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

Last updated Fri Jan 20 2023

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

  • Instructions for configuring the Microsoft Dynamics 365 Customer Engagement Connector
  • A guide for configuring the Salesforce Connector
  • Steps to prevent duplicated data entry points

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 Microsoft Dynamics 365 platform with Salesforce.

This recipe guides users through sending Account and Contact information from Microsoft Dynamics 365 to Salesforce. It contains one process which will include error handling to prevent duplication of Accounts or Contacts. This recipe also includes instructions for configuring the Microsoft Dynamics 365 Customer Engagement Connector.

See how to how easy it is to integrate Microsoft Dynamics 365 with Salesforce and begin seamlessly sending data today!

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