Integration Hero
Connect™

Unify Dynamics 365 & Dynamics NAV: Intelligent ERP & CRM Integration

Connect your core business systems for real-time data flow, automated workflows, and a 360-degree view of your operations with an AI-powered iPaaS.

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The Challenge

Disconnected Operations: The Cost of Siloed Dynamics 365 & NAV Data

Operating with Dynamics 365 and Dynamics NAV in isolation creates critical data silos, leading to manual processes, data inconsistencies, and delayed insights that hinder business agility and growth. Without a unified view, organizations struggle with inefficiencies across sales, finance, and supply chain.

  • Manual data entry and reconciliation between D365 and NAV.
  • Inconsistent customer, vendor, and product data across systems.
  • Delayed sales order processing and fulfillment impacting customer satisfaction.
  • Inaccurate inventory levels leading to overselling or stockouts.
  • Prolonged financial close cycles due to disparate ledger data.
  • Lack of real-time visibility into overall business performance.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Dynamics 365 & Dynamics NAV with Intelligent Automation

Our AI-powered, low-code iPaaS acts as the central nervous system, orchestrating flawless data flow and workflow automation between your Dynamics 365 ecosystem and Dynamics NAV. Experience real-time synchronization, intelligent data handling, and unparalleled operational efficiency.

  • Real-time, Bi-directional Data Synchronization
  • Unified Master Data Management (Customer, Vendor, Product)
  • Automated Transactional Workflows (Order-to-Cash, Procure-to-Pay)
  • AI-Driven Data Validation and Transformation
  • Low-Code Visual Workflow Designer
Implementation Timeline

Go live with Dynamics 365 + Dynamics NAV in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics NAV, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics NAV deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time, Bi-directional Data Synchronization
  • Unified Master Data Management (Customer, Vendor, Product)
  • Automated Transactional Workflows (Order-to-Cash, Procure-to-Pay)
  • AI-Driven Data Validation and Transformation
  • Low-Code Visual Workflow Designer
  • Centralized Monitoring and Error Handling

Dynamics 365 & Dynamics NAV Integration: Technical Deep Dive

Our iPaaS provides a robust and flexible framework for connecting Dynamics 365 and Dynamics NAV. It abstracts away API complexities, enabling seamless data flow through a combination of event-driven triggers, secure authentication, and intelligent data transformation.

Data Flow Steps

Secure Connectivity: Establish encrypted connections to Dynamics 365 Dataverse APIs (OData v4) and Dynamics NAV Web Services (OData/SOAP).

Event-Driven Triggers: Utilize Dynamics 365 webhooks and Dataverse events for real-time updates. Implement smart polling or change data capture for Dynamics NAV.

Data Extraction: Efficiently retrieve relevant data from source systems, leveraging filtering and pagination.

Intelligent Mapping & Transformation: Visually map fields between the distinct schemas of D365 and NAV, applying complex transformation rules and AI-assisted data cleansing.

Workflow Orchestration: Design multi-step workflows to ensure business logic is followed, including conditional routing and parallel processing.

Loading & Synchronization: Insert or update records in the target system, handling relationships and dependencies.

Error Handling & Monitoring: Implement comprehensive logging, automated retries, dead-letter queues, and real-time alerts for proactive issue resolution.

Data Touchpoints

Account / Customer
Contact
Product / Item
Sales Order (Header & Lines)
Invoice / Sales Invoice
Vendor
Purchase Order (Header & Lines)
Inventory (On-Hand / Item Ledger Entry)
General Ledger Account / Entry

"Depicts bi-directional data flow between Dynamics 365 (Sales, Finance, SCM) and Dynamics NAV (ERP core) via a central iPaaS. Dynamics 365 connects using OData v4 APIs and Webhooks, while Dynamics NAV utilizes OData/SOAP Web Services. The iPaaS orchestrates data extraction, transformation, validation (AI-enhanced), and loading, with integrated error handling and monitoring."

Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics NAV.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics 365

Integrating Dynamics 365 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Core Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping between Dynamics 365's Dataverse entities and Dynamics NAV's tables. Our iPaaS provides visual tools and AI assistance to streamline this process, ensuring data integrity and consistency across both systems.

Account (D365) / Customer (NAV)

Synchronizes core company/organization data. Account in D365 serves as the central customer record, while Customer in NAV is key for financial transactions.

