Knowledge Base
Setting up an Integration to Dynamics NAV
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics NAV
- Creating a Dynamics NAV Bulk Data Source
- Setting up a Dynamics NAV Connection
Setting up an Integration to Dynamics NAV
- Click on the Target tab.
- Target – select Microsoft Dynamics NAV.
- Destination – select a Dynamics NAV connection.
- Service – select the name of the web service to be used.
- Service Url – Displays the url associated with the Service that was selected.
- Target Lines – displays the lines that will be available to be mapped on the Integration tab.
- Once the required fields have been populated the Integration tab becomes active.
- Click on the Integration Tab.
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Integration Tab
- Target Lines – from the dropdown list select the lines that will be mapped.
- For Delete – when this checkbox is marked, records from the destination that are in the source will be removed.
- Update Existing – when this checkbox is marked, records that already exist will be updated with any changes.
- Update Blank Data – when this checkbox is marked, data that is blank in the source will update the corresponding records in the destination to blank if the destination record has data.
- Source Grouping tab – select which source(s) to group by and the function for the source.
- Target Integration tab – this is where the Source data is mapped to the Target data.
- Additional Columns tab – note: there will be a separate section for each type of Additional Column.
- Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.
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