Microsoft Dynamics Nav Integration is one of the most popular ERP systems that a lot of companies are using. So many of them have benefited by using this particular software. Especially small and medium-sized companies love this software as it helps them to plan the resources carefully. Installing this software is not a difficult task. Retailers can easily integrate it with other solutions that they are using. Microsoft Dynamics Nav Inventory Management will help companies keep track of the materials they have in their warehouse. It helps them to plan their purchase, sales and the discounts that they offer to their customers carefully. Here are quick bits of how you can pick the reports easily even when the system is taking too long to process your request. Introduction: I’ve observed that when NAV is used for a very long time, the report which needs heavy processing takes long enough to cause Session Time-out. So, fetching reports becomes tedious by manually querying the table. Pre-requisites: Microsoft Dynamics NAV, Microsoft Dynamics Business Central Solution: The solution is simple, export the Report as an Excel or PDF depending on the data and send Email to the User as an attachment after the processing is complete. Code: 1. Create the Report in Excel Using Excel Buffer. 2. Export the Excel Buffer contents to an XLSX file. 3. Email the Exported Files to appropriate User. In this case, I have hardcoded the user email to my email. Output: Exporting Progress of Excel Worksheet   Exported Intermediate file to be emailed Email received after the report is completely exported. Conclusion: Thus adding a piece of code to send email to the User, can save a lot of hassle. In Business Central, however, it is not possible to modify an existing report. So, you need to export the existing report and merge it in AL using Text-To-Al.

There are so many different ERP systems in the world. ERP simply means an enterprise resource planning system. While there is stiff competition, Microsoft Dynamics NAV integration is one of the best ERP systems that companies love using. It is because of numerous features that it offers to its clients. One of the reasons why people like it is because this ERP system allows you to sync their ERP with all other systems out there with ease. There is no need to touch any buttons to make this happen. The other name for Microsoft Dynamics NAV is Microsoft Dynamics 365 Business Central. Now, this is one of the many products that are part of the vast Microsoft Dynamics family. Introduction: In this blog, I will demonstrate how to Undo and then Redo Quantity Posting on a Posted Return Shipments in Microsoft Dynamics NAV / Business Central. This functionality is useful if user ships the wrong quantity or selected the wrong item for Purchase Return Order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: You cannot undo a posting if purchase credit memo is posted. 1. In the search option, enter Posted Purchase Return Shipment and then choose the related link. 2. Open the Posted Purchase Return Shipment that you want to undo. 3. Select the Posted Purchase Return Shipment Lines that you want to undo.   4. In Lines, click on Function button and choose to Undo return shipment action. 5. Choose Yes in pop up box. 6. A corrective line inserted under the selected Return Shipment Line. 7. The Return Quantity Shipped field on the related Purchase Order will be set blank once undo receipts. 8. Open the return order in question, and then choose the Reopen action. 9. Correct the entry in the Quantity field and Post the Purchase Return Order again. Conclusion: The functionality helps the user to reverse the Purchase return shipment so the user can Post Purchase Return Order with correction.

Introduction: Microsoft Dynamics CRM entities can be integrated with Microsoft Dynamics NAV out-of-the-box using the default integration setup which is available in Microsoft Dynamics NAV. The Default integration setup has to be enabled to perform integration. This enables users to integrate and synchronize data in Microsoft Dynamics CRM entities such as accounts, contacts, products, user, transaction currency, Sales Order and unit group with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, items, Salesperson, Currency, Sales Order and Unit of measure, respectively. Pre-requisite: Microsoft Dynamics CRM Microsoft Dynamics NAV Purpose: In this article, steps to perform integration between Microsoft Dynamics CRM and Microsoft Dynamics NAV will be provided using the default integration setup. Steps: To perform Integration between Microsoft Dynamics CRM and Microsoft Dynamics NAV, Coupling equivalent records types is the first step which has to be setup initially. Microsoft Dynamics CRM records