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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. 

Efficient Salesforce.com-MS Dynamics NAV Data Integration Solution

 
baggage screening

A Customer's Opinion: Detection Technology Oy

Detection Technology Oy (DT) is a global X-Ray detection and imaging solution provider, which contributes to the improvement of people's health and safety through its products, services and innovations.

They design, manufacture and market silicon based photodiodes and X-Ray detectors for Medical, Security and Industrial imaging. These high performance products are based on DT's proprietary solid-state detector technology. Detection Technology is a supplier to the leading X-Ray equipment manufacturers worldwide.

DT has 200 employees in their offices in Oulu and Espoo, Finland; Beijing, China; Hong Kong; and Boston, USA.

The Solution

  • They are using the Professional Edition of Salesforce.com
  • They have MS Dynamics NAV2009
  • Their offices are based in Finland with two locations, China, USA/Boston, Beijing, Thailand and HongKong. MS Dynamics NAV will run centrally in Finland for all locations - but with different NAV Companies
  • They are using multicurrency in salesforce.com

They are using RapidiOnline to integrate
  • Customers in MS Dynamics NAV with Accounts in salesforce.com (two-ways).
  • Items and Pricing (incl. specific pricelists) are coming over from NAV to Salesforce.com.
  • Changes to Products in SFDC are also updated back into NAV
  • Sales History (Invoices and Credit Memo's) are transferred from NAV to SFDC (for visibility and reporting)
  • Payment History is transferred from NAV to SFDC (for visibility and reporting)
  • Sales Orders tranferred from MS Dynamics NAV to salesforce.com.


I can sincerely recommend RapidiOnline for data transfer and sync between Salesforce and NAV. By using this tool our sales people do not have to use the complicated NAV user interface at all, because all the customer, product, orders, invoices and even ledger entries have been brought visible in an easy way to SF by RapidiOnline. We operate an environment currently having two NAV instances running and RapidiOnline even helps us to keep our NAVs synchronized with each other when it comes to the customer and product information.

Kari Hyvärinen,Vice President, Security and Safety Business Unit at Detection Technology Oy










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.

7 Critical Success Factors for Easy Salesforce-AX Integration

 
increase sales sfdc ax integration

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

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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