Salesforce Microsoft Dynamics Integration

Integrate Salesforce and Microsoft Dynamics 365 quickly and easily

Integrating your Salesforce CRM (for example Sales Cloud or Marketing Cloud) with your Microsoft Dynamics 365 system is a quick and simple process with Rapidi. Our data integration solution can help you integrate Salesforce with any of the Microsoft Dynamics ERP or CRM applications.

Our pre-configured templates are ready to be implemented as they stand. They can also be customized to meet exact specifications, without the need for programming. Any Microsoft Dynamics and Salesforce integration project is easily managed with minimal disruption to your business.

Regardless of scope or scale.

A lot of other systems we looked at required a lot more custom planning in order to get the data synced properly. Anything that we can get off-the-shelf, that runs and that needs as little attention of our time, is really ideal. We really need to have robust systems that integrate directly and that don't need a lot of care and maintenance on our end and can run autonomously.

Eric Clay, Information Technology Director, The Ken Blanchard Companies

Why integrate Salesforce and Microsoft Dynamics 365?

Without an automated integration between Microsoft Dynamics 365 and Salesforce, you’re almost certainly carrying out lots of informal, manual integrations. Your sales teams look things up in both systems and transfer data between the two.
Any time you do something manually you risk making mistakes. This can result in poor customer engagement and inefficient business processes. But syncing Salesforce and Microsoft Dynamics 365 it will help you optimize your finance, sales, and marketing processes. From sales quote to order, order fulfillment, and payment.

That’s why an automated integration between Salesforce and Microsoft Dynamics 365 can:

Save you time.
Save you money.
Help your business grow.

Our Rapidi cloud data integration solution supports all versions of Salesforce (enterprise edition, professional edition as well as unlimited). It also supports all versions of Microsoft Dynamics 365 and previous Microsoft Dynamics ERP solutions.

Salesforce - Microsoft Dynamics 365 Business Central , Finance & Legacy Versions

Rapidi has pre-built templates for both integration between Salesforce and Microsoft Dynamics 365 Business Central and Salesforce and Microsoft Dynamics 365 Finance. If you are on a legacy version of those Dynamics systems, Rapidi always supports those as well, like for example Salesforce - Dynamics NAV, AX or Great Plains (GP)

Rapidi integrates Salesforce with Microsoft Dynamics 365 using Microsoft Dynamics 365 Web Services or OData. Rapidi supports both the reading and writing of data (insert and update) using OData. Rapidi also support read and write from API pages in Microsoft Dynamics 365 Business Central. We can also read data directly from the Microsoft Dynamics 365 SQL database. This can be a faster solution if the database is on-premise or on Microsoft Azure.

The best thing about RapidiOnline is that it is very simple - it just works. And when we need help or advice, the Rapidi Consultants are always there for us. They not only know their own product, but they are also experts on both Salesforce and Microsoft Dynamics as well.

Tom Hallbeck, Director of Operations, Varitronics

Rapidi is a software solution that enables seamless integration between Microsoft Dynamics and Salesforce, two popular software platforms used by businesses for customer relationship management (CRM) and enterprise resource planning (ERP). The product allows for data synchronization and communication between the two systems, allowing companies to streamline their processes and improve efficiency.

No-programming data integration

Take a quick video tour of Rapidi's Microsoft Dynamics 365 & Salesforce connector.

See how easily we can get your Salesforce and Microsoft Dynamics 365 working together, sharing your data and improving your business performance.

Benefits of Rapidi's Salesforce and Microsoft Dynamics 365 Integration Solution

Rapidi's data integration solution offers several unique benefits compared to standard data integration solutions. These include:

1. Pre-Built, Ready-to-Use Solutions

Industry-Specific Integrations: Rapidi provides pre-configured connectors for platforms like Salesforce, Microsoft Dynamics, and others, significantly reducing deployment time.
Plug-and-Play Capability: No complex development is required, making it accessible even for teams without extensive IT resources.

