Zoho CRM + Microsoft Dynamics NAV

Integration of Zoho CRM with Microsoft Dynamics NAV

Our solution for integrating Zoho CRM with Microsoft Dynamics NAV reliably transfers data for modules such as Received Orders, Product Cards, Pricelists and more. Symmy automatically monitors, transforms and validates all data during transfer. In case of an error, you will be notified immediately. Save time and get rid of manual processes — minimise errors with full automation.

Symmy connects Zoho CRM with Microsoft Dynamics NAV. Orders flow from Zoho CRM into Microsoft Dynamics NAV, while product and stock data as well as documents travel the other way. For this pair we transfer 5 agendas — each one separately, in the direction and interval you choose. A basic connection of one agenda takes 6–12 hours of work depending on its type; we will refine the exact scope after an initial meeting.

Select the modules to integrate

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    What we transfer and how often

    Module Direction Default interval
    Orders received Zoho CRM → Microsoft Dynamics NAV 15 min
    Product Cards Microsoft Dynamics NAV → Zoho CRM 60 min
    Price lists Microsoft Dynamics NAV → Zoho CRM 60 min
    Customers Zoho CRM → Microsoft Dynamics NAV 60 min
    Suppliers Zoho CRM → Microsoft Dynamics NAV 60 min

    E-shops are the most common counterparty, but the same modules also flow to CRM, WMS or B2B portals. These values are defaults, not fixed rules. The direction and interval can be changed for each module, and modules not listed here can be added — we shorten the interval when your operation needs a faster response, or extend it when less frequent synchronisation is enough.

    How the connection works

    On the Zoho CRM side we use: REST API (OAuth2). We connect Microsoft Dynamics NAV via: OData/SOAP web services (depending on the NAV version).

    Regarding licences: API limits differ by edition. We will verify this during the initial analysis so your budget accounts for it from the start.

    What to watch out for

    1. 1

      NAV versions differ significantly.

      An older on-premise NAV exposes different web services than newer versions, and bespoke customisations shift the picture further. We verify what your installation actually offers before we commit to a scope.

    2. 2

      One system must own the stock.

      When both NAV and the e-shop keep their own stock levels, they drift apart within days. We recommend NAV as the source of truth, reservations included.

    3. 3

      API limits by edition.

      Zoho counts API credits per edition. We tailor the synchronisation frequency and batch sizes to your licence.

    4. 4

      We map custom modules upfront.

      Zoho installations tend to have custom modules and fields. We define the ERP mapping during the analysis, not on the fly.

    What lands where between Zoho CRM and NAV

    Microsoft Dynamics NAV — formerly Navision, and continued today as Business Central — holds invoicing and stock; Zoho CRM holds the commercial relationship. The whole integration turns on one question: which side owns which field.

    Record mapping

    Zoho Account Customer Matched on registration number or customer number — never on company name, which is typed differently every time.
    Zoho Contact Contact The link to the company holds even when the customer has several ship-to addresses in NAV.
    Zoho Deal (won) Sales quote or order Created only on the move to a won stage, so dead opportunities do not pile up in the ERP.
    Zoho Quote Sales quote Lines are matched to NAV items by item number.
    NAV item Zoho Product The catalogue is created in the ERP; the CRM reads it rather than being a second source of truth.
    NAV price list Zoho Price Book Including customer price groups, so sales quote prices that actually apply.
    Posted sales invoice Record on the Account Document number, amount and due date — not the whole ledger.
    Customer balance Field on the Account So sales can see before a meeting whether the customer pays.

    What we need on your side

    • A Zoho CRM edition with API access and a client in the Zoho API Console with scopes limited to the modules in the table above.
    • Knowledge of the daily API credit limit on your Zoho plan — it sets the interval and the batch size.
    • Dynamics NAV with web services published (SOAP or OData); for an on-premise installation, a reachable endpoint or a VPN.
    • A dedicated NAV user for the integration, with permissions limited to the pages involved.
    • A decision on how companies are matched (registration number, customer number, domain) — and which fields the CRM wins and which the ERP wins. Without it, the two sides overwrite each other.

