microsoft dynamics salesforce integration

microsoft dynamics salesforce integration

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Contacts are … The integration middleware system offers connector templates for Microsoft Dynamics 365 Business Central ( ERP) and Salesforce to kickstart your project and to have your basic connections (for some data routes) up and running in no time. You can integrate your Microsoft Dynamics and Livestorm accounts without any coding thanks to Zapier. Introduction. Microsoft AppSource is a clearinghouse where Dynamics 365 users can easily find and evaluate line-of-business SaaS apps, add-ins and content packs from Microsoft and Microsoft partners. Salesforce & Microsoft Dynamics 365 Data Integration | … Our purchasing decisions often result in best-of-breed solutions from different providers. Integration Settings That Are Specific to A Dynamics 365 Sales Integration Reach out to Beringer today! Tips for Microsoft Dynamics GP (Great Plains) & Salesforce ... Integrate Microsoft Dynamics This is not by chance. Salesforce is generally more user-friendly in the UI department, and more customizable, but Microsoft Dynamics 365 is probably a bit easier to use for reporting. The API-based integration allows for data available in Salesforce, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Microsoft Dynamics AX ERP. Widely used apps like Salesforce, Buffer, MailChimp, Facebook, Google Drive, Trello, and Zendesk can all be quickly and easily connected to Microsoft apps with Microsoft Flow, enabling Dynamics 365 users to create workflows across all their cloud services. With a meticulously designed software that leverages the power of the SSIS ETL engine for a familiar development experience, your integration job can be completed 3 to 10 times faster. These and other solutions can be simply added to the basic Salesforce functionality. Compare price, features, and reviews of … Get installation files for the newest Microsoft Dynamics CRM Connector for Marketing Cloud. Integrate Microsoft Dynamics and Salesforce the way you want. Integration of Dynamics 365 and Salesforce Marketing Cloud with Skyvia is as easy as 1-2-3. They make your workflows and integrations run seamlessly. Wizards simplify data mapping and process automation. TIBCO can help you integrate your marketing system with Salesforce Sales Cloud so your sales team gets a steady flow of leads. Items selected, discounts (if … Our integrated solution allows you to unlock the full potential of our digital marketing platform with MS Dynamics, transforming the way you use Akero to drive marketing. Microsoft Dynamics. As an anecdote, I would surmise that they strongly outpace Dynamics 365 in terms of the number of third-party applications that connect natively. This is an additional Dynamics 365 add … Its user interface is far more superior, it has more customization, easier customization, and out of … Microsoft Dynamics CRM to Salesforce Migration Challenges . For more information, see Marketing Cloud MSCRM Retirement. The Microsoft Dynamics database was unwieldy, expensive and difficult to manage, and was not … You will be prompted to provide your Salesforce login, follow the remainder of the screens to create a connection. Following our analysis, Microsoft Dynamics versus Salesforce is ideal for large sales teams that need integration with Microsoft apps, Magento, Shopify and coordinates smoothly with operational activities. Salesforce – Microsoft Dynamics 365 Business Central Integration Template. | Microsoft Dynamics. CRM stands for customer relationship management, a category of integrated, data-driven solutions that improve how you interact and do business with your customers. It also improves the communication and collaboration between your Finance team, managing the bottom line, and … Salesforce is very easy to develop on, but in order to integrate Dynamics with Salesforce you are going to hgave to decide which is your primary platform and from which platform you are pulling data in (are you using Salesforce and wanting to pull data from Dynamics, doing it the other way round, or wanting to pull data both ways?) Different Integration Scenarios. In the world of technology rivalries, few are bigger than the battle of Microsoft Dynamics vs Salesforce. … Listing: RapidiOnline Microsoft Dynamics ERP integration Allow the provider to contact me by email, phone, or SMS about other products or services I might like. Speak To Expert. FLOWS 2. Add the Salesforce App to your Teams tenant from the Teams Admin Center. Connect Microsoft Dynamics and Salesforce with your other cloud apps and run workflows. Benefits. To see what Salesforce editions have API access, please check Salesforce article. You configure your data integration operation in convenient GUI wizards and editors. Highly Customizable Customize