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NAV - CRM Integration create records in CRM automatically
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Member Posts: 53
NAV: 2018 CU1 - On Prem.
CRM: Dynamics 365 In Cloud.
Hi, I have the NAV - CRM integration setup and working, one thing I cant figure out is how to make records that are created in NAV be created automatically in CRM without the user needing to go through the coupling process, do I need to create some custom code for this or is this setup thing?
another issue, I'm also working on mapping custom table in NAV to custom entity in CRM, I have gotten this to work but when syncing data from NAV to CRM I would want lines attached to my table (Sales Header/Sales Line like scenario) to synchronize but I cant figure out how to set it up so the lines are synced when the header is synced.
CRM: Dynamics 365 In Cloud.
Hi, I have the NAV - CRM integration setup and working, one thing I cant figure out is how to make records that are created in NAV be created automatically in CRM without the user needing to go through the coupling process, do I need to create some custom code for this or is this setup thing?
another issue, I'm also working on mapping custom table in NAV to custom entity in CRM, I have gotten this to work but when syncing data from NAV to CRM I would want lines attached to my table (Sales Header/Sales Line like scenario) to synchronize but I cant figure out how to set it up so the lines are synced when the header is synced.
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