Integrate Dynamics 365
with Salesforce
Data Solutions
Synchronize data between Dynamics 365 and Salesforce to ensure both platforms operate with the most up-to-date information. Our ETL-based integration allows technical teams to build and manage data flows using familiar tools and robust connectors.
Sample Integration Use Case
Lead-to-Cash Process
Your marketing team captures leads in Salesforce, and once qualified, these leads are passed to your sales team in Dynamics 365 for opportunity management, quoting, and order fulfillment.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Data Handling Between Systems
Working across two enterprise systems often leads to mismatched records, manual updates, and data gaps.
Integration ensures both Dynamics 365 and Salesforce operate with consistent, up-to-date information, reducing duplication and minimizing rework.
Process Automation for Day-to-Day Operations
From lead intake to account updates, many tasks between the two platforms are repeated daily.
By automating these workflows through ETL processes, teams can reduce manual entry, improve consistency, and focus on higher-value tasks.
Aligned Data and Improved Workflows
Ensures both marketing and sales are aligned with consistent data, improving response times and reporting accuracy.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Lead captured in Salesforce | Salesforce → Dynamics 365 | Sales team follows up faster using synced contact data |
| Account updated in Dynamics 365 | Dynamics 365 → Salesforce | Customer service team accesses up-to-date details |
| Opportunity created in Dynamics 365 | Dynamics 365 → Salesforce | Sales leadership tracks pipeline across platforms |
| Contact modified by support team | Bi-directional | Both systems reflect the latest customer information |
| Custom field added for reporting | Salesforce ↔ Dynamics 365 | Teams align data structures without manual entry |
System Compatibility
Integration Tools Built for Each System
Dynamics 365
Extract and load data from all standard and custom entities across CRM, Sales, and ERP workloads.
Learn More
Salesforce
Read and write data using REST or Bulk API with support for standard, custom objects, and metadata.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Dynamics 365 Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
