Microsoft Dynamics 365 Finance - Microsoft Dynamics 365 Sales Data Integration

Microsoft Dynamics 365 Finance & Microsoft Dynamics 356 Sales integration; fast, easy and with no programming

Rapidi makes complex integration projects simple. Your Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales / Customer Engagement (CE) can be fully integrated by a non-technical team quickly and easily.

Any integration between these two platforms, of any scope and scale, can be conducted easily with minimum disruption to your everyday business processes. We have created pre-configured templates which can be implemented 'out-of-the-box', or tailored to fit your exact requirements, with no need for programming. It is so easy to use, your staff can be up and running with the platform in days.

“Choosing Rapidi has been one of our best decisions! They have a very good standard toolbox, yet there is enough flexibility for customization. The interface is easy to work with and the tool is running without any problems since the implementation date. The Rapidi team is very knowledgeable and helpful, which made it possible to successfully implement our integrated CRM solution within a very short time frame. All in all very good value for money, which I would recommend to any company with a similar integration project.”

Jeroen Weijts, COO, Xsens Technologies B.V.

No-programming data integration

Take a quick video tour of Rapidi integration solution.

See how quickly and easily our solution can get your Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales / Microsoft Dynamics 365 Customer Engagement (CE) working efficiently together, sharing data and improving your business performance.

Business IMPROVEMENTS

Sharing data across Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales will quickly improve your business processes, customer relationship management and operational efficiency

Merges existing accounts
Merges existing
accounts

Customer records in Microsoft Dynamics 365 Finance synced instantly with corresponding CRM files and new records created

Single point of data entry
Single point of
data entry

Synchronize customers, accounts and product information between Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales

Flexible integration solution
Flexible integration
solution

Rapidi's pre-build templates can be implemented as they stand or customized to meet specific requirements

Many data view options
Many data view
options

Rapidi provides a free app extension that enables additional key data transfer such as multi- currency pricing

Payments tracked and kept in sync
Payments tracked
and kept in sync

Up-to-date invoices and payment history transferred automatically into Microsoft Dynamics Finance

View data across platforms
View data across
platforms

All integrated data in Microsoft Dynamics 365 Sales are transferred become visible in Microsoft Dynamics 365 Finance

Dynamic order creation
Dynamic order
creation

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

Customize your integration
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

eBook Dynamics-ERP-CRM integration

INTEGRATING YOUR MICROSOFT DYNAMICS ERP AND MICROSOFT DYNAMICS CRM

Learn how to successfully integrate your Microsoft Dynamics ERP and CRM, the benefits and limitations of specific solutions and what you can expect to achieve

DOWNLOAD GUIDE

FS-03-Microsoft-Dynamics-NAV-and-Dynamics-CRM-Integration-1

MICROSOFT DYNAMICS 365 BUSINESS CENTRAL - MICROSOFT DYNAMICS 365 SALES INTEGRATION

Understand the key features and benefits of integrating these two platforms, all product versions Rapidi supports and how our solution makes the process easy and fast

DOWNLOAD GUIDE

Why THIS SOLUTION?

Rapidi maximizes operational efficiency and revenue potential by making all data available across your two primary systems; Microsoft Dynamics 365 Finance ERP and Microsoft Dynamics 365 Sales. 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.

“It was very impressive to see the data transfer ‘just like that’. By using RapidiOnline, we were able to instantly access the information we need.”

Kimberly Johnson, Finance Manager, IMAN Cosmetics

NEED MORE INFO?PRICING OPTIONS

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 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 yout goals

Why Rapidi?

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

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

Technology experts
Top industry talent created Rapidi and continue to develop 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 supports, maintains and updates systems securely
Constant development
Rapidi developers constantly work for even faster, simpler solutions