2. Rapid Deployment and Time-to-Value

Minimal Setup Time: Unlike many traditional solutions requiring months of configuration, Rapidi integrations can often be deployed in days or weeks.
Out-of-the-Box Functionality: Standard integrations come pre-mapped, minimizing customization needs.

3. Simplified Maintenance

Automatic Updates: Updates to connectors and software ensure compatibility with platform upgrades, reducing the burden on IT teams.
Monitoring and Alerts: Built-in monitoring tools quickly identify and resolve issues.

4. Flexibility and Scalability

Customizable Workflows: While pre-configured, Rapidi's solution allows customization to fit unique business needs.
Scalable Architecture: Handles growing data volumes and complex systems without performance issues.

5. Secure Data Transfers

Advanced Security Features: End-to-end encryption, secure hosting options, and GDPR compliance ensure sensitive data is protected.
Compliance Standards: Rapidi adheres to global data privacy regulations, making it ideal for businesses operating across regions.

6. Cost-Effectiveness

No Extensive Development Costs: Pre-built templates and minimal coding requirements lower the total cost of ownership.
Lower Maintenance Overhead: Automatic updates and easy management reduce ongoing costs.

7. High Performance and Reliability

Fast Data Synchronization: Handles large data volumes efficiently with high-speed synchronization capabilities.
Reliable Uptime: A robust infrastructure ensures minimal downtime and consistent performance.

8. User-Friendly Interface

Non-Technical Usability: Designed for business users and non-developers, making integration and monitoring easier without heavy reliance on IT.
Intuitive Tools: Dashboards, logs, and support make managing integrations seamless.

9. Multi-System Integration

Wide Platform Compatibility: Supports various ERP, CRM, and other systems, including custom integrations.
Cross-Platform Consistency: Ensures seamless data flow between on-premises and cloud-based systems.

10. Dedicated Support and Expertise

Specialized Knowledge: Rapidi has deep expertise in Salesforce, Microsoft Dynamics, and other platform integrations.
Customer-Focused Support: Proactive support teams help resolve issues quickly and guide businesses through integration challenges.

These features make Rapidi a standout choice for businesses looking for a reliable, cost-effective, and easy-to-use data integration solution. Contact us for a demo.

Frequently Asked Questions

What ERP integrates with Salesforce?
Several ERP systems integrate with Salesforce, including:
- Microsoft Dynamics 365 Business Central
- SAP ERP
- Oracle NetSuite
- Acumatica
- etc.
Integration is often achieved using middleware solutions like MuleSoft, Dell Boomi, Rapidi or native connectors provided by the ERP vendors.
Can I integrate Salesforce and Microsoft Dynamics without coding?

Yes, tools like MuleSoft, Boomi, Jitterbit, and Rapidi offer pre-built connectors for both platforms. These tools simplify the process, and Rapidi is the most cost-effective choice for this task.
What are the benefits of integrating Salesforce with Microsoft Dynamics 365?

Integrating Salesforce with Microsoft Dynamics 365 offers businesses a unified view of customer data and operations by seamlessly combining CRM and ERP capabilities. This integration eliminates data silos, enhances cross-department collaboration, and automates workflows, enabling teams to work more efficiently and deliver a superior customer experience. Organizations benefit from centralized data management, improved reporting, and advanced analytics powered by tools like Power BI and Salesforce Einstein, making data-driven decision-making more accessible.

