Modified On Date and time information for the modified record. This should be set to the CURRENTDATETIME. For more information, see Integration Record Table. To modify an existing record 1. Modify the record. 2. In the Integration Record table, locate the corresponding record, which in some cases could be the header record, and then update the time stamp information in the Modified On field. Note If you have updated the primary key, then you should also recursively update any records that refer to that primary key. To delete an existing record 1. Delete the record. 2. In the Integration Record table, locate the corresponding record, which in some cases could be the header record, and then update the time stamp information in the Deleted On field and clear the value in the Record ID field.See AlsoIntegrating Microsoft Dynamics NAV with Microsoft Dynamics CRM36 APPLICATION UPDATES FOR MICROSOFT DYNAMICS NAV 2009 R2
  • Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you andyour people to make business decisions with greater confidence. Microsoft Dynamics works like and withfamiliar Microsoft software, automating and streamlining financial, customer relationship, and supply chainprocesses in a way that helps you drive business success.U.S. and Canada Toll Free (888) 477-7989Worldwide (1) (701) 281-6500www.microsoft.com/dynamicsThe information contained in this document represents the current view of Microsoft Corporation on the issues discussedas of the date of publication. Because Microsoft must respond to changing market conditions, this document should not beinterpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any informationpresented after the date of publication.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, nopart of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or byany means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the expresswritten permission of Microsoft Corporation.Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights coveringsubject matter in this document. Except as expressly provided in any written license agreement from Microsoft, thefurnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectualproperty.© 2010 Microsoft. All rights reserved.