Salesforce-Microsoft Dynamics 365 Integration
Rapidi's Salesforce and Microsoft Dynamics 365 integration solution simplifies your workflows by keeping data synced between both platforms. This means enhanced team collaboration, fewer data errors, and faster decision-making.
Salesforce and Microsoft Dynamics 365 data integration made easy
Integrating your Salesforce CRM with Microsoft Dynamics 365 can be a complex process, unless you use the right tool. At Rapidi, we specialise in Salesforce and Microsoft Dynamics 365 data integration, offering a robust and user-friendly solution to help businesses unify their systems, synchronise data, and increase productivity.
With our integration platform, you can ensure accurate and up-to-date data flows between Salesforce and Microsoft Dynamics 365, empowering your sales, marketing, and customer service teams with a single source of truth.
Our pre-configured templates are ready to be implemented as they stand. They can also be customized to meet exact specifications, without the need for programming. Any Salesforce and Microsoft Dynamics 365 Business Central or Salesforce and Microsoft Dynamics 365 Finance integration project is easily managed with minimal disruption to your business, regardless of scope or scale.
What our customers say about Rapidi
Why integrate Salesforce and Microsoft Dynamics 365?
Without an automated integration between Microsoft Dynamics 365 and Salesforce, you're almost certainly carrying out lots of informal, manual integrations. Your sales teams look things up in both systems and transfer data between the two.
Any time you do something manually you risk making mistakes. This can result in poor customer engagement and inefficient business processes. Syncing Salesforce and Microsoft Dynamics 365 helps you optimize your finance, sales, and marketing processes, from sales quote to order, order fulfillment, and payment.
That's why an automated integration between Salesforce and Microsoft Dynamics 365 can:
- Save you time.
- Save you money.
- Help your business grow.
Business Central, Finance and legacy versions
Rapidi supports all versions of Salesforce, Enterprise, Professional and Unlimited editions, and all versions of Microsoft Dynamics 365 and previous Microsoft Dynamics ERP solutions.
Rapidi has pre-built templates for both integration between Salesforce and Microsoft Dynamics 365 Business Central and Salesforce and Microsoft Dynamics 365 Finance. If you are on a legacy version of those Dynamics systems, Rapidi supports those as well, for example Salesforce and Dynamics NAV, AX or Great Plains (GP).
Rapidi integrates Salesforce with Microsoft Dynamics 365 using Microsoft Dynamics 365 Web Services or OData. Rapidi supports both the reading and writing of data (insert and update) using OData, and read and write from API pages in Microsoft Dynamics 365 Business Central. We can also read data directly from the Microsoft Dynamics 365 SQL database. This can be a faster solution if the database is on-premise or on Microsoft Azure.
Business improvements
When Salesforce and Microsoft Dynamics 365 work effectively together, your operational efficiency improves instantly.
Benefit from both platforms
Benefit from both Salesforce ease-of-use and superior data visualization of Microsoft Dynamics 365.
Single point of data entry
Records in Microsoft Dynamics 365 are transferred and become records in Salesforce.
Data kept up-to-date
All mapped data is kept in sync between Salesforce and Microsoft Dynamics 365.
Many data view options
Rapidi provides a free Salesforce App Extension that enables visibility of sales history and other ERP information.
Payments tracked and synced
Up-to-date invoices and payment history transferred bi-directionally into Salesforce.
View data across platforms
All integrated data in Microsoft Dynamics 365 is transferred and becomes visible in Salesforce.
Dynamic order creation
As deals are closed in Salesforce they instantly become sales orders in Microsoft Dynamics 365.
Customize your integration
Other objects, both standard and custom, can be added easily to the integration.
Benefits of Rapidi's Salesforce and Microsoft Dynamics 365 integration solution
Rapidi's data integration solution offers several unique benefits compared to standard data integration solutions.
1. Pre-built, ready-to-use solutions
Pre-configured connectors for platforms like Salesforce and Microsoft Dynamics significantly reduce deployment time. No complex development is required, making it accessible even for teams without extensive IT resources.
