Salesforce with Microsoft Dynamics NAV integration for synced orders and inventory
Connect Salesforce to Microsoft Dynamics NAV (formerly Navision) to sync customers, products, pricing, inventory, and orders, so sales, finance, and ops work off the same data.
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• Customer and company accounts are mapped between Salesforce Accounts/Contacts and Microsoft Dynamics NAV Customers, including addresses, tax IDs, and payment terms.
• Items and inventory availability are synchronized from NAV to Salesforce on a schedule or via event-driven updates, with SKU and unit-of-measure mappings.
• Price lists and customer-specific pricing are sourced from NAV and reflected in Salesforce quoting or order creation, with currency and tax rules handled per mapping.
• Orders created in Salesforce are validated, transformed, and posted into NAV as Sales Orders, including lines, discounts, shipping methods, and requested delivery dates.
• Shipment, invoice, and payment status updates flow from NAV back to Salesforce, linking ERP document numbers to CRM records for traceability.
• Syncs support delta logic based on timestamps or change tracking, with error handling that logs failed records and retries through a queue.
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Why choose scandiweb to handle Salesforce integration for you?
How do you integrate Salesforce with Microsoft Dynamics NAV (formerly Navision) for real-time order sync?
We connect Salesforce objects to NAV sales documents via APIs or middleware, then sync order status updates back to Salesforce. The exact flow depends on how you create orders, reserve stock, and invoice in NAV.
What data fields can be mapped between Salesforce and Microsoft Navision in a CRM to ERP integration?
Typical mappings include accounts, contacts, addresses, product codes, price lists, discounts, taxes, and order line details. We also map custom fields so sales and finance see the same reference data.
Can Salesforce and Microsoft Dynamics NAV integration support multi-currency and multi-country setups?
Yes, as long as NAV is set up for your currency and tax logic, we map Salesforce currency, locale, and price book rules accordingly. We also handle exchange rate sources and rounding rules.
How do you handle pricing and discount rules when syncing Salesforce quotes to Microsoft Dynamics NAV?
We define whether NAV or Salesforce is the pricing authority, then enforce one calculation path to avoid mismatches. If quotes are used, we sync quote lines with the right price list and discount context.
What’s the best way to keep inventory accurate in Salesforce when NAV is the source of truth?
We sync available-to-sell and expected replenishment from NAV on a schedule or via event triggers, depending on your volume. This reduces oversell and stops sales from promising stock that is already allocated.
1. Submit your integration request
2. Join a free strategy & discovery call
We’ll review your business systems, identify key challenges, and uncover actionable opportunities.
3. Get a tailored proposal
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