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Unify Your Enterprise: Seamless Dynamics NAV to Dynamics 365 Integration

Bridge your on-premise ERP with the cloud. Automate workflows, synchronize data in real-time, and unlock a 360-degree view of your business with AI-powered iPaaS.

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The Challenge

The Challenge: Disconnected Dynamics Environments

Organizations often find themselves managing critical business operations across both Dynamics NAV and Dynamics 365, leading to fragmented data, inefficient manual processes, and a lack of unified visibility. This dual-ERP landscape, whether due to phased migrations or specific departmental needs, introduces significant operational hurdles.

  • Manual data entry between NAV and D365 is time-consuming and error-prone.
  • Inconsistent customer, product, and financial data across systems.
  • Delayed reporting and decision-making due to fragmented information.
  • Lack of real-time visibility into inventory, sales, and financial transactions.
  • High IT overhead for custom, brittle point-to-point integrations.
  • Compliance risks from unmanaged data flows and lack of audit trails.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Dynamics NAV & Dynamics 365 Integration

Our modern iPaaS provides a powerful, low-code platform to seamlessly connect Dynamics NAV and Dynamics 365. It orchestrates complex workflows, harmonizes data, and automates processes across both ERP systems, leveraging AI for unparalleled efficiency and accuracy. This solution empowers your business to achieve real-time data synchronization, a unified operational view, and a flexible foundation for digital transformation.

  • Bi-directional Data Synchronization
  • Real-time Event-Driven Architecture
  • Visual Low-Code Workflow Designer
  • Pre-built Dynamics NAV & D365 Connectors
  • AI-Powered Data Mapping & Validation
Implementation Timeline

Go live with Dynamics NAV + Dynamics 365 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 NAV and Dynamics 365, 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 NAV + Dynamics 365 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional Data Synchronization
  • Real-time Event-Driven Architecture
  • Visual Low-Code Workflow Designer
  • Pre-built Dynamics NAV & D365 Connectors
  • AI-Powered Data Mapping & Validation
  • Robust Error Handling & Monitoring
  • Centralized Governance & ALM

Technical Integration Details: Dynamics NAV & Dynamics 365

Our iPaaS provides a robust, secure, and scalable framework for integrating Dynamics NAV with Dynamics 365. It intelligently manages the architectural differences between NAV's on-premise Web Services and D365's cloud-native Dataverse APIs, ensuring seamless data flow and process orchestration.

Data Flow Steps

Connectivity: Establish secure connections to Dynamics NAV via its OData/SOAP Web Services and to Dynamics 365 via Azure AD OAuth 2.0 authenticated Dataverse (OData v4) APIs.

Event Detection: For Dynamics NAV, changes are detected via intelligent polling of OData feeds or direct database change data capture (where applicable). For Dynamics 365, native webhooks and Dataverse events provide real-time triggers.

Data Extraction: Extract relevant data payloads from the source system based on detected events or scheduled intervals.

Canonical Transformation: Data is mapped and transformed from the source system's schema into a standardized, canonical format within the iPaaS. This includes handling data types, formats, and complex business logic.

AI Validation & Enrichment: AI performs real-time validation, anomaly detection, and can suggest data enrichment or cleansing before data is sent to the target system.

Target System Ingestion: Transformed data is ingested into the target system via its respective APIs, ensuring adherence to its data model and business rules.

Error Handling & Monitoring: Robust error handling captures failures, triggers retries (with exponential backoff), and routes persistent issues to dead-letter queues, with automated alerts and comprehensive logging.

Status Updates & Reconciliation: Updates from the target system (e.g., order status, payment application) are synchronized back to the source or other connected systems, ensuring end-to-end process visibility.

Data Touchpoints

Customer/Account Master Data
Vendor Master Data
Item/Product Master Data & Inventory
Sales Orders & Sales Order Lines
Purchase Orders & Purchase Order Lines
Sales Invoices & Invoice Lines
Payment Transactions & Reconciliation
General Ledger Entries
Shipment Records

"Dynamics NAV (Web Services/Polling) <-> iPaaS (Connectors, Data Mapper, AI, Workflow Engine) <-> Dynamics 365 (Dataverse APIs/Webhooks). Data flows include Customer/Account, Vendor, Item/Product, Sales Order, Purchase Order, Invoice, Payment, with bi-directional synchronization and event-driven triggers."

Pricing

Simple, transparent pricing for Dynamics NAV + Dynamics 365.