Dynamics 365 Fields

accountid (GUID, primary key) name (Company Name) accountnumber (Unique ID) primarycontactid (Lookup to Contact) address1_composite (Combined address fields) telephone1 emailaddress1

Dynamics NAV Fields

No. (Primary Key, often alphanumeric) Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group

Mapping Notes

Map `accountnumber` (D365) to `No.` (NAV) as the primary cross-reference ID. Address fields (`address1_composite` in D365) require parsing and concatenation for NAV's structured address fields. Ensure consistent currency codes and posting groups.

Next Steps

See Dynamics 365 + Dynamics NAV integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

End-to-End eCommerce Order Processing

Automate the complete order-to-cash cycle, from an eCommerce platform capturing orders into Dynamics 365 Sales/Commerce, which then seamlessly flow into Dynamics NAV for fulfillment, inventory updates, and invoicing. Includes customer creation/updates, sales order processing, and status synchronization.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order captured in Dynamics 365 Sales/Commerce.
  3. 2 iPaaS triggers workflow to create/update Customer and Sales Order in Dynamics NAV.
  4. 3 NAV processes order, allocates inventory, generates shipment.
  5. 4 iPaaS updates order status (e.g., 'Shipped') in Dynamics 365 and eCommerce.
  6. 5 NAV creates Sales Invoice, iPaaS syncs to D365 Finance.

Business Outcome

Accelerated order fulfillment, reduced manual data entry, real-time inventory accuracy, improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Real-time Operational Visibility
Gain a unified, real-time view of your entire business, from sales and customer interactions in Dynamics 365 to inventory, purchasing, and finance in Dynamics NAV.
Automated Order-to-Cash Cycle
Streamline sales order processing from Dynamics 365 (eCommerce, Sales) directly into Dynamics NAV, accelerating fulfillment and reducing manual errors.
Accurate Inventory Management
Ensure accurate, real-time inventory levels across all channels (D365 SCM, NAV, eCommerce) to prevent overselling and optimize stock.
Faster Financial Close & Reconciliation
Automate the flow of invoices, payments, and general ledger entries, minimizing manual reconciliation and accelerating period-end closing.
Enhanced Customer & Vendor 360 View
Maintain consistent and comprehensive customer and vendor profiles across both Dynamics 365 and NAV for improved service and supplier relations.
Reduced Manual Errors & Costs
Minimize human intervention and eliminate data re-entry with AI-driven validation and seamless workflow automation.
Agile Business Processes
Leverage low-code capabilities to rapidly adapt and deploy new integration workflows, empowering business users and accelerating automation initiatives.
✨

Real-time Operational Visibility

360-degree Business View

📋 What You Get

Gain a unified, real-time view of your entire business, from sales and customer interactions in Dynamics 365 to inventory, purchasing, and finance in Dynamics NAV.

💼 Business Impact

This benefit directly contributes to 360-degree improvement in Business View, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Dynamics NAV in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics NAV, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics NAV deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET/POST/PATCH/DELETE /api/data/v9.x/ Primary OData v4 endpoint for accessing and manipulating Common Data Model (Dataverse) entities across all Dynamics 365 modules (Sales, Service, Finance, SCM, etc.). Used for CRUD operations on entities like accounts, contacts, orders, invoices.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts in Dynamics 365 Sales/CRM. Used for creating new accounts, updating existing ones, or retrieving account details for synchronization with external CRMs or marketing platforms.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in Dynamics 365 Sales/Commerce. Critical for eCommerce integrations to create, update, and retrieve order information, including line items and shipping details.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing information. Used for synchronizing product data with eCommerce platforms or external PIM systems.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices in Dynamics 365 Finance. Essential for automating billing and payment reconciliation processes.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from Dynamics 365 Supply Chain Management. Crucial for accurate stock synchronization with eCommerce platforms.

⚡ Transformation Logic

  • ID Cross-Referencing: Mapping internal IDs (e.g., D365 `accountid`) to external IDs (e.g., NAV `Customer No.`).
  • Address Standardization: Parsing composite address fields from D365 into structured NAV address components and vice-versa.
  • Status Code Mapping: Translating status codes between systems (e.g., 'Fulfilled' in D365 to 'Shipped' in NAV).
  • Currency Conversion: Handling multi-currency transactions with dynamic exchange rates if applicable.
  • Unit of Measure Conversion: Translating product unit of measures between systems.
  • Date/Time Format Adjustment: Ensuring consistent date and time formats.

