Could anybody who has previous experience with such integration suggest the difficulty levels of this process. In that case your best bet is to start by reading the Apex Code guide and the API integration guide I linked to previously. Salesforce is very easy to develop on, but in order to integrate Dynamics with Salesforce you are going to hgave to decide which is your primary platform and from which platform you are pulling data in are you using Salesforce and wanting to pull data from Dynamics, doing it the other way round, or wanting to pull data both ways?
I have integrated Salesforce with other systems not Dynamics before and it is easy enough to do. I would say that having this as your first project on Salesforce will make it difficult but perhaps you should seek consultancy help? This will also depend upon the size and scope of the integration you want a few fields and pieces of data may just be performing some web service calls in Apex from SFDC, however something more complicated will require a lot of work and care.
The web service API and such are rather straight forward. The only issue I ran in to and you really have to take in to consideration in the initial design is to "bulk-ify" or "batch" your calls. In other words if synchronizing , contacts between systems you cannot upsert them one at a time or you will exhaust your allocated API calls per day.
Makes total sense but something I easily looked over in our first few integration attempts and had to go back and refactor code because of it. When you have defined which data to transfer, you will have to decide whether the transfer should be one way or bi-directional.
These are serious considerations that can take a long time for most organizations. Usually, the overview of data transfers between the two systems looks like this:. Preconfigured data integration solutions like RapidiOnline will help you define the data to be transferred. Rapidi has developed its Salesforce - Microsoft Dynamics GP integration solution based on best practices and years of experience. Customers throughout the world are using the RapidiOnline integration and can testify about its benefits.
Should you need more information about the integration or should you wish to see how it works, feel free to get in touch with us. Your business is 10 steps away from perfectly integrated data systems.
Learn about key preparation, best practise and more in our data integration handbook. Want to try RapidiOnline? Integrate any Salesforce and Microsoft Dynamics systems fast. GP is a complete ERP solution that incudes: financial management supply chain management, inventory and operations sales and service, field service human resources, payroll business intelligence and reporting.
They can develop strategies that are firmly based on hard evidence and information, guiding the business itself to higher levels of success and reaching performance goals with greater ease.
Beyond making your data processes more efficient and reliable, integration with pre-configured templates also gives visibility. For example, Rapidi can also offer a Salesforce App Extension that helps you see ERP information and sales history with real-time speed. This helps for speeding the decision-making process as well as informing key actions during everyday tasks. In general, a single point of entry and source of truth means that records are transferred more securely as well.
Customizing Salesforce and Dynamics GP immediately means enhanced visibility, efficiency, and accuracy, but it also opens the door to even further customizations as your business continues to scale. Future proof Microsoft Dynamics - Salesforce integration. No-programming data integration Take a quick video tour of RapidiOnline. Many data view options Rapidi provides a free Salesforce App Extension that enables visibility of sales history and other ERP information.
Payments tracked and kept in sync Up-to-date invoices and payment history transferred automatically into Salesforce. View data across platforms All integrated data in Microsoft Dynamics GP are transferred and become visible in Salesforce.
Customize your integration Other objects, both standard and custom, can be added easily to the integration. You want a solution that works 'out-of-the-box', where changes do not need programming. You want a data integration solution that works quickly, without disrupting your business.
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