Integrating your Salesforce CRM (for example Sales Cloud or Marketing Cloud) with your Microsoft Dynamics 365 system is a quick and simple process with Rapidi. Our data integration solution can help you integrate Salesforce with any of the Microsoft Dynamics ERP or CRM applications.
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 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."
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. But syncing Salesforce and Microsoft Dynamics 365 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 can:
Our Rapidi cloud data integration solution supports all versions of Salesforce (enterprise edition, professional edition as well as unlimited). It also supports all versions of Microsoft Dynamics 365 and previous Microsoft Dynamics ERP solutions.
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. 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.
"The best thing about RapidiOnline is that it is very simple - it just works. And when we need help or advice, the Rapidi Consultants are always there for us. They not only know their own product, but they are also experts on both Salesforce and Microsoft Dynamics as well.."
Take a quick video tour of Rapidi's Microsoft Dynamics 365 & Salesforce connector.
See how easily we can get your Salesforce and Microsoft Dynamics 365 working together, sharing your data and improving your business performance.
When Salesforce and Microsoft Dynamics 365 work effectively together, your operational efficiency improves instantly
Benefit from both Salesforce ease-of-use and superior data visualization of Microsoft Dynamics 365
Records in Microsoft Dynamics 365 are transferred and become records in Salesforce
All mapped data is kept in perfect sync between Salesforce and Microsoft Dynamics 365
Rapidi provides a free Salesforce App Extension that enables visibility of sales history and other ERP information
Up-to-date invoices and payment history transferred bi-directionally into Salesforce
All integrated data in Microsoft Dynamics 365 are transferred and become visible in Salesforce
As deals are closed in Salesforce they instantly become sales orders in Microsoft Dynamics 365
Other objects, both standard and custom, can be added easily to the integration
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.”
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.