Integration Hero
Connect™

Microsoft Dynamics NAV & QuoteWerks: Intelligent Quote-to-Cash Automation

Unify Sales Quoting with ERP Power for Unprecedented Efficiency and AI-Driven Insights

Get Pricing

See how it works
The Challenge

The Disconnect: When Sales Quoting Meets Legacy ERP

In today's fast-paced business environment, sales teams need agility, while finance and operations demand accuracy. Without a robust integration, Microsoft Dynamics NAV and QuoteWerks operate in silos, creating significant bottlenecks and missed opportunities that hinder growth and erode profitability.

  • Manual data entry for won quotes into NAV, leading to errors and delays.
  • Sales reps in QuoteWerks using outdated pricing or inventory data from NAV.
  • Inconsistent customer records across systems, causing confusion and poor customer experience.
  • Lack of real-time visibility into sales pipeline impact on financial forecasts.
  • Tedious reconciliation processes between sales and accounting data.
  • Slow quote turnaround times due to data access limitations.
  • Difficulty in leveraging NAV's AI-driven insights for proactive sales strategies.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: Unifying NAV & QuoteWerks with iPaaS & AI

Our powerful integration solution bridges the gap between Microsoft Dynamics NAV and QuoteWerks, creating a seamless, automated, and intelligent quote-to-cash workflow. Powered by a modern iPaaS and enhanced with AI, it transforms your sales and financial operations, ensuring accuracy, efficiency, and strategic agility.

  • Real-time Customer & Item Data Synchronization
  • Automated Quote-to-Sales Order Conversion
  • AI-Driven Predictive Pricing & Inventory Insights
  • Bidirectional Data Flow for Comprehensive Record Management
  • Low-Code/No-Code Workflow Customization
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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 Customer & Item Data Synchronization
  • Automated Quote-to-Sales Order Conversion
  • AI-Driven Predictive Pricing & Inventory Insights
  • Bidirectional Data Flow for Comprehensive Record Management
  • Low-Code/No-Code Workflow Customization
  • Centralized Monitoring & Error Handling
  • Secure & Scalable Cloud-Native Architecture

Technical Integration: Seamless Data Orchestration

Our integration solution provides a robust, secure, and flexible framework for connecting Microsoft Dynamics NAV and QuoteWerks. It focuses on highly efficient data exchange, comprehensive error handling, and end-to-end workflow automation.

Data Flow Steps

1. Initial Setup & Connection: Configure iPaaS connectors for Dynamics NAV (OData/SOAP web services) and QuoteWerks (REST API). Establish secure authentication (OAuth 2.0 for NAV, API keys for QuoteWerks).

2. Master Data Synchronization (NAV to QuoteWerks): Set up scheduled or event-driven flows to push Customer and Item master data (including AI-dynamic pricing and inventory) from NAV to QuoteWerks.

3. Bidirectional Customer/Contact Sync: Implement flows for creating new customer records or updating existing ones in either system, with conflict resolution logic and AI-driven duplicate detection.

4. Quote-to-Sales Order Automation (QuoteWerks to NAV): Configure webhooks in QuoteWerks to trigger iPaaS workflows when a quote status changes to 'Won'. The iPaaS then extracts quote details, maps them to NAV's Sales Order structure, and creates the order, with AI validation.

5. Data Transformation & Validation: Apply necessary data transformations (e.g., currency conversion, unit of measure mapping) and AI-powered validation rules to ensure data integrity before synchronization.

6. Error Handling & Monitoring: Implement robust error handling, retry mechanisms, and centralized logging/monitoring within the iPaaS dashboard. AI provides anomaly detection for proactive issue resolution.

7. Deployment & Management: Test flows in a sandbox, deploy to production with version control, and continuously monitor performance and health of the integration.

Data Touchpoints

Microsoft Dynamics NAV: Customer (read/write), Item (read/write), Sales Order (read/write), General Ledger Entry (read - for AI insights).
QuoteWerks: Contact (read/write), Product (read/write), Quote (read/write), Quote Line Item (read/write).

"Dynamics NAV <--> (iPaaS with AI Layer) <--> QuoteWerks. Data flows include: NAV Customers/Items (incl. AI-enhanced data) -> QuoteWerks Contacts/Products; QuoteWerks Won Quotes -> NAV Sales Orders; Bidirectional Customer/Contact updates."

Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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 Quotewerks Microsoft

Integrating Quotewerks Microsoft 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer / Contact

Synchronizes customer and contact details between NAV and QuoteWerks to maintain a unified customer database.

Quotewerks Microsoft Fields

No. Name Address Phone No. Email Credit Limit (AI-enhanced) Payment Terms Code Blocked (AI-suggested)

Dynamics NAV Fields

Company Name Contact Name Address1 Phone Email Customer Type Reseller ID

Mapping Notes

Key fields like Company Name/Name and Contact Name/No. are crucial for matching. AI-enhanced NAV fields like 'Credit Limit' and 'Blocked' can be mapped to custom fields in QuoteWerks for sales visibility. Address and contact details require careful field-to-field mapping.

Next Steps

See Quotewerks Microsoft + 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.

Intelligent Sales Order Automation

Automate the entire process from a customer accepting a QuoteWerks proposal to a confirmed sales order in Dynamics NAV, including real-time inventory and pricing checks and AI-driven validation.

