Currently we are integrating CRM 2011 with NAV 2009 R2 using dynamics connector last version (released feb this year)
Everything works find with the integration, however (maybe because I am more NAV developer) I am facing some concept questions coming to me, relating Customers/Accounts & Contacts and how to link them. In a standard sales activity dealing with CRM what should come first and what should be in NAV.
Example could be:
1. Creating Contact in CRM - it will be moved to NAV
2. After some sales activity we decide to make this contact as customer first in CRM (from wining some opportunity or manually) - Which is best way to create the account (customer) in CRM so it can be linked with the contact? Account comes to NAV ?
3. What changes should be done in CRM in order the link between customer & contact to stay in NAV ? What should we have at the end in NAV ?
My questions are more global and I would like to know how is usually do and which are best CRM practice. I will appropriate any suggestions and real experiance.
Thank you in advance !