Salesforce & Dynamics NAV Bidirectional Integration

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, Items and 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.

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

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

In order to ensure that DBSync is configured to integrate data between Salesforce and Microsoft Dynamics NAV instance, the following should be ensured.

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

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, DBSync should be installed locally and DBSync account should be switched to On Premise from On Demand.
The process of installing DBSync is explained in the below link.
http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation
The process of switching DBSync Account from On Demand to On Premise is explained in the below link
http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise

Unregistered user 

1. Go to www.mydbsync.com using any of the web browsers 
2. Hit on "Start your free trial" of the home page 
3. 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 id.
5. Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction, 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.
2. Navigate to the login page through Account section→ Customer login.
3. Input your username and password to login to your DBSync account.
4. Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction, click on "Import To Workspace" to start your integration between the source and target applications respectively.
5. Now follow the steps in the latter section to configure your connectors to experience the data flow between Salesforce and MS NAV.

1. After successful import of the Salesforce & Microsoft Dynamics NAV into your account, the user is 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. username: The username to connect to MS Dynamics NAV instance.
      2. password: The password to connect Navision is hosted
4. Click on Save and Validate Connection to save and validate your NAV connector.
5. Click on the Edit of the Salesforce connector to connect to your Salesforce instance.
   1. select the End Point you wish to connect to and under Quick Setup tab click on Connect to Salesforce button which will open up the Salesforce pop up window. 
      1. username: Input the username of the salesforce instance you wish to connect with
      2. password: The password to connect with 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 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 in the Salesforce Username, Password & Security Token for 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 in Advanced Properties and click on Validate Connection again.

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 below wiki link.
http://help2.mydbsync.com/docs1/display/dbsync/Scheduler

Using 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 My Home from the menu and click on the Launch button.
3. Once launched, you will be redirected to DBSync Project page in the next tab.
4. Click on the project SalesforceGreatPlains: BiDirectional and then click on Connectors on the left panel.
5. Upon successful validation of your connectors, you can click on Processes on the side panel. Click on the Run Now button available there.