Connect Microsoft Dynamics 365 BC and Salesforce

Connecting Microsoft Dynamics 365 BC and Salesforce for a company could enable the transfer of customer, sales, and financial data between the two platforms. This would support more consistent information across departments, help reduce manual data entry, and improve visibility into customer interactions and business performance.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics 365 BC and Salesforce around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Microsoft Dynamics 365 BC and Salesforce?

A company operating both Microsoft Dynamics 365 BC and Salesforce could benefit from connecting the two systems to improve operational efficiency and data accuracy. Without such a connection, staff may need to manually enter or update the same information in both platforms, which can lead to errors, wasted effort, and inconsistencies. Over time, records in the two systems could diverge, causing confusion and undermining confidence in the data used for reporting or decision making. This can also result in decisions being based on outdated or incomplete information, particularly if updates made in one system are not reflected in the other in a timely manner. If a connection were established, it could enable the exchange of data such as customer records, sales orders, invoices, and payment statuses between Microsoft Dynamics 365 BC and Salesforce. This could help ensure that both systems reflect the same reality, reducing the risk of discrepancies. The actual data that can be exchanged depends on what each system exposes through its API and must be determined for each specific situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Microsoft Dynamics 365 BC and Salesforce make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.