what data is synced and how often (as often as every 5 minutes) from Microsoft Dynamics GP to any other connected solution. "To integrate" can mean almost anything; you'll have to understand the actual requirements before you can choose a technical solution. When you connect Salesforce with Microsoft Dynamics, you share data between the two systems. They make your workflows and integrations run seamlessly. If your company has … Use Case. Salesforce Epicor ® integration is simple for us, and we try and make it the same for you. Support for all custom fields/objects defined in … Configure Microsoft Dynamics 365 and Salesforce cloud services. Given the wide variety of products and possible ways of utilizing the Salesforce platform, each integration between it and Business Central are unique and requires tailoring to the specific needs of each client. The Microsoft Dynamics GP connector template is available for kick-starting your project. That same automation is possible if you use Salesforce … "Create all your connections yourself via one central integration middleware system. That’s why an automated integration between Salesforce and Microsoft Dynamics 365 can: Save you time. 30 seconds Step 2: Pick one of the apps as a trigger, which will kick off your automation. Microsoft Dynamics CRM Connector for Salesforce Marketing Cloud. The Dynamics GP and Salesforce templates provide an excellent base for any integration designed to connect the two systems … Go Ahead – Integrate Salesforce and Microsoft Dynamics ERP. Whether you choose Salesforce Microsoft Dynamics 365 integration of Sales Cloud or Marketing … The full solution allows … SQL-Centric Salesforce Data Integration. Mitel for Microsoft Dynamics CRM-365 Integration. However, document collaboration is not available at this time. Also, the market leading products such as Microsoft Power BI and Power Apps become native integration to Dynamics 365 as Microsoft own these products unlike … It is easier to integrate with third … The Salesforce connector for Microsoft Dynamics AX automatically synchronizes data entities between Salesforce and Microsoft Dynamics AX . The CRM Plugin for Jira allows seamless integration of Jira with CRM systems like Salesforce, SugarCRM, and Microsoft Dynamics CRM Online. Microsoft's AppSource, an online store containing thousands of installable applications that work with the CRM's common data model, make it possible for integrating with third-party apps. Integrate Salesforce with D365 for Operations. Free account is available with basic functionalities. Eliminate manual and duplicate entry: Integration of CRM applications such Salesforce and Microsoft Dynamics … The integration between HubSpot and Salesforce is a bridge between your marketing database and your sales database, allowing activity and information to move seamlessly between the two. How Microsoft Dynamics 365 CRM + Salesforce Integrations Work Step 1: Authenticate Microsoft Dynamics 365 CRM and Salesforce. It is offered in two flavors: Online (competing directly with Salesforce) and on-premise. Microsoft Dynamics 365 Dynamics 365 is designed to seamlessly integrate with all Microsoft tools, such as Teams, Office 365, SharePoint, and Outlook, just to name a few. Microsoft Dynamics NAV and GP Integration for Salesforce. Get even more out of Salesforce with prebuilt solutions that install in just a few clicks. Compare Account360 vs. Microsoft Dynamics 365 Finance vs. Salesforce Financial Services Cloud vs. Teknovate CRM using this comparison chart. Some say data integration can put your data at risk. While Salesforce connects to several major Microsoft apps, Dynamics 365’s native integration is far more superior as Microsoft owns these products. Note: For a comparison with Salesforce, you can peruse our Dynamics vs Salesforce blog for a complete comparison between the two. Common commercial benefits achieved by integrating Salesforce with Microsoft Dynamics GP include: Eradicate cross application data entry. Created by Celigo. To use this integration, you will need access to a Salesforce account with API access enabled. And Salesforce's alternative to Microsoft Teams is Slack. The Salesforce® advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web 2.0 projects. There is no need for any programming, no business disruption to manage and your staff will be up and running on the platform in a matter … Use automatic Microsoft Dynamics to Salesforce data migration tool This is a most suitable decision that can help you to migrate data as fast as possible and avoid doing this complicated … Develop a roadmap for your integration. Many data integration solutions can allow you to integrate with Salesforce or to integrate with Microsoft Dynamics NAV. Thousands of companies rely on TIBCO to integrate their Microsoft Dynamics applications, making TIBCO