Microsoft Dynamics Nav and Salesforce CRM Integration

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Connect Microsoft Dynamics Nav with Salesforce_APPSeCONNECT

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Microsoft Dynamics Nav and Salesforce CRM

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Microsoft Dynamics Nav and Salesforce CRM Integration Points

  • Accounts 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 synced back to Salesforce CRM and it will create new Accounts and Associated Contacts in Salesforce CRM.

  • Modification in Accounts and respective contacts can be updated in between Salesforce and Microsoft Dynamics NAV.
  • APPSeCONNECT allows Microsoft Dynamics NAV users to selectively upload Microsoft Dynamics NAV Item Card to Salesforce CRM.

  • The sales price of Microsoft Dynamics NAV Items can be synced to a specified price book in Salesforce CRM for the respective items.
  • APPSeCONNECT’s Salesforce CRM and Microsoft Dynamics NAV integration allow us 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.

Note: According to customer-specific requirements, the connector integration can also be personalized to sync Sales Quotation and Order Fulfilment for further Order Processing.


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