Integrating your Salesforce CRM (for example Sales Cloud or Marketing Cloud) with your Microsoft Dynamics 365 system is a quick and simple process with RapidiOnline. 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 integration project between Salesforce and Microsoft Dynamics 365 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 Salesforce and Microsoft Dynamics 365, 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. An integration between Salesforce and Microsoft Dynamics 365 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 cloud data integration solution, RapidiOnline, 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.
RapidiOnline integrates Salesforce with Microsoft Dynamics 365 using 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. This can be a faster solution if the database is on-premise or on Microsoft Azure.
Microsoft Dynamics 365 for Finance and Operations does not support timestamp. That makes it troublesome to identify new and modified data. This makes it troublesome to identify new and modified data. As a consequence, integrating another system with Microsoft Dynamics 365 for Finance and Operations can be challenging.
To avoid transferring an entire table every time you want data synchronized, you need a data integration solution like RapidiOnline.
Our solution gives you a way to detect, which data is modified or added. 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.
"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, they are experts on both Salesforce and Microsoft Dynamics as well.."
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.