Salesforce to MS Dynamics 365
SmartTracks
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way, conforming to your business process and workflow, helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with a variety of financial applications, including popular platforms like QuickBooks, Sage and MS Dynamics. Companies can now effortlessly integrate their CRM with Financial Applications to streamline invoicing, process payments and automate revenue recognition — enhancing overall operational efficiency and financial accuracy.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition includes real-time data synchronization, customizable workflows, and support for multiple integration directions. A complete, thoroughly tested Solution from day one. Custom Solutions are also available.
Pre-Configured for Salesforce + D365
Standard Salesforce objects — Accounts, Contacts, Opportunities, Orders, and Products — are pre-mapped to Dynamics 365 entities including Customers, Jobs, Sales Orders, Invoices, Estimates, and the full AP transaction suite. Both D365 Business Central and Finance & Operations are supported.
Custom Solutions Available
If you need a complete custom solution beyond Standard Salesforce Objects, we deliver these every day. The SmartTracks edition is your starting point — bespoke field mapping, multi-entity configurations, and Dynamics 365 module-specific workflows are fully supported.
Microsoft Dynamics 365 — Cloud ERP & Finance
Dynamics 365 is Microsoft's cloud-native ERP and CRM suite. InterWeave's SmartTracks program targets the financial management modules — Business Central for mid-market and Finance & Operations for enterprise — connecting Salesforce's revenue pipeline directly to D365's financial engine in real time. Azure AD client credentials authentication is used for secure, modern OAuth 2.0 access.
Azure AD Authentication
InterWeave connects to Dynamics 365 using Azure AD client credentials (OAuth 2.0) — the modern, secure pattern for server-to-server integration with no user sign-on required at sync time.
OData / Web API
D365's RESTful OData Web API provides a consistent endpoint across Business Central and Finance & Operations, enabling entity-level read/write operations that InterWeave maps to Salesforce objects at the field level.
Business Central & F&O
Both mid-market (Business Central) and enterprise (Finance & Operations) D365 editions are supported in the same SmartTracks program — the correct module is selected during configuration.
InterWeave SmartTracks Editions
Configurable Solutions between Salesforce and MS Dynamics 365 & other Editions.
Enterprise-tier pricing. MS Dynamics 365 SmartTracks are priced at an enterprise tier reflecting the depth of the D365 integration surface and Azure AD-secured API architecture. Service charges are $4,500 (vs. $3,750 for QuickBooks editions).
- Full AR & AP feature set
- Standard Salesforce object mapping
- Real-time sync with Dynamics 365
- Configuration, Training & Support
- All Professional Edition features
- Multi-currency & multiple price books
- Multiple company files / D365 entities
- Multi-Cloud Integration, Multiple Nodes
- Multiple Financial Applications integrated
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Salesforce to MS Dynamics 365 — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration for you to choose from.
Professional Edition — AR/AP Objects
Standard Salesforce objects pre-mapped to Dynamics 365 entities. D365 labels mark Dynamics 365-specific transaction patterns.
Customer & Job Mapping
- Salesforce Account/Contact → Customer / Job D365
- Salesforce Person Accounts → Customer / Job D365
- Salesforce Account/Contact → Jobs D365
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Sales Orders D365
- Opportunity/Orders → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- InterWeave iObject → Payments D365
- InterWeave iObject → Payment Received
- InterWeave iObject → Credit Memo
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Vendor & Account Mapping
- Salesforce Account/Contact → Vendors
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- InterWeave iObject → Bills
- InterWeave iObject → Vendor Credits
- InterWeave iObject → Deposits
- InterWeave iObject → Checks
- InterWeave iObject → Credit Card Charge
- InterWeave iObject → Bill Payment
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Enterprise Edition
- Multi-currency & multiple price books
- Multiple company files / D365 entities
- Multi-Cloud Integration / Multiple Nodes
- Multiple Financial Applications integrated
Ultimate Edition
- iObject → Account (COA)
- iObject → Journal Entry
- iObject → Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway (add-on)
- Custom Payment Portal (add-on)
- eCommerce Gateway / Inventory Management (add-on)
SmartTracks Service Charges
- Only Standard Objects in Salesforce integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration – 6 hours
- Training – 4 hours
- Support – 6 hours
SmartTracks Add-Ons
Payment Network Partners
Run Payments simplifies payment acceptance with essential tools. The Runverse integrates gateways, processors, and payment apps into a unified platform, supported by exceptional assistance.
Banks, fintechs, and software providers choose TransferMate for enhanced user experiences. Leveraging its technology and global banking, companies access improved rates and reconciliation.
Questions about SmartSolutions
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
InterWeave was designed for organizations with highly distributed operations, large partner/customer communities who need to share data and information transactions, and customers who require simple solutions for complex integration challenges. Fast, affordable, and tailored to meet our customers' needs — generating immediate business value and rapid ROI.
InterWeave is organized into three integration tenants:
- Financial Application Integration Cloud — MS Dynamics 365 (Business Central & Finance & Operations), Sage, QuickBooks, Oracle and more in a hub/spoke cloud model.
- Payment Processing Cloud — Real-time, scheduled and recurring payments with 49+ Merchant Service Providers.
- Multi-Cloud Integration — Integrate your CRM Solution with anything, anywhere, across any device.
Our customers have a choice of multiple Editions covering Financial Services Integration, Payment Integration, and Multi-Cloud Integration. Editions are feature-rich and extensible with available add-ons including Managed Hosting, Smart+ Support, and access to Financial Advisors. Nonprofit, education, and philanthropy organizations receive special discounts.
InterWeave has 28 Protocol Specific Connectors addressing over 90% of known protocol standards. For Dynamics 365 specifically, InterWeave connects via the D365 OData / Web API using Azure Active Directory (Azure AD) client credentials — the modern OAuth 2.0 server-to-server authentication pattern. This approach requires no user sign-on at sync time and supports both Business Central and Finance & Operations endpoints. The same connector handles multi-environment and multi-company D365 deployments natively.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. Our Franchise Edition allows customers to integrate Salesforce with over 28 Dynamics 365 company files or environments simultaneously — ideal for enterprise organizations managing subsidiaries, business units, or regional entities across separate D365 tenants or companies from a single Salesforce org.
InterWeave has integrated with over 48 ERP systems since 2006. Options include:
- Accounting → Salesforce → ERP seamless data pipeline with full validation
- Business Process and Workflow at entity level or executed in real-time
- Financial Management, HR, Inventory, Order & Supply Chain support