Running Dynamics 365 Finance and Operations alongside Salesforce creates data integration issues. Your ERP holds financial records, inventory, and order fulfillment data. Your CRM holds customer interactions, sales pipelines, and quotes. Without a connection between the two, your teams duplicate work and make decisions on incomplete information.
How Dutco Tennant improved their Business Effiency by integrating Salesforce CRM with Dynamics 365 ERP
This case story shows how Dutco Tennant, a UAE-based industrial supplier, connected these two systems using a no-code integration approach. Integration tasks have been reduced from 4-5 days to half a day. The company now processes 100+ orders daily across 12 business verticals with data syncing every 30 minutes.
Summary:
Dutco Tennant, a UAE trading and distribution company with 400+ employees, integrated Salesforce and Dynamics 365 Finance using Rapidi's no-code platform. The company operates across 12 business verticals with 200+ Salesforce users and 300+ Dynamics 365 users.
Problem:
- Custom API integration failed to handle 100+ daily orders across 12 verticals
- Synchronization errors required constant manual intervention
- Integration tasks took 4-5 days to complete
- Initial deployment was unstable and needed ongoing fixes
Solution:
- Switched to Rapidi's no-code integration platform with prebuilt templates
- Integration tasks dropped from 4-5 days to half a day
- Data syncs run every 30 minutes across master, transactional, and product data
- Handles 50-100 daily orders with complex order lines across all verticals
- Mohammed Tabrez Ansari, Head of IT, described the platform as "rapid, supportive, and economical."
Running Dynamics 365 Finance and Operations alongside Salesforce creates a data problem. Your ERP holds financial records, inventory, and order fulfillment data. Your CRM holds customer interactions, sales pipelines, and quotes. Without a connection between the two, your teams duplicate work and make decisions on incomplete information.
This case story shows how Dutco Tennant, a UAE-based industrial supplier, connected these two systems using a no-code integration approach. Integration tasks dropped from 4-5 days to half a day. The company now processes 100+ orders daily across 12 business verticals with data syncing every 30 minutes.
Why Companies Run Both Dynamics 365 Finance ERP and Salesforce CRM
Dynamics 365 Finance and Operations handles the back office. Purchase orders, invoicing, inventory management, and financial reporting live here. Salesforce handles the front office. Lead tracking, opportunity management, and customer communication live there.
Both systems are strong in their own domain. The problem starts when a sales rep closes a deal in Salesforce and needs to check stock levels in Dynamics 365. Or when the finance team needs to match payments against open invoices, but the customer record exists in a different format across systems.
Manual data entry between these two platforms wastes time and introduces errors. For companies processing high order volumes, this becomes a bottleneck fast.
What Data Needs to Sync
A Dynamics 365 Finance Salesforce integration typically covers three categories of data.
Master Data
Customer and vendor records need to flow from Dynamics 365 to Salesforce. This keeps your sales team working with current account information, credit limits, and payment terms. When finance updates a customer record, the change should appear in Salesforce without anyone copying and pasting.
Transactional Data
Sales orders created in Salesforce must be sent to Dynamics 365 for fulfillment. Purchase orders, invoices, credit notes, and payment records in Dynamics 365 need to flow back to Salesforce. This gives your sales team full visibility into order status, payment history, and open balances.
Product Data
Product details, pricing, and price groups managed in Dynamics 365 need to sync to Salesforce. Your sales team needs accurate pricing when building quotes. Outdated product information in the CRM leads to incorrect quotes and delayed deals.
How Dutco Tennant Solved This Problem
Dutco Tennant is a UAE-based trading and distribution company with 45 years of history. The company supplies industrial equipment for major infrastructure projects across the GCC region, including landmarks like the Burj Khalifa. They operate across 12+ business verticals with over 400 employees.
Their setup: Dynamics 365 Finance and Operations as their ERP, Salesforce as their CRM. Over 200 Salesforce users and 300+ Dynamics 365 users processed around 100+ orders every day.
Their previous integration used custom APIs connecting a legacy ERP to Salesforce. When they moved to Dynamics 365, those APIs failed to keep up with the volume and complexity of their operations.
