D365 F&O <=> SFDC INTEGRATOR
Are you looking for a solution to :
- Integrate your SFDC with Dynamics 365 Finance and Operations?
- Are you looking for an easy and configurable solution?
- Do you want Entities to be configured with minimum customization?
D365 F&O SFDC Integrator can help you achieve all that and more.
Overview
D365 F&O SFDC INTEGRATOR CAN HELP YOU ACHIEVE ALL THAT AND MORE.
SFDC is a CRM system used to maintain and process customer centric relational data while Dynamics 365 Finance & Operations, an ERP application, used to maintain customer business related transactional data.
In businesses, these specific systems need to share their data so as, the two-system work in unison. Thus, an interface solution is required which makes sharing data simple, reliable and extensible.
SFDC is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities, and where Microsoft Dynamics 365 Finance & Operations is used to perform accounting functions, manage your company’s chart of accounts, and maintain customer, vendor, item, employee, and other records.
Product Features
- Admin user can create functions to perform any calculation/ conversion before the data is pushed to the destination system.
- Admin can define a default value for a field which is mandatory in destination, but no corresponding data is available at the source.
- Admin user can add additional filter logic to ensure that the junk data is not pushed to the destination system.
- Admin can specify which users can and cannot initiate sync.
- Allows user to manually resync failed transactions.
- Logs are maintained for all transactions (success & failed).
- Salesforce extension for Invoice data.
Configurable Features
- Entities to be synced.
- The direction of Sync for each Entity.
- Batch Mode of synchronization.
- For each Entity, actions allowed at the destination system (Insert/ Delete/ Update).
- Field mapping for each Entity.
- Fields in an Entity that should/shouldn’t be updated at the destination system.
- Multiple tables of an Entity in Dynamics 365 Finance & Operations can be mapped to a single Salesforce Objects.
- Logs are maintained for all transactions (success & failed).
- Salesforce extension for Invoice data.
