Salesforce Microsoft Dynamics 365 Finance Integration

Integrate Salesforce and Microsoft Dynamics 365 Finance SEAMLESSLY

Integrating your Salesforce CRM (for example Sales Cloud or Marketing Cloud) with your Microsoft Dynamics 365 Finance ERP system is a quick and simple process with Rapidi. Our data integration solution can help you integrate Salesforce with Microsoft Dynamics 365 Finance.

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 Finance integration project is easily managed with minimal disruption to your business. Regardless of scope or scale.

"A lot of other systems we looked at required a lot more custom planning in order to get the data synced properly. Anything that we can get off-the-shelf, that runs and that needs as little attention of our time, is really ideal. We really need to have robust systems that integrate directly and that don't need a lot of care and maintenance on our end and can run autonomously."

Eric Clay, Information Technology Director, The Ken Blanchard Companies

Why integrate Salesforce and Microsoft Dynamics 365 FINANCE?

Without an automated integration between Microsoft Dynamics 365 Finance 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. But syncing Salesforce and Microsoft Dynamics 365 Finance it will help 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 Finance can:

Save you time.
Save you money.
Help your business grow.

Our Rapidi cloud data integration solution supports all versions of Salesforce (enterprise edition, professional edition as well as unlimited). It also supports both the cloud-based and the on-premise deployment of Dynamics 365 Finance all versions.

Do you have an earlier version of Dynamics 365 such as Microsoft Dynamics AX? No problem, Rapidi supports that as well. Learn more about our Salesforce - Microsoft Dynamics AX ERP integration solution.

Business improvements

When Salesforce and Microsoft Dynamics 365 Finance 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 Finance

Single point of
data entry

Records in Microsoft Dynamics 365 Finance are transferred and become records in Salesforce

Data kept
up-to-date

All mapped data is kept in perfect sync between Salesforce and Microsoft Dynamics 365 Finance

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 Finance are transferred and become visible in Salesforce

Dynamic order
creation

As deals are closed in Salesforce 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

LEARN MORE ABOUT HOW DATA INTEGRATION CAN Help Your Business

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.

HOW TO INTEGRATE SALESFORCE WITH MICROSOFT DYNAMICS 365 FINANCE

This comprehensive guide tells you everything you need to know about integrating Salesforce and Microsoft Dynamics 365 Finance and the benefits you can expect to see.

Why THIS SOLUTION?

Rapidi integration solution 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.

“RapidiOnline is very flexible and covers data integration to many different systems, but is especially strong when integrating to the Microsoft Dynamics Product Suite.”

Morten Gad, Technical Consultant at C2

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

WHY RAPIDI?

For more than 25 years, Rapidi has improved data integration technologies for businesses all over the world, helping them perform better.

Rapidi is our programming-free solution that makes data integration simpler and faster than ever.

Technology experts
Top industry experts and talents created Rapidi and continue to the development on it

Built to solve problems
Rapidi offers a simple solution to complex issues

Digital visionaries
Rapidi was the first data integration platform of its kind

Best customer care
97% satisfaction rate from our customers and hundreds of 5-star ratings

Making business better
Rapidi service supports, maintains and updates systems securely

Constant development
Rapidi developers constantly work for even faster, simpler solutions

Salesforce - Microsoft Dynamics
365 Finance Integration

Integrate Salesforce and Microsoft Dynamics 365 Finance SEAMLESSLY

Why integrate Salesforce and Microsoft Dynamics 365 FINANCE?

No-programming data integration