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 NAV

Integrating Dynamics NAV 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

Key Entities & Intelligent Mapping between Dynamics NAV and Dynamics 365

Bridging the schema differences between Dynamics NAV's structured tables and Dynamics 365's Dataverse entities is crucial. Our iPaaS provides a visual mapping canvas, enhanced by AI, to ensure accurate and consistent data flow for your core business entities.

Customer / Account

Synchronize customer records to maintain a unified view across sales, service, and finance. NAV's 'Customer' entity maps to D365's 'Account' and 'Contact' entities.

Dynamics NAV Fields

No. Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite emailaddress1 telephone1 defaultpricelevelid

Mapping Notes

NAV's 'No.' often maps to a custom external ID field or 'accountnumber' in D365. Address fields require parsing into D365's composite address structure. 'Customer Posting Group' might map to D365's financial dimensions or custom fields.

Next Steps

See Dynamics NAV + Dynamics 365 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.

E-commerce Order-to-Cash Automation (D365 Commerce/Sales to NAV Finance)

Automate the entire sales order lifecycle, from capturing orders in Dynamics 365 Commerce or Sales (or an external e-commerce platform integrated with D365) to processing, fulfillment, and invoicing in Dynamics NAV, with real-time inventory updates.

Integration Steps:

  1. 0 Customer places order on e-commerce platform, creating a Sales Order in Dynamics 365.
  2. 1 iPaaS triggers on new D365 Sales Order, extracts details (customer, items, quantities, pricing).
  3. 2 Customer and Item data is validated and synchronized (if new/updated) between D365 and NAV.
  4. 3 Sales Order is created in Dynamics NAV, reserving inventory.
  5. 4 Shipment confirmation from NAV updates Sales Order status in D365 and e-commerce.
  6. 5 Sales Invoice generated in NAV is pushed to D365 for financial reconciliation and GL posting.
  7. 6 Payment received in D365 is reconciled with open invoices in NAV.

Business Outcome

Faster order processing, accurate inventory, reduced manual errors, quicker cash flow, improved customer experience.

Frequency

Real-time (event-driven for orders, near real-time for inventory/status)

Business Value

Key Integration Benefits

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

Achieve Real-time Data Consistency
Ensure critical data like customer records, inventory levels, and sales orders are always in sync across Dynamics NAV and Dynamics 365, eliminating discrepancies and providing a single source of truth.
Automate Core Business Workflows
Streamline processes such as Order-to-Cash, Procure-to-Pay, and master data synchronization, reducing manual effort and accelerating operational cycles.
Accelerate Digital Transformation
Facilitate a smooth, phased migration or co-existence strategy between your on-premise Dynamics NAV and cloud-based Dynamics 365, unlocking new capabilities faster.
Enhance Data Quality with AI
Leverage AI-powered validation and anomaly detection to prevent bad data from entering your ERP systems, improving reporting and decision-making accuracy.
Reduce Operational Costs
Minimize manual data entry, reduce IT overhead for custom integrations, and improve efficiency, leading to significant cost savings.
Gain Unified Business Visibility
Access a comprehensive, 360-degree view of your customers, products, and financials by integrating data from both Dynamics NAV and Dynamics 365.
✨

Achieve Real-time Data Consistency

99.9% Data Accuracy

📋 What You Get

Ensure critical data like customer records, inventory levels, and sales orders are always in sync across Dynamics NAV and Dynamics 365, eliminating discrepancies and providing a single source of truth.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Data Accuracy, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics NAV + Dynamics 365 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 NAV and Dynamics 365, 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 NAV + Dynamics 365 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 /ODataV4/Company('CompanyName')/Customers CRUD operations for customer master data synchronization.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information, update inventory levels.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create/update sales orders from D365, retrieve order status.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data.
GET, POST, PATCH /ODataV4/Company('CompanyName')/PurchaseOrders Create/update purchase orders.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post financial transactions, including payment applications.

⚡ Transformation Logic

  • ID Mapping: Cross-referencing and mapping internal IDs (e.g., NAV 'No.' to D365 'accountnumber') using lookup tables or iPaaS caching.
  • Format Conversion: Standardizing date/time formats, address structures, and unit of measure conversions.
  • Value Translation: Mapping picklist values or status codes between systems (e.g., NAV 'Open' to D365 'Active').
  • Data Enrichment: Adding missing data points by performing lookups against other entities or external services.
  • Conditional Logic: Applying transformations only if certain conditions are met (e.g., apply discount if customer group is 'VIP').