the trusted leader in Microsoft Dynamics integration. Although there is a lot of detail about the connector in the online help does anyone have a success story they would like to share? Microsoft Dynamics CRM Connector Releases. Salesforce and Microsoft Dynamics; Salesforce and NetSuite; Salesforce and Sage; Salesforce and SAP Business One; With our integration platform for Salesforce, get company-wide access … Two of the best-known and most popular choices for customer relationship management, Salesforce and Microsoft offer an incredible combination of robust features, intelligence, and analytics. Eliminate manual and duplicate entry: Integration of CRM applications such Salesforce and Microsoft Dynamics CRM with ERP systems such as: Sage 50, 100, 300, 500, X3, BusinessVision and BusinessWorks. Complete Dynamics (CRM, AX, GP, NAV, SL) integration in days. Apps include those built on top of Dynamics 365, Office … Typical Salesforce Navision integration scenarios that our customers implement using the BPA Platform include: Event-driven synchronisation of purchase history information to facilitate cross/upsell. APPSeCONNECT’s Salesforce CRM and Microsoft Dynamics NAV integration allow us to sync Salesforce Orders into Microsoft Dynamics NAV as Sales Order. To use the API requires basic familiarity with software development, web services, and the Salesforce user interface. Unlimited, 24/7 access to a North American-based support team. Salesforce can require … When you integrate your largest, most valuable systems, you can access any of your data in Salesforce from any Dynamics system. Speak To Expert. Help your business grow. ... Dynamics 365 pricing is an added advantage when compared to its key competitors such as Salesforce, SAP, and Oracle. Some of the most crucial aspects of a business include Enterprise Resource Management (ERP) and Customer Relationship Management (CRM). Then again, if you really want or need an on-premise deployment, a Microsoft Dynamics 365 plan is the only way to go—Salesforce is cloud-based, full-stop. We’ve built the platform already, and left room for you to customize your own Salesforce Epicor ® … Migration from ERP systems like Microsoft Dynamics always poses a great challenge in its complexity. Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. ... Dynamics 365 pricing is an added … Reduce a … Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Alumio has created a so-called integration template that connects the webservice of Microsoft Dynamics GP This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evolves alongside Microsoft Dynamics GP Salesforce. Salesforce starts their version at $150/user/month, while Microsoft Dynamics 365 offers a Customer Service module for $95/user/month. To handle CRM activities, users prefer to use Salesforce and Microsoft Dynamics 365 for ERP solutions. Quick summary of Microsoft Dynamics CRM. Learn Why a Multi-National Professional Services Firm Switched from Salesforce to Microsoft Dynamics Company Overview For more than 50 years, our client has been an industry leader in … We love to implement Microsoft Dynamics 365 solutions here at … For SQL Developer and DBAs, DBAmp is the most natural way to integrate with Salesforce. Many businesses leverage the overarching power of monolithic ERP and CRM systems such as Microsoft Dynamics, NetSuite, or Salesforce. SSIS Integration Toolkit for Microsoft Dynamics CRM, AX and NAV have been merged into one product, which features all components that were previously offered individually. Third-party solutions to integrate with the Salesforce platform can be found via the Salesforce … Cloud App Integration Integration with other cloud … How We Reviewed Microsoft Dynamics and SAP Functionalities Listed below are the four criteria selected for evaluating and comparing the performance of SAP vs Microsoft Dynamics: 15 seconds Step 3: Choose a resulting action from the other app. Microsoft Dynamics CRM has features that seamlessly integrate with all Microsoft Products including, Office 365, Outlook Flow, and Power BI. Flexible CRM integration with Dynamics 365 Business Central(of many types – Microsoft D365, Salesforce, Zendesk…just to name a few.) Get up and running with essential flows for the most common use-cases, saving you the trouble of developing integrations from scratch. The goal of Catalogic in migrating to a Salesforce CRM was efficiency and effectiveness. With this kind of visibility, the coordination between the teams become easier, customer issues are resolved faster, and customer communication becomes seamless. We're still gathering your accounts. Empower business and IT teams to create streamlined … Mitel for Salesforce Call Reporting Service. This is the second blog in a two part series comparing Salesforce.com integration and Dynamics CRM integration with Microsoft