IT Partner

Description

Connect Salesforce with Dynamics 365 Sales to unify CRM workflows, automate lead-to-revenue processes, and sync customer data bi-directionally. Final pricing and timeline are customized after scoping.

🔄 Sync Salesforce with Dynamics 365 Sales #

Bi-directional CRM harmony. Automated revenue workflows. #

Bridge your Salesforce and Dynamics 365 ecosystems to eliminate data silos and automate cross-platform sales processes.
IT Partner's Salesforce + Dynamics 365 Sales Integration delivers real-time data sync and workflow automation between the world's leading CRMs.

🧩 What This Integration Does #

We connect Salesforce and Dynamics 365 Sales to enable:

🔄 Bi-directional object sync (Accounts, Contacts, Opportunities, Activities)
⚡ Automated workflow triggers (e.g., Dynamics opportunity update → Salesforce task creation)
📊 Unified reporting by combining data in Power BI
🔐 Field-level security with Azure Entra ID attribute-based access control
🚀 AI-powered insights using Dynamics 365 Copilot with Salesforce data

Salesforce Dynamics 365 Integration Flow

💡 Why It Matters #

Without integration:

❌ Manual data entry creates errors and delays
❌ Inconsistent customer views across teams
❌ Missed cross-sell/upsell opportunities

With integration:
✅ Real-time customer data alignment between CRMs
✅ Automated follow-ups when deals progress in either system
✅ 360° customer insights combining both platforms' data

🚀 Key Benefits #

Automate cross-platform workflows between Salesforce and Dynamics 365 using Logic Apps, reducing manual data entry by 80%
Sync critical CRM objects including Accounts, Contacts, and Opportunities with field-level mapping precision
Unify reporting in Power BI by combining Salesforce and Dynamics 365 data sources
Enhance security with Azure Entra ID Conditional Access and encrypted credential management
Enable AI-driven insights using Dynamics 365 Copilot on consolidated CRM data
Scale effortlessly during peak periods with Azure's cloud infrastructure

⚙️ How It Works #

Data Mapping
- Configure field matching with timestamp-based conflict resolution
- Note: Custom objects require middleware transformation
Integration Layer
- Deploy Azure Logic Apps with dual CRM connectors
- Implement error handling for API limits (Salesforce: 15K/day; Dynamics: 60K/day)
Security
- Apply Entra ID Conditional Access for CRM logins
- Encrypt sync data with Azure Key Vault
AI Enhancement
- Consolidate data in Dataverse before Copilot analysis
- Use Azure Synapse for large dataset processing (>50K records)