Connect Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM

Connecting Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM for a company could make it possible to synchronize customer and sales data between the two systems. This connection could support unified reporting, reduce manual data entry, and help ensure that both finance and sales teams have access to consistent and up-to-date information for operational decision-making.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM?

A company that uses both Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM could benefit from connecting these two systems to enable data to flow between them. Without such a connection, staff may need to enter the same information in both systems, which can increase the risk of errors and consume unnecessary time. Over time, records in each system could diverge, leading to inconsistencies that make it difficult to get a clear view of the business. This could result in decisions being made based on outdated or incomplete information. If a connection were established, it could support the exchange of data such as customer records, sales orders, invoices, and contact information, as these types of data are commonly managed in ERP and CRM systems. The specific data that can be exchanged would depend on what each system provides through its API and must be determined based on the requirements and technical capabilities in each case.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Microsoft Dynamics NAV and Microsoft Dynamics 365 CRM make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.