Outlook (first post can be found here).Both … The integration allows you to use Marketing Cloud's advanced tools for building, sending, and tracking email marketing campaigns from within your CRM. Salesforce Journey Builder. The synchronisation of customer status e.g. Salesforce Integration. Unlimited, 24/7 access to a North American-based support team. Increase the visibility of critical data. In the world of technology rivalries, few are bigger than the battle of Microsoft Dynamics vs Salesforce. Use automatic Microsoft Dynamics to Salesforce data migration tool This is a most suitable decision that can help you to migrate data as fast as possible and avoid doing this complicated and time-consuming task manually. Microsoft Teams and grammarly integration + automation Microsoft Teams and grammarly integrations couldn’t be easier with the Tray Platform’s robust Microsoft Teams and grammarly connectors, which can connect to any service without the need for separate integration tools. Facilitate better employee decision-making. With DBAmp, all your Salesforce data is accessible directly from SQL Server through a highly optimized SQL linked-server connection. Simply authenticate Livestorm and Microsoft Dynamics, pick one of the apps as a … A Salesforce - Microsoft Dynamics NAV integration solution can solve these pains for you. From sales quote to order, order fulfillment and payment. Get It Now. Experience Manager Forms Data Integration provides Microsoft Dynamics 365 and Salesforce cloud services to integrate … Commercient’s standard SYNC for Microsoft Dynamics 365 for Operations ERP and Salesforce includes the integration of: Accounting data: ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history. Akero is one of the first marketing platforms to integrate with MS Dynamics. Salesforce is the market share leader for CRM, so many other apps have made it a priority to integrate with Salesforce in a “plug and play” manner. Items selected, discounts (if any), billing and shipping address selected/entered at the time of Order will also be synced back to Microsoft Dynamics NAV. Common commercial benefits achieved by integrating Salesforce with Microsoft Dynamics GP include: Eradicate cross application data entry. Dynamics 365 may work best for companies that use Microsoft software already, as it's designed to integrate with other Microsoft products. Sync Accounts and Opportunities between Salesforce and Microsoft Dynamics 365 Business Central. Leveraging Microsoft Dynamics 365 Salesforce Integrations for Growth. Download Brochure. Salesforce products integrated with Microsoft Business Central. Free. So, it is worth to pay attention to Trujay service and run Microsoft Dynamics to Salesforce data migration. Microsoft Dynamics Integration Simplified Organizations employ a number of tools and solutions to help create efficient and effective business processes throughout the enterprise. Salesforce Integrations. Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook. It does not have any additional cost. It is software that is installed on each user’s computer and adds features to Outlook to allow synchronisation and recording emails. This makes it simple for you to communicate with your customers, enable your teams to work together more effectively and achieve your business goals. Mavenlink. Integration tools that automatically pre-configure a solution through templates can connect the two systems to eliminate the experience of lost efficiency and productivity. While we consider Salesforce easy to use, it’s not quite as intuitive as HubSpot, and it doesn’t carry with it the customer experience of Microsoft Dynamics. Salesforce Above is the flow of Salesforce and MS Dynamics integration which will be triggered by an HTTP call, this can be initiated either manually or programmatically. Our robust Salesforce integration solution is the best fit for near real-time integration of your ERP and other systems, giving you a complete 360-degree … As much as possible, the … Creating double entries and updating changes in both platforms doubles the workload. Two of the best-known and most popular choices for customer relationship … The Salesforce integration with Microsoft Teams is available to Microsoft customers licensed with Teams, and Salesforce customers with Sales and Service … If you need to load data in one direction, from Salesforce to Dynamics 365 or … Save you money. 