Microsoft Dynamics NAV IntegrationTurn Every Customer Conversation Into Actionable Dynamics NAV Data
Verbix.AI processes client calls and delivers AI-powered call summaries along with full transcripts, highlighted insights, sentiment, action items and call metadata directly into Microsoft Dynamics NAV.
What Verbix.AI Sends to Microsoft Dynamics NAV
Translate free-form customer dialogues into ERP data in a structured, usable format.
AI Call Summary
Get a concise AI-generated summary of every customer conversation, highlighting key points, customer requirements, decisions, and next steps.
Synced to NAV NoteThe customer wants a quote for 50 enterprise licenses. Budget is confirmed at $50K with target rollout in 3 months.
Full Call Transcript
Store speaker-separated transcripts for easy review, training, compliance, and customer-history tracking.
Conversation Data Extraction
Automatically extract core information like customer intent, product or service interest, budget & pricing, order info, customer requirements, keywords & topics, competitor mentions, and next steps.
Conversation Insights
Capture sentiment, call outcomes, action items, follow-ups, and more valuable conversation intelligence.
Compliance & QA Results
Transmit compliance scores, rule results, quality indicators, and critical flags to the corresponding NAV documents.
Automated Follow-Up Tasks
Automatically detect commitments and steps to take next, and generate sales and service team follow-ups.
Extract the Data That Matters to Your Business
Verbix.AI transforms customer interactions into structured business data and aligns it with your Dynamics NAV system.
Business Loan & Credit Requests
“We require a business loan of $500,000 to fund the expansion of our business. The money needs to be available by the end of next month.”
POSTED TO DYNAMICS NAVSyncedRecord updated successfully in Dynamics NAVAligns business financing requests with Dynamics NAV customer accounts and credit approval workflows.
Save Time
Automate data entry and eliminate manual work
Improve Accuracy
AI extracts data with high precision and confidence
Real-time Sync
Data is pushed to Dynamics NAV instantly
Better Decisions
Clean data leads to better insights and outcomes
Map AI Insights to Your Dynamics NAV Data
You must specify what information Verbix.AI needs to get and where in Dynamics NAV it should be saved.
Map To Dynamics NAVDynamics NAV RecordDynamics NAV may be accessed via the available APIs, OData endpoints, codeunits or your own custom integration logic based on what your NAV environment is.
Customize Your NAV MappingFrom Conversation to Dynamics NAV in Minutes
Automate Your Entire Call-to-NAV Workflow. Microsoft Dynamics NAV facilitates ERP workflows and web service integrations across linked applications for complete business process automation.
Conversation Happens
Your customer engages with your sales, support, or service team via your current telephony system.
AI Transcribes the Call
Verbix.AI turns the talking to precise, speaker-separated transcriptions.
AI Summarizes & Extracts Data
AI extracts customer intent, needs, products, sentiment, action items, and more.
Data Posted to Dynamics NAV
The captured data is automatically mapped into the relevant Dynamics NAV customer, contact, sales, service or activity record.
Workflows & Follow-Ups
Invoke follow-on activities, record updates, team notifications, or downstream business processes.
Key Benefits
Never let the wealth of information gleaned from your customers be lost somewhere in separate emails or note pages. Verbix.AI bridges the gap between your conversations and your Microsoft Dynamics NAV ERP.
Increase Team Productivity
Do away with manual call notes and repetitive data entry with every customer conversation.
Capture Complete Customer Context
Make significant customer needs, commitments, and next steps visible in Dynamics NAV.
Improve Data Accuracy
Automatically capture and structure conversation data rather than relying on manually typed notes.
Faster Follow-Ups
Identify action items and commitments right away so the sales and service teams can respond faster.
Better Customer Experience
Provide your employees with the context they need to deliver more informed and personalized conversations with your customers.
Improve Operational Visibility
Incorporate conversation intelligence with your existing ERP data for enhanced business decision support.
Works With Your Existing Dynamics NAV Environment
Verbix.AI is able to accommodate your Dynamics NAV installation and technical needs with integration strategies such as:
Pre-Built Integration
Rapidly bind routine customer and interaction workflows.
Custom Integration
Use APIs, OData, codeunits or custom extensions to match your NAV data schema.
Real-Time / Near Real-Time Sync
Push conversation insights into Dynamics NAV as call details are available.
Historical Data Backfill
Analyze historical call recordings and transcripts to enhance existing customer profiles.
Microsoft documentation states that Dynamics NAV supports integration methods using Dynamics connectors and APIs, and Current Microsoft business platforms are focused on connected workflows and automation.
Customer Success Stories
Trusted by Customer Service Teams Worldwide.
Find out why companies are enhancing quality control, customer satisfaction, and business process efficiency with Verbix AI.
Frequently Asked Questions
Yes. Verbix.AI can integrate its conversation intelligence with Dynamics NAV workflows to help you link the AI-generated call summaries, transcripts, extracted data, and interaction information to the relevant NAV records.
Verbix.AI to send call summaries, transcripts, customer intent, sentiment, keywords, action items, call outcomes, compliance, and any other extracted conversation data.
Yes. Conversation properties can be aligned to corresponding NAV fields, tables, interaction logs, activities, notes or custom integration entities.
For NAV environments, the integration options can be set via the appropriate APIs / OData endpoints, codeunits or custom integration components.
Yes. In a multi-company NAV setup, you can configure the integration to direct the conversation data to the correct NAV company by your business rules.
Yes. With your integration setup, the action items and call outcomes that were extracted with AI can then be utilized to generate activities, tasks, alerts, or downstream workflows.
Verbix.AI can implement enterprise security controls like encrypted data transmission, access controls, audit logging, and data-protection practices as relevant to the type of deployment and integration configuration.
Connects with tools you already use
Verbix integrates seamlessly with your favorite CRM, helpdesk, and telephony applications to automate workflows.
