Salesforce and Dynamics NAV Integration and Automation
- Connect
- Streamline
- Secure
Salesforce and Dynamics NAV integration connects CRM sales activity with the ERP records that control pricing, order processing, billing, and payments, and APPSeCONNECT gives you a governed low-code platform to move that data both ways without custom scripts. Accounts, contacts, quotes, orders, invoices, and payments flow between Salesforce CRM and Microsoft Dynamics NAV through managed ProcessFlows, so sales teams quote with ERP-backed context and finance teams work from records that stay aligned across both systems.
Key Benefits
Why APPSeCONNECT Is the Gold Standard for Salesforce and Dynamics NAV Integration
Salesforce and Dynamics NAV integration needs more than a one-directional data push. Records must move in both directions with the right customer match, pricing rules, field logic, monitoring, and recovery controls. APPSeCONNECT connects the two systems through ProcessFlows, mappings, connector actions, logs, and retries, so CRM and ERP data keep moving with control.
Sync Customer Records Both Ways
New or updated Salesforce accounts can create or update Dynamics NAV customers, and NAV customer changes can refresh Salesforce accounts, so both teams work from aligned records instead of recreating them separately.
Build Quotes With ERP-Backed Pricing
NAV price levels and item data can map into Salesforce so quotes reflect ERP pricing before they move forward.
Move Quotes and Orders Without Re-entry
Salesforce Quotes can post as NAV Estimates, and NAV Sales Orders can sync back to Salesforce linked to the source quote, shortening the path from quote to order.
Keep Invoice and Payment Visibility in CRM
NAV invoices and payment records can post back to Salesforce, so account teams can follow billing status without asking finance for every update.
Support Custom Objects and Fields
Extra fields and custom objects exposed through RESTlets can be mapped, so the integration can extend beyond standard records when the process requires it.
Track, Fix, and Resync Exceptions
Logs, snapshots, node status, and API responses through the Sync Info dashboard help teams see what happened, correct the cause, and rerun affected records.
Customer and Account
Standard Features Covered in Our Salesforce and Dynamics NAV Integration Template
APPSeCONNECT supports Salesforce and Dynamics NAV integration across customer, opportunity, order, and finance workflows. The setup can follow your Salesforce configuration and Dynamics NAV process, and it can be planned around custom fields, price levels, and the records your business needs to move first.
Salesforce Accounts → Dynamics NAV Customers
New or updated Salesforce accounts can create or update NAV customer records, including name, address, and account reference details.
Dynamics NAV Customers → Salesforce Accounts
NAV customer changes can refresh Salesforce account records so CRM users work with current ERP-backed information.
Salesforce Contacts ↔ Dynamics NAV Contacts
Multiple contacts per account can map in both directions, preserving roles, addresses, and account relationships.
Opportunity and Quote
Standard Features Covered in Our Salesforce and Dynamics NAV Integration Template
Salesforce Quotes → Dynamics NAV Estimates
CRM quotes can post as NAV Estimates with line items, quantities, and expiry dates carried across.
Dynamics NAV Pricing → Salesforce Quotes
NAV price levels can map into Salesforce Price Books so quote lines reflect ERP pricing.
Approved Salesforce Quotes → Dynamics NAV Order Flow
Approved quotes can move toward NAV estimate or sales order processing, reducing re-entry when a quote becomes ready for ERP handling.
Order and Invoice
Standard Features Covered in Our Salesforce and Dynamics NAV Integration Template
Dynamics NAV Sales Orders → Salesforce
NAV Sales Orders can post back to Salesforce as Sales Order records linked to the originating quote.
Dynamics NAV Invoices → Salesforce
NAV invoice records can create Salesforce Invoice records with amount, payment status, and totals.
Dynamics NAV Payments → Salesforce
NAV payment records can map under the related Salesforce Invoice record so account teams can see payment status.
Product and Pricing
Standard Features Covered in Our Salesforce and Dynamics NAV Integration Template
Dynamics NAV Items → Salesforce Products
NAV items can push into Salesforce as Products, with inactive flags respected so status stays consistent.
Price Level and Price Book Mapping
NAV price levels can map into Salesforce Price Books for consistent quote pricing.
Custom Object Mapping
Any RESTlet-exposed object or field in NAV or Salesforce can be extended into the sync where the process requires it.
Popular Salesforce Integrations
Connect Salesforce with other business applications.
Popular Microsoft Dynamics NAV Integrations
Connect Microsoft Dynamics NAV with other business applications.
INTEGRATION BROCHURE
Download the Salesforce and Dynamics NAV Integration Brochure
Use the brochure to plan how Salesforce and Dynamics NAV can exchange customer, quote, order, invoice, payment, and product records, and to decide which system should own each process.
Inside you’ll find:
- Integration Blueprint: How accounts, contacts, quotes, orders, invoices, payments, and items map between Salesforce and Dynamics NAV.
- Flow Planning: The source and target direction for CRM-to-ERP and ERP-to-CRM workflows.
- Rollout Approach: Start with account and contact sync, then extend into quotes, orders, invoice and payment visibility, and product records.
