Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 304 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 260 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
Synchronization CRM & NAV 2009 R2
NASi
Member Posts: 48
Hi!
My goal is to synchronize Outlook 2010 to NAV. Only in this sense, at least in the first phase.
After numerous attempts I managed to sync contacts from Outlook in NAV. I do that via Web Services.
I have created a 'XX' salesperson in NAV which has assigned a name that is equal to the name of the Owner of Outlook.
I've created a contact with the same code to the salesperson.
Now, one of my first goals is to create tasks in Outlook, assign them to a contact and that these tasks be synchronized in NAV.
Tasks should relate to a contact so that from NAV can see everything what is doing with a contact.
I understand that the task should I link it with a contact in Outlook but I don't know how I do it. I do not see this field on the form in the Outlook task.
Anyway, somebody knows a good (good) documentation about de syncronization for NAV 2009 and Outlook?
What are the principal parameters to be configured, what are meaning and purpose of fields, filters, ...
I think that it works, but I believe that it's very breakable or 'delicate' and if you don't configure correctly the user is lost with error messages (troubleshoting) to hard to understand.
This is my first experience, and I'm worried about it.
Thanks!!
My goal is to synchronize Outlook 2010 to NAV. Only in this sense, at least in the first phase.
After numerous attempts I managed to sync contacts from Outlook in NAV. I do that via Web Services.
I have created a 'XX' salesperson in NAV which has assigned a name that is equal to the name of the Owner of Outlook.
I've created a contact with the same code to the salesperson.
Now, one of my first goals is to create tasks in Outlook, assign them to a contact and that these tasks be synchronized in NAV.
Tasks should relate to a contact so that from NAV can see everything what is doing with a contact.
I understand that the task should I link it with a contact in Outlook but I don't know how I do it. I do not see this field on the form in the Outlook task.
Anyway, somebody knows a good (good) documentation about de syncronization for NAV 2009 and Outlook?
What are the principal parameters to be configured, what are meaning and purpose of fields, filters, ...
I think that it works, but I believe that it's very breakable or 'delicate' and if you don't configure correctly the user is lost with error messages (troubleshoting) to hard to understand.
This is my first experience, and I'm worried about it.
Thanks!!
Thanks a lot.
0
Comments
a) an official assignment you got at your workplace or?
b) you just have too much spare time and want to reinvent the wheel?
If the answer is a) I feel sorry for you and you should stop right there.
If it's b) you REALLY should consider spending your valuable time on doing something that's not been done a thousand times before and is considered standard in NAV.
I'm talking about to work with the functionallity of Synchronization with NAV and Outlook. I'm in a wrong way? Doesn't it works?
I've been working with NAV since 1990 and I think that I know how is NAV. I have spend many hours to learn and understand how it works, I have developed many solutions in NAV that not were in standard and correct many 'bugs' in the standard.
Only thing I would ask is to know the experience of someone who has fought with this functionality, share knowledge, know where I can find information, and work hours reasonable to solve a customer's requirements. I do not intend to invent anything, but just the opposite, trying to use the NAV standard.
In 1990 there was not this forum. Today there are many ways to share knowledge (I've done it in other forums) and I think that this forum is the best. If this query is not appropriate in this forum, please tell me. If don't, and you have experience about it, please share it.
And if I find a person in my country that can help me, and I have to pay for it, we'll talk.
I don't know if I can explain.
As you can read in my query I manage to do the syncronization Outlook with NAV.
I need more information. I want to go the next step.
https://mbs.microsoft.com/partnersource/sales/salestools/Demoscripts/OutlookIntegrationNAV5.htm
It's a very simple document, but could be the begining.
Anyway if you know another document, something like 'The white book about the Microsoft Outlook Integration' (in the same way that Microsoft does with costs, warehouse, etc...) let me know it. I'm not capable to find those documents in the Partner Source.
This is the link to download the Withe Paper for Outlook Integration Installation & Setup Technical White Paper
https://mbs.microsoft.com/fileexchange/ ... fe75de286d
And those ones are interesting links about Synchronization:
http://blogs.msdn.com/b/nav/archive/200 ... -2009.aspx
http://blogs.msdn.com/b/nav_developer/a ... -2009.aspx
http://blogs.msdn.com/b/nav/archive/201 ... 9-sp1.aspx
Search in blogs with tags Synchronization Outlook NAV
http://blogs.msdn.com/search/searchresu ... utlook+naV