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How to Connect Salesforce with Microsoft Dynamics

By Henning Lund - March 09, 2020

When you connect Salesforce with Microsoft Dynamics, you share data between the two systems. This makes it simple for you to communicate with your customers, enable your teams to work together more effectively and achieve your business goals. The easiest way to connect Salesforce and Microsoft Dynamics is via RapidiOnline.


Why connect Salesforce and Microsoft Dynamics?

Connecting Salesforce CRM and Microsoft Dynamics ERP is vital to business development as you scale. When these two systems are kept separate, it can be difficult for individual staff members to find the information they need and for teams to work together effectively. A member of your sales team might need to know more about a customer’s credit history, for example. That information will be held in Microsoft Dynamics, but as part of the sales team, they’ll usually only have access to (and training on) Salesforce.

With your CRM and your ERP integrated, everyone in your business can access comprehensive information about every customer, instantly. That means:

  • No laborious manual copying of data between systems.
  • No risk of error-prone double entries.
  • No wasted time on internal queries.
  • Lower training costs.
  • Clarity and consistency throughout your business.

How it works

RapidiOnline makes it simple and quick to connect Salesforce with Microsoft Dynamics. The system uses pre-configured templates to make it easy to integrate the two systems with the minimum of fuss. You do not need any technical knowledge in order to use RapidiOnline: it is programming-free and designed to be used by anyone and can be working in just a few hours.

Because RapidiOnline is cloud-based, you’ll receive all the ongoing support you need to make your integration work for your business. Our experts are on hand at all times to answer your questions and help you make changes, wherever you are in the world. We are a global company with technicians working across timezones, so wherever you are, whatever the time, we’ll have someone who can help.


RapidiOnline includes a feature called LinkStorage. This makes the system incredibly simple, storing vital information that links data in one system to the corresponding data in another. For example, you might store customer numbers from Microsoft Dynamics and their corresponding customer data in Salesforce. LinkStorage means there’s no room for error or confusion. The data you need will be available within a few mouse clicks, any time you want to access it.

Customization of your Integration solution

For the majority of businesses, our out-of-the-box system will meet their needs. However, we are able to offer customizations for those who have specific needs. For example, you might want to only share some data between the two systems, or only share it under certain conditions.

RapidiOnline has a degree of customization built-in to help you easily create a Salesforce integration with Microsoft Dynamics. Even without any programming knowledge, you will be able to carry out simple customizations and adaptations to make it work for you. Our consultants are always on hand if you need some help, with full support included in the cost of the software.

If you need more complex customization, we can help with that too. We’re able to exactly match RapidiOnline to your business needs. Simply let us know what you want to achieve and we’ll talk it through and provide you with a custom quote.

Security

Security considerations are vital to connecting Microsoft Dynamics and Salesforce, as with any process involving sharing or recording data. To keep your vital business and customer data safe, we have our own unique security technology, RapidiConnector. This compresses and encrypts data before it is transferred between Salesforce and Microsoft Dynamics, preventing hackers from gaining access. We don’t store anything on our own Rapidi servers, so you don’t need to worry about losing control of your data. We also proactively monitor your connection, so we’ll be able to let you know if there’s a problem and work with you to find a solution quickly.

Because we specialize in creating integrations between Microsoft Dynamics and Salesforce, we’re able to keep up to date with all the latest requirements and security standards for both systems. We are an AppExchange partner for Salesforce.

 

How to get RapidiOnline

If you’re interested in connecting Salesforce and Microsoft Dynamics using RapidiOnline, your first step is to work out what level of integration you need. You can see the options here. Our entry-level option, which provides you with a simple integration that will meet the needs of small businesses and those just getting started with Salesforce and Microsoft Dynamics. The enterprise option is our full-service solution for larger organizations with more complex needs. For those in between, there are template-based solutions that provide a balance of customization and affordability.

It might be that you don’t know yet what you need, or that you’re not yet clear on what connecting Salesforce and Microsoft Dynamics can do for your business. We’re happy to help talk it through. Our experts can advise on how to set goals and define how you want your integration to work, and advise you on which of our services is best for you.

 

What happens after you connect Salesforce and Microsoft Dynamics?

Once your integration is up and running and you have connected Salesforce with Microsoft Dynamic, how will your business change? You can expect doing business to get easier, in a number of ways.

You should find that:

  • It’s easier to collaborate
  • When everyone in your organization is working from the same set of data, it becomes much easier for teams and individuals to work together. There’s no room for confusion or misunderstanding, and everyone gains a 360-degree view of your customers.
  • You get more efficient
  • You won’t have to enter data into more than one system, you’ll never need to switch between systems.
  • You’ll have access to high-quality, consistent data
  • You’ll know for certain that you can trust the data you have and use it to create reports and reliable forecasts.
  • You’ll grow.


Connecting your most important systems provides you with a springboard for growth, allowing you to respond faster to your customers, anticipate their needs and sell more.

Connecting Salesforce and Microsoft Dynamics is an essential step in the growth journey for many businesses. If you’d like to know more about how it can help your business, check out our free resources or get in touch with us.

Learn more

Follow us on LinkedIn to learn more about Rapidi and RapidiOnline, or download this e-book for additional information about the RapidiOnline data integration solutions. 

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About the author

Henning Lund

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With over 25 years’ experience in strategically propelling businesses forward, Henning is considered a business development entrepreneur with a passion for transforming businesses, sales and marketing operations through out-of-the-box thinking, concepts building and process automation to improve overall performance and scalability.

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