By Henning Lund - July 02, 2020
Some data integration projects can be complex and even become a complete mess if not managed properly and efficiently. Often, the success of a data integration project (for example a Salesforce ERP integration) starts with the quality of your data. It is recommended to do a thorough data clean up before getting started. This way, your integration project will not solve your data quality issues, it will only make them more visible.
When data quality is in place, you can easily avoid troubles by following a structured approach. A good way to is start by defining the touch points and data integration routes you want to support.
Integrating your systems can be a very important step toward transforming your business. It can help streamline your business processes and get rid of manual errors and other inefficiencies. Let's say that you want to integrate Salesforce with one of the Microsoft Dynamics ERP solutions.
Whether it is Microsoft Dynamics 365 (Business Central or Finance & Operations, or even Dynamics CRM), Microsoft Dynamics NAV or AX, you can choose between many data integration solutions. It would also be the same for integration with other Enterprise Resource Planning (ERP) solutions.
Cloud-based solutions such as RapidiOnline provide pre built data integration templates. These help you get started fast and easily if you want to integrate CRM software such as Salesforce and Microsoft Dynamics NAV. The integration works both ways and can be used real time or according to specified triggers.
It is important to understand how to integrate Salesforce with Microsoft Dynamics ERP (any of the Dynamics ERP solutions), it is important to know where to start. Which data will you need to transfer and in which direction? We have gathered 7 of the most common ERP and CRM integration points.
Integrating your CRM and ERP will help you get the full value of the two systems by ensuring higher user adoption. The above 7 steps cover the most common integration scenarios. They will get you off to a good start, whether you implement them all at once or in several waves.
If you want to get started fast and take advantage of pre built transfers, you might be interested in a data integration platform such as RapidiOnline. It was developed to support the above-mentioned 7 steps and can get you started in just a few days - at a very reasonable price.
Learn more about how RapidiOnline easily gets you started with these 7 steps.