- Deployment Roadmap: Prerequisites, setup steps, and team responsibilities for rollout.
Real-world use cases
Use Cases
APPSeCONNECT’s Salesforce and Dynamics NAV integration is built for B2B sellers, manufacturers, distributors, and finance teams that need customer-facing and ERP teams working from connected records. The goal is to reduce manual work and keep Salesforce and NAV aligned across the quote-to-cash cycle.
Sales teams quote with ERP customer and product context
Sales teams using Salesforce need reliable NAV data before they prepare quotes. Customer status, item data, and price levels all influence what the team can sell and how the quote should be built.
- Salesforce accounts can stay aligned with NAV customer records.
- NAV item and price-level data can support Salesforce quote lines.
- Salesforce Quotes can post as NAV Estimates without re-entry.
- Approved quotes can move toward NAV sales order processing.
Supports field sales, inside sales, and quote-driven B2B teams.
What this integration handles
Synced
Account and contact data
Mapped
Item and price levels
Prepared
Quote-to-estimate handoff
Linked
Order back to source quote
Account teams see invoice and payment context in CRM
Finance activity often stays in Dynamics NAV, while customer follow-up happens in Salesforce. Integration helps account teams view billing context before they discuss renewals or new orders.
- NAV invoices can create Salesforce Invoice records with totals.
- Payment status can post back under the related invoice.
- Open balance and status details can support account follow-up.
- Logs and snapshots can support reconciliation and review.
Supports finance, collections, and account teams that need cleaner billing visibility.
What this integration handles
Created
Salesforce Invoice records
Matched
Payments to invoices
Visible
Status and totals
Auditable
Logs and snapshots
Pipeline activity stays connected with ERP outcomes
Revenue teams need to see which opportunities became NAV orders, which orders moved forward, and which invoices were issued, not just pipeline movement inside Salesforce.
- Salesforce quotes can connect with NAV estimate and order records.
- NAV Sales Orders can update Salesforce with execution status.
- Invoice and payment records can improve revenue visibility.
- Sync flags can move only changed records for efficiency.
Supports revenue operations, sales leadership, and reporting teams.
What this integration handles
Connected
Quote and order records
Updated
Sales order status
Tracked
Invoice and payment signals
Filtered
Changed-record sync
Workflow
How Does the Workflow Run End-to-End
Our Salesforce and Dynamics NAV integration runs through ProcessFlows. Each ProcessFlow defines the source system, target system, entity, connector action, schema, field mapping, validation rules, run mode, retry settings, and monitoring path before any record moves.
Account Creation
A new or updated account in Salesforce triggers creation or update of the matching Dynamics NAV customer.
Contact and Product Flow
Related contacts map in both directions, and NAV items sync into Salesforce as Products.
Quote Generation
A Salesforce Quote posts as a Dynamics NAV Estimate with line items and pricing.
Order Creation
NAV transforms the Estimate into a Sales Order and syncs it back to Salesforce, linked to the source quote.
Invoice and Payment
The connector creates or updates the Sage 100 sales order, customer, or item record through the Business Object Interface, and captures the response with success state and failure reason.
Monitoring and Retry
The Sync Info dashboard tracks success and error states, auto-retry handles transient failures, and missed records can be corrected and resynced.
Meet appse ai
How appse ai Helps Streamline Salesforce and Dynamics NAV Integration
- A working Salesforce and Dynamics NAV integration reduces manual transfer work, but teams still manage failed records, changing data volumes, mapping changes, and exception review. appse ai adds AI-assisted support for designing workflows, spotting issues earlier, and reducing manual checking across connected processes.
- Workflow Design: Help teams describe a process and shape the workflow structure around it, especially when new NAV entities or Salesforce objects are added.
- Issue Detection: Spot broken flows, error patterns, and records that need review before they become daily cleanup work.
- Exception Review: Review missing fields, mapping gaps, and validation errors with clearer transaction context.
- Order and Quote Tracking: Follow movement from a Salesforce quote through the NAV order and back into Salesforce across connected steps.
- API Coordination: Support workflows where Salesforce, NAV, and other systems share data through managed APIs.
- Teams Stay in Control: AI-assisted support helps the process while teams set the rules and decide how records move.
Frequently Asked Questions
Salesforce and Dynamics NAV integration connects Salesforce CRM with Microsoft Dynamics NAV ERP through controlled data workflows. APPSeCONNECT can move accounts, contacts, quotes, orders, invoices, payments, and product records between the two systems so CRM and ERP data stay aligned.
Ready to Launch Your Salesforce and Dynamics NAV Integration Today?
Salesforce and Dynamics NAV should not leave teams working from different versions of customer, quote, order, and invoice data. APPSeCONNECT helps connect CRM activity with ERP records through structured, bidirectional workflows, so teams can reduce manual checks and improve visibility across the quote-to-cash cycle.
Companies automating their business through APPSeCONNECT
Customer Success Stories
Hernon
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Read Case Study →
Blue Q
Blue Q, based in Pittsfield, Massachusetts, has been designing and manufacturing a wide array of quirky, fun, and high-quality products since 1988.
Read Case Study →Related Resources
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