Dynamics NAV

Dynamics NAV integration in Lleverage connects your workflows and agents to on-premise Microsoft Dynamics NAV (Navision), so long-standing ERP systems can take part in modern automated processes.

How to Connect

Dynamics NAV is an ERP connection, and ERP connections are set up together with the Lleverage team because they need configuration specific to your environment.

1. Contact the Lleverage team via support or your account manager to start the managed setup

2. Provide the sign-in details for your NAV environment: the connection authenticates with a username and password

3. Confirm the connection appears in Settings > Connections, ready for use in workflows and by agents

💡 Once connected, you can control which actions the connection allows and which need approval before running, just like any other connection.

What Dynamics NAV Can Do

• Customers - create customers, look up individual customers and list them

• Vendors - look up and list vendors

• Items - look up and list items

• Sales orders - create sales orders and look up or list existing ones

• Sales invoices - look up and list sales invoices

• Companies - list the companies in your environment

💡 Use case: Feed orders captured by a workflow straight into NAV, or let an agent answer questions about customers and invoices held in your ERP.

Important Considerations

• The account used to connect determines what the integration can see and change in NAV

• Most actions ask you to pick the company first