Connect Microsoft Dynamics 365 F&SCM and Salesforce

Connecting Microsoft Dynamics 365 F&SCM and Salesforce for a company could enable the transfer of data between finance, supply chain, and customer relationship management functions. Such a connection could support more accurate sales forecasting, unified customer data, and improved order management by reducing manual entry and aligning processes across departments.

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

A company using both Microsoft Dynamics 365 F&SCM and Salesforce could benefit from enabling these systems to exchange data, as this could help ensure that information about customers, orders, inventory, and financials remains consistent across the organization. Without such a connection, staff may need to enter the same data in both systems, which can be time-consuming and increases the risk of errors. Over time, records in each system could drift apart, meaning that what is known about a customer, order, or product in one system does not match what is held in the other. This could result in decisions being made based on information that is incomplete or out of date, undermining efficiency and customer satisfaction. Among the types of data that could be exchanged between these two systems are customer records, sales orders, invoices, inventory levels, and payment status. What can actually be exchanged depends on what each system exposes through its API, and is determined per 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 F&SCM 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.