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D365 Finance and Operation integration with Navan

Mirjana Cvetic 0 Reputation points
2026-04-15T14:29:51.74+00:00

I need Microsoft documentation for integration D365 FO with Navan travel and expense management application. Please share me the most proper information source or a document. Thank you.

Microsoft 365 and Office | Development | Microsoft 365 App Publishing
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  1. Gabriel-N 17,785 Reputation points Microsoft External Staff Moderator
    2026-04-15T15:01:21.9033333+00:00

    Hello Mirjana Cvetic

    Thank you for reaching out to the Microsoft Q&A Forum.

    At the moment, Microsoft Dynamics 365 isn’t supported within the Q&A forums. For more accurate and in‑depth guidance, we recommend posting your question in the official Microsoft Dynamics 365 Community, where Dynamics specialists and product experts are available to help: Find Answers | Microsoft Dynamics 365 Community

    The Dynamics 365 Community is a great place to ask questions, join discussions, and connect with experienced peers and experts who can help troubleshoot Dynamics‑related scenarios more effectively.

    In the meantime, you may also take a look at the AI‑generated response above, as it might provide some helpful initial insights. However, for the most reliable and tailored assistance, the Dynamics 365 Community would be the best next step.

    Thank you for your understanding, and we hope this helps point you in the right direction.

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  2. AI answer

    2026-04-15T14:30:10.79+00:00

    There is no Microsoft documentation in the provided material that describes a direct, out-of-the-box integration between Dynamics 365 Finance and Operations and Navan for travel and expense management.

    The only Navan-related documentation in the context covers configuring Navan as a Microsoft Entra ID enterprise application for single sign-on (SSO), not data or process integration with D365 Finance and Operations. That document explains how to:

    1. Add Navan from the Microsoft Entra gallery:
      • In the Microsoft Entra admin center, go to Entra ID → Enterprise apps → New application.
      • Search for Navan, select it, and add it to the tenant.
    2. Configure and test Microsoft Entra SSO for Navan:
      • Configure Microsoft Entra SSO.
      • Create and assign a Microsoft Entra test user.
      • Configure Navan SSO and create a corresponding Navan test user.
      • Test SSO.

    For general integration design and implementation between Dynamics 365 finance and operations apps and third-party services (such as Navan), the available documentation only provides high-level guidance on integration patterns and tools (OData, batch data API/recurring integrations, custom services, Power Platform integration, etc.), not Navan-specific steps.

    Relevant high-level integration resources in the context:

    • Integration overview for finance and operations apps, listing supported patterns such as:
      • Power Platform integration
      • OData
      • Batch data API / Recurring integrations
      • Custom services
      • Consuming external web services
      • Excel/Office integration
    • Recurring integrations, which describes how to exchange files/documents between finance and operations and third-party applications using the Data management framework and secure REST APIs.
    • TechTalk guidance on integration patterns and hybrid integration scenarios for Dynamics 365 finance and operations, which can help design a custom integration architecture (for example, using Azure services) but does not mention Navan specifically.

    To integrate D365 Finance and Operations with Navan beyond SSO, a custom integration must be designed using these generic patterns and Navan’s own APIs or export capabilities.

    References:

    AI-generated content may be incorrect. Read our transparency notes for more information.

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