Most of the businesses that are now using Dynamics NAV are slowly migrating to 365 business central. You need to find and engage with a Dynamics 365 Business Central development company likes us that has vast experience and a good reputation in the market. Since it is cloud-based software, a lot of companies are ramping up their migration efforts. But, there are so many other companies that are still unsure if they should make this move, they are asking if it is worth the penny that they are going to spend on it.  Here are five key reasons why Microsoft Dynamics NAV upgrade to Dynamics 365 Business central  is necessary: Microsoft Cloud Data security is something that most of the IT professionals these days worry about. The best part about Microsoft Cloud is that is not only stable but is also safe and secure. Microsoft is the leader in the industry and they have more than 3,500 cybersecurity professionals working with them. The level of support and guidance that they provide is beyond imagination. It will not only easy to out but will make the IT professionals working with you a lot more productive. You do not have to worry much about the security regulations that change every now and then as well as the managing servers.  Price of the Product It is true that Dynamics 365 is a bit more expensive than the Dynamics NAV. The best part about Dynamics 365 is that it will provide you with a better understanding of the monthly expenses so that you can plan your budget carefully. Shifting to the cloud is a costly affair as you need to take care of various aspects such as licensing fees and so forth. Now, this is the final upgrade that your company requires.  Modern Platform Dynamics 365 Business central is very easy to use as it has similar features as that of Dynamics NAV. Now, this means, you do not have to spend any money on training or other activities to assist the employees that are going to use the system or the software. The best part about Dynamics 365 Business central is that people can access the software from almost any device they have from almost any place they are in using the internet. Users have more flexibility when they use this software.  The New Features Dynamics 365 Business Central relies upon the core functionality of Dynamics NAV. Apart from that, it also has some of the best new features that you do not find in Dynamics NAV. Some of the notable features that you can find in this software are fuzzy search, focus mode, late payment prediction, and a lot more. Since many new add ons and apps are getting added onto AppSource Daily. It helps companies to expand their functionality substantially when they use this software. Business Insights Your business will embrace and adopt Artificial Intelligence (AI) and Machine Learning to become efficient and effective in the way they operate things. Machine Learning can assist with activities such as spam filtering, equipment monitoring, image detection, forecasting, ad targeting and so forth. Microsoft Power Platform which works on Power BI, Power Apps and Flow will provide you with all the relevant data that is timely and accurate so that you can make better decisions related to business. If you are planning for Microsoft Dynamics NAV upgrade to Dynamics 365 Business central, you need to partner with the best company. We are one of the leading and the best Dynamics 365 Business Central development company in the world. Contact us to learn more about the process.

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.