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CRM ⇄ ERP

Copper CRM to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep Copper CRM and Microsoft Dynamics NAV in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Copper CRM and Microsoft Dynamics NAV

Close the gap between front office and back office: Copper CRM and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Copper CRM holds the customer relationship; Microsoft Dynamics NAV runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Pipelines, Custom Field Definitions, People, Companies in Copper CRM with Customers, Vendors, Items, Sales Orders & Invoices in Microsoft Dynamics NAV field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.
  • Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
  • Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • Keep inventory availability current in storefronts and customer portals.

Where Microsoft Dynamics NAV manages people and org data: keep Copper CRM aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Copper CRM.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Copper CRM creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics NAV shows on the account in Copper CRM, so reps see balances before promising the next order.

What you can sync between Copper CRM and Microsoft Dynamics NAV

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Copper CRM objects Microsoft Dynamics NAV objects
Activities Logged emails, calls, meetings, and notes attached to records. Item Ledger Entries Inventory movement history read for stock and costing analytics.
Tasks To-dos with due dates and assignees, usable in workload syncs. Dimensions Analytical codes carried on documents and entries for reporting splits.
Projects Post-sale work records Copper offers alongside classic CRM objects. Companies Per-company data partitions that scope every sync.
Pipelines Stage definitions that give opportunity records their stage context. Customers Customer cards synced with CRMs so sales sees ERP balances and terms.
Custom Field Definitions Org-defined fields whose definitions are fetched to build dynamic field mappings. Vendors Vendor cards aligned with procurement and AP tools.
People Individual contact records, often created from Gmail interactions, and the main target of contact syncs. Items Item cards and availability mirrored to ecommerce and planning systems.
What ships with Copper CRM ⇄ Microsoft Dynamics NAV

Connect Copper CRM and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Microsoft Dynamics NAV connection.

Real-time

Two-way sync

Changes in Copper CRM or Microsoft Dynamics NAV instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM or Microsoft Dynamics NAV data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Copper CRM or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Copper CRM ⇄ Microsoft Dynamics NAV sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Copper CRM and Microsoft Dynamics NAV.

How the Copper CRM and Microsoft Dynamics NAV connectors work

Copper CRM

Integration surface
REST API
Authentication
API key paired with the requesting user's email address, sent as request headers
Change detection
Webhook subscriptions for record create/update/delete events; polling as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

How to connect Copper CRM to Microsoft Dynamics NAV — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Copper CRM and Microsoft Dynamics NAV with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Copper CRM connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Copper CRM and Microsoft Dynamics NAV objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Copper CRM ⇄ Microsoft Dynamics NAV
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Copper CRM Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Copper CRM and Microsoft Dynamics NAV integration FAQ

SECURITY

Security teams love Stacksync

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.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Copper CRM and Microsoft Dynamics NAV.

Popular · 8 of 386
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