Salesforce to MS Dynamics Integration by InterWeave

The SmartIntegration Platform for CRM

Professional Edition

Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup

^$ 7499 _Year

+ Configuration, Training and Support charges

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Enterprise Edition

AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.

^$ 9499 _Year

+ Configuration, Training and Support charges

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Ultimate Edition

Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.

^$ 13499 _Year

+ Configuration, Training and Support charges

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The SmartPortal

Configurable integration Solution with over 48 integrated Merchant Services Providers.

^$ 3600 _Year

+ Configuration, Training and Support charges

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Payment Processing

US & Canada

Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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International

Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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eCommerce

eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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Salesforce to MS Dynamics FAQs

1. What does the Salesforce ↔ Microsoft Dynamics 365 integration with InterWeave provide?

InterWeave SmartSolutions enables bi-directional, configurable integration between Salesforce CRM and Microsoft Dynamics 365 ERP (Finance, Supply Chain, or Business Central). It synchronizes Accounts, Opportunities, Orders, Invoices, and Payments in real time, aligning sales with finance and operations.

2. Which Microsoft Dynamics editions are supported?

InterWeave supports multiple Microsoft Dynamics platforms:

Dynamics 365 Finance & Supply Chain (F&O)
Dynamics 365 Business Central (SMB ERP)
Dynamics 365 Sales/CRM
Legacy Dynamics (AX, GP, NAV)

3. What data objects are typically integrated?

Core object mappings include:

Salesforce Accounts ↔ Dynamics Customers/Vendors
Salesforce Contacts ↔ Dynamics Contacts
Opportunities ↔ Quotes, Orders, or Contracts
Salesforce Products/Price Books ↔ Dynamics Items & Services
Orders/Invoices and Line Items
Payments, Credits, and Refunds
General Ledger Entries (when financial posting is needed)

4. How does InterWeave automate the Quote-to-Cash process?

A Closed Won Opportunity in Salesforce automatically generates a Quote, Sales Order, or Invoice in Microsoft Dynamics.
Line items, discounts, and taxes flow seamlessly.
Payment updates from Dynamics (partial or full) sync back into Salesforce for sales visibility.
Multi-entity posting and financial reconciliation are supported for enterprise deployments.

5. Can the integration be customized for business-specific rules?

Yes. InterWeave is 100% configurable:

Define field-level mappings and custom logic.
Apply approval workflows across Salesforce and Dynamics.
Configure multi-entity and multi-currency posting.
Extend integration to advanced modules like Projects, Inventory, or Revenue Recognition.

6. How does synchronization work (real-time or batch)?

Real-time sync: for critical sales-to-finance transactions.
Batch processing: for large datasets (e.g., nightly invoice sync).
Event-driven triggers: Salesforce workflows can launch Dynamics syncs automatically.

7. How are conflicts or duplicates handled?

System-of-record rules can be set: Salesforce for customers/opportunities, Dynamics for financial data.
Duplicate prevention logic checks for existing records before creation.
Exceptions are logged in the InterWeave Dashboard with tools for reconciliation.

8. Can InterWeave handle multi-entity or global Dynamics 365 deployments?

Yes. InterWeave supports:

Multi-entity Dynamics setups (subsidiaries, divisions, global entities).
Multi-currency handling, including real-time currency conversion.
Global deployments with regional tax rules, compliance, and localization.

9. How secure is the integration?

TLS/SSL encryption for all transactions.
Role-based access and complete transaction logging.
Compliance-ready: PCI-DSS aligned when paired with InterWeave Payment Gateway.
Sensitive payment or customer data is never stored in Salesforce or Dynamics.

10. How are errors and monitoring handled?

Transaction-level logging for each record processed.
Error queues with retry capability.
Dashboard visibility into throughput, latency, and success/failure rates.
Proactive alerts (via email or Salesforce notifications).

11. Can payments also be integrated?

Yes. With the InterWeave Smart Payment Gateway, you can:

Process credit card, ACH, or eCheck payments from Salesforce.
Post payment transactions automatically into Dynamics 365.
Sync payment statuses back to Salesforce for real-time sales visibility.

This creates a full Opportunity → Order → Invoice → Payment → Reconciliation workflow.

12. How long does implementation take?

Standard templates: 4–6 weeks.
Customized projects: 8–12 weeks (multi-entity, heavy customization, or advanced modules).

Templates accelerate deployments, covering most common Salesforce ↔ Dynamics use cases.

13. What is the pricing model?

Subscription-based (Annual) by edition: Professional, Enterprise, Ultimate.
Professional Services for setup, mapping, and customization.
Add-ons available for Payment Gateway, Multi-entity, and Advanced Modules.

14. Will Salesforce or Dynamics upgrades break the integration?

No. InterWeave maintains API-compliant adapters for both Salesforce and Microsoft Dynamics 365. The solution is updated with each Salesforce release and Dynamics update, ensuring compatibility.

15. What ROI benefits do customers see?