Connect Salesforce with Microsoft Dynamics and Grow Your Business

By Beate Thomsen - December 07, 2022

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Companies can benefit from integrating their ERP with their CRM in multiple ways. And in fact, the motivations behind ERP-CRM integration projects can vary depending on the size, region, or industry of a company.

Let's take an example. Imagine that your company delivers solutions for automating document-driven processes. You have subsidiaries in more than 15 countries and internally. You use Salesforce as your CRM and Microsoft Dynamics as your ERP. You'd like to streamline your business processes and share critical business information across your entire organization.

To operate efficiently, you need to make sure that your staff has up-to-date and accurate information, whether they sit in finance, marketing or sales, whether they are located in Europe, America or Australia. To achieve this, you would be able to transfer data and access data from enterprise resource planning (Microsoft Dynamics) and your Salesforce CRM databases at any location, regardless of your role within the company. And, as a result, you would have better customer relationship management as well as business functions across the company.

You probably wonder if such an integration to transform data environments within your firm is possible. You may also want to know how your Salesforce CRM and Microsoft Dynamics ERP can form a connection without a complicated integration requiring IT teams, custom builds, and operations training as a result. So, before you integrate Microsoft Dynamics and CRMs, you should consider your primary business goals and options for solutions, platforms, and connectors.

Can Data Integration with Enterprise Resource Planning Help Business Goals?

Integrating Salesforce with Microsoft Dynamics could certainly help you improve your business processes. By integrating Salesforce with Microsoft Dynamics, you would keep all account and customer information up-to-date in all systems. The consequence of connecting a Salesforce CRM with your ERP doesn't just improve access to data.

New accounts created in the CRM would be transferred automatically to Microsoft Dynamics. This would also mean that all your products and solutions with corresponding prices could be transferred from Microsoft Dynamics and made visible and kept up-to-date in Salesforce. Opportunities created in the CRM could be converted to quotes in Microsoft Dynamics to support your sales process.

The Microsoft Dynamics integration would also mean transferring open sales orders from clients or partners into the CRM for visibility, and they would be kept up-to-date on any change in both the CRM and Microsoft Dynamics. In other words, the ERP integration would power both the planning and sales pipeline.

Sales and payment history from your customers will be visible inside Salesforce, allowing your salespeople to make informed decisions surrounding requests and queries that customers and partners create. When sales and operations as well as planning teams form this connection, it can enable business-wide growth as you never miss a new opportunity hidden within your software systems. Rather, as workflows operate in sync between data points and databases, businesses receive several benefits to tasks and boosts to sales, ensuring more success when you optimize environments.

Business Benefits from CRM-integrated Microsoft Dynamics Systems

By performing a CRM-Microsoft Dynamics integration, your organization can rapidly experience significant and global benefits from its ability to market, manage, and maintain business across teams and industries. It can also avoid the costs inherent in unintegrated CRM and Microsoft Dynamics systems that create data silos. From sales enablement to process optimization, businesses can bring boosts when they integrate Salesforce, ERP, and other software systems.

Sell More with Salesforce CRM and ERP Integration

When you integrate Salesforce with an ERP, your ability to market, respond and up-sell more effectively to your customers with up-to-date information is greatly improved. The data available across your entire organization will help promote more informed decisions as teams now have the access critical information for their role.

Streamline the Business Process with Automated Workflows

If you integrate, your company will naturally start to improve and automate some operations that used to be completed manually with talent hours and employee effort. Instead, with more streamlined business operations because of more automated information workflows, you can start to enjoy savings on time and resources while sparing talent for other, more critical functions than mere data entry and manual transfer.

Improve Decisions, Routines, and Transparency with Big Data

Once you integrate Microsoft Dynamics and Salesforce, you have immediately avaliable and mission-critical data for your business that stays accurate, timely, and reliable. Not only do your apps and objects work better together, but your business leaders become equipped with the right information and insight at the right time. They can make choices to improve work routines with the talent freed from manual data entry and data transfer as well as receiving a global update to data transparency. All their actions can then be informed by the latest and most important data points needed for any given ERP- or CRM-dependent decision.

The effect on leadership, marketing, finance, operations, and sales is so complete with the proper integration that every team feels improvement after you connect Microsoft Dynamics and CRM systems. Still, many wonder how integration and sync of ERP and CRM data can be completed without additional complications that drain its impact on ROI. They might suspect that these connections account for months of labor over technical documentation to build a custom solution. Luckily, that is not the only option to optimize systems by connecting software when using Microsoft Dynamics, Salesforce, or similar.

How Do You Integrate Salesforce and Microsoft Dynamics?

Once you decide the benefits of integration spell a new opportunity for your users and customers, it comes time to plan the integrations that you'll need to make data transformation a success in your business. If you're like the multi-location business described above, you'll have a need for integrations like the following:

  • Account/customer two-way integration
  • Up-to-date products & solutions availability in Salesforce
  • Updated price lists automatically in Salesforce
  • Transfer of opportunities in Salesforce as quotes into Microsoft Dynamics
  • Transfer of open sales orders in Salesforce
  • Sales history and payment history inside Salesforce

Maybe you have other needs, or additional needs. The truth is that between systems many companies share the same data integration needs between their ERP and CRM. As a result, Rapidi uses data integration templates, providing pre-configured integration points, so that you can connect software and systems with ease over a few days (rather than several months of custom development of a solution).

Use Rapidi to Connect ERP and CRM Systems

Besides the pre-defined transfers, our solution also stands out because of its mirroring feature that allows the integration of a large amount of data in an easy and effective way without having to add extra programming into Microsoft Dynamics. If you have large amounts of data that need to be synchronized frequently, the Mirror technology is a powerful feature that allows for frequent updates (down to 5 minutes) as it detects the changes and only transfers these.

If you are integrating with Microsoft Dynamics AX, updates in AX can be hard to detect. Normally, you would be forced to do some extra programming inside AX to detect the changes. The Mirror Technology solves this without any additional code, which is very unique.

A Salesforce-Microsoft Dynamics integration could be the missing link for you to be able to improve your internal processes and grow your business. A solution like Rapidi could be your fast and reliable ticket to this integration. Learn more about Rapidi's data integration solutions

 


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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