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Salesforce Microsoft Dynamics 365 Integration: A Complete Guide 

Aiswarya Madhu
February 20, 2023 |
Salesforce Microsoft Dynamics 365 Integration

Salesforce and Microsoft Dynamics 365 are two of the most popular CRM (Customer Relationship Management)  & ERP (Enterprise Resource Planning) in the market. While they are both powerful tools on their own, integrating them can provide even greater benefits for your business.Let’s explore the reasons for integrating the Salesforce CRM system and Microsoft Dynamics 365 ERP, and how to set it up.

Why Integrate?

Integrating Salesforce and Dynamics 365 microsoft dynamics crm data integration or ultra commerce microsoft dynamics 365 integration can help your business in several ways.

  • Firstly, it can help you to make the most of both platforms, by combining their strengths. 
  • Secondly, it provides a single point of data entry, reducing duplication and ensuring accuracy. 
  • Thirdly, the integration keeps your data up-to-date, so you always have the latest information. Finally, integrating the platforms provides you with a variety of data view options, making it easier to access the information you need.

Read More: Your Quick Guide to Shopify Microsoft Dynamics 365 Integration

Top Benefits of Salesforce Microsoft Dynamics 365 Integration

Utilize the Advantages of Both Platforms

By integrating the Salesforce CRM solution and Microsoft Dynamics 365, you can take advantage of the strengths of both systems. Salesforce CRM software is known for its strong marketing and sales capabilities, while Dynamics 365 excels in areas such as financial management and supply chain management. Integrating the two systems means that you can benefit from the best of both worlds.

Streamlined Data Entry through One Point

Integrating Salesforce and Dynamics 365 means that you only have to enter data once. This reduces the risk of errors and ensures that your data is accurate and up-to-date.

Consistently Updated Data

If you use Salesforce CRM integration tool for integration, any changes made to data in Salesforce will automatically be reflected in Dynamics 365, and vice versa. This means that your data is always accurate and up-to-date.

Diverse Data Viewing Options

By integrating Salesforce and Dynamics 365, you can access your data in a variety of ways. This means that you can choose the view that best suits your needs, whether it’s a report, a chart, or a dashboard.

Payment Tracking and Syncing Made Easy

With the integration, payments made in either Salesforce or Dynamics 365 will be tracked and synced across both platforms. This means that you always have an accurate record of your financial transactions.

Access Data Across Multiple Platforms

By integrating Salesforce and Dynamics 365, you can access data from both platforms in one place. This means that you can get a complete picture of your business, without having to switch between different systems.

Efficient & Dynamic Order Creation

With the integration in place, orders can be created dynamically, based on real-time information from both Salesforce and Dynamics 365. This means that you can respond quickly to changing circumstances, and ensure that orders are fulfilled as efficiently as possible.

Personalize Your Integration for Optimal Results

By integrating Salesforce and Dynamics 365, you can customize the integration to suit your business needs. This means that you can choose which data is synced, and how often.

Streamlined Workflows

Integrating Microsoft Dynamics 365 and Salesforce enables  companies to automate and streamline workflows and business processes across both platforms. For example, a lead that is generated in Salesforce can be automatically converted into an opportunity in Microsoft Dynamics 365, reducing the need for manual data entry and improving the efficiency of the sales teams and sales process.

Enhanced Collaboration

Integrating Microsoft Dynamics 365 and Salesforce allows teams to collaborate more effectively, as they have access to the same information in both systems. This enables teams to work together more efficiently and improve decision-making processes, which can ultimately lead to increased sales and improved customer satisfaction.

Better Customer Relationships & Decision-Making

Integrating Microsoft Dynamics 365 and Salesforce provides businesses with a comprehensive view of their customer interactions, enabling them to make better informed decisions. By having access to data from both platforms, businesses can gain insights into customer behavior, preferences, and buying habits, which can be used to improve their sales and marketing efforts.

Recommended Reading: Quick & Secure Microsoft Dynamics Adobe Commerce Integration Guide

Integration Methods to Consider 

There are several ways to integrate Microsoft Dynamics 365 and Salesforce, depending on the specific needs of the organization. The most common integration methods are:

Point-to-Point Integration

A point-to-point integration is a direct connection between two systems, where data is transferred from one platform to the other. This type of integration is typically achieved using APIs or web services. Point-to-point integrations are best suited for simple data transfers, such as syncing contact or account information between the two systems.

Middleware Integration

Middleware integration involves using a third-party solution to facilitate the integration between Microsoft Dynamics 365 and Salesforce. Middleware platforms like Dell Boomi, MuleSoft, and Jitterbit provide a range of integration capabilities, including data mapping, transformation, and routing. This type of integration is the best option for small businesses and large enterprises that require a more complex integration solution, such as syncing multiple data sources, automating workflows, or integrating with other systems.

Custom Integration

Custom integration involves the development of a custom solution to integrate Microsoft Dynamics 365 and Salesforce. This type of integration is best suited for businesses that have unique requirements or need a custom solution that is not available through the other integration methods. Custom integrations typically involve a team of developers who work to build the solution, including custom APIs and custom integration tools.

