Connect Microsoft Dynamics NAV and Salesforce

Connecting Microsoft Dynamics NAV and Salesforce for a company could enable the transfer of customer, sales, and financial data between the two platforms. This could support more accurate reporting, improve data consistency, and help staff access relevant information from both systems, which may assist with customer management and financial planning processes.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics NAV and Salesforce 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 Salesforce?

A company that operates both Microsoft Dynamics NAV and Salesforce could benefit from enabling these systems to exchange data, as this could support more efficient business processes and improved decision-making. Without a connection between the two, staff may have to enter the same information in both systems, which increases the risk of errors and consumes valuable time. Over time, records in Dynamics NAV and Salesforce could become inconsistent, leading to situations where decisions are made based on outdated or incomplete information. This could impact customer service, financial reporting, and overall business agility. The types of data that could be exchanged between systems like Microsoft Dynamics NAV and Salesforce include customer and account information, sales orders, invoices, product details, and inventory levels. Synchronizing such data could help ensure that both systems reflect the most current and accurate information available to the business, reducing the administrative burden and supporting a more unified view of operations. What can actually be exchanged depends on what each system exposes through its API, and is determined per situation.

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 Salesforce 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.