The Problems They Faced
Dutco Tennant's IT team, led by Mohammed Tabrez Ansari, Head of IT, identified three main issues. High data volumes overwhelmed their existing integration. Synchronization errors required constant manual intervention. The initial deployment was unstable and needed ongoing fixes.
For a company processing 100+ orders daily across 12 verticals, these were not minor inconveniences. Every sync failure meant delayed orders, incorrect data, and manual workarounds.
The Integration Setup
Dutco Tennant adopted Rapidi, a no-code data integration platform, to connect Salesforce and Dynamics 365 Finance and Operations. The setup works in three directions.
Master data flows from Dynamics 365 to Salesforce. Customer and vendor records stay current in both systems without manual updates.
Transactional data flows bidirectionally. Sales orders move from Salesforce to Dynamics 365 for processing. Purchase orders, invoices, credit notes, and payment ledger entries move from Dynamics 365 back to Salesforce.
Product data flows from Dynamics 365 to Salesforce. Item prices and price groups update automatically so the sales team always quotes from current data.
Data syncs run every 30 minutes, keeping both systems current throughout the business day.
After implementing RAPIDI's solution for our ERP and CRM data synchronization, we especially enjoyed the short turnaround time of the project and a single, economical tool for multiple endpoints.
Mohammed Tabrez Ansari, Head of IT at Dutco Tennant
The Results
Integration tasks taking 4-5 days with custom APIs now complete in half a day. The platform handles 50-100 daily orders with complex order lines across all 12 verticals. Downtime dropped because Rapidi's support team resolves issues quickly.
Ansari described the platform as "rapid, supportive, and economical." He pointed to faster data transfer turnaround, the ability to define and schedule transfers without coding, and cost-effectiveness as the main advantages.
Dutco Tennant now plans to integrate additional systems, including e-commerce platforms, using the same setup.
Key Considerations for Your Integration
Data Direction Matters
Decide which system owns each data type. In most setups, finance and product data originates in the ERP. Sales data originates in the CRM. Bidirectional sync is needed for transactional data like orders and invoices. Getting data direction wrong creates conflicts and overwrites.
Sync Frequency Depends on Volume
Dutco Tennant syncs every 30 minutes to handle 100+ daily orders. Your frequency depends on your transaction volume. Low-volume operations might sync hourly. High-volume environments might need 15-minute intervals or near-real-time sync.
Error Handling Is Not Optional
Every integration produces errors. A validation fails. A required field is empty. A record format does not match. Your integration platform needs clear error reporting and the ability to retry failed transfers without manual intervention.
Start With Master Data
Get your customer and product records syncing first. This forms the foundation for transactional data. If your master data is inconsistent between systems, every order and invoice sync will produce errors.
After implementing RAPIDI's integration solution, we achieved a dramatic reduction in manual effort, with data synchronization tasks that once took days now completed in just hours. Our business processes became significantly more efficient, easily handling high transaction volumes and complex order lines.
Mohammed Tabrez Ansari, Head of IT at Dutco Tennant
No-Code vs. Custom API Integration
Dutco Tennant's experience highlights a common pattern. Custom API integrations work at first but break down as transaction volumes grow and business requirements change. Dynamics 365 Finance also presents a specific technical challenge: earlier versions lack native timestamp support, making it harder to track which records changed since the last sync. Custom code workarounds for this issue add development time and risk.
A no-code platform like Rapidi lets your team define data transfers, set schedules, and manage the integration without writing code. Changes to field mappings or sync rules do not require a developer. This matters when your business adds new product lines, changes pricing structures, or expands into new verticals.
The tradeoff: custom APIs give you full control over every detail. No-code platforms give you speed and maintainability. For most Dynamics 365 Finance and Salesforce integrations, speed and maintainability win.
Download the Dutco case story
Getting Started
Map your data flows first. List every data type needing to move between Dynamics 365 Finance and Salesforce. Define which system owns each record type. Set your sync frequency based on business needs. For a detailed walkthrough, see How to Integrate Salesforce with Microsoft Dynamics 365 in 7 Steps.
