Microsoft Dynamics 365 Finance-Dynamics 365 Sales Integration

Rapidi makes complex integration projects simple

Any integration between these two platforms, of any scope and scale, can be conducted easily with minimum disruption to your everyday business processes.

We have created pre-configured templates which can be implemented 'out-of-the-box', or tailored to fit your exact requirements, with no need for programming. It is so easy to use, your staff can be up and running with the platform in days.

Business improvements

Sharing data across Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales will quickly improve your business processes, customer relationship management and operational efficiency.

Merges existing accounts

Customer records in Microsoft Dynamics 365 Finance synced instantly with corresponding CRM records, and new records created.

Single point of data entry

Synchronize customers, accounts and product information between Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales.

Flexible integration solution

Rapidi's pre-built templates can be implemented as they stand or customized to meet specific requirements.

Many data view options

Rapidi provides a free app extension that enables additional key data transfer such as multi-currency pricing.

Payments tracked and kept in sync

Up-to-date invoices and payment history transferred automatically into Microsoft Dynamics 365 Finance.

View data across platforms

All integrated data in Microsoft Dynamics 365 Sales is transferred and becomes visible in Microsoft Dynamics 365 Finance.

Dynamic order creation

As deals are closed in Dynamics 365 Sales they instantly become sales orders in Microsoft Dynamics 365 Finance.

Customize your integration

Other objects, both standard and custom, can be added easily to the integration.

Why this solution?

Rapidi maximizes operational efficiency and revenue potential by making all data available across your two primary systems; Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Sales. 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.