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Edit records in table of the type CRM directly
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Member Posts: 53
Hi, my scenario is that I want to trigger email to be sent from CRM and linked to correct entity and processed in CRM
I have set up integration between CRM (dynamics 365 for sales) and NAV 2018 (On premise) and created staging entity in CRM and identical linked table in NAV using New-NAVCRMTable.
Now I can create, edit and delete records in the CRM table from the linked table in NAV and my CRM workflows are processed and email is sent.
Now my question is am I risking something by editing the records in the linked table directly instead of having real table in NAV that is processed by the integration process in NAV where records in NAV are coupled with records in CRM. This seems to be the Microsoft way.
So I answer my own question I guess I'm risking some inconvenience if the CRM is not down or not available and also there are some concerns regarding users not having appropriate permissions in CRM but is anything else I'm missing?
I have set up integration between CRM (dynamics 365 for sales) and NAV 2018 (On premise) and created staging entity in CRM and identical linked table in NAV using New-NAVCRMTable.
Now I can create, edit and delete records in the CRM table from the linked table in NAV and my CRM workflows are processed and email is sent.
Now my question is am I risking something by editing the records in the linked table directly instead of having real table in NAV that is processed by the integration process in NAV where records in NAV are coupled with records in CRM. This seems to be the Microsoft way.
So I answer my own question I guess I'm risking some inconvenience if the CRM is not down or not available and also there are some concerns regarding users not having appropriate permissions in CRM but is anything else I'm missing?
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