Microsoft Dynamics 365 Salesforce Integration
Optimize your sales cycles and achieve greater operational synergy
Enhance your Salesforce CRM efficiency by cutting overheads, automating workflows, and streamlining your lead-to-cash cycle with our two-way Dynamics F&O and Salesforce integration.
Solution Overview
Transform your CRM operations with our Microsoft Dynamics Salesforce Integration
In today’s rapidly changing business environment, where efficiency and data accuracy are more critical than ever, seamlessly synchronizing essential data – such as sales leads, customer interactions, financial records, and operational metrics – across multiple platforms can be a significant challenge.
Our Dynamics 365 Salesforce Integration solution bridges this gap by connecting your CRM and ERP systems, enabling real-time data synchronization and automated workflows. Whether you aim to enhance customer experiences, optimize sales operations, or gain deeper financial insights, this solution adapts to your unique business requirements, offering scalability and customization as your company grows. Backed by Confiz’s expertise, cross-industry experience, and comprehensive support, our integration solution unifies your business processes, driving long-term success.
Solution capabilities
Capabilities of our Microsoft Dynamics Salesforce Integration Solution
Experience our solution’s transformative capabilities and features in optimizing and synchronizing your business operations.
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
Instantly update accounts, contacts, campaigns, and custom objects in Dynamics 365, streamlining processes and removing redundant manual tasks.
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
Customize integration processes to align with your business needs, accommodating unique workflows and data management preferences.
Data migration assistance
Simplify the data transition with our Salesforce and Microsoft Dynamics integration solution, equipped with tools designed to ensure minimal disruption.
Customized integration settings
You can adjust the integration to suit your business needs, with options for customization and additional modifications as required.
Benefits of Salesforce and Dynamics 365 Integration
Simplify operations and drive growth with Salesforce and Dynamics 365 Integration
Integrating Salesforce with Dynamics 365 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
Instant data access Quickly access critical information across Salesforce CRM and Dynamics 365, enabling faster, more informed decision-making.
Enhanced data accuracy
Enhanced data accuracy Reduce manual entry errors and increase sales tracking and customer relationship management efficiency.
Consistent customer experience
Consistent customer experience Deliver seamless, personalized interactions by synchronizing data across platforms, boosting customer satisfaction and loyalty.
Instant access to sales orders
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
Visibility into back-office operations Track the progress of sales orders through fulfillment and billing, and effortlessly monitor related customer financial transactions.
Clear financial insights
Clear financial insights Integrate transaction data directly into Dynamics 365 financial reports to maintain accurate and timely financial insights.
Confiz Advantage
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.
Pricing
Salesforce and 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.
Our Offerings
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.
Technologies and compatibilities
Connect your systems for smarter business operations
Besides Salesforce integration with Dynamics 365 ERP, Confiz also offers services for Microsoft Dynamics 365 CRM integration with Salesforce, Salesforce Dynamics NAV integration, and Salesforce Dynamics AX integration. Our solutions are designed to ensure smooth data synchronization and interoperability between these platforms, enabling your business to operate more efficiently and make informed decisions.
Our Readings
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. Confiz’s integration solution ensures that accounts, contacts, sales orders, and opportunities are efficiently synced from Salesforce to Dynamics 365, enhancing your operational efficiency and data accuracy.
What data can be synchronized between Dynamics 365 and Salesforce?
Salesforce integration with Microsoft Dynamics syncs customer accounts, contacts, products, pricing, sales orders, quotes, and other critical data between the two platforms in real time.
What are the benefits of Microsoft Dynamics 365 and Salesforce Integration?
Salesforce Dynamics 365 Integration offers several key benefits, including seamless data synchronization that keeps customer information, products, and pricing consistent across both platforms in real time. 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 up your team to focus on higher-value activities, while also 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.
Do you offer Dynamics 365 CRM integration with Salesforce?
Yes, besides Dynamics 365 ERP integration with Salesforce, we also provide services to integrate Salesforce with Microsoft Dynamics 365 CRM. Our team of Dynamics 365 Salesforce Integration experts will work closely with you to understand your specific business needs and ensure a seamless connection between both platforms, enhancing data synchronization and improving overall efficiency.
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Mohammed Reza
Director Business Development, UAE | KSA
Qaisar Iqbal
Vice President Industry Solutions, KSA