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Overview

Dynamics NAV and Salesforce Templates Description

The Dynamics NAV and Salesforce templates provide an excellent base for any integration designed to connect the two systems together.  The templates can send records in either direction; some maps send Salesforce records into NAV and some send NAV records to Salesforce.

List of Integration Points

  • Accounts (Customers)
  • Items (Products)
  • Price Books
  • Users (Salespeople)
  • Opportunity to Invoice

Description of integration types

Most of the integration points have one-time bulk maps to initially sync up both systems and maps to keep the systems in sync.  The maps designed to keep systems in sync can be scheduled to run once a day or as often as every 5 minutes to keep both systems as up to date as you need.

Product
Connections
  • Microsoft Dynamics 365
Templates
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