Relevant Reading: The Distributor’s Guide to Microsoft Dynamics 365 Integration: Optimize Efficiency and Profitability 

Mapping the Data fields in Salesforce Dynamics 365 Integration

Mapping data fields is a crucial step in setting up Salesforce Dynamics 365 integration, as it determines how data will be synced between the two systems. Here are the steps to map data fields:

Step 1: Identify the fields you want to map

The first step is to identify the data fields that you want to sync between Salesforce and Dynamics 365. This could include fields such as customer name, address, phone number, or product details.

Step 2: Map the fields in Salesforce

Once you have identified the fields you want to map, you can begin the mapping process in Salesforce. This involves creating custom fields in Salesforce that will mirror the fields in Dynamics 365. You can do this by navigating to the Salesforce setup menu, and selecting “Object Manager”. From there, select the object you want to map, and click on “Fields & Relationships”. Then, click on “New” to create a new custom field. When creating the field, make sure to select the same data type as the field in Dynamics 365.

Step 3: Map the fields in Dynamics 365

After mapping the fields in Salesforce, you need to map the corresponding fields in Dynamics 365. To do this, you will need to navigate to the Dynamics 365 customizations menu and select “Entities”. Then, select the entity you want to map, and click on “Fields”. From there, you can create a new field that matches the custom field you created in Salesforce. Make sure to select the same data type and name for the field.

Step 4: Set up data mapping rules

Once you have mapped the fields in both systems, you need to set up rules for how data should be synced between them. This involves creating data mapping rules that specify which fields should be synced, and how the data should be transformed. You can set up these rules using a variety of tools, including Microsoft Power Automate or Salesforce Connect.

Step 5: Test and refine the integration

After setting up the data mapping rules, you should test the integration to ensure that data is syncing correctly between Salesforce and Dynamics 365. If you encounter any issues, you may need to refine the integration by adjusting the data mapping rules or updating the fields.

DCKAP Integrator is a no code/low code integration solution that can connect Salesforce and Microsoft Dynamics 365. With this integration, you can automate data syncing between the two systems, avoid manual data entry errors, and ensure that your team has access to the most up-to-date information.

Read related article on integration: BigCommerce Microsoft Dynamics 365 Integration Explained

No Code/Low Code Integration Solution- DCKAP Integrator 

Real-time customer, sales and service insights: With the integration of Salesforce and Microsoft Dynamics 365 using DCKAP Integrator, businesses can gain real-time insights into customer behavior, sales trends, and service metrics. This data can be used to optimize customer interactions and drive revenue growth.

Robust demand management and forecasting: The low code DCKAP integration solution offers robust demand management and forecasting capabilities, allowing businesses to predict demand and align their resources accordingly. This leads to better inventory management, improved delivery times, and higher customer satisfaction.

Engagement metrics like customer lifetime value, churn risk and brand affinity: Get engagement metrics such as customer lifetime value, churn risk, and brand affinity. This allows businesses to identify their most valuable customers and create targeted campaigns to retain them.

Vendor invoice and payment management: The integration solution offers vendor invoice and payment management, providing businesses with better control over their accounts payable process. This leads to improved cash flow management and reduced operational and additional costs.

Order-to-cash and fulfillment tracking: With DCKAP Integrator, businesses can track orders from the point of sale to delivery, providing real-time visibility into the entire order-to-cash cycle. This improves supply chain efficiency, reduces errors, and enhances customer satisfaction.

Automated workflows and data entry: The integration solution offers automated workflows and data entry, reducing manual data entry and improving operational efficiency. This frees up resources to focus on higher-value tasks and accelerates business growth.

Enterprise-level operational overviews: DCKAP Integrator provides enterprise-level operational overviews, allowing businesses to monitor performance across different departments and locations. This leads to better decision-making, improved collaboration, and increased profitability.

Read SalesForce integration guide here: The Definitive Guide on ERP Integration with Salesforce

Enterprise Level ERP eCommerce Integration: Connect Your Favorite Software Applications 

In conclusion, integrating Salesforce and Microsoft Dynamics 365 can bring numerous benefits to businesses, including enhanced visibility into customer data, financial services, streamlined workflows, better ROI and improved productivity. By combining the strengths of both platforms, businesses can create a comprehensive solution that can help them better manage their customer relationships an d improve their overall success.

Whether it’s managing sales data or streamlining customer service, our integration experts can help you take your business to the next level. By leveraging the power of Salesforce and Microsoft Dynamics 365, you can gain the insights and capabilities you need to drive your business forward. So why wait? Contact DCKAP today to learn more about our integrator support services and start unlocking the full potential of your business today!

Aiswarya Madhu

Aiswarya Madhu is a highly skilled and experienced content creator with over 2 years of expertise in developing engaging and informative content for eCommerce enthusiasts and distributors. She has a deep understanding of the dynamic world of eCommerce, with a focus on eCommerce integration and ongoing distribution trends. Aiswarya is committed to delivering high-quality, insightful, and engaging content to her readers beyond the DCKAP blog -- channeling her strengths in social media, Medium, Quora, video and more

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