Exelement.co

Overview

Running Salesforce alongside Microsoft Dynamics 365 is a common enterprise reality, particularly in organisations that have grown through acquisition. The parent company standardised on Salesforce. The acquired entity ran Dynamics 365. Post-acquisition, both systems remain in use — either because consolidation is still in progress, or because different business units have legitimate reasons to maintain separate CRM platforms.

Without an integration, the same customer can exist as separate, diverging records in two enterprise CRM systems. Sales teams in one system are blind to activity logged in the other. Reporting at group level requires manual data exports and reconciliation. Account management suffers because the full customer history is split across two platforms.

A Salesforce–Dynamics 365 integration managed through SyncCloud defines which system is authoritative for which data, maps accounts and opportunities bidirectionally, and ensures that the right data reaches the right team regardless of which platform they work in. This is particularly well-suited to post-acquisition consolidation periods where a full migration to one platform is not yet feasible or desirable.

What you can do

Use cases

Post-acquisition account data consolidation

Following an acquisition where one entity runs Salesforce and another runs Dynamics 365, a managed integration allows shared account data to be maintained consistently across both systems while the longer-term consolidation plan is determined. This avoids the data quality deterioration that typically results from two CRM systems being maintained independently during a transition period.

Opportunity visibility across platforms

Sales teams working in Salesforce can see opportunity and deal data from Dynamics 365, and vice versa. For organisations where group sales leadership needs visibility across multiple entities running different CRM platforms, this removes the requirement to log into two systems or wait for manual reports — current pipeline data is available in whichever system the individual works from.

Group-level reporting without manual reconciliation

Management reporting that spans both a Salesforce entity and a Dynamics 365 entity typically requires a manual export and consolidation exercise. With a structured integration in place, key account, opportunity, and revenue data can be aligned in a single reporting layer — reducing the time and error risk associated with monthly reconciliation across two enterprise CRM data sets.

Field mapping across enterprise data models

Salesforce and Dynamics 365 have different object models, field types, and naming conventions. A Salesforce Account does not map directly to a Dynamics Account entity in every respect. SyncCloud's scoping process defines the correct field-level mapping between both platforms — including custom fields, record types, and ownership structures — ensuring that what syncs is correct, not just whatever the default mapping assumes.

The managed service

How SyncCloud works

SyncCloud manages the Salesforce–Dynamics 365 integration from scoping through ongoing operation. We begin with a data model analysis of both environments — identifying the objects, fields, and relationships that need to sync, the authoritative system for each data type, and the routing logic for records that should flow in one or both directions.

The integration is built and tested in sandbox environments for both platforms before production deployment. Once live, SyncCloud monitors the data flow continuously, manages API changes from Salesforce and Microsoft, and provides direct operational support from Exelement's team. For enterprise environments with complex data models, this level of managed operation — rather than a self-configured connector — is the difference between a stable integration and a persistent data quality problem.

Setup and requirements

Technical notes

Both Salesforce and Dynamics 365 have comprehensive REST APIs. Standard bi-directional sync covering accounts, contacts, and opportunities runs 3–6 weeks with sandbox environments in place. Implementations involving custom entities, complex field mappings, or multi-org configurations should be scoped as complex engagements: 6–12 weeks.

Dynamics 365 on-premises deployments require separate assessment — timelines and technical approach differ from cloud Dynamics. Multi-currency, multi-region, and complex ownership hierarchies should be raised during initial scoping. Both a Salesforce sandbox and a Dynamics 365 test environment are required to begin build.

Bi-directional · 3–6 weeks setup

Ready to connect Salesforce with Microsoft Dynamics 365?

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Nordic enterprise group post-acquisition, Salesforce Sales Cloud (group) + Microsoft Dynamics 365 Sales (acquired entity) — bidirectional account and opportunity sync supporting parallel CRM operation during a 24-month consolidation programme.

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

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The service is on top!”

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“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

Sync Salesforce and Dynamics 365 across enterprise and subsidiary operations