Integrate Salesforce
with Dynamics 365
Data Solutions
Connect Salesforce with Microsoft Dynamics 365 to unify your sales, marketing, and service records across platforms. Using KingswaySoft’s ETL-based integration, teams can synchronize leads, contacts, accounts, and opportunity data to improve consistency and collaboration across departments.
Sample Integration Use Case
Sync Accounts and Opportunities Between CRM Platforms
Your sales team uses Salesforce while account management is handled in Dynamics 365. To keep both teams aligned, you need to ensure changes made in one system are reflected in the other without duplication or data loss.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Improve Team Collaboration Across Platforms
Ensure both platforms reflect the same customer insights for better engagement and pipeline management.
Reduce Data Discrepancies and Manual Re-entry
Minimize duplicate entries and eliminate the need to manually update records between systems.
Aligned Data and Improved Workflows
Keep your CRM records in sync to enable better coordination and visibility.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Sync new accounts | Salesforce → Dynamics 365 | Maintain consistent customer records across platforms |
| Push opportunity updates | Salesforce → Dynamics 365 | Keep both teams aligned on deal stages and status |
| Transfer contact changes | Dynamics 365 → Salesforce | Reflect updated contact details for marketing or support |
| Share activity logs | Salesforce → Dynamics 365 | Track client interactions for both platforms |
| Export lead qualifications | Dynamics 365 → Salesforce | Ensure sales teams can follow up on qualified leads |
System Compatibility
Integration Tools Built for Each System
Salesforce
Connect with standard and custom objects using supported APIs and secure authentication.
Learn More
Dynamics 365
Work with account, contact, opportunity, and custom entities across CRM and ERP modules.
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
Salesforce 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 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
SAP
SharePoint
