Microsoft Dynamics NAV-Microsoft Dynamics CRM Integration

Microsoft Dynamics NAV and Microsoft Dynamics CRM integration

Key benefits

• User-friendly platform: a simple, accessible interface that minimizes the need for training, allowing your team to get started quickly.
• Streamlined implementation: rapid deployment with ready-to-use templates, reducing downtime and technical hurdles.
• Focus on growth: with Rapidi, you can concentrate on expanding your business, while we handle the complexities of integration.

Why choose Rapidi?

• A tailored complete solution: Rapidi is with you all the way, and you get a complete solution adapted to your needs and requirements. Perfect for small businesses looking to expand or large corporations needing efficient system integration.
• Expert support: continuous assistance and consultation for optimal performance and ROI, included in the subscription.
• Customizable templates: easily adjust templates to fit your specific business needs, so the integration aligns with your operations.
• Operational efficiency: improve performance and flexibility without compromising integration quality.

Business improvements

Sharing data across Microsoft Dynamics NAV and Microsoft Dynamics CRM will quickly improve your business processes, customer relationship management and operational efficiency.

Merges existing accounts

Customer records in Microsoft Dynamics NAV synced instantly with corresponding CRM records, and new records created.

Single point of data entry

Synchronize customers, accounts and product information between Microsoft Dynamics NAV and Microsoft Dynamics CRM.

Flexible integration solution

Our Microsoft Dynamics NAV templates can be implemented as they stand or customized to meet specific requirements.

Many data view options

Rapidi provides a free app extension that enables additional key data transfer such as multi-currency pricing.

Payments tracked and kept in sync

Up-to-date invoices and payment history transferred automatically into Microsoft Dynamics NAV.

View data across platforms

All integrated data in Microsoft Dynamics CRM is transferred and becomes visible in Microsoft Dynamics NAV.

Dynamic order creation

As deals are closed in CRM they instantly become sales orders in Microsoft Dynamics NAV.

Customize your integration

Other objects, both standard and custom, can be added easily to the integration.

Why this solution?

Rapidi maximizes operational efficiency and revenue potential by making all data available across your two primary systems; the CRM and ERP. There is no programming involved. You'll be up and running with staff fully trained in just a few days.

Using highly advanced connection technology, the integration is secure and no changes to legacy systems are required. All data is compressed and encrypted resulting in incredibly efficient, fast and safe data transfer that requires minimal bandwidth.

Who is this suitable for?

• Any company struggling to use data.
• You want a solution that works 'out-of-the-box', where changes do not need programming.
• You want a data integration solution that works quickly, without disrupting your business.
• You want your systems integrated, updated, synced and secure.
• You want to use a data integration specialist, with a great track record of helping businesses like yours.
• Your business is poised for growth and you know integrated data will help you achieve your goals.

Integration specialists since 1987

Rapidi is data integration and replication software for Microsoft Dynamics, Salesforce and HubSpot. Microsoft partner since 1987 and Salesforce partner since 2007, with 56 documented connectors and integration and replication in the same product. The company builds the templates, runs the support, and answers the phone.