RapidiOnline offers a standard solution for Integrating Salesforce.com and MS Dynamics NAV. The standard solution consists of a predefined setup of a number of Transfers in your RapidiOnline service. In addition to this, you can chose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold Posted Invoices and Customer Ledger Entries (visible on the Salesforce.com Account).

In general the standard solution has been designed to cause a minimal change in your MS Dynamics NAV - we only need a few fields added to some tables in MS Dynamics NAV.

Below is a link to install the SalesHistory3 Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA00000001yDghttps://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NTr

The following link is for sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA00000001yDghttps://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NTr

Changes needed to accomodate the standard transfer setup for a solid NAV-SDFC integration.

Extra fields to ensure a solid integration:

Add an extra field to the following tables in Dynamics NAV (field numbers can be 50.000 or whatever is free above that number):

- Customer (table 18), Fieldname: ExternalID Text 20

- Salesperson/Purchaser (table 13), Fieldname: ExternalID Text 20

- Sales Header (table 36): Fieldname: ExternalID Text 20   (needed only when transferring Opportunities to NAV Sales Orders)
- Sales Line (table 37): Fieldname: SOExternalId Text 20   (needed only when Sales Orders are transferred from NAV to SFDC)

- Sales Invoice Line (table 113): Fieldname: InvoiceExternalId Text 20   (needed if many Invoices to transfer - please check with our support)

- Sales Cr.Memo Line (table 115): Fieldname: CMExternalId Text 20   (needed if many Invoices/CM to transfer - please check with our support)

- If the last two fields are added, you also need to add extra Permissions in order to write to these fields to a codeunit. Please check with our support.

Add extra field to following objects in SDFC:

- Account: Fieldname: New_Account_Number__c  (Autonumber field to contain a Number to be used as Customer No. in NAV.)

- Account: Fieldname: Transferred__c (datetime-field field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transfered from SDFC to NAV )

- Opportunity: Fieldname: Transferred__c (date-time field field to contain a timestamp that can be used as filter to not transfer the same Opportunity twice and as information of when this Opportunity was transfered from SDFC to NAV )

New Objects in SDFC: Install Rapidi's SalesHistory3 objects in Salesforce.com to transfer posted invoices and customer ledger entries to Salesforce.com

We also have an add-on to the SalesHistory3 app in Salesforce.com to contain a copy of all Sales Orders from MS Dynamics NAV. Below is a link to install that Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000Q7CJhttps://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NU1

and a link for Sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000Q7CJhttps://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NU1