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Connect™

Unify Dynamics NAV & Salesforce: Drive Efficiency with Intelligent Integration

Break down data silos between your ERP and CRM. Achieve a true 360-degree customer view, automate order-to-cash, and empower your teams with real-time data synchronization.

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The Challenge

The Challenge of Disconnected ERP & CRM Systems

Without a robust integration, Dynamics NAV and Salesforce operate in silos, creating significant operational inefficiencies, data inconsistencies, and a fragmented view of your business and customers.

  • Manual data entry leads to errors and delays in order processing.
  • Lack of real-time inventory visibility impacts sales commitments and customer satisfaction.
  • Fragmented customer data across systems hinders personalized sales and service.
  • Delayed financial reconciliation due to disconnected sales and payment information.
  • Complex, custom-coded integrations are costly, fragile, and difficult to maintain.
Integration Diagram
Solution Illustration
The Solution

Seamless Dynamics NAV & Salesforce Integration with a Modern iPaaS

Our AI-powered iPaaS solution creates a powerful, bi-directional bridge between Dynamics NAV and Salesforce, automating critical workflows and ensuring data consistency across your entire enterprise. Move beyond manual processes to intelligent, event-driven data synchronization.

  • Pre-built, customizable connectors for Dynamics NAV (OData/SOAP) and Salesforce (REST/Bulk API).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • Real-time event-driven synchronization using Salesforce Platform Events/CDC and NAV change detection.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Comprehensive error handling, logging, and automated retry mechanisms.
Implementation Timeline

Go live with Dynamics NAV + Salesforce 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 Salesforce, 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 + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, customizable connectors for Dynamics NAV (OData/SOAP) and Salesforce (REST/Bulk API).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • Real-time event-driven synchronization using Salesforce Platform Events/CDC and NAV change detection.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Comprehensive error handling, logging, and automated retry mechanisms.
  • Centralized monitoring and governance dashboards for all integration flows.

Robust Integration Architecture & Data Flow

Our iPaaS-led integration provides a secure, scalable, and resilient framework for connecting Dynamics NAV and Salesforce. It leverages native APIs, intelligent data mapping, and event-driven patterns to ensure seamless data exchange.

Data Flow Steps

Connection Establishment: Secure OAuth 2.0 for Salesforce and Web Service Access Keys (or Windows Auth) for Dynamics NAV are securely stored and managed by the iPaaS.

Triggering Mechanisms: Workflows are initiated by events (e.g., Salesforce Platform Events/CDC, NAV OData polling for changes) or scheduled intervals.

Data Extraction: iPaaS connects to respective APIs (Salesforce REST/Bulk API, NAV OData/SOAP) to extract relevant entity data.

Data Mapping & Transformation: Extracted data is routed through the iPaaS's visual mapper, where AI assists in field matching and complex transformations (e.g., address standardization, ID translation, currency conversion).

Data Validation: AI-powered validation rules ensure data conforms to both source and target system requirements, flagging anomalies or errors pre-emptively.

Data Loading: Transformed and validated data is then pushed to the target system via its respective API, utilizing batching or bulk operations for efficiency.

Error Handling & Monitoring: Any failures are logged, retried if transient, and escalated via alerts. Comprehensive dashboards provide real-time visibility into integration health.

Data Touchpoints

Customer/Account: Bi-directional sync of master data.
Item/Product: One-way from NAV to Salesforce (master product data).
Sales Order/Opportunity/Order: Salesforce initiates order, NAV processes it; NAV provides status updates.
Sales Invoice/Payment: One-way from NAV to Salesforce (financial visibility).
Vendor: Potential one-way from NAV to Salesforce for partner management (if applicable).

"A central iPaaS platform acts as the orchestrator. On the left, Dynamics NAV (ERP) connects to the iPaaS via OData/SOAP Web Services. On the right, Salesforce (CRM) connects via REST API, Bulk API, Platform Events, and Change Data Capture. Bi-directional arrows between NAV entities (Customer, Item, Sales Order, Sales Invoice) and Salesforce objects (Account, Product2, Opportunity, Order) show data flow, all managed by the iPaaS with AI-driven mapping and validation."

Pricing

Simple, transparent pricing for Dynamics NAV + Salesforce.

