How to Integrate Microsoft Dynamics 365 for Sales with Dynamics NAV

by | Microsoft Dynamics 365

How to Integrate Microsoft Dynamics 365 for Sales with Dynamics NAV

by | Jun 7, 2018 | Microsoft Dynamics 365

Combine the strengths of CRM and ERP

This week in Microsoft Dynamics Support, we’re going to look at how to set up integration between Microsoft Dynamics NAV ERP and Microsoft Dynamics 365 for Sales CRM.

Integrating CRM and ERP combines the strengths of both systems.

See below for video and instructions on how to integrate Microsoft Dynamics 365 for Sales with Dynamics NAV:

Part 1: Integrate Dynamics 365 for Sales with Dynamics NAV

PLEASE NOTE: You will need global administrator rights to integrate Microsoft Dynamics 365 for Sales with Microsoft Dynamics NAV.

1.) Log into Microsoft Dynamics NAV.

2.) Go into Search on the top right hand side and enter “CRM” in the search field.

3.) Click Microsoft Dynamics CRM Connection Setup to bring up the setup screen.

When you initially set this up, these fields will all be empty. I’ve already set this up before, which is why the fields are already populated in my walk-through video.

4.) Click Assisted Setup, then click Next.

If you have already completed this step before, you will be asked to confirm that you wish to re-run Assisted Setup. In that case, you will click Assisted Setup, then Yes on the confirmation screen, and then Next.

5.) Enter your Dynamics CRM URL.

6.) Enter global admin credentials into both pairs of account/password fields and click Next.

7.) Make sure Import Dynamics CRM SolutionPublish Item Availability Webservice, and Enable Dynamics CRM Connection are all checked, then click Finish.

This will publish the solution in Dynamics 365 for Sales CRM, and also fill in the information that you can see on this screen:

Microsoft Dynamics CRM Connection Setup Screen Populated

Dynamics Nav and Dynamics 365 for Sales are now integrated. In the next video, we’ll have a look at how to couple or set up that account integration between the two systems.


Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

Why MSP’s Should add CRM to their Solution Portfolios

We’re entering a new era in CRM.   All the old reasons for customers buying CRM are still valid.  But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”.  AI is...

Boost Your MSP Earnings with Strategic Partnerships

Time is money, we’ve been told since childhood.  The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...

CRM Launch in 5 Weeks – Get Results Fast!

The Growing Importance of CRM CRM is becoming a must-have tool for businesses to stay competitive. But the process of setting it up often wastes time and resources without getting the expected results. To solve this, we've created a new approach that makes the...

How Most CRM Project Fail & Yours Won’t | CRM Strategy

In today’s fast-paced business world, implementing CRM is more important than ever. However, the reality is that 40 to 70 percent of CRM projects fail, causing significant time and financial losses. This highlights the need for effective strategies rather than relying...

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are crucial benefits....

Why MSP’s Should Care About CRM

Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....

CRM Made Easy For Partners

CRM Simplified Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...

Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

Related articles: