One customer record across Dynamics 365 and Salesforce. No duplicates. No blind spots.
Contacts, opportunities, invoices, and activity history flow both ways between Dynamics 365 and Salesforce. Sales reps see invoice status in Salesforce before renewal calls. Finance sees live pipeline in Dynamics 365 for cash flow planning. You own the source code. Zero monthly connector fees.
Tell us your setup → call in 48 hours → scoped proposal in 3 days → live in 21 days
Your sales team and finance team are both flying blind. Each one has half the picture.
Salesforce holds your pipeline and customer relationships. Dynamics 365 holds your financial history, contracts, and credit data. When these two systems stay disconnected, both teams make decisions with half the facts.
Pain: sales and finance teams reviewing cross-system data
Three teams. Three different reasons to integrate. One connected system.
Pick your role. See what changes for your team on day one.
Your reps stay in Salesforce. Dynamics 365 financial data comes to them.
Dynamics 365 forecasting pulls live Salesforce pipeline data. No more spreadsheets.
One customer record. No duplicates. Clean data throughout the revenue cycle.
Three handoffs your integration runs without anyone sending an email.
Closed-won in Salesforce creates a Dynamics 365 contract and starts invoicing the same day
A Salesforce rep marks an opportunity closed-won. The integration reads the deal terms, pricing, and start date. It creates a Dynamics 365 contract and triggers the invoicing workflow. Finance gets a complete contract in Dynamics 365 without a single email or form.
Dynamics 365 invoice updates appear in Salesforce so reps always know 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 data syncs to Salesforce so reps never promise more than finance will approve
Credit limit, outstanding balance, and credit hold status from Dynamics 365 appear as fields on the Salesforce Account. These update in real time. A warning threshold triggers a Salesforce task when a customer approaches their limit. The rep knows 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 customization depth. No commitment to get a proposal.
Sync objects and directions
We scope and price each sync object separately: Contacts, Accounts, Opportunities, Invoices, Contracts, Activities. Bidirectional objects cost more than one-way objects. The reason: we build conflict resolution logic for every field.
Custom fields and objects
Both Dynamics 365 and Salesforce support custom fields and objects. We identify every custom Salesforce object, Dynamics 365 entity, and non-standard mapping during discovery. Each custom mapping adds a line item to your proposal.
Dynamics 365 version and modules
Dynamics 365 Sales, Customer Engagement, and Finance and Operations each expose different APIs. Multi-module setups need separate connectors for each module. Your proposal breaks down the cost per module and per Salesforce connector.
From siloed CRM and ERP to unified revenue cycle. Without rebuilding either system.
Proof: sales and finance integration team go-live
Six requirements every integration team must get right. Most get three.
| 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 before starting a Dynamics 365 Salesforce integration project.
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 sync with closed-won contract triggers goes live in 21 days. Adding invoice sync and credit fields 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. Tell us which sync objects matter most. We 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. You own the code.
Pre-footer: integrated sales and finance team