Integration Steps:

  1. 0 Customer accepts a quote in QuoteWerks, changing its status to 'Won'.
  2. 1 iPaaS detects the 'Won' status via webhook.
  3. 2 Customer details are synchronized/verified between QuoteWerks Contact and NAV Customer, including NAV's AI-enhanced credit limits.
  4. 3 Quote line items are validated against NAV's AI-dynamic item pricing and current inventory.
  5. 4 A new Sales Order is automatically created in Dynamics NAV with all relevant details.
  6. 5 NAV's intelligent purchase order automation can be triggered for low-stock items.
  7. 6 Order confirmation details are sent back to QuoteWerks (optional).

Business Outcome

Accelerated sales cycle, reduced order processing errors, improved inventory management, and enhanced cash flow due to faster invoicing.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Accelerate Quote-to-Cash Cycle
Automate the transfer of won quotes to sales orders, drastically reducing manual processing time and accelerating revenue recognition.
Enhance Data Accuracy & Consistency
Eliminate manual data entry errors and ensure real-time synchronization of customer, item, and pricing data across both systems.
Boost Sales Team Productivity
Free up sales representatives from administrative tasks, allowing them to focus on selling with accurate, real-time information at their fingertips.
Gain Predictive Business Insights
Leverage NAV's AI capabilities to infuse predictive pricing, demand forecasting, and customer insights directly into your quoting process.
Reduce Operational Costs
Minimize expenses associated with manual reconciliation, error correction, and inefficient workflows.
Improve Customer Satisfaction
Deliver faster, more accurate quotes and ensure seamless order fulfillment, leading to a superior customer experience.
✨

Accelerate Quote-to-Cash Cycle

70% Faster Order Processing

📋 What You Get

Automate the transfer of won quotes to sales orders, drastically reducing manual processing time and accelerating revenue recognition.

💼 Business Impact

This benefit directly contributes to 70% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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

⚡ Transformation Logic

  • Customer Matching: Prioritize NAV's customer ID for existing records. For new QuoteWerks customers, create in NAV and link. Implement fuzzy matching with AI assistance to identify potential duplicates.
  • Item Mapping: Map QuoteWerks Part Number to NAV Item No. Ensure unit of measure consistency. Translate NAV's AI-dynamic pricing and inventory levels into QuoteWerks product records.
  • Quote Line Item to Sales Order Line: Map quantities, unit prices, and discounts accurately. Consolidate or split line items as per NAV's sales order structure. AI validates line item data against NAV's business rules.
  • Date & Time Formatting: Standardize all date and time fields to a consistent format (e.g., ISO 8601) across both systems.
  • Currency Conversion: If applicable, implement real-time currency conversion rules based on predefined exchange rates or external services.

🛡️ Error Handling

  • NAV API authentication failure due to expired credentials.
  • QuoteWerks API rate limit exceeded, leading to throttled requests.
  • Invalid item number from QuoteWerks when creating a Sales Order in NAV.
  • Duplicate customer record detected during synchronization, requiring manual merge.
  • Network connectivity issues between the iPaaS and either system.
  • Data type mismatch during transformation (e.g., text instead of number).
Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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.

General FAQs

▸ What are the primary benefits of integrating Dynamics NAV with QuoteWerks?
The main benefits include automated quote-to-order processing, real-time synchronization of customer and item data, elimination of manual data entry errors, accelerated sales cycles, improved data accuracy, and enhanced sales team productivity. It bridges the gap between sales and finance operations.

Technical FAQs

▸ How does an iPaaS platform facilitate this integration?
An iPaaS (Integration Platform as a Service) provides pre-built connectors for both Dynamics NAV and QuoteWerks, a visual low-code interface for mapping and workflow design, robust error handling, monitoring, and scalability. It abstracts complex API coding, making integration faster and more maintainable.
▸ How does the integration handle errors and data conflicts?
The integration platform includes robust error handling with logging, automated retries for transient errors, and alerts for critical failures. Data conflicts are resolved based on predefined business rules (e.g., 'system of record' logic, 'last write wins'), with complex conflicts flagged for manual review.

AI Capabilities FAQs

▸ Can AI enhance the Dynamics NAV and QuoteWerks integration?
Yes, AI can significantly enhance the integration by providing intelligent field mapping suggestions, detecting anomalies in quotes or orders, inferring business rules, and leveraging NAV's AI-enhanced data (e.g., dynamic pricing, predictive credit limits) within the quoting process in QuoteWerks.

Data FAQs

▸ What data entities are typically synchronized between the two systems?
Commonly synchronized entities include Customer/Contact information (bi-directionally), Item/Product data (from NAV to QuoteWerks, including inventory and pricing), and Quote data (from QuoteWerks to NAV as Sales Orders).

Security FAQs

▸ What are the security considerations for this integration?
Key security considerations include ensuring data privacy and compliance (GDPR, CCPA), securing API endpoints with strong authentication (OAuth 2.0), encrypting data in transit and at rest, and implementing robust audit trails. Our iPaaS adheres to leading security standards like ISO 27001.

Customization FAQs

▸ Is it possible to customize the integration to our specific business rules?
Absolutely. The iPaaS platform supports extensive customization through its low-code interface, allowing you to define custom fields, implement conditional logic, apply complex transformation rules, and integrate with other systems. AI can even assist in generating these custom transformations.

Future FAQs

▸ What is the future of Microsoft Dynamics NAV with AI-driven integrations?
While Dynamics NAV is a mature platform, its open architecture allows it to integrate with modern cloud-native AI services, effectively transforming it into an intelligent hub. This integration extends its lifespan and relevance by infusing advanced capabilities like predictive analytics and intelligent automation, often complementing or paving the way for migration to Dynamics 365 Business Central.
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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