    How the project runs

    1. 01 Analysis We go through the Zoho modules, the NAV customisations and the module list. The output is the mapping, written down, field ownership included.
    2. 02 Build against a test company The integration runs against a NAV test company and a Zoho sandbox. You see the first companies and quotes before anything touches production.
    3. 03 Acceptance You run your own cases: a new company created on either side, a renamed customer, an overdue invoice. Whatever fails, we tune.
    4. 04 Go-live and monitoring The switch to production, then round-the-clock monitoring. For the first weeks we watch API limits and intervals and tune them to real traffic.

    Customer testimonials

    „We have been using Symma's platform since 2023, when they connected our core systems Base and Helios iNuvio. Since then, we've continually expanded our collaboration with new marketplaces and other features, and plan to continue to do so. We value the flexibility and reliability that…"
    Lukas JenčPRESCO GROUP, a.s.
    „We turned to Symmy to fully automate data transfers between the Upgates e-shop and ABRA Flexi. Connecting five key modules, from products to shipping, saves us a lot of time today and eliminates the worry of order errors. Above all, we appreciate the straightforward arrangement…"
    Tomas BelkaBetexa
    „We were looking for an integrator to connect the Shopify and Helios platforms. Symmy implemented this solution very quickly and at a very reasonable price. What we appreciate the most is the positive attitude, flexibility and communication - we highly recommend them."
    Lukas JoukalMSR Engines group a.s.
    „We have been using Symma's synchronisation platform since August 2024 to connect Base, Pohoda and TopTrans. The integration has greatly simplified our daily work thanks to automatic data transfer. Everything runs in the background and we don't have to worry about anything. The support responds…"
    Lukas VacekeLVe Media s.r.o.
    „We turned to Symmy to connect our ERP Helios Inuvio to Base, which we use to manage orders from the marketplace and e-shop. David Žváček proved to be an experienced project manager - he designed a workable solution, met deadlines and his approach significantly accelerated…"
    Peter KrbúšikPMC spol. s.r.o.
    „Due to the rapid development of online trading, we were forced to innovate our established sales procedures. This was not possible without a radical change, so we turned to Symmy, a company we had good references for. And we can confirm that thanks to the…"
    Robert ŠmídR-KONTAKT KARNEVAL s.r.o.
    „We were looking for a process automation solution among our key systems. Thanks to Symmy we got a stable and fast link for the order and warehouse modules. The whole collaboration went great, from the initial analysis to the final deployment and subsequent support, which…"
    Ladislav KažimírPink elephant
    „Symmy perfectly connects our ERP system with other e-commerce platforms. It is an integral part of day-to-day operations where it saves time and increases efficiency."
    Jaroslav GorochovskýAG ART
    „Last year, we at EMBLEMM used Symmy.com to integrate our Abra Flexi and Shopify systems. The cooperation involved order and inventory modules, including initial synchronization of products with different sizes.During this year, Symmy prepared a more modern way of communication between the systems using GraphQL…"
    Matěj MaňákEMBLEMM CZ s.r.o.
    „When completing a new e-shop, we came across a crucial need to automate two key processes - without them, billing and incoming payment control would not work.We therefore turned to Symmy, who quickly understood our situation and proposed a precise solution.Everything was done without unnecessary…"
    fab Christopher KasparekKeyLab s.r.o.
    „The cooperation is currently limited to the exchange of Expando vs. Upgates data. Here you are an important link for us on how to connect both platforms."
    rulyt Jaroslav PekařRulyt s.r.o.
    „The course of cooperation has been very professional, flexible and proactive from the first contact with the owner of the company, Mr. Koprajda, and his team until now. Despite the fact that we have jointly implemented a relatively complex implementation of several marketplaces at once…"
    dimex Andrea MartínkováDIMEX

    Integration of Zoho CRM with other systems

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    Frequently asked questions

    How much does the integration cost?

    We charge 85 € excl. VAT per hour. Connecting one module takes 6–12 hours depending on its type, more for larger systems — we confirm the exact scope after an initial call. The calculator above gives an estimate for your combination of modules.

    Do I need an extra licence or module for the integration?

    API limits differ by edition. We will verify the details during the initial analysis.

    What happens when Microsoft Dynamics NAV is unavailable?

    The synchronisation retries the connection in the next interval, and keeps retrying until it reconnects. An alert goes out the moment the problem is detected, so you will know about the outage before it shows up in your orders.

    Need this integration?

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