Microsoft Dynamics NAV Order to Cash Automation
Codeless Platforms' BPA Platform provides an integration-led Microsoft Dynamics NAV Order to Cash automation solution that connects Dynamics NAV with CRM, eCommerce, billing, payment, and finance systems into a single, governed process at scale.
Designed for small to mid-market and growing organisations running Microsoft Dynamics NAV across manufacturing, wholesale distribution, retail or eCommerce, professional services, and construction environments, where operational complexity is outgrowing native NAV workflows.
It removes manual handoffs, accelerates invoicing, reduces DSO, and gives finance leaders real-time control over revenue and cash flow, without custom code, fragile integrations, or hard-to-maintain NAV customisations.
Order to Cash Automation Solution
Learn more about our cost-effective Order to Cash automation solution that connects CRM, ERP, billing, payment and finance systems into a single, governed process at scale.
End-to-End Microsoft Dynamics NAV Order to Cash Automation for Finance-Led Organisations
Faster billing, lower DSO, and full revenue control with Dynamics NAV
BPA Platform automates the full Order to Cash lifecycle around Microsoft Dynamics NAV, synchronising orders, invoices, payments, and customer data across CRM, ERP, billing, and finance systems. This accelerates invoicing, reduces Days Sales Outstanding (DSO), improves cash flow visibility, and maintains audit-ready control from order creation through to cash application.
Built for CFOs, Finance Transformation Leaders, Operations, and IT teams who need measurable financial outcomes from Dynamics NAV, not just point integrations.
Used by finance and IT teams operating multi-entity, multi-country Dynamics NAV environments in growing, operationally diverse organisations.
Want a concise overview? Download the Order to Cash Automation data sheet for key capabilities, billing models, and implementation guidance.
The Problem: Fragmented O2C Around Microsoft Dynamics NAV
When Microsoft Dynamics NAV isn’t connected into an end-to-end automated Order to Cash process, organisations commonly experience:
- Manual order re-entry between CRM, eCommerce platforms, and Dynamics NAV
- Disconnected pricing, tax, currency, and customer master data across systems
- Invoice delays caused by disconnected fulfilment, service delivery, or approval steps
- Limited visibility across NAV orders, invoices, and payment status
- High exception rates, disputes, and manual reconciliation effort
- Fragile NAV customisations or point-to-point integrations that are difficult to upgrade or scale
- Limited governance, auditability, and control over approvals and overrides
These challenges don’t just slow operations, they delay revenue, increase DSO, and introduce financial and compliance risk.
Build a finance-ready business case in minutes.
BPA Platform: Microsoft Dynamics NAV Order to Cash Automation Software Capabilities
BPA Platform provides a complete automation layer across Dynamics NAV, CRM, billing, and finance systems - combining integration, workflow orchestration, and document automation to remove delays and manual handoffs.
Order Capture & Validation
Automated creation and validation of sales orders in Microsoft Dynamics NAV from CRM, CPQ, eCommerce, or EDI, enforcing pricing, tax, currency, and customer rules to ensure every order is invoice-ready.
Credit & Approval Automation
Workflow-driven credit checks, approval routing, order holds, and release controls with escalation handling and full audit trails.
Billing and Invoicing Automation
Event-based invoice generation triggered by shipment, service delivery, or fulfilment milestones, synchronised with Dynamics NAV, CRM, and customer portals to reduce billing delays and errors.
Revenue & Compliance Controls
Audit-ready transaction logging, document retention, and financial controls aligned to Dynamics NAV finance, tax, and reporting requirements.
Accounts Receivable & Collections
Automated aging, dunning, dispute workflows, payment matching, and cash application to reduce manual AR effort and accelerate cash collection.
Real-time Revenue Visibility
Unified visibility across Dynamics NAV orders, invoices, payments, and DSO for Finance, Operations, and Leadership.
For a quick overview of BPA Platform’s Order to Cash capabilities, billing models, and implementation approach, see the Order to Cash Automation data sheet.
Microsoft Dynamics NAV Integration for End-to-End Order to Cash
BPA Platform supports Microsoft Dynamics NAV Order to Cash automation across leading CRM, eCommerce, billing, payment, and finance systems, with flexible deployment across on-premises, hybrid, and cloud-connected environments.
- CRM: Dynamics 365 Sales, Salesforce, HubSpot, SugarCRM, Zoho CRM, Creatio CRM etc.
- eCommerce: Shopify, WooCommerce, Magento, BigCommerce, Shopware, Amazon Seller Central etc.
- ERP: Microsoft Dynamics NAV (legacy and upgraded environments).
- Billing & payments: Billing platforms, payment gateways, and finance systems.
- Scalable architecture for multi-entity, multi-currency environments.
- Supports multi-entity, multi-currency, and international Microsoft Dynamics NAV environments.
- Hybrid deployment supporting long-lived NAV installations.
Why use BPA Platform for Microsoft Dynamics NAV Order to Cash Automation?
BPA Platform combines iPaaS integration, workflow orchestration, and document automation into a single platform designed for finance-critical processes around Dynamics NAV, not just data movement.
iPaaS
For reliable integration between Dynamics NAV, CRM, eCommerce, billing, and payment systems.
Workflow Orchestration
For approvals, credit checks, exception handling, and controls.
Document Automation
For invoices, statements, and compliance documents.
Reporting Automation
For revenue, aging, and cash visibility.
Alerts and Notifications
Via email and SMS for exceptions, approvals, failed transactions, and time-critical events.
Legacy-Friendly Integration
To reduce upgrade risk in long-lived NAV environments.
This approach enables finance teams to automate Dynamics NAV Order to Cash with the control, resilience, and auditability required in growing organisations.
End-to-End Dynamics NAV O2C Process Coverage
CRM → Order Management → Microsoft Dynamics NAV → Billing → Accounts Receivable → Payments → Reconciliation
Benefits of Microsoft Dynamics NAV Order to Cash Automation
Finance teams use Dynamics NAV Order to Cash automation to achieve measurable operational and financial outcomes, including:
- Faster order-to-invoice cycles in Dynamics NAV
- Measurable reduction in DSO
- Fewer billing errors and invoice disputes
- Improved cash flow forecasting and working capital control
- End-to-end audit trails for revenue and compliance
- Scalable growth without increasing finance or operations headcount
Frequently Asked Questions
Looking for a deeper explanation of how CRM and ERP systems integrate across the Order to Cash process?
Read our guide to Order to Cash integration.
Ready to see Order to Cash automation mapped to your Dynamics NAV environment?
Speak to an integration specialist to review your current Dynamics NAV processes, project complexity, and automation opportunities.
Subscription Pricing
Microsoft Dynamics NAV Order to Cash Automation
Software from
BPA Platform
£350
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