Salesforce integration with Dynamics Finance for Lead-to-Cash Automation
Bridge the gap between your sales and finance and eliminate costly human errors. We offer customized Salesforce integration with Dynamics 365 Finance ERP to automate synchronization between both platforms.
Align Sales and Finance Operation
Real-time Revenue Tracking
Unified Customer and Financial Data- Improved Financial Reporting
- Custom Workflow Automation
Align Sales and Finance Operation
Real-time Revenue Tracking
Unified Customer and Financial Data
Get Salesforce integration with Dynamics 365 Finance for Faster and Error-free Operations
Our custom Salesforce-Dynamics 365 Finance integration solutions help you iron out hurdles in your sales and finance operations. The integration synchronizes customer and financial data while automating workflows for improved productivity, notwithstanding the complexities in the system.
With over two decades of experience, OrangeMantra is a trusted leader in delivering specialized IT solutions including platform integration. Be it CRM, ERP or eCommerce, we get you custom integration for deeper, and safer integrations.
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200+
Awards & Recognitions
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95%
Error Reduction Rate
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90%
Increased ROI
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150+
Integration Experts
Trusted by Industry Leaders
Our integration solutions have helped businesses of all scales fill gaps in their process and operate on their top efficiency.
Salesforce Integration with Dynamics Finance for Automated Data Flow and Workflow
Integrating Salesforce with Dynamics 365 Finance is essentially connecting your CRM and ERP systems. This means the data, such as customer and order details, can automatically flow without hurdles between platforms in real-time while achieving workflow automation as well.
This includes automated lead-to-cash process, slashed invoice generation time and expediting operations without errors. Additionally, as now your customer service teams have real-time visibility into client payment statuses, they can quickly take follow-ups and improve overall customer satisfaction.
Business Gains with Salesforce Integration with Dynamics 365 Finance?
From minimizing manual interventions and associated errors to speeding up revenue realization. Our Reap the rewards of a fully integrated system with our custom solutions.
Automated Lead-to-Cash Workflow
Right from the instant a deal is closed in Salesforce, the invoice is automatically generated in Dynamics 365 Finance.
Real-Time Data Synchronization
All your customer, order, and financial data are updated in real-time across both systems. This leads to faster and more accurate operations.
Unified View of Customer Data
The integration synchronizes customer data across both the platforms to create a comprehensive profile view, leading to higher customer satisfaction.
Accurate Financial Reporting
When you integrate sales data into Dynamics 365 Finance, you get more accurate financial reports and analytics, leading to data-driven decisions.
Workflow Automation
The integration allows setting up custom triggers and automated workflows, such as sending payment updates from Dynamics 365 Finance to Salesforce.
Scalable Solutions
Custom integrations make sure that their performance remains consistent even if the transaction volumes are skyrocketing.
Success Stories Across Industries
Tech Business Automates Invoice Generation with Transparent Cash Flow
A technology firm was losing a lot of money due to delays in invoice generation and processing as well as keeping track of their cash flow. As a logical solution, they went on to integrate their Salesforce platform with their Dynamics 365 Finance ERP. The integration turned out great as it automated their lead-to-cash workflow including invoice generation and it process, saving their time and money and brough transparency in their cash flow.
Financial Firm Met its Complex and Advanced Integration Requirements
A financial services firm was struggling because of gaps between their CRM and ERP systems. They were depending upon Salesforce connector to Dynamics 365 Finance, but not only did it fall short of achieving deeper integration but there is also multiple security gaps left due to their complex and specific requirements. Hence, they replaced it with custom integration solutions which unified customer data and automated reporting, while achieving deeper and foolproof integration.
Why opt Custom Solution for Salesforce Integration with Dynamics Finance
Choosing custom solutions for Salesforce integration with Dynamics 365 Finance is always a better option. Compared to pre-build integration solutions, custom ones are much more sophisticated to achieve deeper integration while leaving no gaps including security.
Custom Data Mapping
Custom integrations precisely map data fields between the two platforms leading to more accurate data transfer without loss.
Bi-Directional Data Sync
Unlike pre-built integrations that may end up with one-way data exchange, custom integrations achieve real-time data updates in both directions.
Suite for Custom Invoices
Pre-built solutions fell short when it comes to complex invoice formats or specific business rules, custom integrations cover it all with ease.
End-to-end Security
Unlike pre-built solutions that leave security gaps behind, custom integrations implement tailored security protocols to achieve foolproof security.
Custom Automation Triggers
Every business is unique and so are their automation needs. With custom integration allowing for custom triggers creation, complete automation is a reality.
Custom Reporting and Analytics
Personalized integrations mean personalized dashboards, so that you see what really matters to gain actionable insights really quickly.
