2. Video / Online Trainings
1500+
Workshops
& Presentations
200+
Video / Online Trainings
2000+
Blog posts
Rene Gayer
MBS-TRAINING | Learn4NAV
Speaker | Trainer | Moderator | Managing Director
Web: |
Blog:

3. Video / Online Trainings
+10 years training
+17 years NAV(ision) …I
1500+
workshops
& presentations
200+
Video / Online Trainings
2000+
Blog posts

4. The faces I mostly see…

5. I promise you … (…and if it is only the chair you are using… ;))
6/9/2018 6:52 PM
I promise you …
(…and if it is only the chair you are using… ;))
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Objectives Session structure
6/9/2018 6:52 PM
Session structure
Objectives
This is the structure for the next 50 minutes
Section 1 listen and see that it works (15 minutes)
Experiences
Live demonstration of integrated environment
Section 2 learn how it works (15 minutes)
Setup details
Synchronization details
Section 3 start from scratch(15 minutes)
Show completely new setup
Summary
Section 4 Q+A (5-10 minutes)
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Structure
See
Learn
Start

8. Welcome on stage… NAViwald CRMensky
“Hi Rene, hi everyone in the room. It is a pleasure for me to be on stage again. My last public event was 2010 so I am a little bit excited.”
“Sorry for my old-fashioned outfit with the colored canvas. I have heard Microsoft doesn’t use it any longer, but I like this shirt.”
NAViwald CRMensky
Microsoft Dynamics Community
* U Vienna

9. Experiences
“When the previous version of the Connector for Dynamics was released I felt much enthusiasm.
A lot of people contacted me and asked to support the implementation. Everyone wanted to integrate NAV and CRM finally, …seamless.”

10. “Finally the result was:
Experiences
“Finally the result was:
It is a good solution and the concept behind it is a generally well conceived approach.
Well, maybe a too general approach, because every integration ended in a, minimum, small project.
The reason for this was that there were too many workarounds needed to get the system up and running in a reasonable way.
Sometimes, like a computer game, you have go through different levels and save the princess. “

11. 2011 Super Dynamics 3D World “Save the connection” 10 new levels
NAV
Connector for Dynamics
CRM/CRM Online
Super Partner
Customer

12. 2015 Super Dynamics 3D World “Integrated Worlds” 2 new levels
NAV 2016
Super Partner Level
CRM/CRM Online
Customer Level
See
Click to play

13. Level 1: Amy Rose is working (World 1)

14. Structure
See
Learn
Start

15. Objectives Session structure
6/9/2018 6:52 PM
Session structure
Objectives
This is the structure for the next 50 minutes
Section 1 listen, than see that it works (15 minutes)
Experiences
Live demonstration of integrated environment
Section 2 learn how it works (15 minutes)
Setup details
Synchronization details
Section 3 start from scratch(15 minutes)
Show completely new setup
Summary
Section 4 Q+A (5-10 minutes)
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Key features 1/2 Easy, fast, clean setup experience Recurrent Sync
CRM URL required
no web services required
CRM customizations (solution) optional
User/Password – connect
Default Table Mappings included
On demand Sync/Link immediately available
Recurrent Sync
familiar environment job queue
Record access to synchronization issues in Dynamics NAV
Filter enables to synch specific records only from CRM (e.g. only customers, no vendors, prospects, partners, etc.)
Custom directions
Manual coupling supported
Table Uni-/Bidirectional
Field Uni-/Bidirectional!

17. Key features 2/2 Data Access Customizations
CRM Data available directly in NAV (stored in CRM-no real sync)
NAV User can access CRM Data
CRM User can access NAV Data
Seamless navigation between the applications
Convert Data from CRM to NAV (Sales Orders)
Customizations
Clean C/AL Code – can be customized
Integrate your own fields and tables
New event model for data validation supported

18. Level 1: Vector investigates (World 2)

19. Structure
See
Learn
Start

20. Define Entities/Attributes 1/3
Microsoft Dynamics
6/9/2018
Define Entities/Attributes 1/3
Default mapping sufficient ?
NAV
CRM
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Define Entities/Attributes 2/3
Microsoft Dynamics
6/9/2018
Define Entities/Attributes 2/3
Default mapping sufficient ?
Which (additional) tables (NAV) should be mapped with which (addtional) entities (CRM)
uni/bidirectional?
Onetime transfer (Countries?)
Sync (Countries?)
Manual coupling (not in scope of presentation)
Which (additional) fields (NAV) should be mapped with which (addtional) attributes (CRM)
uni/bidirectional
Default field in CRM?
(NAV) Object update required?
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Microsoft Dynamics
6/9/2018
Setup CRM Connection
Setup independent integration user (non-interactive sufficient – access to required entities)
Enter server, user name and password in CRM setup.
Test connection
Enable the connection (populates synch jobs)
If required start full sync (queues get started in correct order)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Define Entities/Attributes 3/3
Microsoft Dynamics
6/9/2018
Define Entities/Attributes 3/3
Default mapping sufficient ?
Which (additional) tables (NAV) should be mapped with which (addtional) entities (CRM)
uni/bidirectional?
Onetime transfer (Countries?)
Sync (Countries?)
Which (additional) fields (NAV) should be mapped with which (addtional) attributes (CRM)
uni/bidirectional
Default field in CRM?
(NAV) Object update required?
Countries – (onetime)
ZIP Codes (sync)
Additional field (account)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Level 2: Integration Maker

25. In the last minutes you have learned about …
CRM Connector
See that it works…
Seamless integration
Easy to setup
Based on NAV
Default Mapping
CRM Connector
Learn how it works…
Direct access to CRM data
Data synced „only inside“ NAV
Default Mapping available
CRM Connector
Start from scratch…
Define entities-/attributes
Setup CRM connection
CRM Connector
Start from scratch…
Update your tables
Update your entities
Update CRM tables inside NAV
CRM Connector
Start from scratch…
onetime copy
Sync
Add additional code

27. Bonus Level: Q+A

28. I promised you … (…and if it is only the chair you are using… ;)
6/9/2018 6:52 PM
I promised you …
(…and if it is only the chair you are using… ;)
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. 6/9/2018 6:52 PM
I promised you …
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. www.mbs-training.com | NAVTALK
6/9/2018 6:52 PM
I promised you …
… :30 -12:00 - Dynamics NAV Marketing vs CRM Online :30 -12:00 - Dynamics NAV Logistik :00 – 00:00 - Directions EMEA : :00 - Dynamics NAV 2016 Neuerungen : :00 - Dynamics NAV 2016 und CRM Online : :00 - Dynamics NAV 2016 Finanzmanagement Neuerungen 01/2016 Dynamics NAV 2016 Workflow Management 02/2016 Dynamics NAV 2016 e-Everything 03/2016 Dynamics NAV 2016 SQL Azure 04/2016 Dynamics NAV 2016 Engineering … until 10/2017….. ;)
| NAVTALK
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

31. I promised you … Voucher: NAVTALK.AT_CONNECTED
6/9/2018 6:52 PM
I promised you …
Voucher: NAVTALK.AT_CONNECTED
November Free access 90 minutes video training about NAV 2016 CRM connector – | Learn4NAV
Register during Directions – access later – no costs – no subscription
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

32. 6/9/2018 6:52 PM
What’s next ? …
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

33. Ohh, did I forget to remove some confidential stuff…?
Come on stage and ..
“Yes, I know more about the connector and interfaces in the future, but I am not allowed to speak about it.
Ohh, did I forget to remove some confidential stuff…?
Bye...

34. For everyone ...
Thank you !

35. Join us !