Jigsaw Blog



CRM 2011 – NAV 2009 R2 Synchronisation – tips and tricks

The following pointers are little things we picked up while synchronising Microsoft Dynamics CRM 2011 and Microsoft Dynamics 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.