---
title: "MS Dynamics CRM - MS Dynamics NAV"
description: "MS Dynamics CRM - MS Dynamics NAV"
keywords: "MS Dynamics CRM - MS Dynamics NAV"
url: "https://myrapidi.com/wiki/ms_dynamics_crm___ms_dynamics_nav"
locale: "en"
published: "2010-06-24T09:29:58Z"
modified: "2025-11-30T17:33:13Z"
---

### **Overview**

- Rapidi offers a standard solution for integrating MS Dynamics CRM 4.0 and MS Dynamics NAV.
- The standard solution consists of a predefined setup of a number of Transfers in your RapidiOnline service. 
- In general, the standard solution has been designed to cause a minimal change in your MS Dynamics NAV and your MS Dynamics CRM - we only need a few fields added to some tables/objects.

### **Changes needed to accommodate the standard transfer setup for a solid MS CRM-MS Dynamics NAV integration.**

1. Extra fields to ensure a solid integration: Add an extra field **(Fieldname: ExternalID txt 30)** to the following tables in MS Dynamics NAV: 
  - Customer 
  - Salesperson/Purchaser
  - Contacts

2.  Add an extra field to the following objects in MS Dynamics CRM (needed only if you want to create Customers in NAV)

| MS Dynamics CRM Table | Fieldname | Data Type | Remarks |
| --- | --- | --- | --- |
| Account | msa\_rapidi\_new\_account\_number\_\_c | Autonumber | Autonumber field to contain a Number to be used as Customer No. in NAV.) Autonumber functionality can be found at crmextensions.com called "Counter" |
| Account | msa\_rapidi\_transferred\_\_c | Date/time | Date/time: field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transfered from CRM to NAV |

### ** Pricebook currency handling:**

- The Pricebook, currencyinfo, etc, is based on US Dollars by default. Edit the fieldlist in the following transfers if you want to change this to another currency:

> Transfer **ITEM01\_ITEM**   
> ##DBLOOKUP('DESTDS','pricelevel','Name','US Pricelist','pricelevelid')  
> Example of change to Euro: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','pricelevelid')   
>   
> Transfer **PRICEBOOK\_CRM\_ADD**  
> ##DBLOOKUP('DESTDS','transactioncurrency','currencyname','US Dollar','transactioncurrencyid')  
> Example of change to Euro: ##DBLOOKUP('DESTDS','transactioncurrency','currencyname','Euro','transactioncurrencyid')   
>   
> Transfer **CONTACT01\_CRM\_ADD**'Default Price List' is used as default.  
> ##DBLOOKUP('DESTDS','pricelevel','Name','Default Price List','transactioncurrencyid')  
> Example of change to another pricelist: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','transactioncurrencyid')

_NOTE: The pricelist name refers directly to the Price list name in MS Dynamics CRM._