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Salesforce.com - MS Dynamics AX Data Integration [Customer Story]

 
readsoft customer story

Connecting Salesforce.com & MS Dynamics AX: Getting the full overview of your critical business data to grow your business

ReadSoft delivers solutions for automating document driven processes. For example, one of ReadSoft’s key areas is the accounts payable process providing solutions to automate as much as possible the process of handling incoming invoices like e.g. paper or electronic invoices like XML or pdf. Internally, they use salesforce.com as their CRM system and MS Dynamics AX as their ERP system. Currently they have subsidiaries in 17 countries. Most of all ReadSoft needed to integrate their CRM system salesforce.com with their ERP MS Dynamics AX to be able to streamline their business processes and to share critical business information across the entire organisation. 

Salesforce - MS Dynamics NAV Integration [Customer Story: Primagas]

 
primagaz worker

How to make your data from MS Dynamics NAV visible inside salesforce.com and vice-versa?

Primagas is dedicated to providing propane gas, having 15 years of experience in the market. Primagas belongs to SHV Energy Group, world leader in the distribution of liquefied petroleum gas, propane and butane. The company offers energy efficient solutions for all types of activity. Focus areas include energy consulting, installation and commissioning, the propane gas supply and after-sales service that save and improve energy efficiency.

The company uses RapidiOnline to integrate their salesforce.com with MS Dynamics NAV.

Recently Joan Company, the IT Manager from Primagas Spain, wrote a blog post on their intranet about RapidiOnline and wanted to share with us why and how they use RapidiOnline for integration between salesforce.com and MS Dynamics NAV.

Connecting Salesforce with MS Dynamics NAV

All Business Units at Primagas who have implemented or are planning to implement salesforce.com, face the same challenge:

How can we connect salesforce.com with MS Dynamics NAV? How can we easily show data from MS Dynamics NAV inside salesforce.com and vice-versa?

There are lots of solutions that can synchronize salesforce with MS Dynamics NAV, but unfortunately most of them are very expensive and have high maintenance costs. If you have already implemented some middleware you can take advantage of this software, but if you don't have it in place yet, there is an easy, cheap and fast solution called RapidiOnline. You can find the salesforce.com-MS Dynamics NAV Integration solution on the Appexchange.

Why this solution?

  • This solution is really easy and fast to setup
  • Depending on your needs you can choose the best licensing mode
  • For me the most important thing that really adds value is the support

How RapidiOnline works for Primagas Spain?

We are using RapidiOnline to synchronize:
  • MS Dynamics NAV existing Customer data with Accounts in salesforce.com
    (it can work with recordtypes NAV --> SF)
  • Customers installation data transferred from MS Dynamics NAV to salesforce.com
  • New contracts created in salesforce.com are added to MS Dynamics NAV daily
Allthough you can purchase an advanced license with full access to the application setup interface, as a first step I recommend the standard license. The only thing you have to do is to send an email to the support guys with the field matching and thats all.

All SHV Business Units chose the RapidiOnline Integration Solution.

Joan Company, IT Manager - Primagas Spain












Salesforce MS Dynamics NAV Integration: Data Visibility at the Speed of Business

 
unlock your Enterprise Data

Unlock your Enterprise Data


Too many enterprises find themselves hostage to their business applications stack which prevents them from getting to their data in a simple and meaningful way. RapidiOnline enables you to access all your critical business data from anywhere at anytime. RapidiOnline empowers enterprises across the globe to better leverage their investment in existing business solutions and warehousing assets.

Enabling CRM Data Visibility at the Speed of Business


RapidiOnline simplifies integrating your ERP Business Application with salesforce.com to deliver relevant and timely information to the end user. Salesforce.com-MS Dynamics NAV data integration solution gives Salesforce users instant, ubiquitous visibility into their CRM data enabling them to make smarter decisions.

Transform your ERP Data into actionable Information


RapidiOnline takes the complexity out of your data integration project to deliver unprecedented visibility into your ERP data. RapidiOnline improves the value of Salesforce.com by enabling business users to get an overview of their customer data such as being able to view sales and payment history right down to the transaction level. This valuable knowledge empowers you to make smarter decisions to enhance business performance and customer satisfaction. 


The result? Happier, more productive business users. 

100% salesforce user adoption.

And higher ROI on your entire enterprise stack investment.

Download our customer success story on Ole Lynggaard, who achieved 100% salesforce.com user adoption by integrating their Salesforce.com with MS Dynamics NAV

















Salesforce.com MS Dynamics AX Integration [Customer Success Story]

 
lindab - salesforce ax integration customer success story

Getting the full potential out of Salesforce.com & increasing sales

Lindab, an international manufacturing company specializing in ventilation, building components and buildings, was using MS Dynamics AX for their customer and inventory data. Having researched for a suitable CRM system, the company favored salesforce.com, but there was a missing link to connect salesforce.com with MS Dynamics AX. Speaking to many vendors non of them seemed to have a solution in connecting MS Dynamics AX with salesforce.com. However, on the Appexchange they came across RapidiOnline Salesforce.com to MS Dynamics AX Integration Solution.

Salesforce.com NAV Integration: Connecting 19 NAV Companies

 
qlikview salesforce nav integrationQlikTech uses MS Dynamics NAV as their ERP system and salesforce.com as their CRM system. As a large and fast growing company, one of the main challenges is getting information from their 19 MS Dynamics NAV Companies into salesforce.com to give access to up-to-date customer information to their 400 salesforce.com users. This gives quite a large amount of data that needs to be updated between the systems.

 

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