jon
April 21, 2025
Salesforce
How to Integrate Salesforce with ERP Systems like MS Dynamics and Sage?
Integrating Salesforce with ERP systems like Microsoft Dynamics 365 and Sage using InterWeave SmartSolutions allows your organization to seamlessly connect front-office CRM operations with back-office financial and operational data—bridging the gap between sales, finance, and fulfillment.
Technical Overview
Integration Architecture with InterWeave SmartSolutions
- Middleware Platform: InterWeave acts as a secure, cloud-based integration platform between Salesforce and the ERP system.
- API-Driven Communication: Uses REST/SOAP APIs, Web Services, and OData (in the case of MS Dynamics).
- Profile-Based Configuration: Each integration is set up using customizable profiles—no coding required.
- Real-Time or Scheduled Syncing: Data can be synchronized in real time or at set intervals based on business logic.
Key Technical Capabilities
| Feature | Description |
| Bi-directional Sync | Salesforce ↔ MS Dynamics/Sage for Accounts, Products, Orders, Payments, Invoices |
| Data Transformation | Convert currencies, formats, field mappings between platforms |
| Authentication | OAuth 2.0, token-based, or API key authentication (platform-dependent) |
| Error Handling | Smart exception logging, alerts, and retry mechanisms |
| Security | Encrypted data transfer with role-based access control |
Functional Overview
What Gets Integrated?
| Data Object | Salesforce | MS Dynamics / Sage |
| Accounts | Customers, Partners | Customers, Vendors |
| Opportunities / Quotes | Sales pipeline stages | Sales Orders, Invoices |
| Products & Price Books | Quote Line Items | ERP Product Catalog |
| Orders | CPQ-Generated Orders | ERP Orders & Fulfillment |
| Invoices | View in Salesforce | Created/managed in ERP |
| Payments | Payment status | Applied to invoices in ERP |
Functional Use Case Examples
Sales to Invoice Flow
- Opportunity in Salesforce marked “Closed-Won”
- InterWeave auto-generates a Sales Order in MS Dynamics or Sage
- ERP processes the order, creates the invoice, and marks it as paid
- Salesforce is updated with the invoice status and payment confirmation
Inventory & Fulfillment Visibility
- Sales rep in Salesforce checks product availability in real-time from MS Dynamics
- Availability syncs from ERP to CRM with quantity and location details
- Rep commits accurate ship dates in the quote process
Accounts Receivable Integration
- Invoices in Sage/MS Dynamics are pushed to Salesforce for sales visibility
- Payment status (Paid, Partial, Overdue) automatically updates CRM records
- Dunning workflows or renewal holds can be triggered based on payment data
Benefits of Integrating Salesforce with MS Dynamics or Sage
| Benefit | Description |
| 360° Customer View | See sales, billing, and order history in one place |
| Process Automation | Eliminate manual re-entry, reduce lag between quote and cash |
| Real-Time Insights | Always know account balances, sales performance, and product availability |
| Data Consistency | Keep customer, order, and product data accurate across systems |
| Faster Order-to-Cash | Streamline from opportunity → invoice → payment without friction |
InterWeave Makes it Easy
- No-code, configurable integrations tailored to your workflow
- Pre-built templates for common Salesforce-to-ERP use cases
- Real-time error monitoring and data mapping tools
- Support for multi-company, multi-currency, and multi-entity environments
