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ERP ⇄ CRM

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

Keep Microsoft Dynamics NAV and Salesforce 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 NAV and Salesforce

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

Salesforce 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 Products and Price Books, Custom Objects, Accounts, Contacts in Salesforce with Companies, Customers, Vendors, Items 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

  • 01 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 02 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • 03 Keep inventory availability current in storefronts and customer portals.
  • 04 Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.

Common sync patterns

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 Salesforce aligned

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

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

A deal won in Salesforce 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 NAV and Salesforce

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 Salesforce objects How this pairing syncs
Items Item cards and availability mirrored to ecommerce and planning systems. Campaigns Marketing membership data; read out for attribution analysis in the warehouse. Items is specific to Microsoft Dynamics NAV and Campaigns to Salesforce — each maps to any object or custom field on the other side.
Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. Sales Orders & Invoices is specific to Microsoft Dynamics NAV and Tasks and Events to Salesforce — each maps to any object or custom field on the other side.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. Purchase Orders is specific to Microsoft Dynamics NAV and Products and Price Books to Salesforce — each maps to any object or custom field on the other side.
G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. G/L Entries is specific to Microsoft Dynamics NAV and Custom Objects to Salesforce — each maps to any object or custom field on the other side.
Item Ledger Entries Inventory movement history read for stock and costing analytics. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Item Ledger Entries is specific to Microsoft Dynamics NAV and Accounts to Salesforce — each maps to any object or custom field on the other side.
Dimensions Analytical codes carried on documents and entries for reporting splits. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Dimensions is specific to Microsoft Dynamics NAV and Contacts to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Salesforce

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 Salesforce 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.

DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.

Salesforce Microsoft Dynamics NAV Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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

Rate-limit considerations

  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Microsoft Dynamics NAV ⇄ Salesforce

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or Salesforce 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 Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Salesforce 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 Salesforce.

How the Microsoft Dynamics NAV and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and Salesforce 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 535 integrations available for Microsoft Dynamics NAV and Salesforce.

Popular · 8 of 535
All Microsoft Dynamics NAV integrations All Salesforce integrations Browse all integrations
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