Connect Microsoft Dynamics AX and Salesforce

Connecting Microsoft Dynamics AX and Salesforce for a company that uses both could enable the transfer of customer, sales, or financial data between the systems. This connection could support more efficient processes by reducing manual data entry and helping to keep information consistent across finance and customer relationship management functions.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics AX 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 AX and Salesforce?

A company that uses both Microsoft Dynamics AX and Salesforce could benefit from connecting these systems to enable data exchange between them. Such a connection could help ensure that information entered into one system is reflected in the other, reducing the risk of errors and inefficiencies that arise from manual data entry. Without this connection, teams might have to enter the same data into both systems, which can lead to inconsistencies, duplicate records, and situations where key business decisions are made based on outdated or incomplete information. Over time, records in each system could diverge, making it difficult to maintain a single source of truth for customers, orders, or financial data. Common types of data that could be exchanged between an ERP system like Microsoft Dynamics AX and a CRM system like Salesforce include customer details, sales orders, invoices, payment statuses, and inventory levels. The specific data that can be exchanged, and the direction of flow, would depend on what each system makes available through its API and the requirements of the business in each 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 AX 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.