Microsoft Dynamics NAV Salesforce IntegrationTeam APPSeCONNECT2016-06-09T12:32:28+00:00
Microsoft Dynamics NAV and Salesforce Integration
Automate financial entry
eCommerce sales transactions automatically and accurately recorded in your Microsoft Dynamics NAV. Get complete financial view of your business at any point in time.
Improve customer satisfaction
Your customer is always informed by having auto updates on each stage of their order fulfillment.
Avoid ‘out of stock’
Sync the stock updates on real time into web inventory. Eliminate ‘out of stock’ scenario.
Reduce time to replenish inventory
Sales in your eCommerce will get reflected at your Microsoft Dynamics NAV in real time. You can effectively plan your supply chain.
Process orders quickly
Improves order-processing efficiency of back office by automatically feeding web orders into Microsoft Dynamics NAV. Smooth and faster order fulfillment.
What you get?
• Fully bi-directional and automatic sync between your systems
• Most in-depth integration with the touch points
• Out of the box Integration features
• Easy personalization as per your business requirements.
Leads are entered in Salesforce by the corresponding Sales Rep as Leads.
When Leads are qualified in Sales Force and converted into Accounts and Contacts, the corresponding Accounts and associated Contacts are synced in Microsoft Dynamics NAV as Customer in Customer Card and associated Contact will be added as Contact Person in Contact Card.
Similarly Microsoft Dynamics NAV Customers and Contacts can be uploaded to Salesforce and it will create new Accounts and associated Contacts.
APPSeCONNECT allows Dynamics NAV users to selectively upload Microsoft Dynamics NAV Item Card to Salesforce CRM.
One Price List of NAV will be mapped as the Standard Price of Salesforce and the additional Price Lists can be mapped with Price Books defined within Salesforce.
So when an Item is synced from Microsoft Dynamics NAV to Salesforce, one Standard Price and multiple other Price Book’s Price will also be synced back to Salesforce.
Price Books are generally assigned to different customer groups like for Resellers/Wholesaler to offer the discounted price.
APPSeCONNECT Salesforce and Microsoft Dynamics NAV Integration allows to sync Salesforce Orders into Microsoft Dynamics NAV as Sales Order.
Items Selected, Discounts (if any), billing and shipping address selected/entered at the time of Order will also be synced back to Microsoft Dynamics NAV.
According to business needs, the integration can also be personalized to sync Opportunity created in Salesforce CRM to Microsoft Dynamics NAV as a Sales Opportunities for further Order Processing.
1. APPSeCONNECT NAV Integration supports Dynamics NAV versions starting 2009 onward on SQL Server with presence of RTC Client, so this is a mandatory requirement.
2. Sales Opportunity sync is only supported for Dynamics NAV versions starting 2013 onward.