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ERP ⇄ Analytics

Microsoft Dynamics NAV to Tableau integration — real-time data sync

Keep Microsoft Dynamics NAV and Tableau 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 Tableau

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

Tableau 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 Tableau — 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 Tableau, next to the product, behavioral, and web data the team already measures.

Common use cases

  • 01 Track Extract Refresh Tasks and DatasourceRefreshFailed webhook events to raise alerts in a database or ticketing system when refreshes fail.
  • 02 Read site Users and their site roles for periodic access reviews and to reconcile Tableau accounts against an HR or IdP source of record.
  • 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

Where Microsoft Dynamics NAV holds the books: revenue and finance dashboards from live data

Financial records from Microsoft Dynamics NAV land in Tableau as they change, so revenue, margin, and spend dashboards read current figures rather than last night's export.

Where Microsoft Dynamics NAV runs order-to-cash: customer and account analytics

Orders, invoices, and account records from Microsoft Dynamics NAV join the behavioral and usage data Tableau already tracks, so customer analysis spans activity and dollars in one view.

Where Microsoft Dynamics NAV runs operations: inventory and fulfillment metrics

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

What you can sync between Microsoft Dynamics NAV and Tableau

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 Tableau objects How this pairing syncs
Companies Per-company data partitions that scope every sync. Fields and Columns Columns and calculated fields with their descriptions, exposed by the Metadata API; read to populate a data catalog with governed definitions. Companies is specific to Microsoft Dynamics NAV and Fields and Columns to Tableau — 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. Published Data Sources Published data sources (.tdsx); their underlying rows are read via the VizQL Data Service, and refresh state is tracked through content webhooks. Customers is specific to Microsoft Dynamics NAV and Published Data Sources to Tableau — each maps to any object or custom field on the other side.
Vendors Vendor cards aligned with procurement and AP tools. Workbooks Workbook content and metadata read via the REST and Metadata APIs; create, update, and delete events fire webhooks for change detection. Vendors is specific to Microsoft Dynamics NAV and Workbooks to Tableau — each maps to any object or custom field on the other side.
Items Item cards and availability mirrored to ecommerce and planning systems. Views Worksheets and dashboards inside workbooks; their data and crosstab export as CSV via the REST query-view-data endpoint. Items is specific to Microsoft Dynamics NAV and Views to Tableau — 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. Projects Folders that organize content and set permissions; listed via REST to mirror the site's content hierarchy into a catalog. Sales Orders & Invoices is specific to Microsoft Dynamics NAV and Projects to Tableau — each maps to any object or custom field on the other side.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Users Site users with site roles and group membership; read via REST for access reviews and to reconcile identities against an HR or IdP source. Purchase Orders is specific to Microsoft Dynamics NAV and Users to Tableau — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Tableau

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 Tableau 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.

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

Tableau Microsoft Dynamics NAV Sub-second propagation

DetectionTableau notifies Stacksync of record changes through webhook events. Webhooks fire on workbook and data source create/update/delete and extract refresh events.

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

Rate-limit considerations

  • Tableau: Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
What ships with Microsoft Dynamics NAV ⇄ Tableau

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

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

Real-time

Real-time sync

Changes in Microsoft Dynamics NAV or Tableau 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 Tableau 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 Tableau record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Tableau 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 Tableau.

How the Microsoft Dynamics NAV and Tableau 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

Tableau

Integration surface
REST API, Metadata API (GraphQL), and VizQL Data Service
Authentication
Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.
Change detection
Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.
Capabilities
read · webhooks
Rate limits
Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and Tableau 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 Tableau.

Popular · 6 of 436
All Microsoft Dynamics NAV integrations All Tableau integrations Browse all integrations
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