Skip to Content

Connect Microsoft Dynamics NAV and Tableau

Connecting Microsoft Dynamics NAV and Tableau for a business could enable the transfer of financial and operational data from NAV into Tableau for advanced analysis and reporting. This setup would involve configuring data extraction, transformation, and loading processes to ensure accurate and timely information is available for decision-making within Tableau dashboards.

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

Contact us

Why connect Microsoft Dynamics NAV and Tableau?

A company that uses both Microsoft Dynamics NAV and Tableau could benefit from connecting the two systems to enable more efficient and accurate data analysis. Without a connection, staff may need to manually export data from Dynamics NAV and import it into Tableau, which increases the risk of errors, duplicate data entry, and delays. This manual process can result in records diverging between systems, leading to situations where decisions are made based on outdated or inconsistent information. Connecting the systems could allow for the exchange of data such as financial results, sales transactions, inventory levels, and customer records. This would support more timely and reliable reporting and analytics in Tableau, informed by current figures from Dynamics NAV. The specific data that can be exchanged depends on what each system exposes through its API and is determined on a case-by-case basis.

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 Tableau 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.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

Contact us