Unify Dynamics NAV & CRM: Power Your Business with a 360° Customer View
Connect your financial backbone with sales and service excellence. Automate workflows, synchronize critical data, and drive efficiency across your organization with our intelligent iPaaS.
The Disconnect: Why Fragmented Dynamics NAV & CRM Data Hurts Your Business
Operating Dynamics NAV and Dynamics CRM in isolation creates significant operational inefficiencies and a fragmented view of your customers. This disconnect leads to manual data entry, errors, and delayed processes, ultimately impacting customer satisfaction and profitability.
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Manual Data Entry & Duplication: Sales orders in CRM require re-entry into NAV, leading to errors and delays.
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Inconsistent Customer Data: Customer records, addresses, and contact details diverge between systems, causing confusion.
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Limited Sales Visibility: Sales teams lack real-time access to financial data like outstanding invoices or payment history.
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Delayed Order Fulfillment: Manual hand-offs between sales and finance/operations slow down the order-to-cash cycle.
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Poor Customer Service: Service agents cannot access comprehensive customer history, including financial or order details from NAV.
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Reporting Challenges: Consolidating accurate reports across sales, finance, and service becomes complex and time-consuming.
The Unified Solution: Intelligent Integration for Dynamics NAV & CRM
Our AI-powered iPaaS provides a comprehensive, low-code solution to seamlessly integrate Dynamics NAV and Dynamics CRM. It establishes bi-directional data flow, automates critical business processes, and ensures a consistent, real-time view of your customers across sales, service, and finance. Move beyond simple data transfers to intelligent process orchestration.
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Pre-built Connectors: Accelerate integration setup with optimized connectors for Dynamics NAV (OData/SOAP) and Dynamics CRM (Web API/Dataverse).
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Visual Workflow Builder: Design complex integration flows using an intuitive drag-and-drop interface, no coding required.
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AI-Assisted Mapping: Leverage AI to suggest field mappings, validate data, and detect anomalies between NAV and CRM schemas.
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Real-time & Event-Driven Sync: Configure integrations to respond instantly to changes in either system, ensuring up-to-the-minute data consistency.
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Robust Error Handling: Built-in retry mechanisms, dead-letter queues, and automated alerts minimize data loss and ensure reliability.
Comprehensive Solution Details
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Pre-built Connectors: Accelerate integration setup with optimized connectors for Dynamics NAV (OData/SOAP) and Dynamics CRM (Web API/Dataverse).
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Visual Workflow Builder: Design complex integration flows using an intuitive drag-and-drop interface, no coding required.
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AI-Assisted Mapping: Leverage AI to suggest field mappings, validate data, and detect anomalies between NAV and CRM schemas.
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Real-time & Event-Driven Sync: Configure integrations to respond instantly to changes in either system, ensuring up-to-the-minute data consistency.
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Robust Error Handling: Built-in retry mechanisms, dead-letter queues, and automated alerts minimize data loss and ensure reliability.
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Centralized Monitoring & Governance: Gain full visibility into all integration flows, data transactions, and system health from a single dashboard.
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Scalable & Secure Architecture: Designed to handle high volumes of data securely, adhering to industry best practices and compliance standards.
Technical Integration Details & Architecture
Our iPaaS provides a robust and flexible framework for integrating Dynamics NAV and Dynamics CRM, leveraging their respective API capabilities. The solution is designed for resilience, scalability, and ease of management, supporting a mix of real-time and batch processing requirements.
Data Flow Steps
Connection Setup: Establish secure connections to Dynamics NAV via Web Services (OData/SOAP) and Dynamics CRM via its Web API (Dataverse), typically using OAuth 2.0 (CRM) and Web Service Access Keys (NAV).
Trigger Configuration: Define event-driven triggers (e.g., CRM webhooks for new 'Account' creation, Dataverse events) or scheduled polls for changes in NAV (e.g., new 'Sales Order', 'Item' updates).
Data Extraction: Extract relevant data from the source system, applying initial filtering to retrieve only necessary information.
AI-Assisted Mapping & Transformation: Utilize the iPaaS's visual mapper, augmented by AI, to define field-level mappings and complex transformation rules between source and target schemas. This includes data type conversions, concatenations, lookups, and conditional logic.
Data Validation: Implement pre-load validation rules to ensure data quality and compliance with target system requirements, leveraging AI for anomaly detection.
Error Handling & Retries: Configure robust error handling with exponential back-off retries for transient issues, and move persistent failures to a dead-letter queue for manual review.
Data Loading: Insert or update records in the target system using optimized API calls (e.g., CRM batch requests, NAV batching where supported).
Status Updates & Notifications: Send success/failure notifications and update statuses in the source system or notify relevant stakeholders.
Data Touchpoints
"Dynamics CRM (Event/Webhook) <--> iPaaS (AI Mapping, Transformation, Validation, Error Handling) <--> Dynamics NAV (OData/SOAP API)"
Simple, transparent pricing for Dynamics NAV + Dynamics CRM.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Dynamics NAV + Dynamics CRM integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Customer Master Data Synchronization (360° View)
Ensure customer records are always consistent and up-to-date across Dynamics NAV and Dynamics CRM. New customer creation or updates in one system are automatically reflected in the other, providing a unified customer view for sales, service, and finance.
Integration Steps:
- 0 New 'Account' or 'Contact' created/updated in Dynamics CRM.
- 1 iPaaS captures event (webhook/polling).
- 2 AI-assisted mapping transforms CRM data to NAV 'Customer' schema.
- 3 iPaaS creates/updates 'Customer' in Dynamics NAV, handling duplicate detection.
- 4 NAV 'Customer No.' is synced back to CRM for cross-referencing.
Business Outcome
Eliminates data silos, provides a complete customer profile in both systems, reduces data entry errors, and improves customer satisfaction.
Real-time (event-driven)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- ID Harmonization: Map internal IDs (e.g., NAV 'No.') to external IDs (e.g., CRM 'accountnumber' or custom fields) for cross-referencing.
- Address Standardization: Convert varied address formats into a unified structure, potentially using external address validation services.
- Status Code Translation: Map different status definitions (e.g., 'Open', 'Released' in NAV to 'Active', 'Fulfilled' in CRM).
- Currency Conversion: Handle multi-currency scenarios and ensure consistent currency codes.
- Data Type Conversion: Convert string to numeric, date formats, etc., as required by target systems.
- Conditional Logic: Apply transformations only if certain conditions are met (e.g., update 'Account' in CRM only if 'Customer Posting Group' in NAV changes).
🛡️ Error Handling
- Data Validation Failure: Missing mandatory fields (e.g., 'Customer No.' in NAV).
- API Rate Limit Exceeded: Too many requests to CRM in a short period.
- Authentication Failure: Invalid Web Service Key for NAV or expired OAuth token for CRM.
- Record Not Found: Attempting to link a 'Sales Order' to a non-existent 'Customer'/'Account'.
- Schema Mismatch: Unexpected data type or field name from source system.
- Concurrency Conflicts: Two systems attempting to update the same record simultaneously.
Simple, transparent pricing for Dynamics NAV + Dynamics CRM.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
Simple, transparent pricing for Dynamics NAV + Dynamics CRM.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Dynamics NAV + Dynamics CRM integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.