Many companies struggle to get good insights from their Salesforce data. Standard reports and roll-ups don’t always give you what you need, especially if you don’t want to write code. Declarative Lookup Roll-Up Summaries (DLRS) is a free tool that helps you summarize data in Salesforce, even when objects are connected by lookup relationships instead of master-detail relationships.

Thinking of Integrating Dynamics 365 Sales with Business Central? Here’s What You Need to Know

Choosing a CRM like Salesforce, HubSpot, or Microsoft Dynamics 365 Sales is just the beginning. The real challenge is integrating it smoothly with your ERP system—such as Microsoft Dynamics 365 Business Central or Finance. This means ensuring secure, real-time data sync, support for custom fields, and reliable performance.

If you're planning to switch from Salesforce to Microsoft Dynamics 365 Sales—or you're already using both Microsoft’s CRM and ERP systems and need to connect them—this article is for you.

Even if you're still deciding which CRM to adopt, understanding how integration works is essential. Many companies underestimate the complexity involved or assume Microsoft’s CRM and ERP systems are automatically integrated. But in reality, Dynamics 365 Sales and Dynamics 365 Business Central are separate platforms that require deliberate configuration to work together.

💡 Pro tip: We often see Microsoft resellers present these tools as a unified system, when in fact, integration between them is not native and needs to be set up separately. In other words: MS Dynamics 365 Business Central and MS Dynamics 365 Sales are distinct entities lacking inherent integration between them.

💬 Already planning a migration or system change? If you're wondering what happens to your existing Rapidi integration when moving from for example Salesforce to Dynamics 365 Sales (or upgrading from NAV to Business Central) Rapidi is here to help. These transitions typically just require reconfiguring your existing Rapidi setup.

Please contact us and we can explain you the process. We have done many data migration projects like for example switching from Salesforce to Dynamics 365 Sales and then integrating your new CRM system with Dynamics 365 Business Central, or migration from earlier versions of Dynamics NAV to Business Central. It's only a matter of re-configuring your integration setup and you are good to go with your new systems.

This week's topic in our 'Features Highlights' video series  - in which we will explain a feature on the MyRapidi platform in more depth will be about the Link Storages in MyRapidi. Andreea Arseni, Data Integration Consultant here at Rapidi, will explain how to set up Link Storages in the video below.

Happy watching!