Remove From My Forums

Opening a specific account in CRM from Dynamic Nav

Question
0

Sign in to vote

My company recently started to use the Microsoft Connector to connect CRM 2011 to Nav 2009 R2 with a good success.

Now we want to add a button in Nav on the customer card that opens the replicated Account in CRM, the primary key in Nav is mapped to the field account number in CRM but I don't have access to the accounts GUID from within Navision.

can anyone point me into the right direction.

Monday, September 12, 2011 3:49 PM

Answers

2

Sign in to vote
Not familiar with NAV myself. But first of all, you will have to store the account's ID somewhere in Navision.

After you have account GUID, then you can refer to the following CRM SDK document for instructions about how to contruct the URL that links you to the particular account record.

http://msdn.microsoft.com/en-us/library/gg328483.aspx

The url should be in the following format.

http://mycrm/myOrg/main.aspx?etn=account&pagetype=entityrecord&id=%7B THE LONG GUID %7D

Of course, you should remove all space characters around "THE LONG GUID" in the above URL.

Hope this helps.
Daniel Cai | http://danielcai.blogspot.com
- Proposed as answer by Jamie MileyModerator Monday, September 12, 2011 4:46 PM
- Marked as answer by Jamie MileyModerator Monday, February 20, 2012 4:00 PM
Monday, September 12, 2011 4:09 PM

Daniel is correct as one option. You could store the GUID in a string field in CRM and then re-configure your CRM org to pull the new field in the connector into a new field in Nav. Then you just use the format proposed for the URL above.

The other potential option I was thinking about was that you could use some sort of .NET extension for NAV (I don't know how to use .NET with NAV personally) to use web services to pull the data you need via web services with a retrievemultiple call based on the account number you already have. The first method would obviously be quite a bit less work though.

Here are some examples of retrieve and retrievemultiple calls for CRM anyways though:

RetrieveRequest

Retrieves a record.

http://mileyja.blogspot.com/2011/04/how-to-use-retrieve-messages-in-jscript.html (JSCRIPT C#)
http://mileyja.blogspot.com/2011/06/merge-entity-records-in-microsoft.html (C#)
http://mileyja.blogspot.com/2011/06/retrieve-entity-in-microsoft-dynamics.html (C#, Silverlight)

RetrieveMultipleRequest

Retrieves a collection of records. The query can be specified using a query expression or a FetchXML query.

http://mileyja.blogspot.com/2011/03/crm-2011-retrievemultiple-calls-in.html - (JSCRIPT)
http://mileyja.blogspot.com/2011/03/editing-embedded-web-resource-contents.html - (C#)
http://mileyja.blogspot.com/2011/04/storing-and-utilizing-x509-certificates.html (C#)
http://mileyja.blogspot.com/2011/05/how-to-retrieve-users-systemusers-for.html (JSCRIPT, C#)
http://mileyja.blogspot.com/2011/06/use-fetchxml-queries-in-jscript-and-net.html (JSCRIPT, C#, FetchXML)
http://mileyja.blogspot.com/2011/06/getting-row-count-or-entity-count-in.html (JSCRIPT, C#, FetchXML, RowCount)
http://mileyja.blogspot.com/2011/06/aggregation-count-max-min-etc-and.html (JSCRIPT, C#, FetchXML, Aggregation)
http://mileyja.blogspot.com/2011/06/using-retrievemultiple-from-silverlight.html (Silverlight, C#)
http://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html (JSCRIPT, Synchronous)

Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!

Proposed as answer by Jamie MileyModerator Monday, September 12, 2011 4:46 PM
Marked as answer by Jamie MileyModerator Monday, February 20, 2012 4:00 PM

Monday, September 12, 2011 4:46 PM

Moderator

All replies

2

Sign in to vote
Not familiar with NAV myself. But first of all, you will have to store the account's ID somewhere in Navision.

After you have account GUID, then you can refer to the following CRM SDK document for instructions about how to contruct the URL that links you to the particular account record.

http://msdn.microsoft.com/en-us/library/gg328483.aspx

The url should be in the following format.

http://mycrm/myOrg/main.aspx?etn=account&pagetype=entityrecord&id=%7B THE LONG GUID %7D

Of course, you should remove all space characters around "THE LONG GUID" in the above URL.

Hope this helps.
Daniel Cai | http://danielcai.blogspot.com
- Proposed as answer by Jamie MileyModerator Monday, September 12, 2011 4:46 PM
- Marked as answer by Jamie MileyModerator Monday, February 20, 2012 4:00 PM
Monday, September 12, 2011 4:09 PM