Additionally, the integration reduces manual tasks, lowers operational costs, and scales with business growth. With robust security measures and compliance support, companies can trust their data is secure. By leveraging the strengths of both systems, businesses streamline operations, boost productivity, and achieve a holistic approach to customer relationship and operational management.
Is Dynamics 365 an ERP or CRM?
Microsoft Dynamics 365 is both an ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) system. It offers different modules tailored to specific business needs, such as:
- CRM Modules: Sales, Marketing, Customer Service, Field Service.
- ERP Modules: Finance, Supply Chain Management, Operations, and Business Central.
  This flexibility allows organizations to use Dynamics 365 for both front-office and back-office operations.
Why do companies use Dynamics 365?
Companies use Dynamics 365 because of its:
- Comprehensive Functionality: Offers both CRM and ERP capabilities.
- Cloud-Based Flexibility: Accessible from anywhere with scalable pricing plans.
- Integration with Microsoft Ecosystem: Seamlessly works with Office 365, Teams, Power BI, and Azure.
- Customizability: Adaptable to unique business needs with modular apps.
- Actionable Insights: AI-driven analytics and reporting improve decision-making.
  These features make it a preferred choice for businesses seeking a unified and efficient business management solution.

Business improvements

When Salesforce and Microsoft Dynamics 365 work effectively together, your operational efficiency improves instantly

Benefit from both platforms

Benefit from both Salesforce ease-of-use and superior data visualization of Microsoft Dynamics 365

Single point of data entry

Records in Microsoft Dynamics 365 are transferred and become records in Salesforce

Data kept
up-to-date

All mapped data is kept in perfect sync between Salesforce and Microsoft Dynamics 365

Many data
view options

Rapidi provides a free Salesforce App Extension that enables visibility of sales history and other ERP information

Payments tracked and synced

Up-to-date invoices and payment history transferred bi-directionally into Salesforce

View data across platforms

All integrated data in Microsoft Dynamics 365 are transferred and become visible in Salesforce

Dynamic order creation

As deals are closed in Salesforce they instantly become sales orders in Microsoft Dynamics 365

Customize your integration

Other objects, both standard and custom, can be added easily to the integration

LEARN MORE ABOUT HOW DATA INTEGRATION CAN Help Your Business

DATA INTEGRATION HANDBOOK

Your business is 10 steps away from perfectly integrated data systems. Learn about key preparation, best practise and more in our data integration handbook.

Salesforce-Microsoft-Dynamics-365 integration

HOW TO INTEGRATE SALESFORCE WITH MICROSOFT DYNAMICS 365

This comprehensive guide tells you everything you need to know about integrating Salesforce and Microsoft Dynamics 365 and the benefits you can expect to see.

Why THIS SOLUTION?

Rapidi integration solution maximizes operational efficiency and revenue potential by making all data available across your two primary systems; the CRM and ERP. There is no programming involved. You’ll be up and running with staff fully trained in just a few days.

Using highly advanced connection technology, the integration is secure and no changes to legacy systems are required. All data is compressed and encrypted resulting in incredibly efficient, fast and safe data transfer that requires minimal bandwidth.

“RapidiOnline is very flexible and covers data integration to many different systems, but is especially strong when integrating to the Microsoft Dynamics Product Suite.”

Morten Gad, Technical Consultant at C2

WHO IS THIS Suitable FOR?

Any company struggling to use data
You want a solution that works 'out-of-the-box' where changes do not need programming
You want a data integration solution that works quickly, without disrupting your business
You want your systems integrated, updated, synced and secure
You want to use a data integration specialist, with a great track record of helping businesses like yours
Your business is poised for growth and you know integrated data will help you achieve your goals

WHY RAPIDI?

For more than 25 years, Rapidi has improved data integration technologies for businesses all over the world, helping them perform better.

Rapidi is our programming-free solution that makes data integration simpler and faster than ever.

Technology experts
Top industry experts and talents created Rapidi and continue to the development on it

Built to solve problems
Rapidi offers a simple solution to complex issues

Digital visionaries
Rapidi was the first data integration platform of its kind

Best customer care
97% satisfaction rate from our customers and hundreds of 5-star ratings

Making business better
Rapidi service supports, maintains and updates systems securely

Constant development
Rapidi developers constantly work for even faster, simpler solutions

Salesforce - Microsoft Dynamics 365 Integration