Salesforce to
MS Dynamics
Integration
InterWeave SmartSolutions enables bi-directional, configurable integration between Salesforce CRM and Microsoft Dynamics 365 ERP — synchronising Accounts, Opportunities, Orders, Invoices, and Payments in real time, aligning sales with finance and operations across Dynamics 365 Finance & Supply Chain, Business Central, and legacy Dynamics platforms.
Connect Salesforce to D365 F&O via OData v4 REST with Azure AD authentication, or to Business Central via OAuth 2.0 — with multi-entity routing by dataAreaId, financial dimensions, and full Quote-to-Cash automation.
Every Dynamics edition.
One integration partner.
InterWeave supports the full Microsoft Dynamics family — from D365 Finance & Supply Chain and Business Central to legacy Dynamics AX, GP, and NAV — each via its native API or connector.
CustomerV3, SalesOrderHeaderV2, CustInvoiceJournaldataAreaId per Salesforce AccountReleasedProductV2 and Available to Promise (ATP) syncCustPaymJourLine — settlement writeback to SalesforcedataAreaId or Business Central company IDs. Multi-currency with automatic conversion. Regional tax rules, compliance settings, and localisations supported.Choose your edition.
Three editions designed to scale with your business — from foundational sync for growing teams to AI-driven, enterprise-grade integration for global multi-entity Dynamics deployments.
dataAreaIdWhat gets synced — every object.
Standard mappings cover the full Quote-to-Cash lifecycle. D365-specific OData entity names are listed — all mappings are configurable to your exact field names and business rules.
| Salesforce Object | Direction | D365 Entity (OData) | Notes |
|---|---|---|---|
| Account | ⇄ Bi-directional | CustomerV3 | Legal entity routing via dataAreaId; CustomerNo writeback to Salesforce |
| Contact | ⇄ Bi-directional | ContactPersonV2 | Role mapping; billing and shipping contacts linked to CustomerV3 record |
| Opportunity (Closed Won) | → To D365 | SalesOrderHeaderV2 | Line items, discounts, and taxes mapped; triggers on Closed Won stage change |
| Order / Invoice | → To D365 | CustInvoiceJournal | Posted invoice journal; invoice number writeback to Salesforce Order record |
| Product / Price Book | ⇄ Bi-directional | ReleasedProductV2 | Multi-currency pricing; unit of measure and item group configurable |
| Payment Status | ← From D365 | CustPaymJourLine | Settlement records sync to Salesforce Opportunity and Order in real time |
| Credit / Refund | ⇄ Bi-directional | CustFreeInvoice (credit) | Credit notes sync back to Salesforce cases or account records |
| Vendor Optional | ⇄ Bi-directional | VendorV2 | AP integration optional; Enterprise/Ultimate edition or add-on required |
| Inventory Availability Optional | ← From D365 | InventAvailabilityByProduct | ATP quantities sync to Salesforce Product records; Ultimate edition |
How the integration works.
InterWeave provides the data structure, workflow, and complex processing logic for fast, reliable, and secure synchronisation between Salesforce and Microsoft Dynamics 365.
What customers experience.
The measurable ROI benefits customers see after deploying the Salesforce ↔ MS Dynamics integration from InterWeave.
Salesforce ↔ MS Dynamics
FAQs.
The most common questions about the InterWeave Salesforce to MS Dynamics integration — covering editions, data objects, multi-entity, Azure AD, and implementation.
InterWeave SmartSolutions enables bi-directional, configurable integration between Salesforce CRM and Microsoft Dynamics 365 ERP (Finance, Supply Chain, or Business Central). It synchronises Accounts, Opportunities, Orders, Invoices, and Payments in real time — aligning sales with finance and operations, and eliminating manual entry between both platforms.
