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 DataImproved Financial ReportingCustom Workflow Automation
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.
Awards & Recognitions
Error Reduction Rate
Increased ROI
Integration Experts
Our integration solutions have helped businesses of all scales fill gaps in their process and operate on their top efficiency.
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.
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.
Right from the instant a deal is closed in Salesforce, the invoice is automatically generated in Dynamics 365 Finance.
All your customer, order, and financial data are updated in real-time across both systems. This leads to faster and more accurate operations.
The integration synchronizes customer data across both the platforms to create a comprehensive profile view, leading to higher customer satisfaction.
When you integrate sales data into Dynamics 365 Finance, you get more accurate financial reports and analytics, leading to data-driven decisions.
The integration allows setting up custom triggers and automated workflows, such as sending payment updates from Dynamics 365 Finance to Salesforce.
Custom integrations make sure that their performance remains consistent even if the transaction volumes are skyrocketing.
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.
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.
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 integrations precisely map data fields between the two platforms leading to more accurate data transfer without loss.
Unlike pre-built integrations that may end up with one-way data exchange, custom integrations achieve real-time data updates in both directions.
Pre-built solutions fell short when it comes to complex invoice formats or specific business rules, custom integrations cover it all with ease.
Unlike pre-built solutions that leave security gaps behind, custom integrations implement tailored security protocols to achieve foolproof security.
Every business is unique and so are their automation needs. With custom integration allowing for custom triggers creation, complete automation is a reality.
Personalized integrations mean personalized dashboards, so that you see what really matters to gain actionable insights really quickly.
OrangeMantra is a leading digital transformation company, offering business-specific solutions for impactful results across sectors.
Over two decades of our operations, we have developed a structured approach for an effective integration solution.
We start by understanding your integration needs and business goals.
Based on that, we develop a specialized strategy for custom integration.
In the development part, we use best practices and advanced technology.
The solution is tested for its reliability in data accuracy and functionality.
After testing, the solution is launched with minimal disruptions.
Follows our continuous support and maintenance for top performance.
We stand out with our experience, large pool of talents, and client-centric approach. All this makes us the perfect partner for your next integration.
