Integrate Salesforce CRM with MS Dynamics 365 ERP: 360 Customer Overview in your CRM

Once integrated you will have all the data from your ERP visible in your CRM.
By using Rapidi's prebuilt data integration solutions, particularly for Salesforce and Microsoft Dynamics 365 you will gain several benefits:
Prebuilt Mapping Templates:
These templates are ready-to-use, based on best practices, and allow for quick data transfer between systems, saving time and speeding up the integration process.
Flexibility and Customization:
While standard processes can use the templates as-is, they can also be customized to fit specific needs, allowing for the addition of custom fields and adjustments.
Efficient Data Transfer:
The integration supports the transfer and updating of accounts, contacts, items, opportunities, and sales orders, ensuring that data is consistent across ERP and CRM systems.
Comprehensive Data Overview: Users can view a full overview of customer-related information, sales orders, ledger entries, and sales history, providing insights into customer financial situations.
Historical Data Transfer: The solution allows for the transfer of historical data, such as invoices from previous years, ensuring comprehensive data availability.
Real-time Updates: Any changes in the ERP system are reflected in Salesforce, maintaining up-to-date information across platforms.
These features collectively enhance the efficiency and effectiveness of data integration, providing users with a robust solution for managing their business processes.
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