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

The integration focuses on synchronizing core business entities, ensuring a consistent and accurate data model across Dynamics NAV and Salesforce. Our iPaaS provides visual, AI-assisted mapping to handle schema differences and complex transformations.

Customer / Account

Represents the core customer relationship. `Account` in Salesforce is the primary entity for sales and service, while `Customer` in NAV handles financial and operational aspects.

Dynamics NAV Fields

[field, No.],[type, Code],[description, Unique Customer ID in NAV] [field, Name],[type, Text],[description, Customer Name] [field, Address],[type, Text],[description, Billing Address Line 1] [field, City],[type, Text],[description, City] [field, Post Code],[type, Text],[description, Postal Code] [field, Country/Region Code],[type, Code],[description, Country Code] [field, Phone No.],[type, Text],[description, Phone Number] [field, E-Mail],[type, Text],[description, Email Address] [field, Customer Posting Group],[type, Code],[description, Financial posting group]

Salesforce Fields

[field, Name],[type, Text],[description, Account Name] [field, BillingAddress],[type, Address],[description, Billing Street, City, State, PostalCode, Country] [field, ShippingAddress],[type, Address],[description, Shipping Street, City, State, PostalCode, Country] [field, Phone],[type, Phone],[description, Account Phone] [field, Website],[type, URL],[description, Website URL] [field, Industry],[type, Picklist],[description, Industry Type] [field, ExternalID_c],[type, Text (External ID)],[description, Custom field to store NAV Customer No.]

Mapping Notes

Bi-directional synchronization. Salesforce `ExternalID_c` is crucial for upsert operations to match NAV `No.`. Address fields require careful mapping and potential transformation between single-line NAV and structured Salesforce address objects. Conflict resolution rules (e.g., 'last updated wins' or 'NAV is master for billing info') must be defined.

Next Steps

See Dynamics NAV + Salesforce 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.

Customer & Contact Master Data Synchronization

Establish a single source of truth for customer information by synchronizing Salesforce Accounts/Contacts with Dynamics NAV Customer records, including billing/shipping addresses, contact details, and custom fields.

Integration Steps:

  1. 0 Salesforce to NAV: New Account/Contact (or update) in Salesforce triggers iPaaS.
  2. 1 iPaaS maps Salesforce data to NAV Customer fields, using an `ExternalID_c` for deduplication.
  3. 2 NAV Customer record is created or updated. AI validates address formats and flags potential duplicates.
  4. 3 NAV to Salesforce: Updates to Customer details in Dynamics NAV trigger iPaaS.
  5. 4 iPaaS maps NAV Customer data to Salesforce Account/Contact fields.
  6. 5 Salesforce Account/Contact record is updated. This ensures finance-driven updates reach sales/service.

Business Outcome

Consistent customer data across all departments, preventing miscommunication and ensuring accurate billing/shipping.

Frequency

Bi-directional, real-time (event-driven for updates) or near real-time (scheduled syncs for less critical fields).

Business Value

Key Integration Benefits

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

Achieve a Unified Customer 360 View
Synchronize customer and contact data between Salesforce and Dynamics NAV, providing sales, service, and finance teams with a consistent and complete customer profile.
Automate Order-to-Cash Cycle
Seamlessly transfer 'Closed Won' opportunities or Salesforce Orders to Dynamics NAV for automated sales order creation, reducing manual effort and processing delays.
Ensure Real-time Data Accuracy
Maintain consistent product, inventory, pricing, and financial data across both systems with event-driven synchronization and AI-assisted validation.
Boost Operational Efficiency
Eliminate manual data entry, reduce errors, and free up valuable employee time by automating repetitive tasks between sales and back-office operations.
Accelerate Sales & Revenue Recognition
Faster order processing and accurate financial data lead to quicker invoicing and payment reconciliation, speeding up your revenue cycle.
Enhance Customer Satisfaction
Consistent data and streamlined processes mean better service, accurate orders, and timely communication, leading to happier, more loyal customers.
✨

Achieve a Unified Customer 360 View

360-degree Customer View

📋 What You Get

Synchronize customer and contact data between Salesforce and Dynamics NAV, providing sales, service, and finance teams with a consistent and complete customer profile.

