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ERP ⇄ Analytics

Microsoft Dynamics NAV to Microsoft Power Bi integration — real-time data sync

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

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

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Why teams connect Microsoft Dynamics NAV and Microsoft Power Bi

Put Microsoft Dynamics NAV's records into Microsoft Power Bi as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Microsoft Power Bi computes back where Microsoft Dynamics NAV can use them.

Microsoft Power Bi is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft Dynamics NAV, so Microsoft Dynamics NAV always reflects the current state of Microsoft Power Bi — without exports, scripts, or schedulers.

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Microsoft Dynamics NAV carries financials, operations, workforce data, or all three, those numbers belong in Microsoft Power Bi, next to the product, behavioral, and web data the team already measures.

Common use cases

  • 01 Read Users and workspace access for periodic access reviews reconciled against an HR or Microsoft Entra ID source of record.
  • 02 Mirror Workspaces, Reports, Dashboards, and Dataset metadata into a catalog database so teams discover Power BI content from a central index.
  • 03 Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.
  • 04 Sync customers, items, and orders between NAV and a CRM in both directions.

Common sync patterns

Where Microsoft Dynamics NAV runs operations: inventory and fulfillment metrics

Operational records from Microsoft Dynamics NAV become measurable in Microsoft Power Bi, joinable with the rest of what the company tracks for supply and fulfillment reporting.

Where Microsoft Dynamics NAV is the HR system of record: workforce and cost analysis

Worker and organization data from Microsoft Dynamics NAV syncs into Microsoft Power Bi for headcount, cost, and utilization reporting alongside other company data.

Write-back where Microsoft Dynamics NAV exposes writable fields: segments and scores return

Segments, scores, or metrics computed in Microsoft Power Bi sync onto the matching records in Microsoft Dynamics NAV, so operations act on what the analysis found.

What you can sync between Microsoft Dynamics NAV and Microsoft Power Bi

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 NAV objects Microsoft Power Bi objects How this pairing syncs
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Dashboards and Tiles Dashboards and their pinned tiles read via GET /dashboards and /dashboards/{id}/tiles; inventoried to map dashboard content back to its source datasets. Purchase Orders is specific to Microsoft Dynamics NAV and Dashboards and Tiles to Microsoft Power Bi — each maps to any object or custom field on the other side.
G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Dataflows Power Query ETL definitions read via GET /groups/{id}/dataflows; used to document lineage from upstream sources into datasets. G/L Entries is specific to Microsoft Dynamics NAV and Dataflows to Microsoft Power Bi — each maps to any object or custom field on the other side.
Item Ledger Entries Inventory movement history read for stock and costing analytics. Datasources and Gateways The connections behind datasets and dataflows and the on-premises gateways serving them, read via REST for lineage and dependency mapping. Item Ledger Entries is specific to Microsoft Dynamics NAV and Datasources and Gateways to Microsoft Power Bi — each maps to any object or custom field on the other side.
Dimensions Analytical codes carried on documents and entries for reporting splits. Refresh History Dataset refresh runs read via GET /datasets/{id}/refreshes, including status, type, and timing, to alert on failed or slow scheduled refreshes. Dimensions is specific to Microsoft Dynamics NAV and Refresh History to Microsoft Power Bi — each maps to any object or custom field on the other side.
Companies Per-company data partitions that scope every sync. Workspaces (Groups) Containers for content read via GET /groups (tenant-wide via GET /admin/groups); mirrored to reproduce the tenant's content hierarchy in a catalog. Companies is specific to Microsoft Dynamics NAV and Workspaces (Groups) to Microsoft Power Bi — each maps to any object or custom field on the other side.
Customers Customer cards synced with CRMs so sales sees ERP balances and terms. Activity Events (Audit Log) Admin audit log of user and content actions read via GET /admin/activityevents; loaded for security, access, and usage reporting across the tenant. Customers is specific to Microsoft Dynamics NAV and Activity Events (Audit Log) to Microsoft Power Bi — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Microsoft Power Bi

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Microsoft Dynamics NAV Microsoft Power Bi Sub-second propagation

DetectionChanges in Microsoft Dynamics NAV are captured at the source via change data capture — no polling loop against its API. Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases.

DeliveryMicrosoft Power Bi does not accept inbound record writes, so this direction carries requests rather than records: Microsoft Power Bi's output flows back as field updates on the originating Microsoft Dynamics NAV records.

Microsoft Power Bi Microsoft Dynamics NAV Interval-based propagation

DetectionStacksync polls Microsoft Power Bi for changes on an incremental schedule, reading only records changed since the previous pass. Pull-based: no webhooks or change-data-capture.

DeliveryEach detected change is applied to Microsoft Dynamics NAV as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Microsoft Power Bi: Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
What ships with Microsoft Dynamics NAV ⇄ Microsoft Power Bi

Connect Microsoft Dynamics NAV and Microsoft Power Bi for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics NAV or Microsoft Power Bi 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 NAV or Microsoft Power Bi record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Microsoft Power Bi 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 NAV and Microsoft Power Bi.

How the Microsoft Dynamics NAV and Microsoft Power Bi connectors work

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

Microsoft Power Bi

Integration surface
Power BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
Authentication
Microsoft Entra ID (Azure AD) OAuth 2.0 bearer tokens. Supports delegated user tokens and app-only service principals; service principals must be enabled under the tenant's Developer settings and granted workspace access. Tenant-wide admin reads require the Tenant.Read.All scope.
Change detection
Pull-based: no webhooks or change-data-capture. Content is polled via REST list endpoints, dataset changes are inferred from Refresh History and the admin Activity Events audit log, and the scanner API's GetModifiedWorkspaces reports workspaces changed since a given time.
Capabilities
read
Rate limits
Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
How it works

How to connect Microsoft Dynamics NAV to Microsoft Power Bi — 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 NAV and Microsoft Power Bi 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 NAV connected
    Microsoft Power Bi connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics NAV and Microsoft Power Bi 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 NAV ⇄ Microsoft Power Bi
    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 NAV Microsoft Power Bi
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics NAV and Microsoft Power Bi integration FAQ

SECURITY

Security teams trust 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.

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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 436 integrations available for Microsoft Dynamics NAV and Microsoft Power Bi.

Popular · 8 of 436
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