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How to integrate Salesforce with Microsoft Dynamics NAV?

By Henning Lund - March 15, 2017

Are you tired of looking for information in multiple systems to service your customers? Would you like to avoid double data entries? Wouldn't it be wonderful to have your Salesforce quotes automatically transferred to Microsoft Dynamics NAV as new orders? A data integration solution can solve these pains for you. The good part is that data integration projects have stopped being long and cumbersome projects that could put your data at risk. In fact, integrating Salesforce with Microsoft Dynamics NAV is much easier than most people think.

The benefits of using pre-configured data integration templates

Having done data integration projects for years, at RapidiOnline, we have realized that most companies that want to integrate their Salesforce with their Microsoft Dynamics NAV actually want to solve the same problems. They want to integrate:

  1. Accounts in Salesforce with Customers in Microsoft Dynamics NAV
  2. Products in Salesforce with Items in Microsoft Dynamics NAV
  3. Pricelists in Salesforce with Item Pricelists in Microsoft Dynamics NAV
  4. Sales History in Salesforce with Booked Invoices in Microsoft Dynamics NAV
  5. Payment history in Salesforce with Customer entries in Microsoft Dynamics NAV
  6. Opportunities in Salesforce with Sales Orders in Microsoft Dynamics NAV
  7. Sales orders in Salesforce with Sales Orders in Microsoft Dynamics NAV

Read also: ERP-CRM: 9 most common integrations

We have therefore decided to cover these integrations as out-of-the-box standard, customizable integrations. There are, of course, many other possible integrations, especially for service and case management (Service Cloud), however these are very much similar to those mentioned above and they are following the same logic. Therefore, we have built RapidiOnline as an affordable, robust, flexible and ready to use data integration platform that makes it really simple to setup and maintain additional integration points. It allows us to deliver RapidiOnline with an implementation effort of typically 4-8 man days depending of scope and need for additional transfers or customizations.

Read also: Salesforce integration best parctices

Want to learn more?

If you would like to understand how you can simply and easily integrate Salesforce with Microsoft Dynamics NAV, have a look at this e-book.

Read more:

To integrate or not to integrate? The ERP-CRM dilemma
Do you need both ERP and CRM?

About the author

Henning Lund

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With over 25 years’ experience in strategically propelling businesses forward, Henning is considered a business development entrepreneur with a passion for transforming businesses, sales and marketing operations through out-of-the-box thinking, concepts building and process automation to improve overall performance and scalability.


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