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Salesforce.com - MS Dynamics NAV

Overview

  • Rapidi offers a standard solution for Integrating Salesforce.com and Microsoft Dynamics NAV for the versions like NAV2009, NAV2013, NAV2016, and NAV2017. For the description of the standard integration between Salesforce.com - Microsoft Dynamics 365 Business Central please visit this article.
  • The standard solution consists of a predefined setup of a number of Transfers in your Rapidi service. There are two versions of this standard integration; one for NAV 2009 and earlier and one for NAV2013 and later. When ordering a new Rapidi service, you need to let us know which version is relevant for you.
  • In addition to this, you can choose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold Posted Invoices and Customer Ledger Entries (visible on the Salesforce.com Account).
  • The standard solution supports multiple NAV Companies and multiple currencies from the start. This can be removed if you don't need it.
  • You can easily adapt the standard configuration to your needs by adding or removing specific fields (also custom fields) and you choose to disable parts of the standard that you don't want to use.
  • In general, the standard solution has been designed to cause a minimal change in your MS Dynamics NAV - we only need a few fields added to some tables in MS Dynamics NAV.

 

Changes needed to accommodate the standard transfer setup for a solid NAV-SDFC integration.

 

  • Add extra fields to the following tables in MS Dynamics NAV whichever is applicable (field numbers can be 50,000 or whatever is free above that number):
NAV Table Fieldname Data Type Length Applicablity Remarks
Customer (Table 18) ExternalID Text 20 Customer integration This will be used to store the SFDC account id.
Contact (Table 5050) ExternalID Text 20 Contact integration This will be used to store the SFDC contact id.
Salesperson/Purchaser (table 13) ExternalID Text 20 Customer integration

This will be used to store the SFDC user id. Normally applicable if the salesperson on the customer in NAV will be the account owner in SFDC.

Note: SFDC user and NAV Salesperson are normally synchronized using email address (can also use any other common fields)
Sales Header (table 36) OppExternalId Text 20 Opportunity integration This will be used to store the opportunity id.
Sales Invoice Header (table 112) OppExternalId Text 20 Opportunity integration

This will be used to store the opportunity id of the corresponding sales order.

Note: Use same field number as "OppExternalId" on table 36
Sales Cr_Memo Header (table 114) OppExternalId Text 20 Opportunity integration

This will be used to store the opportunity id of the corresponding credit order.

Note: Use same field number as "OppExternalId" on table 36
Sales Line (table 37) SOExternalId Text 20 Sales order integration

This will be used to store the sales order id that was transferred into SFDC.
Sales Invoice Line (table 113) InvoiceExternalId Text 20 Sales history integration

This will be used to store the invoice id that was transferred into SFDC.

Note: DO NOT USE same field number as on table 37 (please check with our support). You might also need to add extra Permissions in order to write to these fields to a codeunit. Please check with our support.
Sales Cr.Memo Line (table 115) CMExternalId Text 20 Sales history integration

This will be used to store the credit memo id that was transferred into SFDC.

Note: DO NOT USE same field number as on table 37 (please check with our support). You might also need to add extra Permissions in order to write to these fields to a codeunit. Please check with our support.

 

  • Add extra fields to the following objects in SDFC whichever is applicable:
SFDC Object Fieldname Data Type Appplicability Remarks
Account Legal_Entity__c Picklist Customer integration Field that contain a list of abbreviation for the NAV Company name. Used to specify what NAV Company this Account belongs to.
Only needed if you have more than one Company in NAV.
Account New_Account_Number__c Autonumber Customer integration Autonumber field to contain a Number to be used as Customer No. in NAV.
This field is only needed if you want to create new Customers in NAV and if you are on NAV2009R1 or earlier (not using NAV WebServices).
Contact ContactNumber__c Text20 Contact integration This will be used to store the NAV contact person id.
Contact Legal_Entity__c Formula/Text Contact integration Account.Legal_Entity__c
This will be used to identify NAV company.
Opportunity Legal_Entity__c Formula

Opportunity integration

Account.Legal_Entity__c
Only needed if you have more than one Company in NAV.
Opportunity OrderNumber__c Text20

Opportunity integration

Field to hold the NAV Sales Order number (automatically assigned in NAV and written back to the Opportunity).

 

Install new objects in Salesforce.com


Sales History integration

This is applicable for sales history integration.

 

Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics NAV to Salesforce.com.

 

Below is the link to install the SalesHistory3 application in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

Below is the link to install the SalesHistory3 application in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

Sales Order integration

This is applicable for sales order integration.

 

Install an add-on to the SalesHistory3 app in Salesforce.com in order to transfer a copy of open Sales Orders from Microsoft Dynamics NAV to Salesforce.com.

 

Below is the link to install the add-on in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

 

Below is the link to install the add-on in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc