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Couple and Synchronize Records Manually in Dynamics NAV

  • Article

An integration table mapping associates a Dynamics NAV table (record type), such as Customer, with a Microsoft Dynamics 365 for Sales entity, such as Account. Synchronizing an integration table mapping enables you to synchronize data in all records of the Dynamics NAV table and Microsoft Dynamics 365 for Sales entity that coupled together. Additionally, depending on the configuration of the table mapping, synchronization can create and couple new records in the destination solution for uncoupled records in the source.

This topic describes how to couple Dynamics NAV records with Microsoft Dynamics 365 for Sales records. The coupling enables users to view Microsoft Dynamics 365 for Sales records from the Dynamics NAV client and Microsoft Dynamics 365 for Sales records from Dynamics NAV records. You can use this procedure to couple a Dynamics NAV record to an existing record in Microsoft Dynamics 365 for Sales or create and couple to a new record. The coupling also enables you to synchronize data between the records.

To couple a record

  1. In the Dynamics NAV client, open the record card, such as a customer or contact.

    You can also just open the list page and select the record that you want to couple.

  2. Choose the Set Up Coupling action.

  3. Fill in the fields, and then choose the OK button.

To synchronize a single record

  1. In the Dynamics NAV client, open the record, such as a customer or contact.

  2. Choose the Synchronize Now action.

  3. If a record can be synchronized either from Dynamics NAV to Microsoft Dynamics 365 for Sales or from Microsoft Dynamics 365 for Sales to Dynamics NAV, select the option that specifies the direction of data update, and then choose the OK button.

To synchronize multiple records

  1. In the Dynamics NAV client, open the list page for the record, such as the customers or contacts.

  2. Select the records that you want to synchronize, and then choose the Synchronize Now action.

  3. If records can be synchronized either from Dynamics NAV to Microsoft Dynamics 365 for Sales or from Microsoft Dynamics 365 for Sales to Dynamics NAV, select the option that specifies the direction of data update, and then choose the OK button.

See Also

Synchronizing Microsoft Dynamics NAV and Dynamics 365 for Sales
Scheduled Synchronization Using the Synchronization Job Queue Entries
Setting Up Dynamics 365 for Sales Integration in Dynamics NAV
How to: View Microsoft Dynamics 365 for Sales Synchronization Status