D365 Finance and Operation integration with Navan

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:

• Configure Navan for Single sign-on with Microsoft Entra ID
• Integration between finance and operations apps and third-party services
• Finance and operations application documentation
• TechTalk: Integration patterns for Dynamics 365 finance and operations applications
• Recurring integrations