Overview
DBSync for Salesforce and Microsoft Dynamics NAV Integration template is an easy to use integration solution to integrate Salesforce accounts, products and opportunity with NAV customers, Items and sales orders/Invoices respectively. This solution provides bi-directional sync between Salesforce and Microsoft Dynamics NAV with the pre-built field to field mappings capable of complex and dynamic mapping. It is also useful in migrating historical NAV data into Salesforce or vice versa.
Features
- Data Management
DBSync Microsoft NAV Adapter allows you to move data into and out of the Microsoft Dynamics NAV. - Reducing Double Data Entry
Improve productivity by reducing double data entry. Also reduce A/R by automating payments, reports, workflows and alerts. - E-Commerce Integration
By connecting your eCommerce and Shopping carts directly to your Microsoft Dynamics NAV data, our adapter enables you to streamline your business processes and get a big picture of your efforts. - Real time Integration
DBSync can automate in near real-time between Microsoft Dynamics NAV and CRMs the following:- Synchronize Customer Master Databases with Microsoft Dynamics NAV.
- Convert Opportunities Won to Invoice in Microsoft Dynamics NAV.
- Integrate E-commerce website orders to Microsoft Dynamics NAV.
- Integrate payments received from online payment systems for reconciliation.
Frequently Asked Questions
What comes in the default adapter?
Customer and Sales Invoice creation comes under default Adapter setup. Others can be added by importing them using DBSync SDK.
What is DBSync SDK?
DBSync SDK allows you to write your own custom adapters and extensions. It can be hot deployed to your DBSync Integration Engine with processes you need to setup.
Can DBSync be customized and can it integrate Custom Object and Custom Fields?
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes. Integration for Custom Objects and Fields is also supported.
Can we install DBSync on our Sandbox and later switch to our production instance?
You definitely have the ability to do that.
Why do we need this additional coding?
Many times exposed Web Services cannot be imported or ETL tools cannot interpret the meta data. This causes many other ETL tools to fail. With our Java Adapter extensions, we can handle many of these cases very efficiently.
How does DBSync connect to Microsoft Dynamics NAV?
DBSync connects to Microsoft Dynamics NAV through Web Services. Services (and Pages or routines) should be exposed for other applications to consume them.
What are the pre-requisites for software required for DBSync integration with Microsoft Dynamics NAV?
SOAP Web service of Microsoft Dynamics NAV should be enabled.
Does DBSync need to be installed on the same machine as that of Microsoft Dynamics NAV?
DBSync Microsoft Dynamics NAV adapter can be either configured on the same machine where Microsoft Dynamics NAV is installed, or on a remote machine that can access Microsoft Dynamics NAV.