Microsoft Dynamics 365 Customer Engagement

Salesforce

Technology

Work Management

Seamlessly send opportunities created in Dynamics 365 to Salesforce

<p data-pm-slice="1 1 [&quot;table&quot;,{&quot;isNumberColumnEnabled&quot;:false,&quot;layout&quot;:&quot;default&quot;,&quot;__autoSize&quot;:false,&quot;localId&quot;:&quot;ba971861-9876-49e7-b015-b54cfee231dc&quot;},&quot;tableRow&quot;,null,&quot;tableCell&quot;,{&quot;colspan&quot;:1,&quot;rowspan&quot;:1,&quot;colwidth&quot;:[315],&quot;background&quot;:null}]">Set yourself up for success with this solution, which includes:
<ul>
<li>Steps for configuring connections to both Microsoft Dynamics 365 Customer Engagement and Salesforce</li>
<li>Instructions for creating new Salesforce accounts to tie opportunities to</li>
<li>Logic to avoid duplicated opportunities</li>
</ul>
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.