Synchronizing Dynamics NAV and Dynamics 365 for Sales
With Microsoft Dynamics 365 for Sales integration, you can decide whether to synchronize data between Microsoft Dynamics 365 for Sales and Dynamics NAV. Synchronization is the process that makes the data in selected fields of Dynamics NAV records (such as customers, contacts, and sales people) and the equivalent Microsoft Dynamics 365 for Sales records (such as accounts, contacts, and users) the same. Conceptually, synchronization copies data between Microsoft Dynamics 365 for Sales entities and Dynamics NAV record types (tables). Depending on the record type, data can be synchronized from Microsoft Dynamics 365 for Sales to Dynamics NAV and from Dynamics NAV to Microsoft Dynamics 365 for Sales. As users work with data in Microsoft Dynamics 365 for Sales and Dynamics NAV, synchronization keeps the data in both systems up-to-date.
You can synchronize Dynamics NAV with Microsoft Dynamics 365 for Sales on scheduled intervals by setting up jobs in the job queue. The synchronization jobs synchronize data in Dynamics NAV records and Microsoft Dynamics 365 for Sales records that have been previously coupled together. Or for records that are not already coupled, depending on the synchronization direction and rules, the synchronization jobs can create and couple new records in the destination system. There are several synchronization jobs that are available out-of-the-box when you enable the default synchronization setup. The synchronization jobs are run by codeunit 5339 Integration synch Job Runner.
Default Synchronization Job Queue Entries
The following table describes the default synchronization jobs.
| Job Queue Entry | Description | Direction | Integration Table Mapping |
|---|---|---|---|
| SALESPEOPLE - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics NAV salespeople with Microsoft Dynamics 365 for Sales users. | From Microsoft Dynamics 365 for Sales to Dynamics NAV | SALESPEOPLE |
| CUSTOMERS - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales accounts and Dynamics NAV customers. | Bidirectional | CUSTOMER |
| CONTACTS - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales contacts entity data and Dynamics NAV contacts. | Bidirectional | CONTACT |
| CURRENCY - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales transactions currencies with Dynamics NAV currencies. | From Dynamics NAV to Microsoft Dynamics 365 for Sales | CURRENCY |
| UNITOFMEASURE - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales unit groups with Dynamics NAV units of measure. | From Dynamics NAV to Microsoft Dynamics 365 for Sales | UNIT OF MEASURE |
| RESOURCE-PRODUCT - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales products with Dynamics NAV resources. | From Dynamics NAV to Microsoft Dynamics 365 for Sales | RESOURCE-PRODUCT |
| ITEM-PRODUCT - Dynamics 365 for Sales synchronization job | Synchronizes Microsoft Dynamics 365 for Sales products with Dynamics NAV items. | From Dynamics NAV to Microsoft Dynamics 365 for Sales | ITEM-PRODUCT |
| Customer Statistics - Dynamics 365 for Sales synchronization | Updates Microsoft Dynamics 365 for Sales accounts with the latest Dynamics NAV customer data. In Microsoft Dynamics 365 for Sales, this information appears in Dynamics NAV Account Statistics quick view form of accounts that are coupled to Dynamics NAV customers. This data can also be updated manually from each customer record. For more information, see How to: Couple and Synchronize Records Manually. Note: This job queue entry is only relevant if the Dynamics NAV integration solution is installed in Microsoft Dynamics 365 for Sales. For more information, see How to: Prepare Dynamics 365 for Sales for Integration with Dynamics NAV. |
Not applicable. | Not applicable. |
Synchronization Process
Each synchronization job queue entry uses a specific integration table mapping that specifies which Dynamics NAV table and Microsoft Dynamics 365 for Sales entity to synchronize. The table mappings also include some settings that control which records in the Dynamics NAV table and Microsoft Dynamics 365 for Sales entity to synchronize.
To synchronize data, Microsoft Dynamics 365 for Sales entity records must be coupled to Dynamics NAV records. For example, a Dynamics NAV customer must be coupled to a Microsoft Dynamics 365 for Sales account. You can set up couplings manually, before running the synchronization jobs, or let the synchronization jobs set up couplings automatically. The following list describes how data is synchronized between Microsoft Dynamics 365 for Sales and Dynamics NAV when you are using the synchronization job queue entries.
By default, only records in Dynamics NAV that are coupled to records in Microsoft Dynamics 365 for Sales are synchronized. You can change the table mapping between a Microsoft Dynamics 365 for Sales entity and a Dynamics NAV table so that the integration synchronization jobs will create new records in the destination database for each record in the source database that is not coupled. The new records are also coupled to the corresponding records in the source. For example, when you synchronize customers with Microsoft Dynamics 365 for Sales accounts, a new account record is created for each customer in Dynamics NAV. The new accounts are automatically coupled to customers in Dynamics NAV. Because the synchronization in this case is bidirectional, a new customer is created and coupled for each Microsoft Dynamics 365 for Sales account that is not already coupled.
Note
There are additional rules and filters that determine which data are synchronized. For more information, see Synchronization Rules.
When new records are created in Dynamics NAV, the records use the either the template that is defined for the integration table mapping or the default template that is available for the record type. Fields are populated with data from Dynamics NAV or Microsoft Dynamics 365 for Sales depending on the synchronization direction. For more information, see How to: Modify Table Mappings for Synchronization.
With subsequent synchronizations, only records that have been modified or added after the last successful synchronization job for the entity will be updated.
For any new records in Microsoft Dynamics 365 for Sales, records are added in Dynamics NAV. If data in fields in Microsoft Dynamics 365 for Sales records has changed, the data is copied to the corresponding field in Dynamics NAV.
With bidirectional synchronization, the job synchronizes from Dynamics NAV to Microsoft Dynamics 365 for Sales, and then from Microsoft Dynamics 365 for Sales to Dynamics NAV.
See Also
Integrating Microsoft Dynamics 365 for Sales in Microsoft Dynamics NAV
How to: Set Up Scheduled Synchronization by Using the Job Queue
How to: Set Up a Dynamics 365 for Sales Connection