Microsoft Dynamics 365 Salesforce integration sharing one customer record. No duplicate data entry. No blind spots.
Our Microsoft Dynamics 365 Salesforce integration syncs contacts, opportunities, financial data, and activity history bidirectionally between Dynamics 365 and Salesforce. Sales reps see Dynamics 365 invoice history in Salesforce. Finance sees Salesforce pipeline in Dynamics 365. Custom code. Source code ownership.
Submit brief → call in 48 hours → proposal in 3 days → live in 21 days
Your sales team and finance team are both flying blind. They each have half the picture.
Salesforce holds your pipeline and customer relationships. Dynamics 365 holds your financial history, contracts, and credit data. When the two systems do not communicate, both teams make decisions with incomplete information.
Pain: sales and finance teams reviewing cross-system data
Three teams. Three very different reasons to integrate. One custom Microsoft Dynamics 365 Salesforce integration.
Select your role to see what the Dynamics 365 Salesforce integration delivers specifically for you.
Your reps stay in Salesforce. Dynamics 365 financial data comes to them.
Dynamics 365 forecasting uses live Salesforce pipeline data instead of spreadsheets.
One customer record. No duplicates. Clean data throughout the revenue cycle.
Three critical handoffs your Microsoft Dynamics 365 Salesforce integration solution runs automatically.
Salesforce closed-won creates a Dynamics 365 contract, order, and invoicing workflow automatically
When a Salesforce rep marks an opportunity closed-won, the integration reads the deal terms, creates a Dynamics 365 contract with the agreed pricing and start date, and triggers the Dynamics 365 invoicing workflow. Finance receives a complete, correctly structured contract in Dynamics 365 without anyone sending an email or filling in a form.
Dynamics 365 invoice events write back to Salesforce as account activity so reps always know the billing status
Every Dynamics 365 invoice event (sent, viewed, partially paid, overdue, fully paid) syncs to the Salesforce Account as an activity log entry. Reps see billing status in their natural working environment. They no longer need to call finance to find out if a customer has outstanding invoices before a call.
Dynamics 365 credit limit, exposure, and account status fields sync to Salesforce Account so reps never over-commit
Dynamics 365 account credit limit, current outstanding balance, and credit hold status are mapped to Salesforce Account custom fields. These update in real time when Dynamics 365 financial data changes. A configurable warning threshold triggers a Salesforce task when a customer approaches their credit limit, alerting the rep before they promise an order that finance will block.
Value: customer relationship management and enterprise resource planning integration workflow in action
Scoped by object, by direction, by customisation depth. No commitment to receive a proposal.
Sync objects and directions
Each sync object (Contacts, Accounts, Opportunities, Invoices, Contracts, Activities) is scoped and priced separately. Bidirectional sync objects cost more than unidirectional because conflict resolution logic must be built for every field.
Custom fields and objects
Dynamics 365 and Salesforce both support extensive custom field and object configurations. Custom Salesforce objects, Dynamics 365 custom entities, and non-standard field mappings are identified during discovery and priced per custom mapping required.
Dynamics 365 version and modules
Dynamics 365 Sales, Dynamics 365 Customer Engagement, and Dynamics 365 Finance and Operations each expose different APIs and data models. Multi-module setups where both customer relationship management and Finance are used require separate connectors for each module's integration with Salesforce.
From siloed customer relationship management and enterprise resource planning to unified revenue cycle. Without rebuilding either system.
Proof: sales and finance integration team go-live
Six requirements every Microsoft Dynamics 365 Salesforce integration company must handle correctly.
| Requirement | Typical connector or integration platform as a service approach | Redefine custom integration |
|---|---|---|
Contact deduplication | Creates duplicates unless exact name match | Email-based deduplication with configurable merge rules |
Opportunity-to-order | One-way trigger, no field validation before Dynamics 365 post | Field validation against Dynamics 365 schema before contract creation |
Bidirectional conflict resolution | Last-write-wins or no logic: data corruption risk | Per-field conflict rules defined in mapping document before build |
Custom objects | Standard objects only, custom objects require premium tier | Any Salesforce or Dynamics 365 custom object can be added to scope |
Error handling | Error log exists, resolution requires manual platform access | Each failure classified with resolution path, alerted within 4 hours |
Ongoing cost | $200 to $2,000+ per month, scales with volume | Fixed project fee. Zero monthly cost after go-live. |
What buyers ask a Microsoft Dynamics 365 Salesforce integration consultant before starting.
Yes. We use the Salesforce REST API and Salesforce Bulk API 2.0 for high-volume objects. The integration works with any Salesforce edition that exposes the API (Professional, Enterprise, Unlimited, and above). Salesforce Service Cloud objects (Cases, Service Contracts) can be added to scope alongside Sales Cloud. Custom Salesforce objects and custom fields are supported: we identify all non-standard objects in the discovery step and include them in the field mapping document.
Salesforce Leads and Contacts are separate objects. Leads are pre-qualification; Contacts are post-qualification. For most Dynamics 365 Salesforce integrations, we sync Contacts (not Leads) to Dynamics 365, because Contacts are attached to Accounts and have a relationship structure that maps to Dynamics 365 Customer. The Lead-to-Contact conversion event in Salesforce can optionally trigger a Dynamics 365 prospect or customer creation at that point. The conversion trigger is defined in the field mapping document. Some clients also sync Leads to Dynamics 365 as prospect entities: this is scoped and priced separately.
Salesforce record ownership (Owner field) and Dynamics 365 responsible user and team assignments are mapped in the field mapping document. For most setups, the Salesforce account owner email is matched to a Dynamics 365 user email to assign the correct Dynamics 365 responsible. Where Dynamics 365 uses teams rather than individual users, a mapping table is configured in the integration layer. Records created by the integration are assigned to a dedicated integration user in each system, separate from named users, so activity history accurately reflects human actions.
Initial load matching is the most critical step. Before the integration goes live, we run a matching process against both systems using email address, company name, and phone number as matching keys. Records with high confidence matches are linked automatically. Partial matches are presented in a review report for the client team to confirm. Unmatched records in each system are created in the other system during the initial load. The matching process runs in a staging environment first so the client team can verify results before any production records are touched.
A core Contact and Account bidirectional sync plus closed-won to Dynamics 365 contract trigger typically goes live in 21 days. Adding invoice-to-Salesforce activity sync and Dynamics 365 credit fields to Salesforce adds 7 to 10 days. Custom object or field-heavy configurations may take 28 to 35 days. The initial load matching step requires one to two days of client review time before go-live. Your proposal includes a day-by-day milestone breakdown for your specific scope.
Get a scoped proposal in 3 days.
No commitment. No pitch. Tell us your Dynamics 365 modules and Salesforce edition and which sync objects matter most. We will send a line-by-line proposal with field map, object list, and cost.
We will review your Dynamics 365 and Salesforce setup and send a scoped proposal within 3 business days. Expect a call within 48 hours.
Call within 48 hours → proposal in 3 days → first live sync in 21 days
Sales and finance. One customer record. No monthly connector fee. Code you own.
Pre-footer: integrated sales and finance team
