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Finance | Project Operations, Human Resources, ...
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Integration of D365 FO and saleforce CRM

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Posted on by 30

Is any way to Integrate d365 FO with saleforce CRM using Programming??

The scenario is : when we create a record in D365 FO it also be create in Saleforce CRM

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    303,365 Super User 2026 Season 1 on at

    Hi Ayush,

    There is no Dual Write option between F&O and Sales force. You can integrate using various integration apps, like Logic Apps. In case you would need to call Salesforce within x++ logic, you can probably call web services. I don't have experience with Salesforce CRM to be able to know their integration options.

  • Charlotte X Profile Picture
    Microsoft Employee on at

    Hi Ayush,

    I found some old threads mentioning issues related to FO and CRM integration, you can refer to them:

    (+) integration between dynamics 365 FO and Dynamics 365 CRM - Dynamics 365 Finance Forum Community Forum

    (+) Salesforce.com integration with Dynamics 365 Finance - Dynamics 365 Finance Forum Community Forum

  • Ian Waring Profile Picture
    436 on at

    As Andre suggested, our pilot integrations used LogicApps (allowing Salesforce to be both the product master as well as the Customer master). However, we've shelved the approach and will be doing an integration using Mulesoft in calendar 2024. That's when all our various strands of our transformation efforts come together.

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    In addition to above suggestion, MuleSoft has free trial as well, so you can explore this option as well.

    www.mulesoft.com/.../

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