InterWeave supports multiple Microsoft Dynamics platforms:
- Dynamics 365 Finance & Supply Chain (F&O) — via OData v4 REST API with Azure AD
- Dynamics 365 Business Central — SMB ERP via OAuth 2.0 REST API
- Dynamics 365 Sales / CRM — via Dataverse Web API
- Legacy Dynamics (AX, GP, NAV) — via AIF, eConnect SDK, or OData v3
Core object mappings include:
- Salesforce Accounts ↔ Dynamics
CustomerV3/ Customers - Salesforce Contacts ↔ Dynamics
ContactPersonV2 - Opportunities ↔ Quotes, Orders, or Contracts
- Salesforce Products / Price Books ↔ Dynamics
ReleasedProductV2 - Orders / Invoices and Line Items —
SalesOrderHeaderV2/CustInvoiceJournal - Payments, Credits, and Refunds
- General Ledger Entries (when financial posting is needed)
A Closed Won Opportunity in Salesforce automatically generates a Quote, Sales Order, or Invoice in Microsoft Dynamics. Line items, discounts, and taxes flow seamlessly. Payment updates from Dynamics (partial or full) sync back into Salesforce for sales visibility. Multi-entity posting and financial reconciliation are supported for enterprise deployments.
Yes — InterWeave is 100% configurable:
- Define field-level mappings and custom logic
- Apply approval workflows across Salesforce and Dynamics
- Configure multi-entity and multi-currency posting
- Extend integration to advanced modules like Projects, Inventory, or Revenue Recognition
- Real-time sync: for critical sales-to-finance transactions
- Batch processing: for large datasets (e.g., nightly invoice sync)
- Event-driven triggers: Salesforce workflows can launch Dynamics syncs automatically
System-of-record rules can be set: Salesforce for customers/opportunities, Dynamics for financial data. Duplicate prevention logic checks for existing records before creation. Exceptions are logged in the InterWeave Dashboard with tools for reconciliation and a full audit trail of every decision.
Yes. InterWeave supports:
- Multi-entity D365 setups — subsidiaries, divisions, global entities via
dataAreaIdrouting - Multi-currency handling including real-time currency conversion
- Global deployments with regional tax rules, compliance, and localisation
- Financial dimensions: Business Unit, Department, Cost Centre, Project mapped to Salesforce fields
- TLS/SSL encryption for all transactions
- Azure AD OAuth 2.0 — no username/password storage for D365 connections
- Role-based access and complete transaction logging
- PCI-DSS aligned when paired with the InterWeave SmartPayment Gateway
- Sensitive payment or customer data is never stored in Salesforce or Dynamics
- Transaction-level logging for each record processed
- Error queues with retry capability
- Dashboard visibility into throughput, latency, and success/failure rates
- Proactive alerts via email or Salesforce notifications
Yes. With the InterWeave SmartPayment Gateway, you can:
- Process credit card, ACH, or eCheck payments from Salesforce
- Post payment transactions automatically into Dynamics 365
- Sync payment statuses back to Salesforce for real-time sales visibility
This creates a full Opportunity → Order → Invoice → Payment → Reconciliation workflow.
- Standard templates: 4–6 weeks
- Customised projects: 8–12 weeks (multi-entity, heavy customisation, or advanced modules)
InterWeave's pre-built templates accelerate deployments, covering most common Salesforce ↔ Dynamics use cases without starting from a blank configuration.
Subscription-based (annual) by edition: Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus Configuration, Training, and Support charges. Add-ons available for SmartPayment Gateway, Multi-entity, and Advanced Modules. Contact InterWeave for a detailed scope and quote.
No. InterWeave maintains API-compliant adapters for both Salesforce and Microsoft Dynamics 365. The solution is updated with each Salesforce release cycle and Dynamics update — ensuring compatibility and long-term stability without you managing API version changes yourself.
- Streamlined Quote-to-Cash cycles — Closed Won to Invoice in seconds
- Real-time synchronisation of sales and finance data
- Reduced manual entry and fewer reconciliation errors
- Audit-ready compliance reporting
- Enhanced collaboration between Sales, Finance, and Operations teams
See it in action.
Watch InterWeave videos covering Salesforce to MS Dynamics integration, payment gateway setup, eCommerce connection, and Business Central.
Salesforce ↔ MS Dynamics — start today
Salesforce and Dynamics.
Unified in real time.
Deploy the InterWeave Salesforce to MS Dynamics integration and automate your entire Quote-to-Cash process — from Closed Won to reconciled payment, across D365 F&O, Business Central, and legacy Dynamics.