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CRM ⇄ ERP

Microsoft Dynamics 365 Sales to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Microsoft Dynamics 365 Sales 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 Orders, Invoices, Activities, Custom Tables in Microsoft Dynamics 365 Sales with Item Ledger Entries, Dimensions, Companies, Customers 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

  • Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • Run a two-way dual-run between Dynamics and another CRM during a migration.
  • Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.
  • Sync customers, items, and orders between NAV and a CRM in both directions.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Microsoft Dynamics NAV manages people and org data: keep Microsoft Dynamics 365 Sales aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Microsoft Dynamics 365 Sales.

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

A deal won in Microsoft Dynamics 365 Sales creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Microsoft Dynamics 365 Sales 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.

Microsoft Dynamics 365 Sales objects Microsoft Dynamics NAV objects
Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Companies Per-company data partitions that scope every sync.
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Customers Customer cards synced with CRMs so sales sees ERP balances and terms.
Contacts Person records linked to accounts; synced with marketing and support systems. Vendors Vendor cards aligned with procurement and AP tools.
Leads Prospect records; written in from enrichment or web forms, read out on qualification. Items Item cards and availability mirrored to ecommerce and planning systems.
Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Sales Orders & Invoices Sales documents created from external orders and read back for posting status.
Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Purchase Orders Purchasing documents reconciled with receiving and vendor systems.
What ships with Microsoft Dynamics 365 Sales ⇄ Microsoft Dynamics NAV

Connect Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Microsoft Dynamics NAV connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ 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 Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV.

How the Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV connectors work

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.

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 Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales 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
    Microsoft Dynamics 365 Sales connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 Sales 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 · Microsoft Dynamics 365 Sales ⇄ 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
    Microsoft Dynamics 365 Sales Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales and Microsoft Dynamics NAV.

Popular · 8 of 386
All Microsoft Dynamics 365 Sales integrations All Microsoft Dynamics NAV integrations Browse all integrations
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