How to Integrate Salesforce with Microsoft Dynamics 365 with a No-code Solution

Businesses today are looking for best-of-breed solutions for every aspect of their operations in order to improve efficiency and accuracy across the board. Often, companies will choose products from a variety of vendors based on the functionality it provides, forming a custom technology stack that conforms to the way they do business.

Many businesses choose Salesforce for their customer relationship management because of its many powerful features, streamlined workflow, and Einstein Analytics, to name a few reasons. However, since Salesforce doesn’t produce a companion ERP solution, companies must look elsewhere for the needed functionality, and many choose Microsoft Dynamics 365 to fill the gap.

Since Salesforce and Microsoft Dynamics come from different software providers, why would you want to integrate them? And how can you get them to talk to each other?

Why Integrate Salesforce with Dynamics 365?

While avoiding vendor lock-in keeps a business agile and able to adapt to changing needs, it does create a significant challenge – systems integration. Without it, you begin to suffer the negative effects of disparate systems, such as data silos.

Avoid data silos. If your sales department is collecting customer, sales, and order data in your CRM solution while your operations staff are working with customer and order data in a separate system, you’ll be dealing with double-entry of data, since those areas overlap. Human error factors in, leading to “dirty data.” Another problem is that one department doesn’t have access to the other department’s critical data.

Use the SSIS Integration Toolkit from KingwaySoft to Integrate Salesforce and Dynamics 365

Custom integrations can be challenging, costly to develop, and equally difficult to maintain through system upgrades. On the other hand, you can use a no-code solution, such as the SSIS Integration Toolkit (Ultimate Edition), to create an integration between your applications that will ensure an accurate, 2-way flow of data that eliminates double entry and the inevitable human error involved while ensuring that everyone in your organization has access to the critical business data they need.

Built on top of Microsoft SQL Server Integration Services (SSIS), the SSIS Integration Toolkit Ultimate Edition is a high-performance, cost-effective, and easy-to-use solution for creating data integrations between virtually any cloud or on-premises applications, including Salesforce and Dynamics 365. Since it leverages Microsoft developer technologies, it is instantly familiar, working inside the well-known Visual Studio environment.

No-code Salesforce to Dynamics 365 integration

It is a truly no-code solution, not requiring you to develop custom scripts to execute the data integration tasks you desire. Over 300 premium and unique SSIS components will simplify and speed up ETL (Extract, Transform, Load) development.

Here are a few key features of the toolkit:

• Easily connect to your Microsoft Dynamics instance.
• Retrieve Microsoft Dynamics data with options for advanced filtering.
• Write to Microsoft Dynamics through various write actions with many configurable options and advanced settings.
• Support for incremental reading and writing in order to enable easy and performant bi-directional data integration.
• Integrate Microsoft Dynamics with virtually any application or database system without writing a single line of code.
• Work with Microsoft Dynamics API throttling gracefully.
• Powered by modern cryptography and authentication technologies for secure connections, such as TLS 1.2, OAuth2, SHA-256, etc.

Regardless of the Microsoft Dynamics ERP solution you choose (or already have), the SSIS Integration Toolkit will enable seamless integration with Salesforce. There is full support for Dynamics 365 Finance, Supply Chain Management, Business Central, Customer Engagement (Sales, Customer Service, Field Service, Marketing, Project Operations), AX, NAV, Common Data Service (CDS), Dataverse, and PowerApps. Not only does that mean easy integration between applications and versions, but also a simple data migration path for application upgrades.

Next Steps

You don’t have to buy all your software from the same company to enjoy a true 2-way data interchange. With the SSIS Integration Toolkit, you are free to choose the applications that best suit your needs and integrate them to maximize efficiency and data accuracy.

Would you like to see the SSIS Integration Toolkit in action? Download a free developer version for Salesforce and Microsoft Dynamics to try it out for yourself, and contact us today so we can show you how to maximize your productivity with every ETL project you undertake.

By KingswaySoft | www.kingswaysoft.com

The post How to Integrate Salesforce with Microsoft Dynamics 365 with a No-code Solution appeared first on CRM Software Blog | Dynamics 365.