2. Rapid deployment and time-to-value
Unlike many traditional solutions requiring months of configuration, Rapidi integrations can often be deployed in days or weeks. Standard integrations come pre-mapped, minimizing customization needs.
3. Simplified maintenance
Updates to connectors and software keep compatibility with platform upgrades, reducing the burden on IT teams. Built-in monitoring tools quickly identify and resolve issues.
4. Flexibility and scalability
While pre-configured, Rapidi's solution allows customization to fit unique business needs, and handles growing data volumes and complex systems without performance issues.
5. Secure data transfers
End-to-end encryption, secure hosting options, and GDPR compliance keep sensitive data protected, for businesses operating across multiple regions.
6. Cost-effectiveness
Pre-built templates and minimal coding requirements lower the total cost of ownership. Automatic updates and easy management reduce ongoing costs.
7. High performance and reliability
Efficiently handles large data volumes with high-speed synchronization, on a robust infrastructure built for consistent performance.
8. User-friendly interface
Designed for business users and non-developers. Dashboards, logs, and support make managing integrations easier without heavy reliance on IT.
9. Multi-system integration
Supports various ERP, CRM, and other systems, including custom integrations, with data flowing between on-premises and cloud-based systems.
10. Dedicated support and expertise
Deep expertise in Salesforce, Microsoft Dynamics, and other platform integrations, with proactive support teams that help resolve issues quickly.
Why this solution?
Rapidi maximizes operational efficiency and revenue potential by making all data available across your two primary systems; the CRM and ERP. There is no programming involved. You'll be up and running with staff fully trained in just a few days.
Using highly advanced connection technology, the integration is secure and no changes to legacy systems are required. All data is compressed and encrypted resulting in incredibly efficient, fast and safe data transfer that requires minimal bandwidth.
Who is this suitable for?
- Any company struggling to use data.
- You want a solution that works 'out-of-the-box', where changes do not need programming.
- You want a data integration solution that works quickly, without disrupting your business.
- You want your systems integrated, updated, synced and secure.
- You want to use a data integration specialist, with a great track record of helping businesses like yours.
- Your business is poised for growth and you know integrated data will help you achieve your goals.
Integration specialists since 1987
Rapidi is data integration and replication software for Microsoft Dynamics, Salesforce and HubSpot. Microsoft partner since 1987 and Salesforce partner since 2007, with 56 documented connectors and integration and replication in the same product. The company builds the templates, runs the support, and answers the phone.
Frequently asked questions
What ERP integrates with Salesforce?
Several ERP systems integrate with Salesforce, including Microsoft Dynamics 365 Business Central, SAP ERP, Oracle NetSuite and Acumatica. Integration is often achieved using middleware solutions like Rapidi, or native connectors provided by the ERP vendors.
Can I integrate Salesforce and Microsoft Dynamics without coding?
Yes. Rapidi offers pre-built templates for both platforms, so the integration is configured on screen rather than programmed.
What data can be synchronized between Salesforce and Microsoft Dynamics 365?
The pre-built template already lets you sync accounts, contacts, opportunities and orders. If you have custom fields they can easily be added, so the integration fits your business needs.
What are the benefits of integrating Salesforce with Microsoft Dynamics 365?
A unified view of customer data and operations. The integration eliminates data silos, improves cross-department collaboration and automates workflows. It also reduces manual tasks, lowers operational costs and scales with business growth.
Is Dynamics 365 an ERP or CRM?
Both. Microsoft Dynamics 365 has CRM modules, such as Sales, Marketing, Customer Service and Field Service, and ERP modules, such as Finance, Supply Chain Management and Business Central.
How does Rapidi differ from other providers?
Rapidi offers a no-code, flexible platform with fast implementation, personal in-house support included in the subscription, and transparent pricing with no hidden costs.
Ready to connect Salesforce and Microsoft Dynamics 365?
Tell us your Salesforce edition and which Dynamics 365 system you run, and we will tell you plainly what the template covers.