Page History

...

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.

...

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

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

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

• Have a valid license to DBSync NAV connector, Salesforce connector, username and password to Username, Password, and Microsoft Dynamics NAV Odata to be enabled 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.
  

...

...

...

...

...

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 choose source and target connectors as Salesforce and Dynamics NAV respectively.page. 
3. Follow the registration steps by activating your account through the activation link sent to your registered email id.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 respectivelyEmail ID. Follow the registration steps below.

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 the Template library menu tab and choose the template PDL 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.

...

1. After the successful import of the Salesforce & Microsoft Dynamics NAV into your account, the a user is will be re-directed to the connector listing page.
2. You will see MS NAV & Salesforce connectors.
3. Click on the Edit of the MS NAV to configure the NAV connector to connect to your NAV instance.
   1. Nav requires the 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.
      3. URL: Connection URL for Microsoft NAV. 
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 the 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 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 use the 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.

...

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.

1. Click on Save and Validate Connection to save and validate your Salesforce connector.
   
   

Image Added

Image Added

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

Salesforce Connector

Microsoft Dynamics NAV Connector