🛡️ Error Handling

  • API Rate Limit Exceeded: D365 returns HTTP 429. iPaaS throttles and retries.
  • Authentication Failure: Incorrect credentials. Triggers immediate alert.
  • Data Validation Error: Malformed data from source. Routed to DLQ for correction.
  • Lookup Failure: Customer/Item ID not found in target system. Alert for manual creation/mapping.
  • Network Timeout: Transient connectivity issue. Automatic retry with backoff.
  • Duplicate Record Creation: Prevented by idempotency and AI-driven duplicate detection.
Pricing

Simple, transparent pricing for Dynamics NAV + Dynamics 365.

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.

General FAQs

▸ What is the primary benefit of integrating Dynamics NAV and Dynamics 365?
The primary benefit is achieving a unified enterprise view and automating workflows across both your on-premise (NAV) and cloud (D365) ERP environments. This eliminates data silos, reduces manual effort, ensures real-time data consistency, and provides a scalable foundation for digital transformation, whether for co-existence or a phased migration.

Technical FAQs

▸ How does your iPaaS handle the different APIs of Dynamics NAV and Dynamics 365?
Our iPaaS provides dedicated connectors that abstract the complexities of each system's APIs. For Dynamics NAV, it leverages Web Services (OData/SOAP) with secure Web Service Access Key authentication. For Dynamics 365, it uses Azure AD OAuth 2.0 with Dataverse (OData v4) REST APIs and supports webhooks for real-time events. The iPaaS manages authentication, API calls, error handling, and data transformation for both, presenting a unified interface for your integration flows.

Low-Code FAQs

▸ Can I use low-code/no-code tools to build these integrations?
Absolutely. Our iPaaS features extensive low-code/no-code capabilities, including a visual drag-and-drop workflow designer and pre-built connectors. This empowers business users and citizen integrators to design, build, and deploy sophisticated Dynamics NAV to Dynamics 365 integrations without extensive coding, significantly accelerating automation initiatives and reducing IT dependency.

AI FAQs

▸ How does AI enhance the Dynamics NAV and Dynamics 365 integration process?
AI significantly enhances integration by providing intelligent data validation, anomaly detection, and automated mapping suggestions between disparate schemas. It can identify and correct data quality issues, flag suspicious transactions, and even generate draft integration flows, reducing manual effort, improving data accuracy, and introducing predictive capabilities into your ERP workflows.

Challenges FAQs

▸ What are the common challenges when integrating Dynamics NAV with Dynamics 365, and how are they addressed?
Common challenges include reconciling different data schemas, managing on-premise (NAV) vs. cloud (D365) connectivity, ensuring real-time synchronization for high-volume data, and robust error handling. Our iPaaS addresses these by offering intelligent data mapping and transformation, secure hybrid connectivity options, event-driven architecture, and comprehensive error handling with automated retries and alerts.

Security FAQs

▸ How do you ensure data security and compliance during the integration?
Security and compliance are paramount. We use Azure AD OAuth 2.0 for D365 and secure Web Service Access Keys for NAV, stored in an encrypted credential vault. All data in transit uses TLS 1.2+ encryption, and data at rest is encrypted. We enforce the principle of least privilege, provide comprehensive audit trails, and ensure our platform adheres to regulations like GDPR, CCPA, and PCI DSS.

Migration FAQs

▸ Can this integration support a phased migration from Dynamics NAV to Dynamics 365?
Yes, our iPaaS is ideally suited for supporting a phased migration strategy. It allows for a period of co-existence where both systems operate in sync, enabling you to gradually transition modules or departments to Dynamics 365 while maintaining critical operations in NAV. This minimizes disruption and ensures business continuity throughout your migration journey.

Performance FAQs

▸ How are API rate limits handled for Dynamics 365 integrations?
Dynamics 365 has 'Service Protection API Limits' to maintain stability. Our iPaaS intelligently manages these by implementing strategies such as message queuing, request throttling with exponential backoff, batching multiple operations into single API calls, and prioritizing event-driven updates over frequent polling. This ensures optimal performance without hitting API limits.
Implementation Timeline

Go live with Dynamics NAV + Dynamics 365 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 NAV and Dynamics 365, 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 NAV + Dynamics 365 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 NAV + Dynamics 365.

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 NAV + Dynamics 365 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