How to integrate Salesforce with Microsoft Dynamics NAV?

By Henning Lund - March 02, 2020

There are many reasons why companies decided to integrate their CRM with their ERP system. For example, businesses have a lot to gain from a Salesforce Microsoft Dynamics NAV integration. The first obvious reason is generally to improve business processes.

With the integration, you remove the time spent in multiple systems. Removing double data entries is another considerable gain. And it is also possible to have Salesforce quotes automatically transferred to Microsoft Dynamics NAV as new orders.

A data integration solution can easily solve these pains for you. Data integration projects have stopped being long and cumbersome projects long ago. With solutions such as RapidiOnline, it has never been easier to integrate Salesforce with Microsoft Dynamics NAV.

WHICH DATA SHOULD YOU TRANSFER BETWEEN SALESFORCE AND DYNAMICS NAV?

Microsoft has strongly developed its CRM offering in the past few years. However, many Dynamics NAV customers have a wish to integrate with a best of breed CRM system such as Salesforce.

Companies that wish to integrate Salesforce with their Microsoft Dynamics NAV usually want to solve the same problems. They want to sync the same data. This is also the case for Salesforce Navision integration and integration with Microsoft Dynamics 365 Business Central.

The top 8 data transfers between Salesforce and Microsoft Dynamics NAV almost always are:

  1. The transfer of accounts and customer data. This integration usually goes both ways (from Salesforce to NAV and from NAV to Salesforce).
  2. The transfer of contact data. This integration is also two ways.
  3. The transfer of products/items data from Microsoft Dynamics NAV to Salesforce (one way).
  4. The transfer of pricing data from Microsoft Dynamics NAV to Salesforce (one way).
  5. The transfer of opportunity data from Salesforce to the Microsoft Dynamics NAV quote (one way).
  6. The transfer of order related data from Microsoft Dynamics NAV to Salesforce (one way).
  7. The transfer of ledger entries data from Microsoft Dynamics NAV to Salesforce Payments (one way)
  8. The transfer of data related to invoices and credit notes from Microsoft Dynamics NAV to Salesforce (one way).


The below chart illustrates the most common Salesforce - Dynamics NAV integration transfers.

Salesforce Microsoft Dynamics NAV integration transfers

This chart is indicative of a typical case. These transfers can strongly improve a company's sales order process. In fact, it is a great support to their supply chain processes i general.

THE BENEFITS OF USING PRE CONFIGURED DATA INTEGRATION TEMPLATES

For decades, we have helped customers integrate Salesforce with Dynamics NAV. Based on this experience, we offer these integrations as out-of-the-box integrations in RapidiOnline. Our solution is easily customizable and you can decide for other transfers.

Some businesses decide to focus their integration around service and case management (Service Cloud). Regardless of which data you wish to transfer, the integration will work in a very much similar way. They will follow the same logic.

RapidiOnline is a flexible solution. It can support every scenario of you business applications integration. The integration can be simple or extensive. It can be real time or based on triggers.

In any case, RapidiOnline remains affordable and robust.

We developed RapidiOnline to be a flexible and ready to use data integration platform. It is simple to setup. Maintaining additional integration points is easy.

It allows us to deliver RapidiOnline with an implementation effort of typically 4-8 man days. The final estimate depends on scope and need for additional transfers or customizations.

If you would like to learn more about this, please follow us on LinkedIn. You will understand how you can integrate Salesforce with Microsoft Dynamics NAV, simply and easily.



Read more: Do you need both ERP and CRM?


About the author

Henning Lund

Picture of
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.

SHARE

Data Integration Handbook

Your business is 10 steps away from perfectly integrated data systems. Learn about key preparation, best practise and more in our data integration handbook.


FIND OUT MORE

Rapidi-eBook---Data-Integration-Handbook-min.jpg