Integration Dataflow

Microsoft Dynamics NAV & Salesforce Integration

The Microsoft Dynamics NAV and Salesforce integration connects both systems through iPaaS.com's central hub, syncing 3 data objects across customers automatically. 2 of those objects sync bidirectionally, so changes in either system update the other in real time, with no custom code.

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Certified, prebuilt, and fully governed: connect Microsoft Dynamics NAV and Salesforce for a flat fee, with no custom development required.

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Data Flows

What Data Flows Between Microsoft Dynamics NAV & Salesforce?

The Microsoft Dynamics NAV and Salesforce integration via iPaaS.com connects both platforms to automate the flow of Customer, Customer Company, Customer Company Address data. With 3 supported data objects and bidirectional and one-way sync options, your teams can eliminate manual data entry, reduce errors, and maintain accuracy across both systems in real time.

Direction key: = Microsoft Dynamics NAV to Salesforce | = Salesforce to Microsoft Dynamics NAV | ↔ Both = Bidirectional
Data Category iPaaS.com Hub Object Data Flow Direction
👥 Customers
Customer Microsoft Dynamics NAV ← Salesforce
Customer Company Microsoft Dynamics NAV ↔ Salesforce
Customer Company Address Microsoft Dynamics NAV ↔ Salesforce

How the Microsoft Dynamics NAV-Salesforce integration works

This pairing keeps company-level account data aligned between NAV and Salesforce — Customer Company and Customer Company Address sync bidirectionally, while individual customer records flow from Salesforce into NAV. No order, product, or financial data moves between these two systems in this configuration.

Common use cases for Microsoft Dynamics NAV + Salesforce

Sales teams want new customers and account details entered in Salesforce to reach NAV without manual re-entry, since NAV is where that account becomes usable for financial and operational purposes. Companies with a shared account list across sales and finance want company-level records — name, address — to match exactly in both places, so there's no ambiguity about which NAV account a given Salesforce opportunity belongs to.

Who this is for

Companies running Microsoft Dynamics NAV for operations with Salesforce as their CRM, who need customer and company account records to stay consistent across both, without requiring order or financial data to sync.

Frequently Asked Questions

The Microsoft Dynamics NAV and Salesforce integration via iPaaS.com supports 3 data objects including Customer, Customer Company, Customer Company Address. Each object can be configured to sync in one or both directions depending on your business requirements.

Yes, 2 of the 3 supported data objects can sync bidirectionally between Microsoft Dynamics NAV and Salesforce. This means changes in either system are automatically reflected in the other, keeping your data consistent across both platforms.

No. The Microsoft Dynamics NAV and Salesforce integration is pre-built and managed by iPaaS.com. You can connect both platforms without writing any custom code or hiring a developer. Our team handles the setup, maintenance, and ongoing support.

Customers data including Customer, Customer Company, Customer Company Address can be synchronized between Microsoft Dynamics NAV and Salesforce through the iPaaS.com integration hub. This ensures your customers records stay accurate and up to date across both platforms in real time.

Yes. iPaaS.com supports event-driven workflows that trigger data syncs in real time as changes occur in either Microsoft Dynamics NAV or Salesforce. Scheduled interval syncs are also available depending on your configuration needs.

Yes. The dataflows shown on this page reflect the currently configured objects for this integration. If you need additional data objects or custom mappings between Microsoft Dynamics NAV and Salesforce, contact the iPaaS.com team to discuss your requirements.

The dataflows represented on this page reflect currently configured integrations with iPaaS.com. If you'd like to add data objects to your integration, contact us.