By Henning Lund - August 18, 2020
Example of a typical integration using RapidiOnline pre-configured tables and fields
To my experience, the most common integration points between a Salesforce.com CRM and Microsoft Dynamics ERP are about accounts / customers, contacts, products/items, orders, opportunities, orders, payments, ledger entries, sales history, invoices and credit notes. Do you need to synchronize all of it? Maybe, maybe not. Here’s some advice to help you decide:
If one of your greatest needs is the integration of salesforce quotes with Microsoft Dynamics sales orders, you will have to make sure that your customers in Salesforce are synchronized with your accounts in Dynamics – simply because an order is always linked to a customer. Have a look at what your needs are – for example, if you want both your sales and financial divisions to be able to maintain your customer information, then you need to implement a bi-directional integration.
Read also: 6 awesome benefits to ERP-CRM integration
This is one of the most common integrations as contact data is typically master data.
If you want to fully support your quote to sales order process you will need product/item information maintained in both your salesforce.com and Microsoft Dynamics systems.
Item price – Product price
Salesforce.com and Microsoft Dynamics have different pricing and discounting models, but the integration can still be easily done.
Quote – Order
Having to create a sales quote in your Microsoft Dynamics ERP and then in your salesforce.com is not an optimal process. When the quote becomes and order you can convert the quote to a sales order in Microsoft Dynamics but you have then to manually update salesforce.com. It’s a workaround but it is not very flexible and very much error-prone. The integration adds a lot of value at this level.
Sales order – Sales order
This process is often forgotten when thinking about data integrations. Once the quote is transferred from Salesforce to a sales order in Microsoft Dynamics, the sales order should be synced back to salesforce.com in order to maintain a full picture on the account /opportunity.
Sales history is always on the list of integrations because of the value of information. Sales history is captured by transferring booked invoices from Microsoft Dynamics to salesforce.com. To get the full picture you will also need to include credit memos.
To complete the quote to cash process, we recommend transferring payments as well. It gives additional information that is often hard to get such as payment patterns, overdue amounts etc. directly on a prospect or account in salesforce.com. Besides being valuable information to the sales organization, it can also help your cash collection and be used as a negotiation parameter for new deals with the customer.
Considering these transfers should get you off to a good start. If you have more complex processes or are considering additional transfers to support your business processes, feel free to get in touch with me and have an informal chat about how it can be done. Alternatively, you can read more about ERP-CRM integration in our data integration hanbook below.