can be coupled with Microsoft Dynamics NAV records – essentially linking the records together. Once coupled, you can access Microsoft Dynamics CRM records from Microsoft Dynamics NAV and, for some entities, access Microsoft Dynamics NAV records from Microsoft Dynamics CRM. Import the solution in Microsoft Dynamics CRM of Microsoft Dynamics NAV integration which is present in the NAV DVD. Fig 1: Microsoft Dynamics NAV integration solution imported in CRM Enter the Dynamics NAV URL in ‘New Dynamics NAV connection’ present in CRM. Fig 2: New Dynamics NAV connection in CRM Now in Dynamics NAV navigate to Microsoft Dynamics CRM Connection Setup. Enter the Dynamics NAV URL and other credentails to enable Dynamics CRM Integration. Enable integration by checking the Enabled checkbox. Fig 3: Microsoft Dynamics CRM Connection Setup in NAV. Enter the Dynamics NAV Web Client URL. Enable Sales order Integration Fig 4: Enable Microsoft Dynamics CRM Sales order integration Fig 5: Pre-requisites to enable CRM-NAV integration Now under actions tab, click on ‘Use Default Synchronization setup’ and ‘Synchronize modified records’. Synchronization copies data between Microsoft Dynamics CRM entities and Microsoft Dynamics NAV record types (tables). Hence, Microsoft Dynamics CRM and Microsoft Dynamics NAV Integration is now enabled. A coupling provides the basis for integrating records in Microsoft Dynamics CRM with records in Microsoft Dynamics NAV. Essentially a coupling associates or links a Microsoft Dynamics CRM record to a Microsoft Dynamics NAV record. Hence, coupling has to be setup for integration. If you want to synchronize data in the account in Microsoft Dynamics CRM and the customer in Microsoft Dynamics NAV, set the Synchronize After Couplingfield to one of the following options: Yes – Use the Dynamics NAV Data Copies the data from mapped fields of the customer in Microsoft Dynamics NAV to the account in Microsoft Dynamics CRM. Yes – Use the Dynamics CRM Data Copies the data from mapped fields of the account in Microsoft Dynamics CRM to the customer in Microsoft Dynamics NAV. Couple CRM users to NAV Salespeople. Navigate to Salespeople in Microsoft Dynamics NAV. Fig 6: Couple CRM users to NAV salespeople. NAV Salesperson Bart Duncan is coupled with CRM user Tina Menezes Couple CRM accounts to NAV customers. Note: Before coupling NAV customer and CRM account, the salesperson code of the customer must be coupled to a Dynamics CRM user. Fig 7: NAV customer ‘Selangorian Ltd.’ is coupled with CRM account ‘Adventure Works’. Once coupled, Opportunities, Quotes and Cases of the CRM account appear beside the coupled NAV customer as shown below. Also, in CRM for the corresponding coupled account, NAV account statistics will be visible which shows the NAV customer to which this CRM account is coupled. Couple CRM Units Groups to NAV Unit of Measures. Navigate to NAV Unit of Measures. Setup coupling with CRM unit group. Fig 8: Unit of measure in NAV Fig 9: NAV Unit of measure ‘PCS’ is coupled with CRM Unit Group ‘NAV PCS’ Couple Dynamics NAV currency with Dynamics CRM transaction Currency. Fig 10: Dynamics NAV Currency ‘USD’ is coupled with Dynamics CRM Transaction Currency ‘USD’ Couple CRM products to NAV items. Fig 11: Dynamics NAV Item ‘1001’ is coupled with Dynamics CRM product ’12 inch Security Monitor’ Sales Order Integration When sales order is just created, it does not appear in Navision. As the sales order is submitted it appears in Navision. After a sales order is created in Microsoft Dynamics NAV, you can modify the sales order in Microsoft Dynamics NAV. Fig 12: Sales order ‘Test order’ created in CRM – Status changed to submitted After submitting sales order, in the search box of NAV enter Sales Orders, and then choose the related link. In the Sales Orders window, on the Navigate tab, in the Dynamics CRM group, choose Sales Order List. The Microsoft Dynamics CRM Sales Orders windows opens to display a list of only sales orders in Microsoft Dynamics CRM that have the Submitted status. Fig 13: Submitted sales order from CRM appears in NAV When you post a sales order in Microsoft Dynamics NAV, the status of the coupled sales order in Microsoft Dynamics CRM changes from Submitted to Invoiced. Conclusion: Integration between Microsoft Dynamics CRM and Microsoft Dynamics NAV provides the following capabilities: Enables users to work in both Microsoft Dynamics CRM and Microsoft Dynamics NAV. Users can view data for equivalent records, such as Microsoft Dynamics NAV customers and Microsoft Dynamics CRM accounts from either system. Data can be shared and synchronized between Microsoft Dynamics CRM and Microsoft Dynamics NAV. This enables users to keep information up-to-date in both applications.