By Henning Lund - November 04, 2020
How difficult can it be to integrate accounts in Salesforce with customers in Microsoft Dynamics (or any other ERP system for that matter)? Not that difficult at first glance, you might say. And I tend to agree. See, a typical flow around account creation looks like this in your Salesforce CRM and Microsoft Dynamics ERP systems:
That flow is usually supported out of the box by data integration tools such as RapidiOnline.
Now, while that sounds easy and straight forward (and for the most it is), if you dig a little further into the Accounts/Customers integration, there are a few important things you need to take into consideration before getting started:
Data clean-up – however boring and time-consuming – is for me absolutely essential and the very first step to take. Without it you risk to have two systems out of sync, and a very poor system adoption in your organization.