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DBSync for Salesforce and Microsoft Dynamics NAV Integration template is easy to use integration solution to integrate Salesforce accounts, products and opportunity with NAV customers. It integrates Salesforce Accounts, Products and Opportunity with NAV Customers, Items and sales Sales orders/Invoices respectively. This solution provides bi-directional sync between Salesforce and MS NAV with the pre-built, field-to-field mappings, along with flexibility for more complex and dynamic mapping capabilities. It is also useful in migrating historical NAV data into Salesforce or vice versa.

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The data flow of Bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the table below table.

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Process Map

The process map of bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the image below image.

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Pre-requisites for Integration

In order to To ensure that DBSync is accurately configured to integrate data between Salesforce and Microsoft Dynamics NAV instance, user must meet the following should be ensured.requirements:

  • Have a valid license to DBSync NAV connector, Salesforce connector, username Username and password Password to connect to DBSync iPaaS platform.
  • Access to Dynamics Nav with valid username Username and passwordPassword.
  • Have your both login and password of the Salesforce, to access their web service.


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DBSync Installation

It is necessary that on-premise version of DBSync is used for Salesforce and Microsoft Dynamics NAV Integration. In order to use DBSync On Premise, on-premise, (1) DBSync should be installed locally; and, (2) DBSync account should be switched to On Premise from On Demandon-premise from on-demand. The review the process of installing DBSync is explained in link please click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation
The  - link.
To review the process of switching DBSync Account from On Demand to On Premise is explained in the link on-demand to on-premise, please click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise  - link.

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Import Salesforce & MS Dynamics NAV Template

Unregistered user 

  1. Go to www.mydbsync.com using any of the web browsers Hit on  from a preferred web browser. 
  2. Click "Start your free trial" of on the home page page. 
  3. choose Choose source and target connectors as Salesforce and Dynamics NAV respectively.
  4. Follow the registration steps by activating your account through activation link sent to your registered email idEmail ID.
  5. Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction, click . Click on "Import To Workspace" to start your integration between the source and target applications respectively.

Registered User 

  1. Go to www.mydbsync.com using any of the web browsers from a preferred web browser.
  2. Navigate to the login page through Account section→ Customer login.
  3. Input your username Username and password Password to login to your DBSync account.
  4. Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction, click . Click on "Import To Workspace" to start your integration between the source and target applications respectively.
  5. Now follow Follow the steps in the latter section 'DBSync Configuration of Salesforce & Microsoft Dynamics NAV section, to configure your connectors to experience the . This will result in data flow between Salesforce and MS NAV.

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  1. After successful import of the Salesforce & Microsoft Dynamics NAV into your account, the a user is will be re-directed to connector listing page.
  2. You will see MS NAV & Salesforce connectors.
  3. Click on the Edit of the MS NAV to configure NAV connector to connect to your NAV instance.
    1. Nav requires following parameters to connect to your NAV instance.
      1. usernameUsername: The username A Username to connect to MS Dynamics NAV instance.
      2. passwordPassword: The password A Password to connect to the hosted Navision is hosted.
  4. Click on Save and Validate Connection to save and validate your NAV connector.
  5. Click Edit on the Edit of the Salesforce connector to connect to your Salesforce instance.
    1. select the Select an End Point you wish to connect toand under and, under Quick Setup tab, click on Connect to Salesforce button which . This will open up the a Salesforce pop up window. 
      1. usernameUsername: Input the username a Username of the salesforce Salesforce instance you wish to connect withto.
      2. passwordPassword: The Input password to connect with to your salesforce instance. 
  6. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in  on the Quick Setup tab. Then, connect using credentials with which you wish to connect with.
  7. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill . Fill in the Salesforce Username, Password & Security Token for of your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes information in the Advanced Properties and , click on Validate Connection again.
  8. Click on Save and Validate Connection to save and validate your salesforce Salesforce connector.

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Salesforce To MS NAV Field Mapping

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DBSync integration for Salesforce & Microsoft Dynamics NAV can be run automatically using Scheduler; or, manually using the Run Button.The detailed process of using Scheduler to run the integration is shown in the wiki link link - http://help2.mydbsync.com/docs1/display/dbsync/Scheduler.

Using Click on the Run button to run the integration manually is explained below.

  1. Login into www.mydbsync.com with your Username & Password.
  2. Once logged in, click on Launch Development Studio.
  3. Once launched, you will be redirected to DBSync Project page in the next tab.
  4. Click on the project Salesforce & MS NAV: Bidirectional Bidirectional. 
  5. On the left side , of navigation, click on the process menu which . This will open up the process listing page.
  6. Hit Click on the Run Now button on any of the processes to for syncing the sync data between Salesforce and MS NAV.


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Related References

The below are the related Related references to learn about Salesforce and MS NAV connectors are listed below.

Salesforce Connector

Microsoft Dynamics NAV Connector

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