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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integration of D365 FO...
Finance | Project Operations, Human Resources, ...
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Integration of D365 FO with Salesforce

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Posted on by Community Member

Hi community,

I have a requirement where I need to Integrate Salesforce CRM with D365 FO.

The business process is:

1. Customers along with their Contact and Address details will be created in Salesforce (This needs to be synced (insert/update) with D365 FO)

2. Sales quotations will be created in Salesforce (This needs to be synced (insert/update) with D365 FO)

3. The sales quotations will be converted to Sales orders and processed in D365FO.

Transaction counts for Customers and Sales quotations is in the range of 0-100 per day and the integration should be synchronous.

I have explored ODATA as well as Azure logic apps for this, Could you please suggest the best way to do such integration?

Thanks in advance.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Sohan,

    I'm not familiar with Salesforce. What are their options to start synchronous integrations? Giving the maximum of 100 quotations a day, performance should not be an issue and then you can use both OData as well as Azure logic apps. Note that the Dynamics 365 F&O connector is using OData and you can start data management file based integrations.

  • Community Member Profile Picture
    Community Member on at

    Thanks Andre for the response.

    I will further explore these options. Will definitely ask for suggestions.

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