Integration Dataflow

Zoho CRM & Microsoft Dynamics NAV Integration

The Zoho CRM and Microsoft Dynamics NAV integration connects both systems through iPaaS.com's central hub, syncing 4 data objects across customers, orders, products automatically. Data flows one way between the two systems, keeping records current with no custom code.

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

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Data Flows

What Data Flows Between Zoho CRM & Microsoft Dynamics NAV?

The Zoho CRM and Microsoft Dynamics NAV integration via iPaaS.com connects both platforms to automate the flow of Customer, Product, Transaction, Transaction Line data. With 4 supported data objects 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: = Zoho CRM to Microsoft Dynamics NAV | = Microsoft Dynamics NAV to Zoho CRM | ↔ Both = Bidirectional
Data Category iPaaS.com Hub Object Data Flow Direction
👥 Customers
Customer Zoho CRM → Microsoft Dynamics NAV
📋 Orders
Transaction Zoho CRM ← Microsoft Dynamics NAV
Transaction Line Zoho CRM ← Microsoft Dynamics NAV
📦 Products
Product Zoho CRM ← Microsoft Dynamics NAV

How the Zoho CRM-Microsoft Dynamics NAV integration works

This pairing moves data one way per object, but not uniformly in the same direction: customer records flow from Zoho CRM into NAV, while order transactions and product data flow from NAV into Zoho. No object syncs bidirectionally in this configuration.

Common use cases for Zoho CRM + Microsoft Dynamics NAV

Sales teams want new customers entered in Zoho to reach NAV so they're usable for operational and financial processing without manual re-entry. At the same time, sales reps want visibility into order history and current product data sourced from NAV, directly inside Zoho, rather than checking NAV separately. Because the flow is one-directional per object, this setup works well when each system has a clear, non-overlapping role — Zoho for capturing new accounts, NAV for order and product truth.

Who this is for

Companies using Zoho CRM for sales and Microsoft Dynamics NAV for operations, where each system owns a distinct part of the data (Zoho for new customer capture, NAV for orders and products) rather than needing two-way sync on any single object.

Frequently Asked Questions

The Zoho CRM and Microsoft Dynamics NAV integration via iPaaS.com supports 4 data objects including Customer, Product, Transaction, Transaction Line. Each object can be configured to sync in one or both directions depending on your business requirements.

Data flows one way for each object in the Zoho CRM and Microsoft Dynamics NAV integration, but not uniformly the same direction. See the data flow table above for the specific direction configured for each object. Contact us if you need a different configuration for your specific workflow.

No. The Zoho CRM and Microsoft Dynamics NAV 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 can be synchronized between Zoho CRM and Microsoft Dynamics NAV 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 Zoho CRM or Microsoft Dynamics NAV. 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 Zoho CRM and Microsoft Dynamics NAV, 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.