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CRM ⇄ ERP

Creatio CRM to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep Creatio CRM and Microsoft Dynamics NAV in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Creatio CRM and Microsoft Dynamics NAV

Close the gap between front office and back office: Creatio CRM and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Creatio CRM holds the customer relationship; Microsoft Dynamics NAV runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Leads, Opportunities, Activities, Cases in Creatio CRM with Sales Orders & Invoices, Purchase Orders, G/L Entries, Item Ledger Entries in Microsoft Dynamics NAV field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
  • Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
  • Sync customers, items, and orders between NAV and a CRM in both directions.
  • Push ecommerce orders into NAV sales orders through published page services.

Where Microsoft Dynamics NAV manages people and org data: keep Creatio CRM aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Creatio CRM.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Creatio CRM creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics NAV shows on the account in Creatio CRM, so reps see balances before promising the next order.

What you can sync between Creatio CRM and Microsoft Dynamics NAV

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Creatio CRM objects Microsoft Dynamics NAV objects
Products Catalog items referenced on orders and opportunities. Sales Orders & Invoices Sales documents created from external orders and read back for posting status.
Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. Purchase Orders Purchasing documents reconciled with receiving and vendor systems.
Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. G/L Entries Posted ledger entries replicated to warehouses for finance reporting.
Contacts Person records linked to accounts, activities, and cases. Item Ledger Entries Inventory movement history read for stock and costing analytics.
Leads Inbound interest records qualified into opportunities; synced for funnel reporting. Dimensions Analytical codes carried on documents and entries for reporting splits.
Opportunities Deal records with stages and amounts used in revenue syncs. Companies Per-company data partitions that scope every sync.
What ships with Creatio CRM ⇄ Microsoft Dynamics NAV

Connect Creatio CRM and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Microsoft Dynamics NAV connection.

Real-time

Two-way sync

Changes in Creatio CRM or Microsoft Dynamics NAV instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Creatio CRM or Microsoft Dynamics NAV data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Creatio CRM or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Creatio CRM ⇄ Microsoft Dynamics NAV sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Creatio CRM and Microsoft Dynamics NAV.

How the Creatio CRM and Microsoft Dynamics NAV connectors work

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

How to connect Creatio CRM to Microsoft Dynamics NAV — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Creatio CRM and Microsoft Dynamics NAV with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Creatio CRM connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Creatio CRM and Microsoft Dynamics NAV objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Creatio CRM ⇄ Microsoft Dynamics NAV
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Creatio CRM Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Creatio CRM and Microsoft Dynamics NAV integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Creatio CRM and Microsoft Dynamics NAV.

Popular · 8 of 386
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