The following pointers are little things we picked up while
synchronising CRM 2011 and NAV 2009 R2, that were not well
documented elsewhere. It doesn't cover everything - just the points
that were poorly documented by Microsoft, or not obvious to us.
Firstly, make sure you have the right version installed. An
early version of connector V5 caused errors when used with CRM
2011. To make sure you have the right version, go here:
http://support.microsoft.com/default.aspx?scid=kb;en-US;2544388
CRM Users (perhaps only the integration user?) need to be set up
as being in the same timezone as the NAV Server. If not,
synchronisation will just never work. This needs to be done while
logged in as the user, from the File>Options menu. You will need
to do this for the integration user before you make it an
integration user (you cant log in using that user after that).
Currency codes will probably cause a problem once you try to
synchronise. This is covered in the connector documentation, by
changing a mapping function. What it doesn't tell you is that you
cant just copy and past the function in. I had to delete the
current value, then user the function builder (from clicking on the
paper and pen icon) to construct the function.
If you add a new field to NAV and wish to synchronise it, apart
from updating config files (which is kind of straight forward), it
also needs to be on the appropriate page, else it wont work.