Microsoft Dynamics NAV Integration with Verbix.ai
Automatically sync call insights, AI-generated summaries, and conversation intelligence into Dynamics NAV for better service, sales, and operational visibility.
Bring AI-powered conversation intelligence into Microsoft Dynamics NAV by integrating Verbix.ai with your customer, service, and sales workflows. Every call your team handles from sales inquiries to support queries is analyzed, summarized, and seamlessly logged to the right NAV customer, vendor, or service record.
This integration helps your organization eliminate manual note-taking, improve follow-ups, and make faster, more informed decisions based on real conversation data.
Integration Overview
With the Verbix.ai + Dynamics NAV integration, every processed call can be:
How It Works(Technical Flow)
Identify & Match
Verbix.ai identifies the caller using:
Caller ID
IVR-entered data (customer number, service order number, etc.)
NAV lookups using phone/email fields
Custom mapping to NAV tables like Customer, Contact, Service Header, Sales Header
This ensures accurate mapping even across multiple NAV companies or service branches.
Transform & Enrich
Verbix.ai processes the call and extracts:
Call intent (support, sales, complaint, inquiry)
Sentiment score
Keywords & product mentions
Action items or next steps
Speaker-level separation
Compliance or consent indicators
These insights turn raw calls into structured business data.
Push to Dynamics NAV
Using REST/OData APIs or custom codeunits, Verbix.ai automatically creates or updates:
Interaction Log Entries
Activities or Tasks
Notes or Comments attached to Customer/Contact/Vendor cards
Incoming Documents (files) for transcripts or summaries
Custom fields for sentiment, intent, call category, or priority
All the AI-generated insights appear directly in NAV where your users work.
Trigger NAV or Power Automate Workflows
Once the activity is logged, your existing NAV/AL automation can:
Create follow-up tasks
Update service order statuses
Trigger approval workflows
Alert account managers
Open tickets in Dynamics 365 Customer Service if connected
Push data into reporting tools (Power BI)
Every call becomes an action-ready interaction within your ERP environment.
Key Features
Automatic Call Logging
Every call is captured as an interaction or activity no manual input needed.
AI-Generated Call Summaries
Readable summaries help users instantly understand what happened during the call.
Full Transcripts & Recording Links
Ideal for audits, compliance, training, and dispute resolution.
Rich Metadata
Sentiment, keywords, intent, compliance flags, SLA indicators — written into NAV fields.
Flexible Mapping
Map Verbix.ai insights to NAV custom tables, fields, or codeunit logic.
Works with NAV On-Prem
Compatible with both older NAV versions and newer BC/NAV hybrid environments.
Supports Multi-Company Setups
Push call data to the correct NAV company automatically.
Integrates with Power BI, Power Automate, and Dataverse
Enhance reporting, automation, and cross-platform workflows.
Security & Compliance
Verbix.ai uses industry-best security practices:
Your data stays protected and fully compliant.
Business Benefits
Your teams gain full visibility into customer conversations across the entire ERP workflow.
Implementation Options
Pre-Built Connector
Fast setup for common Customer and Interaction Log entries.
Custom Integration
Use NAV Codeunits, AL Extensions, or OData APIs to align with your ERP structure.
Real-Time Streaming
Push conversation insights in near real time to NAV or Power Automate.
Bulk Backfill
Import historical call recordings and transcripts for complete customer history.