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Microsoft Dynamics NAV

Learn how to use the Microsoft Dynamics NAV Connector in DBSync Cloud Workflow

Overview

The Microsoft Dynamics NAV Connector enables seamless integration between Microsoft Dynamics NAV and other cloud or on-premise applications using DBSync Cloud Workflow. It allows you to integrate your front and back-office applications to streamline and automate your business processes. It ensures that your MS Dynamics NAV data is accurate, timely, and functional. As a MS Dynamics NAV user, use this connector to integrate MS NAV with other On-demand, On-premise or SaaS-based applications - such as MSCRM, Salesforce, SkuVault and various other databases.

DBSync's MS NAV connector allows you to move data in, and out, of the Microsoft Dynamics NAV application. This connector connects directly to your MS Dynamics NAV instance. It enables you to query, add, modify various types of records including quotes, sales orders, blanket sales orders, return orders, invoices, credit memos, items and much more.

Key Benefits

For Business Users:

  • Accurate ERP Data: Maintain consistent financial and operational information across systems.

  • Reduced Manual Work: Eliminate repetitive data entry and reconciliation tasks.

  • Improved Reporting: Enable reliable ERP data for downstream reporting and analytics.

For IT & Integration Teams:

  • Hybrid Integration Support: Connect on-premise NAV with modern cloud applications.

  • Secure Connectivity: Uses authenticated connections and encrypted data transfer.

  • Flexible Automation: Supports scheduled, event-based, and on-demand workflows.

When to Use This Connector

Use the Microsoft Dynamics NAV Connector when you need to:

  • Integrate financial and operational data with external systems

  • Sync customers, vendors, items, and transactions across platforms

  • Automate ERP-to-CRM or ERP-to-eCommerce processes

  • Replicate NAV data for business intelligence and reporting

Uses

DBSync Microsoft Dynamics NAV connector can be used to:

  • Synchronize customer master databases with Microsoft Dynamics NAV.

  • Convert closed won opportunities to Invoice/sales orders MS Dynamics NAV.

  • Integrate e-commerce website orders to MS Dynamics NAV.

  • Integrate payments received from online payment systems for reconciliation.

Prerequisites

Before configuring the connector, ensure the following:

  1. DBSync Access

    • A valid license for this connector and access to the DBSync Cloud Workflow platform.

  2. NAV User Credentials

    • NAV user account with appropriate read/write permissions.

Connector Configuration

Each connector instance represents a single Microsoft Dynamics NAV company. If you need multiple connections, create independent connector instances for each.

Configuration Steps

1

Login to DBSync Cloud Workflow

Use your DBSync credentials to access the platform.

2

Add the Salesforce Connector

Navigate to the connectors list in the Apps pane and select MS NAV.

3

Enter the required details on the connector configuration page

  • Username: The username of the MS NAV instance that must be connected.

  • Password: The password for the user account of the MS NAV instance to be connected.

  • URL: the web service URL that is generated from the NAV application by:

    1. Navigating through Administration → IT Administrators → General → Lists → Web service.

    2. SOAP URL format "http://WIN-73D0K4TTRC2:7047/DynamicsNAV80/WS/CRONUS%20New%20Zealand%20Ltd./Page/".

    3. Copy the SOAP URL and paste it in the Base URL field of the connector page.

  • Authentication Type: Select NTLM or basic from the dropdown.

  • Company Name: Select one of the companies from the dropdown.

  • Remote Agent: Select one of the configured Remote Agents from the dropdown.

4

Save Connection

Save the connector configuration.

5

Test the Connection

After saving, test the connection.

Once configured, NAV entities become available for workflow creation.

Common Integration Scenarios

  • ERP to CRM Integration - Sync customers, items, and transactions with CRM platforms.

  • ERP to eCommerce Integration - Automate order, inventory, and fulfillment data flows.

  • Financial Data Replication - Sync invoices and ledger data to reporting systems.

  • Master Data Synchronization - Keep customer and product data consistent across applications.

Best Practices

  • Use a dedicated NAV user for integration.

  • Maintain separate connectors for test and production.

  • Schedule high-volume syncs during off-peak hours.

  • Validate mappings before enabling automated workflows.

Summary

The Microsoft Dynamics NAV Connector enables secure, reliable ERP integrations using DBSync Cloud Workflow. By automating NAV data synchronization, organizations can improve data accuracy, reduce operational overhead, and ensure seamless connectivity across business systems.

FAQs

Is Microsoft Dynamics NAV supported as an on-premise system?

Yes, the connector supports on-premise and hosted NAV environments.

Can workflows be bi-directional?

Yes, workflows can be both uni-directional or bi-directional synchronization is supported.

Is the DBSync Agent mandatory?

It depends on your network setup and deployment model.

How is security handled?

All connections are authenticated and data is encrypted in transit.

How does DBSync connect to MS NAV?

DBSync connects to MS NAV through Web Services. Services (and Pages or routines) should be exposed for other applications to consume it.

What are the prerequisites for DBSync integration to work with MS NAV?

SOAP Web service of MS Dynamics NAV should be enabled.

Is this connector available with On-demand and On-premise versions of DBSync?

Yes, this connector supports both versions.

Does DBSync need to be installed on the same machine as that of MS NAV?

DBSync MS NAV adapter can be either configured on the same machine, where MS Dynamics NAV is installed or, on a remote machine that can access MS Dynamics NAV.

What is DBSync SDK?

DBSync SDK allows you to write your own custom adapters and extensions. It can be deployed to your DBSync Integration Engine with processes you need to setup.

Why do we need this additional coding?

At times, Web Services that are exposed either cannot be imported or ETL tools cannot interpret the metadata. This may cause ETL tools to fail. With our Java Adapter extensions, we can handle many of these cases very efficiently.

Useful Links

Microsoft Dynamics NAV documentation

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