Then choose an integration approach. If your team has the development resources and a stable, low-volume environment, custom APIs work. If you need to move fast, handle high volumes, or let business users manage the integration, a no-code platform is the better path.
Rapidi connects Dynamics 365 Finance and Operations with Salesforce using prebuilt templates and a no-code interface. Data transfers run on a schedule you set, with full error reporting and support from integration specialists.
Contact Rapidi to discuss your Dynamics 365 Finance Salesforce integration requirements.
Frequently Asked Questions
How long does a Dynamics 365 Finance Salesforce integration take to set up?
Timeline depends on your approach. Custom API integrations take weeks or months and require dedicated developers. Dutco Tennant's previous custom API setup needed constant fixes and ongoing maintenance. A no-code platform with prebuilt templates gets a standard bidirectional integration running in hours or days. Dutco Tennant moved from a failing custom integration to a working no-code setup with minimal business disruption.
What data should sync between Dynamics 365 Finance and Salesforce?
Most integrations cover three categories. Master data (customer and vendor records) flows from Dynamics 365 to Salesforce. Transactional data (sales orders, invoices, credit notes, payment ledger entries) flows in both directions. Product data (items, prices, price groups) flows from Dynamics 365 to Salesforce. Dutco Tennant syncs all three categories across 12 business verticals with 200+ Salesforce users and 300+ Dynamics 365 users.
Why do custom API integrations break down at high order volumes?
Custom APIs are built for a specific set of conditions. When transaction volumes grow, data structures change, or new business verticals are added, the original code fails to keep pace. Dutco Tennant experienced this firsthand. Their custom APIs connecting a legacy ERP to Salesforce broke under the weight of 100+ daily orders across 12 verticals. Integration tasks taking half a day with their current no-code setup previously took 4-5 days with custom APIs.
How does Dynamics 365 Finance handle timestamps for data synchronization?
Dynamics 365 Finance and Operations does not support native timestamps. This creates a problem: without timestamps, the integration platform has no reliable way to identify which records changed since the last sync. The workaround options are to have a developer create custom timestamp fields on each table (expensive and fragile), transfer entire tables every sync cycle (slow and resource-heavy), or use an integration platform with built-in change detection like Rapidi's Mirror Technology.
How often should data sync between Salesforce and the ERP?
Sync frequency depends on your transaction volume and how current your teams need the data to be. Dutco Tennant runs syncs every 30 minutes to handle 100+ daily orders. Low-volume operations might sync hourly or a few times per day. High-volume environments processing time-sensitive orders might need 15-minute intervals. Start with your most urgent data flows and adjust based on actual usage patterns.
What happens when a sync fails or a required field is empty?
Every integration produces errors. A validation fails, a required field is blank, or a record format does not match between systems. Your integration platform needs clear error reporting, the ability to retry failed transfers automatically, and logs showing exactly which records failed and why. Without this, your team ends up troubleshooting blind. Dutco Tennant cited fast issue resolution from their integration vendor's support team as a key factor in reducing downtime.
Should we use Logic Apps, MuleSoft, or a no-code platform for this integration?
Logic Apps and MuleSoft are general-purpose middleware. They connect many systems but require configuration expertise and ongoing maintenance. A no-code platform built specifically for Salesforce and Dynamics 365 Finance comes with prebuilt templates, pre-mapped data fields, and built-in handling for Dynamics-specific challenges like the timestamp issue. The right choice depends on your team's technical resources, the number of systems you need to connect, and how much ongoing maintenance you want to manage. For a dedicated Salesforce to Dynamics 365 connection, a specialized no-code platform is typically faster and cheaper to deploy.
Do we need to replace Salesforce to use Dynamics 365 Finance, or run both?
You do not need to replace Salesforce. Many companies run Salesforce as their CRM and Dynamics 365 Finance as their ERP because each platform is strong in its own domain. Salesforce handles lead tracking, opportunity management, and customer communication. Dynamics 365 handles purchase orders, invoicing, inventory, and financial reporting. The key is connecting them with a reliable integration so data flows between the two without manual copying. Dutco Tennant runs both systems with over 500 total users across both platforms.