🛡️ Error Handling

  • API Rate Limit Exceeded: Dynamics 365 returns HTTP 429.
  • Network Timeouts: Intermittent connectivity issues between iPaaS and D365/NAV.
  • Data Validation Failure: Incoming data does not meet schema or business rules.
  • Schema Mismatch: Changes in D365/NAV entity structure not reflected in integration.
  • Authentication Failure: Expired tokens, incorrect credentials.
  • Target System Unavailable: D365 or NAV service downtime.
  • Referential Integrity Error: Attempting to create a Sales Order in NAV with a non-existent Customer No.
Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics NAV.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Technical FAQs

▸ How does this integration handle real-time inventory synchronization between Dynamics 365 and NAV?
Our iPaaS facilitates real-time inventory synchronization by leveraging Dynamics 365 Supply Chain Management's `msdyn_inventoryonhands` entity and monitoring Dynamics NAV's Item Ledger Entries. Changes in one system trigger immediate updates in the other and connected eCommerce platforms, preventing overselling and ensuring accurate stock levels.

Security FAQs

▸ What authentication methods are used for connecting to Dynamics 365 and Dynamics NAV?
For Dynamics 365, we use Azure AD OAuth 2.0 with the client credentials flow, ensuring secure, token-based server-to-server authentication. For Dynamics NAV Web Services, we employ a dedicated NAV user account with a Web Service Access Key, securely managed within the iPaaS's credential vault. Windows Authentication can also be supported for on-premise NAV deployments.
▸ How does an iPaaS ensure data security and compliance for this integration?
An iPaaS ensures security and compliance through robust measures: using Azure AD OAuth 2.0, encrypting data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for API access, redacting sensitive information from logs, and maintaining comprehensive audit trails. It also helps adhere to regulations like GDPR, CCPA, and PCI DSS.

Workflows FAQs

▸ Can I automate complex order-to-cash workflows from my eCommerce platform through Dynamics 365 to NAV?
Absolutely. Our iPaaS excels at automating end-to-end order-to-cash cycles. Orders from your eCommerce platform are first ingested into Dynamics 365 Sales/Commerce, then seamlessly flow into Dynamics NAV for fulfillment, inventory allocation, and invoicing. This includes customer creation, sales order processing, and bi-directional status updates.

AI Capabilities FAQs

▸ How does AI enhance data mapping and validation for Dynamics 365 and NAV integrations?
AI significantly enhances integrations by providing auto-mapping suggestions between disparate schemas, intelligently validating data for anomalies (e.g., detecting unusual invoice amounts), and flagging potential duplicate records. It can also assist in routing exceptions for human review and even suggest corrective actions for common errors, moving towards autonomous operations.

Data Management FAQs

▸ What are the common data entities synchronized between Dynamics 365 and NAV?
Key entities commonly synchronized include: Accounts/Customers, Contacts, Products/Items, Sales Orders (with line items), Purchase Orders (with line items), Invoices/Sales Invoices, Vendors, and Inventory levels. Financial entities like General Ledger Accounts and Payment Transactions are also frequently integrated.

Performance FAQs

▸ What strategies are used to manage API rate limits and performance for both Dynamics 365 and NAV?
To manage Dynamics 365's Service Protection API Limits and NAV's server resource constraints, our iPaaS employs several strategies: intelligent queuing and batching of requests, dynamic throttling with exponential backoff, controlled parallelization, and prioritizing event-driven updates to minimize unnecessary API calls. Optimized queries and caching of static data also contribute to performance.

Low-Code FAQs

▸ Can business users build and manage Dynamics 365 and NAV integration workflows using low-code tools?
Yes, absolutely. Our modern iPaaS platform offers extensive low-code/no-code capabilities, including visual drag-and-drop workflow designers and pre-built connectors. This empowers business users and citizen integrators to design, build, and deploy sophisticated Dynamics 365 and NAV integration workflows without extensive coding, accelerating automation initiatives and reducing IT dependency.
Implementation Timeline

Go live with Dynamics 365 + Dynamics NAV in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics NAV, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics NAV deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics NAV.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics 365 + Dynamics NAV integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo