Do your salespeople work in Salesforce while finance invoices from Dynamics NAV? Then you probably know the hassle of data that does not match across systems, and the value of having business-critical systems work smoothly together. At Vision People we specialise in building integrations between Microsoft Dynamics NAV (Navision) and other systems – including the CRM solution Salesforce. Here we show you how the integration between Salesforce and Dynamics NAV can optimise your workflows, create a clear overview and ensure that your sales and finance teams work from a shared data foundation. Why integrate Salesforce and Dynamics NAV? When sales and marketing teams work in Salesforce with leads and opportunities, it is essential that this data can be exchanged with the Dynamics NAV finance system. A close integration means that the customers you work with in Salesforce are also the ones you invoice from NAV. This ensures that every relevant department has access to up-to-date and consistent customer information. With the integration, turnover figures and other financial key figures from NAV can be transferred automatically to Salesforce. This gives your salespeople a complete overview of the customer's financial history directly in the CRM system, strengthening sales work and enabling more targeted customer dialogue.
How the integration works
Vision People has developed a smooth system integration between Salesforce and Dynamics NAV, based on web service calls from NAV. This solution makes it possible to automate a number of central processes:
- Automatic creation of prospects and orders: When new prospects or orders are created in Salesforce, they can be created automatically in Dynamics NAV. This means customers are quickly and efficiently made ready for invoicing in the finance system.
- Synchronisation of financial key figures: Turnover figures and other relevant data from NAV can be exchanged with Salesforce, so the sales department always has access to up-to-date information about the customer's purchase history and financial status.
- Shared data foundation: The integration ensures that both the sales and finance departments work from the same data, which minimises the risk of errors and duplicated work.
Benefits of the integration
A well-functioning integration between Salesforce and Dynamics NAV gives you a number of benefits:
- More efficient workflows: Automating data exchange reduces manual entry and frees up time for value-creating tasks.
- Better overview: Salespeople gain access to financial key figures directly in Salesforce, which strengthens the basis for decisions and enables more qualified customer service.
- Faster invoicing: New orders from Salesforce can be created quickly in NAV, so invoicing can start without delay.
- Data quality: Consistent, up-to-date data across systems minimises errors and ensures that every department works with the same information.
Technical foundation
The technical foundation of the integration is web service calls from Dynamics NAV. This approach ensures a robust and flexible integration that can be adapted to your company's specific needs and existing system landscape. The solution is built with a focus on stability, security and scalability, so it can support both small and large companies.
