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Finance | Project Operations, Human Resources, ...
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Salesforce integration with D365FO

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Posted on by 2

Hi Guys,

Do we have someone here who have integrated Salesforce with D365FO?

Need to pull financial transactions from source and send it to D365FO asynchronously. I am thinking of using logicapps or mulesoft as the middleware. Anyone has suggestions on deciding the middleware and pros of one over the other?

Any practical challenges or experience if someone can share will be useful.

I have the same question (0)
  • Sukrut Parab Profile Picture
    71,741 Moderator on at

    Logic apps has connector to salesforce , so I would recommend you start researching in that direction.

    docs.microsoft.com/.../connectors-create-api-salesforce

  • Sergei Minozhenko Profile Picture
    23,097 on at

    Hi Saurabh,

    If I understood correctly both solutions have connectors to D365 and SF and MuleSoft has free trial.

    I recommend to do simple PoCs on both platforms to compare how easy to design and support integrations.

    By the way, Is it your first integration in D365 or you already have something made with LA or Mulesoft?

    Check also similar thread https://community.dynamicsand take a .com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/380497/salesforce-com-integration-with-dynamics-365-finance

  • SamikK Profile Picture
    113 on at
    I’ve worked on a similar Salesforce D365 FO integration, and your thinking is on the right track.
     
    If you need a proper async, event-driven setup (with retries, queues, orchestration), then Logic Apps or MuleSoft are the more enterprise choices. Logic Apps fits nicely if you’re already in Azure, MuleSoft is more flexible but heavier to set up and maintain.
     
    In our case, requirements were simpler (no strict real-time, more near real-time/batch), so we didn’t go with a full middleware stack. We used Skyvia to move transactional data from Salesforce to FO on a schedule, with mapping and error handling built in. It was much quicker to implement and easier to maintain.
     
    So I’d say:
    • if you need complex async orchestration - Logic Apps / MuleSoft
    • if near real-time is fine and you want something lighter - tools like Skyvia can do the job without a lot of overhead

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