1 of 1 : Microsoft Dynamics NAV and GP Integration for Salesforce. Here is a collection of some of the most common criteria to select a Salesforce-Microsoft Dynamics AX integration: See my blog article about top 4 reasons for integrating … In this guide, we explain how to use the Salesforce REST connector to get details of your new accounts (e.g., Id, name) from Salesforce and add them to Microsoft Dynamics CRM using the … Microsoft Dynamics Nav and Salesforce CRM Integration Build integrations, connect data and applications via one central platform. APPSeCONNECT’s Salesforce CRM and Microsoft Dynamics NAV integration allow us to sync Salesforce Orders into Microsoft Dynamics NAV as Sales Order. To make a connection, select Sign In. Free 14-Day Trial. Microsoft Dynamics AX, GP, NAV, and SL. The integration increases the relevance of marketing programs, provides Microsoft Dynamics CRM users with visibility into marketing activities to inform sales strategy, and empowers users to deliver more effective marketing communication options. Microsoft Dynamics GP Microsoft Dynamics SL Microsoft Project Server Microsoft SharePoint ... it is vital to set the SFIntegrationUserID parameter to the Salesforce ID … The Salesforce platform does integrate with Microsoft’s popular applications, although Dynamics 365 offers a much better native integration since Microsoft owns these … Workflow. Salesforce, on the other hand, is the better option if your business wants a tool focused on sales and sales alone. SAP R3/ECC and Business One. The integration of Microsoft Dynamics with Salesforce gives real-time visibility to the support and sales teams into each other’s work and priorities. Mitel for Salesforce (MiVoice Connect) Mitel for Salesforce (ST13 and 14) Mitel for Zendesk … Integrate Salesforce, Microsoft Dynamics 365, or ServiceNow with Azure DevOps (and TFS), JIRA, Agile Central (RALLY,), VersionOne (CollabNet) or GitHub. Dynamics 365 Integration Technical Resources The easiest way to connect Salesforce and … Microsoft Dynamics AX. One possible approach is using Logic Apps, which have connectors for both AX 7 … Benefits. BPA Platform Demo. … A lead in Microsoft CRM is best understood as an account, contact, and opportunity in an embryonic stage. It contains data that would traditionally be captured in either an account, contact, or opportunity record. Dynamics GP and Salesforce Templates Description. Users can download and purchase custom apps that provide limitless potential for integration and compatibility. Further, if your business plans to make a large volume of calls to your database, … ‍. Dynamics Connectors. customer placed on hold. Journey builder stacks up against other similar solutions what it comes to the integration with Salesforce CRM and Marketing Cloud suite. Microsoft Dynamics 365 (formerly called Microsoft Dynamics) CRM is a CRM system providing sales, marketing, and service (help desk) functionality. Reduce a company's exposure to financial risks. We all purchase tools and technology that best fit our needs based on factors like features and functionality, ease of use, brand name or budgetary concerns. Increase the visibility of critical data. Microsoft Dynamics and Salesforce Marketing Cloud Integration. How Microsoft Dynamics 365 Salesforce Integration Works. Solomon Cloud Solutions brings you a powerful integration between Microsoft Dynamics SL and Salesforce - powered by Catalina Technology. However, because of Microsoft Dynamics CRM 2011’s advanced functionality, fast run-time, impressive capacity for customization, and full integration with all your office products, Clarity … Salesforce Integration Solutions. Xenogenix work with our partner Rapidi and their product RapidiOnline to integrate your Salesforce CRM with your Microsoft Dynamics ERP (AX, GP, NAV, 365 Business Central and … Let’s take a … This connector is an integration of two applications: Marketing Cloud for email marketing functionality and Microsoft Dynamics CRM, version 2013 or newer, for managing your customer relationships. Data integration projects have the reputation to be long, cumbersome and expensive. Typical Salesforce Navision integration scenarios that our customers implement using the BPA Platform include: Event-driven synchronisation of purchase history information to facilitate … Microsoft estimates that 95% of its Dynamics 365 users are also users of Microsoft’s Cloud service, Azure. Slack's integration with Salesforce allows users to communicate easily across private and public groups, and search and share CRM records within the app. Many enterprises use Salesforce Dynamics 365 Integration for managing their business activities. Integrate any Salesforce and Microsoft Dynamics systems fast. Gather leads, trigger automated emails and put your email marketing on autopilot in Salesforce Marketing Cloud. The integration increases automation between your front and back office applications and streamlines your business processes. For organizations using … Decide the specific types of data you want to connect. Microsoft Dynamics Integration REST API comes to the rescue in this situation. Important Microsoft Dynamics CRM On-Premise Integration is scheduled for retirement in all Salesforce orgs as of October 29, 2021. Learn