Microsoft Dynamics NAV & Salesforce CRM Integration
Real-Time, Bi-Directional Sync to Automate Every Step from Quote to Cash
Key Benefits
What You Gain with Microsoft Dynamics NAV & Salesforce CRM Integration
Bi-Directional Sync
New customers in NAV become Accounts in Salesforce and vice versa.
Contact Hierarchy
Multiple contacts per account flow both ways with roles and addresses intact.
Price Book Mapping
NAV price levels sync into Salesforce Price Books for accurate quotes.
Order & Invoice Flow
Salesforce Orders and Quotes sync as NAV Sales Orders and Estimates.
Custom Field Support
Any extra fields or objects map via RESTlets—no data left behind.
Enterprise-Grade Security
AES-256/TLS encryption and ISO 27001 compliance protect your data.
Automated Error Recovery
Auto-retry logic, email alerts, and a Sync Info dashboard keep you on track.
B2B AUTOMATION
How Does Dynamics NAV Sync with Salesforce CRM?
Imagine a quote in Salesforce instantly creating an estimate in NAV. Then that turns into an order and logs invoice and payment data back in Salesforce.
- Account/Customer Sync: Name, address, contacts, and custom fields map between systems.
- Contact Sync: All related contacts move in sync, preserving hierarchies.
- Quote & Order Flow: Salesforce Quotes → NAV Estimates; NAV Orders → Salesforce Sales Orders.
What You Get
What Features Come with Our Dynamics NAV–Salesforce Connector?
Account & Customer Sync
Auto-create and update NAV Customers and Salesforce Accounts.
Contact Management
Sync contact persons with full details and roles.
Item & Price Sync
NAV items map into Salesforce Products; price books update with NAV price levels.
Quote & Estimate Integration
Salesforce Quotes appear as NAV Estimates, retaining line-item details.
Order Automation
NAV Sales Orders sync back to Salesforce as Sales Orders linked to quotes.
Invoice & Payment Sync
NAV Invoices and Payments update Salesforce custom Invoice objects.
Custom Object Handling
Extend sync to any RESTlet-exposed object in NAV or Salesforce.
Compliance
GDPR-Compliant, ISO 27001 Certified, SOC 2 Type II, PCI-DSS–Ready, HIPAA-Aligned, FedRAMP Authorized.
Endpoints for Dynamics NAV and Salesforce Integration
| ENDPOINT | DIRECTION | DESCRIPTION |
|---|---|---|
| ACCOUNTS | NAV ↔ Salesforce | Sync customer names, addresses, price levels, and custom fields. |
| CONTACTS | NAV ↔ Salesforce | Bi-directional mapping of multiple contacts per account with roles. |
| PRODUCTS | NAV → Salesforce | Push NAV items as Products; inactive flags respect states. |
| QUOTES | Salesforce → NAV | Sync Salesforce Quotes to NAV Estimates with line items and expiry dates. |
| SALES ORDERS | NAV → Salesforce | NAV Orders post back as Salesforce Sales Orders linked to source quotes. |
| INVOICES | NAV → Salesforce | Create Salesforce Invoice records with payment status and totals. |
| PAYMENTS | NAV → Salesforce | Map NAV payments under respective Salesforce Invoice records. |
INTEGRATION BROCHURE
Download Our Dynamics NAV–Salesforce Integration Brochure
Inside you’ll find:
- Integration Blueprint: Visualize end-to-end data mapping.
- Best Practices: Tips to speed rollout and avoid pitfalls.
- Security Overview: How AES-256/TLS and ISO 27001 keep you compliant.
- Customer Case Studies: Real wins from businesses like yours.
How Does the Workflow Run End-to-End?
Account Creation
New Account in Salesforce triggers NAV Customer creation.
Contact & Product Flow
Related contacts and products map and sync
Quote Generation
Salesforce Quote posts as a NAV Estimate
Order Creation
NAV transforms Estimate into Sales Order and syncs back
Invoice & Payment
NAV Invoice and Payments update Salesforce Invoice object
Alerts
Email or CRM tasks fire on failures or key status changes
Go Live in Days!!
Get Started with Dynamics NAV & Salesforce Integration in Just a Few Clicks. No Code, No Complex Setup, No Delays
With APPSeCONNECT launching Microsoft Dynamics NAV and Salesforce CRM integration is fast, simple and scalable. Our low-code platform gives drag-and-drop tools, prebuilt templates and guided deployment steps, so you can go from concept to real-time data sync without heavy IT intervention.
Follow these quick steps to start syncing leads, accounts, orders, and payments seamlessly between your ERP and CRM systems:
01
Pick Connectors
02
Map Fields
03
Deploy & Schedule
04
Monitor & Retry
How APPSeCONNECT Compares to Other Integration Platforms
| Feature | APPSeCONNECT | Zapier | celigo | Boomi |
|---|---|---|---|---|
| NAV ↔ Salesforce Sync (2-Way) | ✅ | ❌ | ✅ | ✅ |
| Quote-to-Invoice Flow | ✅ | ❌ | ✅ | ✅ |
| Low-Code Visual Designer | ✅ | ✅ | ✅ | ❌ |
| RESTlet & Custom Object Sync | ✅ | ❌ | ❌ | ✅ |
| Auto-Retry & Alert Notifications | ✅ | ❌ | ❌ | ✅ |
INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Visual Designer
Build and tweak flows in clicks, not code.
Event-Driven Triggers
Near-real-time sync via webhooks and API events.
Batch & Parallel Processing
Handle peak loads without missing a beat.
Transform & Enrich
Clean, map, and merge data on the fly.
Sync Flags
Only changed records move for max efficiency.
Alerts & Logs
Instant email alerts and full audit trails for compliance.
One Platform, Endless Integrations
Central Dashboard
Effortless Scaling
Enterprise Security
What Does a Streamlined Order-to-Cash Process Look Like?
Quote Sync
Salesforce Quote becomes a NAV Estimate.
Order Creation
Estimate turns into a NAV Sales Order and syncs back to Salesforce.
Invoicing & Payment
NAV Invoice and Payments update Salesforce Invoice.
Fulfillment & Tracking
Order fulfillment data can sync back if configured.
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Frequently Asked Questions
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Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
