Start Connecting Microsoft Dynamics 365 Customer Engagement to Salesforce

Last updated Tue Jan 10 2023

Set yourself up for success with this solution, which includes:

  • Steps for configuring connections to both Microsoft Dynamics 365 Customer Engagement and Salesforce
  • Instructions for creating new Salesforce accounts to tie opportunities to
  • Logic to avoid duplicated opportunities

Overview:

Microsoft Dynamics 365 Customer Engagement is a CRM solution that helps businesses improve their marketing capabilities and helps provide excellent customer service to your users. In this recipe, see how to seamlessly integrate the Dynamics 365 platform with Salesforce.

This recipe will guide the user through connecting to their Dynamics 365 tenant with Boomi’s Integration platform and demonstrate how to query opportunities created there. The opportunities will then be sent to the users Salesforce environment. If needed, accounts can be created to easily track the opportunities inside Salesforce.

This recipe is designed to give the user the ability to easily integrate Dynamics 365 to Salesforce and demonstrate a common use case in data migration.

Related Solutions

Recipe

Start Sending Account and Contact Data From Microsoft Dynamics 365 to Salesforce

Quickly send Accounts and Contacts to Salesforce from Microsoft Dynamics 365
Learn more

Recipe

Start Connecting Salesforce with aXis for SAP to Create New Customers

Start connecting Salesforce with SAP to seamlessly create SAP Customers from Salesforce Accounts.
Learn more

Recipe

Start Connecting Salesforce with aXis for SAP to Create Sales Orders

Start connecting Salesforce with SAP by seamlessly creating SAP Sales Orders from Salesforce Opportunities.
Learn more