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Security and identity / ERP · Two-way sync platform

Azure Active Directory and Microsoft Dynamics NAV integration

Plan how Azure Active Directory and Microsoft Dynamics NAV should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Manage approved account changes across Azure Active Directory and Microsoft Dynamics NAV

This is an evaluation scenario; connector and operation support require confirmation.

Starting eventAn approved identity change in Azure Active Directory needs to be reflected in the Microsoft Dynamics NAV process.

  1. Identify the tenant and immutable user ID in Azure Active Directory; determine whether Customers or Vendors has a legitimate relationship to that user.

  2. Separate reporting identity context from actions that create users, grant access, or deactivate accounts. Document the approval and effective date before any action.

  3. Keep identity attributes separate from customer contacts and exclude attributes unnecessary for the process.

What to verifyA rename preserves identity; an unapproved access change is withheld; a future-dated change waits until its approved time.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Start with one Azure Active Directory record and the result you want in Microsoft Dynamics NAV: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Azure Active Directory

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Users
  • Groups
  • Group memberships
  • Applications
  • Service principals
  • Directory roles
Confirm support for this record type and the direction you need.

Discuss Azure Active Directory requirements

Microsoft Dynamics NAV

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Customers
  • Vendors
  • Items
  • Sales Orders & Invoices
  • Purchase Orders
  • G/L Entries
Confirm support for this record type and the direction you need.

Discuss Microsoft Dynamics NAV requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementAzure Active DirectoryMicrosoft Dynamics NAV
Integration interfaceMicrosoft Graph REST API (v1.0)SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
AuthenticationConfirm the credentials, API plan, and permissions required for Azure Active Directory.Confirm the credentials, API plan, and permissions required for Microsoft Dynamics NAV.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Azure Active Directory
Integration interface
Microsoft Graph REST API (v1.0)
Authentication
Confirm the credentials, API plan, and permissions required for Azure Active Directory.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Azure Active Directory account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Azure Active Directory, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Azure Active Directory and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Microsoft Dynamics NAV
Integration interface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Confirm the credentials, API plan, and permissions required for Microsoft Dynamics NAV.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Microsoft Dynamics NAV account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft Dynamics NAV, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Microsoft Dynamics NAV and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Azure Active Directory and Microsoft Dynamics NAV access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Azure Active Directory setup checklist
  • Identify the Azure Active Directory account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Azure Active Directory, including read/write support, authentication, and initial-load limits.
Microsoft Dynamics NAV setup checklist
  • Identify the Microsoft Dynamics NAV account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft Dynamics NAV, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Azure Active Directory and Microsoft Dynamics NAV planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Start with one Azure Active Directory record and the result you want in Microsoft Dynamics NAV: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Compare integration approaches

Choose a method around one example record and the update your business needs. Define how the Azure Active Directory source record should appear or trigger work in Microsoft Dynamics NAV. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Provide your table or object schemas and one example update; confirm the supported keys, fields, and direction.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Azure Active Directory and Microsoft Dynamics NAV record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify your record types, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Azure Active Directory and Microsoft Dynamics NAV need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Azure Active Directory / Microsoft Dynamics NAV migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Manage approved account changes across Azure Active Directory and Microsoft Dynamics NAV

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: An approved identity change in Azure Active Directory needs to be reflected in the Microsoft Dynamics NAV process.

  1. Identify the tenant and immutable user ID in Azure Active Directory; determine whether Customers or Vendors has a legitimate relationship to that user.
  2. Separate reporting identity context from actions that create users, grant access, or deactivate accounts. Document the approval and effective date before any action.
  3. Keep identity attributes separate from customer contacts and exclude attributes unnecessary for the process.

Expected result: A rename preserves identity; an unapproved access change is withheld; a future-dated change waits until its approved time.

If it fails: Review current permissions and approval before retrying. A stale event must not restore access that has since been removed.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

A record type or update is unavailable

Investigate

Check the Azure Active Directory and Microsoft Dynamics NAV connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Azure Active Directory and Microsoft Dynamics NAV

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Azure Active Directory Microsoft Dynamics NAV Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Microsoft Dynamics NAV.

Microsoft Dynamics NAV Azure Active Directory Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Azure Active Directory.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Azure Active Directory and Microsoft Dynamics NAV integration FAQ

Next step

Plan your integration with an engineer

Walk through your Azure Active Directory and Microsoft Dynamics NAV records, field mappings, and requirements with an integration engineer.