Salesforce Dynamics 365 Integration

Overview

Running Salesforce and Microsoft Dynamics 365 in the same group is more common than it sounds, usually after an acquisition, a merger, or a divisional split where each side standardised on a different CRM. The two are direct competitors, so there is no native connector between them. That leaves teams exporting spreadsheets or commissioning one-off scripts to keep accounts, contacts, and opportunities aligned, and those break the moment a field or a process changes. SyncCloud builds and runs a managed integration directly against both the Salesforce and Dynamics 365 APIs. Accounts, contacts, leads, and opportunities sync in the directions you define, with the field mapping and conflict logic that two mature data models require, so group reporting and cross-entity selling work from one consistent picture.

What you can do

Use cases

Keep accounts and contacts aligned across both CRMs

Accounts and contacts created or updated in Salesforce or Dynamics 365 are matched and kept consistent in both, with deduplication so the same company is one record on each side. Group teams see the same customer regardless of which CRM they work in.

Sync opportunities for group-level pipeline reporting

Opportunity stage, value, and close date sync between the two CRMs, so a group can report on combined pipeline without manual consolidation. Each division keeps working in its own system while leadership sees one number.

Map between two different data models

Salesforce and Dynamics structure data differently. SyncCloud handles the field-level transformation and validation between them, including custom objects and entities, so values arrive complete rather than dropped or mismatched.

Custom sync rules, kept running

You define which records sync, in which direction, and which system wins on a conflicting change. SyncCloud uses near real-time triggers for the records that matter, and Exelement monitors the integration and resolves errors before they accumulate.

The managed service

How SyncCloud works

SyncCloud starts with a scoping session across both data models: which objects sync, in which direction, and under what rules. We build the field mapping, routing, conflict logic, and error handling, test against sandboxes on both sides, and move to production. SyncCloud connects through the Salesforce REST API and the Dynamics 365 Web API directly, syncs on specific data value changes for near real-time updates, and applies custom sync rules including which system wins on a conflicting change. Exelement runs it as a managed service, monitoring it and absorbing the impact of platform updates on both sides, with a named contact.

Setup and requirements

Technical notes

Salesforce and Microsoft Dynamics 365 are competing CRMs with no native connector between them. SyncCloud builds directly against the Salesforce REST API and the Dynamics 365 Web API, so accounts, contacts, leads, opportunities, and custom objects are all in scope, with field-level transformation between two different data models. SyncCloud supports all Dynamics 365 deployments, cloud and on-premises, across their authentication methods. Sandboxes on both sides are recommended before implementation.

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) and 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.”

“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”

“Exelement always have great solutions and quick help when it comes to HubSpot sales processes and automation!
The service is on top!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“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

Salesforce and Microsoft Dynamics 365, kept in sync