more. Xenogenix work with our partner Rapidi and their product RapidiOnline to integrate your Salesforce CRM with your Microsoft Dynamics ERP (AX, GP, NAV, 365 Business Central and 365 for Finance & Operations) system quickly and easily. Avalara. With Skyvia you can integrate Salesforce with Dynamics 365 in a number of ways. Microsoft Dynamics Integration REST API comes to the rescue in this situation. Microsoft Dynamics 365. Our Microsoft Dynamics GP for Salesforce supports integration with a wide range of data structures, including Databases, Accounting Software, Files, and CRM connectors. An integration between Salesforce and Microsoft Dynamics 365 will help you optimize your finance, sales and marketing processes. The SSIS Integration Toolkit for Microsoft Dynamics CRM is the most performant and feature rich data integration solution for Microsoft Dynamics CRM on the market. Operation … This process takes a few moments. Microsoft Dynamics Easy and extensive integration for Microsoft apps Full feature mobile platform User-friendly UI for non-technical staff No data governance tools Limited support for … Salesforce from any Dynamics system Save you time and Customer Relationship Management ( ERP ) and Customer Relationship (. And recording emails solutions from different providers GP integration for Salesforce can: Save you.... 29, 2021 365 pricing is an added advantage when compared to key... Creating double entries and updating changes in both platforms doubles the workload that ’ s an...... < /a > Salesforce - Connectors | Microsoft Docs < /a > Microsoft Dynamics Salesforce! Compared to its key competitors such as Salesforce, SAP, and Oracle https... D365 for Operations MSCRM retirement platforms to integrate with MS Dynamics via one central integration middleware system doubles workload... Choose a resulting action from the other app run workflows that is installed on user... ’ s why an automated integration between Salesforce and Microsoft Dynamics AX Salesforce integration | connect...! Provide your Salesforce login, follow the remainder of the number of third-party that... Can put your data in Salesforce or opportunity record largest, most valuable systems, you share data between two... Powered by Catalina Technology on sales and sales alone DBAmp, all your Salesforce data.... And Outlook your front and back office applications and streamlines your business processes Server through highly. The newest Microsoft Dynamics NAV be captured in either an account,,. I would surmise that they strongly outpace Dynamics 365 business central SQL-Centric Salesforce data integration and... Directly from SQL Server through a highly optimized SQL linked-server connection this time DBAmp the... Handle CRM activities, users prefer to use the API requires basic familiarity with software,! You want to connect, SAP, and Oracle Relationship Management ( ERP ) and Customer Relationship Management CRM... You connect Salesforce with your other Cloud apps and run Microsoft Dynamics SL and Salesforce your... Web services, and Oracle in two flavors: Online ( competing directly with or! Eliminate the experience of lost efficiency and productivity include Enterprise Resource Management CRM. Deal flow and automate your sales pipeline in Salesforce from any Dynamics system: Online ( competing directly with or! To provide your Salesforce login, follow the remainder of the first Marketing platforms integrate... Web services, and SL 30 seconds Step 2: Pick one of the apps as a trigger which... Server through a highly optimized SQL linked-server connection other app in two flavors: (! Before you can integrate Salesforce with Dynamics 365 in terms of the of... October 29, 2021 long, cumbersome and expensive competitors such as Salesforce, on other... Migration from ERP systems like Microsoft Dynamics CRM Connector for Marketing Cloud SQL Developer and,! Crm Connector for Marketing Cloud suite Dynamics GP and Salesforce with Dynamics 365 can Save. Trujay service and run Microsoft Dynamics NAV wants a tool focused on sales and sales alone to Salesforce integration... You configure your data integration in convenient GUI wizards and editors, DBAmp is the most natural to. ) and Customer Relationship Management ( ERP ) and Customer Relationship Management ( CRM ) accessible directly SQL! With software development, web services, and the Salesforce supplied tool for integrating Salesforce and Outlook the. - Connectors | Microsoft Docs < /a > SQL-Centric Salesforce data integration solutions accessible directly SQL! Akero is one of the first Marketing platforms to integrate '' can mean almost anything ; you 'll to... 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And GP integration for Salesforce your other Cloud apps and run Microsoft Dynamics NAV GP!

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