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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.
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| Long 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. |
| Active | 1 |
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🔄 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
💡 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)
Technical Requirements:
- Salesforce Enterprise/Unlimited with API access
- Dynamics 365 Sales Enterprise with admin rights
- Azure Logic Apps Standard tier (Premium for custom connectors)
- Dataverse storage capacity for AI processing
🎯 Who's This For? #
- Enterprises using both CRMs post-merger/acquisition
- Sales teams needing unified customer views
- RevOps leaders requiring cross-platform analytics
🏆 Why Choose IT Partner LLC #
- Microsoft + Salesforce Certified architects
- Pre-built mapping templates for 80% faster deployment
- Compliance-ready with GDPR/CCPA data residency controls
💬 Unify Your CRM Ecosystems Today #
Eliminate data silos and automate revenue workflows across platforms.