Salesforce Microsoft Dynamics 365 Finance Integration

Integrate Salesforce and Microsoft Dynamics 365 Finance SEAMLESSLY

Integrating Salesforce with Microsoft Dynamics 365 Finance allows businesses to streamline their financial operations, improve data accuracy, and enhance overall efficiency. At Rapidi, we provide seamless integration solutions that connect these powerful platforms, ensuring that your sales and financial information is always up-to-date, consistent and readily available.

Benefits of Integrating Salesforce with Dynamics 365 Finance

Streamlined Financial Operations: Automate data synchronisation between Salesforce and Dynamics 365 Finance to reduce manual data entry and errors.
Improved Data Accuracy: Ensure consistent and accurate financial data across your organisation
Enhanced Efficiency: Save time and resources by automating routine financial processes.

How Our Integration Works

Step 1: Setup: Connect your Salesforce and Microsoft Dynamics 365 Finance accounts.
Step 2: Configuration: Customise the integration settings to fit your business needs.
Step 3: Synchronisation: Automatically sync financial data between platforms in real-time.

What Our Customers Say

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

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 Finance working together, sharing your data and improving your business performance.

Get Started Today With your Dynamics Finance Integration

Ready to streamline your financial operations with our Salesforce and Microsoft Dynamics 365 Finance integration? Contact us today to schedule a demo and see how our solution can benefit your business.

Frequently Asked Questions

Why should we choose Rapidi integration platform instead of building integration by ourselves?

It's faster and cheaper implementation with Rapidi. Our standard Salesforce and Dynamics 365 integration takes about 50-60 hrs. (if Dynamics 365 Finance involved it will be around 60-80hrs). You won’t be able to build any integration solution within this time. Rapidi is customisable and no need any programming when typically in-house developed solutions will constantly require development work if the business requirements change. Fully developed integration engine and maintenance features. Rapidi includes also system log, notifications systems, statistics. Everything that you might need to maintain your integration every day. We take care of any product updates. If Microsoft or Salesforce implement some product changes, Rapidi development team will take care of adapting Rapidi integration engine. You don't need to spend anything for these updates. Strong integration expertise. Rapidi implements integration solutions since the early 90s. I don't know any company in the market that could have more than 30+ years of experience in data integration business.

What is a typical duration of a Rapidi Salesforce Microsoft Dynamics 365 Finance Integration?

Every implementation is unique so it would depend on requirements and complexity. However, implementing a standard Quote-to-Cash business scenario, the implementation for a Salesforce Microsoft Dynamics 365 Finance Integration can be done within 60-80 hours.

Where is Rapidi's Salesforce Microsoft Dynamics 365 Finance Integration hosted?

Rapidi is a cloud solution hosted on two Amazon Web Services (AWS) data centers. One is in Frankfurt (Germany) and other in the US (Oregon)

Do you support earlier versions of Dynamics 365 such as Microsoft Dynamics AX?

Yes, no problem, Rapidi supports all Dynamics versions.
Learn more about our Salesforce - Microsoft Dynamics AX ERP integration solution.

Business improvements for Salesforce & Dynamics 365 Finance Integration

When Salesforce and Dynamics 365 Finance integrate seamlessly, your operational efficiency significantly improves.

Benefit from both apps

Enjoy the user-friendly interface of Salesforce along with the advanced data visualization capabilities of Microsoft Dynamics 365 Finance.

Single point of
data entry

Data entered in Microsoft Dynamics 365 Finance is automatically transferred to corresponding records in Salesforce.

Data kept
up-to-date

All mapped data remains perfectly in sync between Salesforce and Microsoft Dynamics 365 Finance.

Various data
view options

Rapidi offers a complimentary Salesforce App Extension that enhances visibility into sales history and other essential ERP data.

Payments tracked
and synced

Up-to-date invoices and payment history transferred bi-directionally between Salesforce and Dynamics 365 Finance

View data across
platforms

All integrated data from Microsoft Dynamics 365 Finance is seamlessly transferred and made accessible within Salesforce.

Dynamic order
creation

When opportunities are closed in Salesforce, they are immediately converted into sales orders within Microsoft Dynamics 365 Finance.

Customise your integration to your needs

Rapidi supports all objects. You can easily add both standard and custom objects into the integration setup.

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.

HOW TO INTEGRATE SALESFORCE WITH MICROSOFT DYNAMICS 365 FINANCE

HOW TO GUiDE ON SALESFORCE MICROSOFT DYNAMICS 365 FINANCE INTEGRATION

This comprehensive guide tells you everything you need to know about integrating Salesforce and Microsoft Dynamics 365 Finance 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.

Very professional, Excellent Service

Rapidi helps us set connection between ERP and CRM, the server is very reliable with short response time. While we keep adding more transfers, the specialist shows professional and responsiveness. I highly recommend Rapid as your service integrator.

Justin Lu, Marketing & Product Manager at Norsat International

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 30 years, Rapidi has improved data integration technologies for businesses all over the world, helping them perform better.

Rapidi's no-code integration solution between Salesforce and Dynamics 365 Finance 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 Finance Integration