Connect Microsoft Dynamics 365 F&O and Salesforce

Connecting Microsoft Dynamics 365 F&O and Salesforce for a company using both systems could enable the transfer of financial, operational, and customer data between platforms. This could support unified reporting, more efficient sales and order management processes, and improved visibility into customer information across finance and sales functions.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics 365 F&O 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 F&O and Salesforce?

A company that operates both Microsoft Dynamics 365 F&O and Salesforce could benefit from connecting these systems to allow for more efficient data exchange. Such a connection could reduce the need for manual data entry across platforms, which can be time-consuming and increase the risk of human error. Without a connection, there is a risk that records in each system could diverge over time, leading to discrepancies in customer information, sales figures, or financial data. This misalignment could result in decisions being made based on outdated or incomplete information, affecting everything from customer service to financial planning. If a connection were established, it could enable the exchange of data such as customer records, sales orders, invoices, and payment status. For example, customer contact details updated in Salesforce could be reflected in Dynamics 365 F&O, and vice versa, helping to keep both systems current. Sales data and order statuses could also be shared, supporting more accurate reporting and coordinated processes across sales and finance teams. The specific data that can be exchanged would depend on what each system exposes through its API and is determined on a case-by-case basis.

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 F&O 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.