Salesforce-Dynamics Integration: Compare Data Integration Tools

By Beate Thomsen - November 30, 2022

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When it comes to Salesforce-Dynamics integration, not all data integration tools will take you to your destination of data quality management in a fast and smooth way. In the world of data integration tools, most data integration software will enable Salesforce-Dynamics integration, in its most basic form.

But, the process will be more or less expensive and complex depending on the data integration tools and approach you choose. For the best solution to Salesforce-Dynamics integration, analyze your company's primary needs, data integration requirements, and database constraints. As most experts will tell you, there is not one solution that fits all companies and integration goals.

So, it's important for you to understand your options for data integration tools, comparing them in different situations, to understand which data integration solutions will bring you the greatest benefit. Then, when you need to choose a data integration platform or tool, you'll understand the pros and cons of most data integration tools for the Microsoft Dynamics and Salesforce systems you're running.

Let's take a look at how you can evaluate different data integration tools, and then consider your options for easy data integration between Salesforce and Microsoft Dynamics. Whatever your data integration needs or systems you use for enterprise resource planning, this post will help you find the quickest road to improved business data processes.

Compare Data Integration Tools for Salesforce-Dynamics Integration

Before comparing and considering the best integration tools for your business niche, company situation, or integration goals, you need to make sure of their reliability, speed, and technical requirements.

To help you choose among data replication, data management, and data integration solutions, you should be asking about stability, implementation, and complexity. Here are a few basic qualification questions to guide you as you choose from popular data integration tools:

Is the data integration solution proven, stable and reliable? 

Before you evaluate the best data integration tools for your business, check how long the solution has been in the market and how many customers are using it. Read customer stories and ask to talk with reference customers for any solution you think you can trust. As you do so, consider whether their customers are satisfied by these data integration tools. Ask yourself whether their solution runs smoothly, seamlessly, safely, and with speed.

Is the solution easy to implement and quick to build? 

Make sure you understand how much of the data integration solution can cover your needs and requirements right "out of the box." As you do, consider how much time, effort, and money you will need to spend to get it up and running. Data integration tools can make promises about the ease of implementation that customers experience easy data migration, data capture, data formats, and more. To ensure you get the same benefits, make it a point to consider case studies and documentation information to understand where potential pitfalls may be while building bridges between your data sources.

The solution is easy to understand, intuitive, and simple for business users?

You may not always have a "data pipeline," "data mapping," or "data capture" background in making data warehouses cooperate and complement each other. But as part of business operations, you may be a decision maker about non-negotiable and key features you require as part of the implementation process and project. Stop short of anything that requires serious data integration expertise to implement and operate.

You can advocate for a solution that collects data from among all your data sources and makes it more valuable without complicating the process, requiring training, or sinking resources into development. Some Salesforce-Dynamics, Salesforce-CRM, and Salesforce-ERP solutions will be better designed than others. Choose one that requires little training and technical skills while you transfer data, transform data, and prevent data loss.

Choose Data Integration Tools for Salesforce-Dynamics Integration

Option 1: Build Your Own Data Integration Tool

Historically, there have been different ways to create data integration, and most of them have worked fine under the circumstances. But, most of them are very expensive to develop and maintain. If you come from the Microsoft Dynamics world, you may know about BizTalk as the preferred technology to integrate data between systems.

Among data integration tools, such a solution is so flexible that the configuration of data integration is typically long, difficult, technical, and challenging to maintain since it requires expensive and hard-to-find experts. The problem with generic low-level technologies is that they require too much effort to become operational and continue working.

So, if you have more essential and streamlined data integration needs, you might have tried or considered a custom build where you extract data from one table in one system, then you store it somewhere until you have time to load it into the other system. With such an export-import interface, you have to have strong IT skills when something goes wrong in a transfer. And, it's not always so easy to bring the two systems back in sync once there's a data integration error. Then, you have a real problem.

If you have more complex and process-oriented data flows, setting up the transfer of quotes to orders (or sales headers and sales lines), creating the right sequencing, and connecting data into the right pipelines can be complex and aggravating, to say the least. Building custom data integration tools can then become costly, slow, and painful as data lakes continue to grow and the value of data sits in a silo.

Option #2: Use Data Integration Platforms

If you invest in an integration platform, you will remove most of the worries mentioned above about various data integration tools. You'll also benefit from years of best practices integrating Salesforce with CRM and ERP systems. Today, most data integration platforms are fast, user-friendly, and robust. If you ask anyone who has ever tried to maintain a custom-built interface, they will tell you that they wish they had a more thought-out way of dealing with data integration issues between systems. That's where platforms help with combining data, data warehousing, and data transfer without the complexity.

Such a platform also integrates data with a high level of data security. These systems combine data from each data source or data pipelines with interfaces that don't obstruct data flow by the need for an expert in data integration. Instead of relying on an IT department to manage incoming data, data loss, data transfer, and data integration, you can improve business processes by using an expertly designed platform that simplifies your systems' connections.

Option #3: Use Pre-built Data Integration Software

Many companies wishing to integrate two (or more) systems have common ways of working and therefore similar requirements. To meet these types of requirements, integration tools can include a number of pre-configured integration points.

With Rapidi, for example, you get a robust solution that works out of the box. Like BizTalk and other big systems, Rapidi is an open platform that can accommodate most integration requirements and even support the majority of other IT systems. But the best thing about pre-built solutions like Rapidi is probably that it provides best practice standard data integration templates between Salesforce and Microsoft Dynamics.

That means you get all the most common integrations between Salesforce and Microsoft Dynamics standard and built-in. Any additional customizable integrations can be done with an implementation effort of a few days depending on the scope and need for additional transfers. Other options, like building your own tool, would take months to implement a customized data integration. On the other hand, data integration platforms tend to avoid customization for novices, not allowing an easy, accessible way to bridge data lakes without experts.

Choose Pre-built Data Integration Software from Rapidi

Clients give Rapidi glowing recommendations and reviews because, even for non-technical users, the data integration tool is easy to implement, works as designed, and makes data management easier. With key features released every month to update and ensure consistent data integration, Rapidi is one of the smartest cloud-based data integration options on the market.

Like data integration platforms, Rapidi uses a subscription model that fits most businesses and business data systems. You can use the software to build custom data integration with Salesforce and enterprise resource planning systems like Microsoft Dynamics. To understand the ease and simplicity of implementing data integration with Rapidi, learn more about the top-rated Salesforce AppExchange solution.


About the author

Beate Thomsen

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As co-founder of the RapidiOnline platform, Beate has spent 10 years on its development, building it around her motto: 'keep it simple, functional yet beautiful.'
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