MS Dynamics CRM - MS Dynamics NAV

RapidiOnline offers a standard solution for Integrating MS Dynamics CRM 4.0 and MS Dynamics NAV. The standard solution consists of a predefined setup of a number of Transfers in your RapidiOnline service.

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

1. Extra fields to ensure a solid integration: Add an extra field to the following tables in MS Dynamics NAV:

Customer
Salesperson/Purchaser
Contacts

Fieldname: ExternalID txt 30

2. Add an extra field to the following objects in MS Dynamics CRM (needed only if you want to create Customers in NAV),

- Account:

msa_rapidi_new_account_number__c (Autonumber field to contain a Number to be used as Customer No. in NAV.) Autonumber functionality can be found at crmextensions.com called "Counter")

msa_rapidi_transferred__c (Date/time: 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 CRM to NAV )

Pricebook currency handling:

The Pricebook, currencyinfo etc is based on US Dollars by default. Edit the fieldlist in the following transfers if you want to change this to another currency:

Transfer ITEM01_ITEM

##DBLOOKUP('DESTDS','pricelevel','Name','US Pricelist','pricelevelid')

Examle of change to Euro: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','pricelevelid')

Transfer PRICEBOOK_CRM_ADD

##DBLOOKUP('DESTDS','transactioncurrency','currencyname','US Dollar','transactioncurrencyid')

Examle of change to Euro: ##DBLOOKUP('DESTDS','transactioncurrency','currencyname','Euro','transactioncurrencyid')

Transfer CONTACT01_CRM_ADD 'Default Price List' is used as default.

##DBLOOKUP('DESTDS','pricelevel','Name','Default Price List','transactioncurrencyid')

Examle of change to another pricelist: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','transactioncurrencyid')

NOTE:The pricelist name refers directly to tha Price list name in MS Dynamics CRM.