Rapidi Data Integration Solution for Dynamics 365 Finance

Data Integration Solution for Dynamics 365 Finance ERP & Salesforce CRM

ERP Systems: Dynamics 365, Dynamics 365 Finance, Dynamics AX, Microsoft Dynamics 365 F&SCM
Product Verticals: All Industries
Business Processes: AP Automation, Business Process Management, Data Integration, Data Management, Data Migration, Order Management, Web-based Mapping

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No-code, real-time data integration between Microsoft Dynamics 365 Finance (F&O) ERP and CRM systems, such as Salesforce, HubSpot, and Dynamics 365 Sales CRM

ERP Systems: Dynamics 365 Finance, Microsoft Dynamics 365 Finance F&SCM, Dynamics 365 Finance & Operations (F&O), Dynamics AX
CRM Systems: Salesforce (all editions, including Professional, Enterprise, Unlimited)
Product Verticals: All Industries

Business Processes: Financial Management, Sales Order Processing, Quote-to-Cash, Customer Management, Accounts Receivable, Invoice Processing, Revenue Recognition, Supply Chain Integration

Rapidi delivers a secure, fast, and reliable integration between Salesforce CRM and Microsoft Dynamics 365 Finance (formerly Dynamics 365 for Finance and Operations). The cloud-based iPaaS platform connects your sales and financial systems, eliminating data silos and giving teams access to accurate, synchronized information.

Built specifically for enterprise-grade Dynamics 365 Finance deployments, Rapidi handles the technical challenges of D365 Finance integration—including timestamp tracking and incremental synchronization—without requiring custom code or modifications to your ERP.

Enterprise-Ready: Rapidi supports all D365 Finance entities and configurations. All core/standard and custom entities can be integrated with Salesforce without additional development on your end.

Out-of-the-Box Integration Features

Customer/Account Synchronization: Bidirectional sync maintains consistent customer master data across Salesforce and D365 Finance. Credit limits set in Finance are visible to sales reps in Salesforce.
Contact Management: Contact information flows between systems so invoices and communications reach the right people.
Product and Pricing Data: The product catalog and pricing from D365 Finance sync to Salesforce for accurate quoting.
Quote-to-Order Automation: When opportunities close in Salesforce, they instantly create sales orders in D365 Finance without manual re-entry.
Invoice Synchronization: Invoice data from Finance transfers to Salesforce, giving sales reps visibility into payment status.
Payment History: Customer ledger entries and payment information are visible in Salesforce for informed customer conversations.
Sales Order Status: Order fulfillment progress, delivery dates, and shipping information sync back to Salesforce.

Timestamp Challenge Solved: Dynamics 365 Finance (and legacy Dynamics AX) lacks native timestamp functionality for tracking record changes. Rapidi's Mirror Technology and Rapidi Timestamp features solve this challenge at the integration layer, enabling efficient incremental synchronization without modifying your ERP configuration.

Key Benefits

Streamlined Financial Operations: Automate data synchronization between Salesforce and D365 Finance to reduce manual entry and errors.
Improved Data Accuracy: Consistent, accurate financial data across your organization.
Enhanced Efficiency: Save time and resources by automating routine financial processes.
Better Decision-Making: Sales teams have access to financial data (credit status, payment history, outstanding invoices) without leaving Salesforce.
Faster Quote-to-Cash: Accelerate the sales cycle with automated order creation and real-time visibility.
Reduced IT Overhead: A no-code platform requires no custom development or ongoing IT maintenance.

Technical Capabilities

Integration Methods: OData, D365 Finance Web Services, direct SQL database access (on-premise or Azure)
Real-Time and Scheduled Sync: Configure transfers to run in real-time, on schedule, or triggered by workflow events
Bidirectional Data Flow: Data can flow in either direction between D365 Finance and Salesforce
All Entities Supported: Integrate any D365 Finance entity—standard or custom—with Salesforce
Mirror Technology: Lightweight change-tracking layer enables incremental sync without modifying D365 Finance
Rapidi Timestamp: Adds timestamp capability at the integration layer for efficient delta synchronization
Link Storage: Cross-reference IDs stored within Rapidi—no custom fields required in source systems
SSL Encryption: All data transfers are compressed and encrypted using TLS 1.2/1.3

Supported Versions

Microsoft Dynamics 365 Finance (all versions)
Microsoft Dynamics 365 Finance & Operations (F&O)
Microsoft Dynamics 365 Supply Chain Management
Microsoft Dynamics AX (all versions)
Salesforce Professional, Enterprise, and Unlimited editions
Salesforce Classic and Lightning Experience

"A lot of other systems we looked at required a lot more custom planning in order to get the data synced properly. Anything that we can get off-the-shelf, that runs, and that needs as little attention from our time, is really ideal. We really need to have robust systems that integrate directly and that don't need a lot of care and maintenance on our end and can run autonomously."
— Eric Clay, Information Technology Director, The Ken Blanchard Companies

"Choosing Rapidi has been one of our best decisions! They have a very good standard toolbox, yet there is enough flexibility for customization. The interface is easy to work with and the tool is running without any problems since the implementation date."
— Rapidi Customer Review

Why Choose Rapidi for D365 Finance Integration?

D365 Finance Expertise: Deep experience with enterprise Dynamics deployments, including complex multi-entity and multi-company scenarios.
30+ Years Experience: Rapidi has specialized in Microsoft Dynamics integrations since 1994.
Salesforce AppExchange Certified: Lightning Ready certification ensures compatibility with all Salesforce features.
Pre-Built Templates: Start with proven integration patterns refined across hundreds of enterprise implementations.
No-Code Platform: Business users can configure and manage integrations without developer involvement.
Support Included: Subscription includes ongoing support, maintenance, and platform updates.
Transparent Pricing: Flexible subscription model with no hidden fees.

Implementation Timeline

Discovery & Planning: 1-2 days
Configuration: 2-3 days
Testing: 2-3 days
Go-Live: 1 day

Typical total implementation time: 1-2 weeks for standard integrations. Complex implementations with custom entities and multi-subsidiary requirements may take 4-8 weeks.

Pricing: Rapidi operates on a subscription model. Basic pricing starts at €285 per month. All plans include support, maintenance, and platform updates. Contact Rapidi for a customized quote based on your specific D365 Finance integration requirements.

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Additional Resources

Contact: [email protected] | www.rapidionline.com

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