Integrating your Salesforce CRM with your Microsoft Dynamics 365 system is a quick and simple process with RapidiOnline.
We have created pre-configured templates that are ready to be implemented as they stand, or can be customized to meet exact specifications, without the need for programming. Any integration project between Salesforce and Microsoft Dynamics 365, of any scope and scale, is easily managed with minimal disruption to your business.
"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."
If you don’t have an automated integration between Salesforce and Microsoft Dynamics 365, you’re almost certainly carrying out lots of informal, manual integrations. Your staff look things up in both systems and transfer data between the two.
Any time you do something manually you risk making mistakes.
That’s why an automated integration between Salesforce and Microsoft Dynamics 365 can:
When we write to Microsoft Dynamics 365, we use Microsoft Dynamics 365 Web Services or OData. RapidiOnline supports both reading and writing of data (insert and update) using OData. We can also read data directly from the Microsoft Dynamics 365 SQL database which is usually much faster if the database is on-premise or on Microsoft Azure.
Integrating with Microsoft Dynamics 365 for Finance and Operations can be challenging as the system does not support timestamp. That makes it troublesome to identify new and modified data. The problem is that if you don't want to transfer an entire table every time you want data synchronized, then you need a way to detect, which data is modified or added. Using the RapidiOnline mirror technology is a separate binary SQL database (MS SQL, MySQL or similar) designed to solve the timestamp issue without having the constraints in other methods.
Take a quick video tour of RapidiOnline.
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
RapidiOnline 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.
RapidiOnline is our programming-free solution that makes data integration simpler and faster than ever.