Easy data integration: connect Salesforce & Dynamics 365

By Henning Lund - February 01, 2022

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Choosing the best data integration tool is not always an easy task. Especially, connecting Salesforce with Microsoft Dynamics 365 Finance can be tricky. 

The most difficult data integration projects are usually found between systems that are highly customized. Integrating multiple systems enriched with add-on solutions running in parallel can also be a challenging task.

The increasing amounts of data collected by companies each day also requires impressive setups to store and utilize the data. Data lakes, data warehouses and other data storage solutions have become more than common. 

Collecting and transferring data from different sources can be a difficult though necessary process. Replicating and integrating data has become an important part of any top executive’s agenda. It can make sense to connect and sync data between an ERP software and a CRM system to streamline business processes.

There are several data integration solutions on the market that can handle such connections. The difficult part can be to evaluate them all . Only then will you find the system best suited to the needs of your organization.

This article gathers 6 key questions you should be asking when you choose your system integration solution.

Does it provide data integration templates?

Anybody wanting to integrate their systems wishes for a smooth and fast integration process. A way to secure this is to choose a solution that offers pre-built integration templates. 

Some application integration solutions come out of the box with pre-built transfer templates. For example, RapidiOnline contains the most common integration points between ERP systems and CRM solutions such as Salesforce. 

Some of these transfers include Account-Customer, Contact-Contact or Product-Item integrations. Using such a pre-configured solution can help you get started quickly. 

With such a solution, customizations and the use of add-on solutions are not a problem. Besides, it enables you to make further customizations to match your exact needs and requirements. 

The good part about a solution like RapidiOnline, is that it is specialized within Microsoft Dynamics integration and Salesforce integration. This way, you are sure to work with specialists. 

The Rapidi developers and consultants are all Microsoft Dynamics ERP and/or Salesforce experts. Their expertise was used to develop pre-configured templates. These have been mapped based on the most commonly used fields from our past experience and best practices.



In order to avoid business disruptions, you need your data integration solution to be fast and secure. In the case of RapidiOnline, services run with a unique technology called the RapidiConnector. 

The RapidiConnector ensures compressed and secure data transfers between RapidiOnline and the different on-premise systems. Your data is compressed and encrypted to increase efficiency and security.

In the past years, data protection and data security has become of the utmost importance. With new regulations such as GPDR, data protection authorities are making sure that security and transfer of personnel data is controlled and regulated. 

Supervisory authorities want to control international transfers of personal data. Transferring data from a system to another can raise concern as to data quality and data security. Having a data integration solution such as RapidiOnline keeps you and your data on the safe side.  
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Data integration does not have to be a complex task. Implementing Salesforce or Microsoft Dynamics 365 for Finance & Operations can be quite long and complicated projects.

Data integration projects can be just as challenging. But they do not have to be. Application integration can in fact be made simple. 

Simplicity is at the heart of the RapidiOnline data integration tool. The RapidiConnector resides in your on-premise network connecting outbound to the central RapidiOnline Service. It enables two-way communication between RapidiOnline and legacy systems. With this setup, you do not have to change anything in your network or firewalls in order to deploy RapidiOnline integration.



Data transfers between your systems should never be slow or delayed. To get the most of your systems, your staff needs access to one unified view of your data. This way, they will be able to make informed solutions about your customers. 

RapidiOnline has the perfect way to secure efficient data transfers, The communication between RapidiOnline and the RapidiConnector uses a proprietary protocol. This protocol is highly efficient. It simply reaches the maximum reduction of the total amount of data and the number of packages sent and received. 

Furthermore, the data package is compressed before sending. This results in the most efficient data transfer. This method has proven to reduce the amount of data needed to be sent by a factor of up to 50.


Data is highly valuable to companies. Data is knowledge and knowledge gives companies the power to sell, grow and thrive. 

It is therefore crucial for businesses to choose a solution that ensures secured communications. Because of the proprietary protocol and the compression in RapidiOnline, it is practically impossible to decipher the data transmitted. This increases security. If extra security is needed the data can also be encrypted.


The above-mentioned points in this article could apply to integration between any two systems. This one, on the other hand, is very specific to integration with Microsoft Dynamics 365 for Finance. 

A specificity of Microsoft Dynamics 365 for Finance makes integrating this system more difficult. It is also the case for Microsoft Dynamics AX. It does not support timestamps via the API

This makes it troublesome to identify new and modified data. Rapidi solved  this issue by using the Rapidi Mirror. The mirror is a separate binary SQL database (MS SQL, MySQL or similar) designed to solve the timestamp issue without constraints. 

RapidiOnline is programming free so you don't have to write a single line of code. It is very easy to set up. It is entirely automated even if the Microsoft Dynamics 365 for Finance system has a lot of customizations or add-ons. 

No matter how or when a record is modified, it is detected as a change. It can then be used by the RapidiOnline integration platform to identify which specific records have been changed.

The RapidiOnline data integration solution matches all the requirements set in this article, and more. It is an affordable solution that can be implemented in a matter of days rather than weeks. It has helped businesses worldwide and in many different industries streamline and improve their business processes.

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.
INTEGRATE Salesforce and Microsoft Dynamics 365 - FAST and EASILY. Read more now
   CUSTOMER SUCCESS STORY: Alimed  Position yourself for FUTURE SUCCESS: smoothly INTEGRATE Salesforce and  Microsoft Dynamics AX. Read the full story
THE RAPIDI TECHNOLOGY  At Rapidi, we make data integration and replication easier, faster, and more  secure.  Why the Rapidi technology is different:   * No programming needed.   * Easy to implement and simple to use.   * Robust and yet flexible.   * Our RapidiConnector encrypts data to keep your data safe.    * Scalable to fit your needs as you grow.   * Can be used out-of the box or customized to fit your needs.   * Top-rated support. 

Data Integration Handbook

Your business is 10 steps away from perfectly integrated data systems. Learn about key preparation, best practise and more in our data integration handbook.