Transform your sales operations with Dynamics 365 Salesforce Integration
Synchronize customer data, opportunities, and sales orders effortlessly by linking your CRM and ERP through Salesforce Integration with Dynamics 365. With real-time insights, cleaner data, and automated handoffs between teams, you can accelerate decisions, strengthen collaboration, and deliver a consistently better sales experience.
What is Dynamics 365 Salesforce Integration?
Dynamics 365 Salesforce integration connects your Salesforce CRM environment with Microsoft Dynamics 365 through the Microsoft Dynamics 365 Salesforce connector, enabling a unified flow of information between the two systems. This connection allows Salesforce records such as accounts, contacts, and opportunities to sync into Microsoft Dataverse, enabling Dynamics 365 to run automated processes, generate reports, and implement business logic using accurate, up-to-date data.
By linking the platforms, teams can reduce manual updates, maintain consistent information across CRM and ERP, and work more efficiently. Users can also access relevant Dynamics 365 insights while operating inside Salesforce, ensuring a smoother experience and better alignment between sales activities and back-office operations
Salesforce Dynamics 365 Integration benefits: Seamless workflows, stronger outcomes
Salesforce and Dynamics 365 Integration brings together two powerful platforms, enhancing data consistency, streamlining operations, and delivering a superior customer experience. Here’s how this integration can drive growth for your business.
Instant data access
Quickly access critical information across Salesforce CRM and Dynamics 365, enabling faster, more informed decision-making.
Enhanced data accuracy
Reduce manual entry errors and increase sales tracking and customer relationship management efficiency.
Consistent customer experience
Deliver seamless, personalized interactions by synchronizing data across platforms, boosting customer satisfaction and loyalty.
Instant access to sales orders
Create sales orders and quotes in Dynamics 365 from opportunities won in Salesforce with just one click, helping you streamline your sales process.
Visibility into back-office operations
With Salesforce Dynamics 365 Integration, track the progress of sales orders through fulfillment and billing, and effortlessly monitor related customer financial transactions.
Clear financial insights
Integrate transaction data directly into Dynamics 365 financial reports to maintain accurate and timely financial insights.
Capabilities of our Microsoft Dynamics Salesforce Integration Solution
Experience the transformative capabilities and features of our Dynamics 365 Salesforce connector for optimizing and synchronizing your business operations.
Seamless lead management
Seamless lead management Effortlessly synchronize leads, opportunities, customer data, and financial records between Salesforce CRM and Microsoft Dynamics 365, cutting down on manual data entry and boosting sales productivity.
Real-time data management
Real-time data management Instantly update accounts, contacts, campaigns, and custom objects in Dynamics 365, streamlining processes and removing redundant manual tasks.
Automated information sync
Automated information sync Ensure critical data like accounts, contacts, leads, products, and price lists are automatically synced between Dynamics 365 and Salesforce CRM.
Adaptable integration features
Adaptable integration features Customize integration processes to align with your business needs, accommodating unique workflows and data management preferences.
Data migration assistance
Data migration assistance Simplify data transitions with our Salesforce MS Dynamics 365 Connector solution, featuring tools that minimize disruption.
Customized integration settings
Customized integration settings You can adjust the integration to suit your business needs, with options for customization and additional modifications as required.
Salesforce Dynamics 365 Integration pricing
Our Salesforce and Dynamics 365 Integration solution involves a one-time installation fee. Confiz only charges a nominal annual renewal fee, with no additional costs based on transaction or sales volume.
- One-time implementation fee covering setup, configuration, and deployment
- Minimal annual maintenance fee for continued support and updates
- No per-transaction charges, regardless of data volume or sales activity
- Flexible pricing model based on your integration scope and business needs
Why choose Confiz for Salesforce and Dynamics 365 Integration
Proven expertise in Dynamics 365
Backed by a team of over 250 seasoned functional and technical consultants, Confiz has a track record of delivering tailored Dynamics 365 solutions and integrations that are aligned with your business needs.
Customizable & scalable solution
Our Microsoft Dynamics 365 Salesforce integration is fully customizable to fit your unique business processes, ensuring it not only meets your current requirements but also scales as your business grows.
Optimal support
Benefit from ongoing support that helps you maximize the potential of your integration and keeps your operations running smoothly.
Constant innovation
Our development team is always focused on enhancing our solutions, making them faster, simpler, and more effective to meet evolving business demands.
See the power of unified CRM and ERP data
Learn how our Dynamics 365 Salesforce Integration improves visibility, reduces manual effort, and accelerates your sales processes.
Explore other connectors and integrators by Confiz
Our range of connectors and integrators that seamlessly bridge the gap between your e-commerce systems and Microsoft Dynamics 365.
Effortlessly integrate Microsoft Dynamics 365 F&O with Shopify to automate data synchronization, streamline e-commerce operations, and enhance inventory and order management for a more efficient workflow.
Seamlessly integrate Microsoft Dynamics 365 Finance and Operations with Magento to streamline your e-commerce operations. This integration ensures real-time data synchronization, enhancing inventory management, order processing, and customer experiences.
Connect your systems for smarter business operations
Our integration framework enables Salesforce connectivity across Dynamics 365 ERP, Dynamics 365 CRM, NAV, and AX, ensuring seamless data flow across your business applications.
Dig into our valuable resources and take charge of your data future
Got more questions?
We are here with answers!
What is Microsoft Dynamics Salesforce Integration?
Microsoft Dynamics integration with Salesforce connects your Dynamics 365 Finance and Operations (Dynamics 365 ERP) and Salesforce platforms, providing seamless data synchronization, automated workflows, and improved visibility across both systems.
Using the Dynamics 365 Salesforce connector, Confiz’s integration solution efficiently syncs accounts, contacts, sales orders, and opportunities from Salesforce to Dynamics 365, enhancing operational efficiency and data accuracy. For organizations looking for guidance on how to integrate Salesforce with Dynamics 365, this setup provides a reliable and scalable foundation.
What data can be synchronized between Dynamics 365 and Salesforce?
This integration syncs customer accounts, contacts, products, pricing, sales orders, quotes, and other critical data between the two platforms in real time. Our solution supports syncing Salesforce and Microsoft Dynamics 365 through robust mappings and automated workflows.
What are the benefits of Microsoft Dynamics 365 and Salesforce Integration?
Salesforce Dynamics 365 Integration offers several key benefits, including seamless, real-time data synchronization that keeps customer information, products, and pricing consistent across both platforms. This integration enhances collaboration between sales and marketing teams by aligning data and insights, leading to more coordinated strategies. Additionally, it automates repetitive tasks, freeing your team to focus on higher-value activities and providing a unified view of customer relationships for better decision-making. Our Dynamics 365 Salesforce Integration services streamline your business operations, boost productivity, and support business growth, making it an essential component of any Salesforce and Dynamics 365 Integration guide.
Do you offer Dynamics 365 CRM integration with Salesforce?
Yes, in addition to Dynamics 365 ERP integration with Salesforce, we also provide services to integrate Salesforce with Microsoft Dynamics 365 CRM. Our team of Dynamics 365 and Salesforce Integration experts will work closely with you to understand your specific business needs and ensure a seamless connection between the two platforms. We rely on proven Salesforce Dynamics 365 Integration tools and connectors to enhance data synchronization, improve overall efficiency, and support scalable cross-platform operations.
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Mohammed Reza
Senior Director – Business Development, EMEA