💼 Business Impact

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

Implementation Timeline

Go live with Dynamics NAV + Salesforce 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 Salesforce, 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 + Salesforce 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 Manage customer records.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product info, update inventory.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create/update sales orders.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate/retrieve sales invoices.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries (e.g., payments).
GET /ODataV4/Company('CompanyName')/SalesShipments Retrieve shipment details for order status.

⚡ Transformation Logic

  • ID Mapping: Convert Salesforce `AccountId` to NAV `Customer No.` using the `ExternalID_c` field.
  • Address Normalization: Parse Salesforce structured `BillingAddress` into single-line NAV `Address` fields and vice-versa.
  • Status Translation: Map Salesforce `Opportunity.StageName` values (e.g., 'Closed Won') to NAV `Sales Order.Status` (e.g., 'Released').
  • Currency Conversion: Apply exchange rates if transactions occur in different currencies.
  • Data Enrichment: Populate default NAV fields if not provided by Salesforce, or vice-versa.
  • Item Matching: Match Salesforce `Product2.ProductCode` to NAV `Item.No.`.
Pricing

Simple, transparent pricing for Dynamics NAV + Salesforce.

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 Integration FAQs

▸ What is the best way to integrate Dynamics NAV with Salesforce?
The most robust and scalable approach is to use a modern iPaaS (Integration Platform as a Service). This allows you to leverage Dynamics NAV's Web Services (OData/SOAP) and Salesforce's rich APIs (REST, Bulk, Platform Events) to synchronize data, automate workflows, and manage errors efficiently. An iPaaS also provides low-code tools and AI assistance for faster development and better data quality.

Low-Code/No-Code FAQs

▸ Can I automate workflows between Dynamics NAV and Salesforce without custom coding?
Absolutely. Modern iPaaS platforms offer low-code/no-code workflow automation tools with visual designers. These empower business users and citizen integrators to design, test, and deploy complex integrations between Dynamics NAV and Salesforce using drag-and-drop functionality, significantly reducing the need for extensive custom development.

AI Capabilities FAQs

▸ How does AI enhance Dynamics NAV and Salesforce integrations?
AI significantly augments these integrations by providing intelligent data validation to prevent errors, suggesting optimal field mappings, detecting anomalies in data flows, and intelligently routing exceptions for human review. It can also help automate resolutions for common integration errors, improving data quality and reducing manual intervention.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics NAV and Salesforce?
Common challenges include managing different data schemas, ensuring real-time data synchronization for high-volume scenarios (like orders), handling API rate limits (Salesforce), dealing with NAV's specific Web Service authentication, and robustly managing errors across both systems. A modern iPaaS is designed to abstract away these complexities.

Data Management FAQs

▸ How do I ensure data consistency between Dynamics NAV and Salesforce?
Data consistency is achieved through a combination of intelligent data mapping, transformation rules, and validation logic within your iPaaS. By defining clear canonical data models, leveraging the iPaaS to enforce these standards, and using AI for data quality checks, you can ensure data entering or leaving either system is accurate and in the correct format.

Specific Use Cases FAQs

▸ Is it possible to synchronize inventory levels from Dynamics NAV to Salesforce?
Yes, absolutely. Our iPaaS can detect inventory changes in Dynamics NAV (e.g., via polling OData feeds or change data capture) and then update custom inventory fields on Salesforce Product2 records in near real-time. This provides sales teams with accurate stock visibility to prevent overselling.

Security & Compliance FAQs

▸ How does your solution handle security for Dynamics NAV and Salesforce data?
We adhere to enterprise-grade security best practices. This includes using OAuth 2.0 for Salesforce and dedicated, least-privilege users with Web Service Access Keys for NAV. All credentials are stored in an encrypted vault. Data in transit uses TLS 1.2+ encryption, and data at rest is encrypted. We also implement IP whitelisting and comprehensive audit trails.

Business Value FAQs

▸ What kind of ROI can I expect from integrating Dynamics NAV and Salesforce?
You can expect significant ROI through reduced operational costs (less manual data entry, fewer errors), accelerated sales cycles, improved customer satisfaction, and enhanced business intelligence. Many organizations see a quick time-to-value, with measurable improvements in efficiency and revenue within the first year.
Implementation Timeline

Go live with Dynamics NAV + Salesforce 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 Salesforce, 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 + Salesforce 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 + Salesforce.

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 + Salesforce 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