Salesforce integration with Microsoft Dynamics 365 for synced customers and orders
Connect Salesforce with Microsoft Dynamics 365 to keep accounts, contacts, products, and orders in sync, reduce manual updates, and improve reporting across sales and operations.
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• Accounts and contacts are mapped to Dynamics 365 customers, including ownership rules and cross-system external IDs for deterministic matching.
• Products, price lists, and tax-relevant attributes are synchronized with field-level mappings to keep quoting and invoicing references consistent.
• Opportunities, quotes, or sales orders are routed into Dynamics 365 sales orders based on status transitions, with validation on required fields before export.
• Order updates, fulfillment states, and invoice headers are synced back to Salesforce as order and billing objects for downstream CRM visibility.
• Delta sync logic transfers only changed records, with conflict handling based on system-of-record rules per entity.
• Integration events, payloads, and errors are logged with retry policies, idempotency keys, and dead-letter handling for failed messages.
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Why choose scandiweb to handle Salesforce integration for you?
How do you integrate Salesforce with Microsoft Dynamics 365 for quote-to-cash workflows?
We map your objects and IDs, define ownership rules, and sync key events like quote approval, order creation, invoicing, and credit holds. Most builds use APIs with middleware where needed for retries, logging, and transformation.
What data can a Salesforce CRM to Microsoft Dynamics 365 ERP integration sync?
Typical sync includes accounts, contacts, products, price lists, quotes, sales orders, invoices, payments, and status updates. The exact scope depends on whether Dynamics 365 is the system of record for pricing, tax, and fulfillment.
Can you support bidirectional sync between Salesforce and Microsoft Dynamics 365 without duplicates?
Yes, with a clear system-of-record model, external IDs, and deduplication rules at integration endpoints. We also add conflict handling so teams do not overwrite each other’s updates.
How do you handle multi-currency and multi-entity setups in Salesforce and Microsoft Dynamics 365 integration?
We align currency, tax, and legal entity logic, then sync with entity-aware routing and validation. This is critical when one Salesforce org feeds multiple Dynamics 365 companies or business units.
How secure is a Salesforce and Microsoft Dynamics 365 integration, and how do you monitor failures?
We use OAuth-based auth, least-privilege access, and encrypted transport, then add monitoring for sync delays and failed jobs. scandiweb is ISO 27001 and 27017 certified, so security and auditability are built into delivery.
1. Submit your integration request
2. Join a free strategy & discovery call
We’ll review your business systems, identify key challenges, and uncover actionable opportunities.
3. Get a tailored proposal
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