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!

Do you have several Salesforce instances or organizations that need to be integrated? Or do you need to migrate your data from one Salesforce org to another org. Then Rapidi makes this task easy for you. Join us for our 

Are you managing multiple Salesforce instances and you need them integrated? Or are you planning a data migration between Salesforce organizations? Discover how Rapidi can simplify Salesforce to Salesforce integration and the Salesforce migration for you.

Watch our webinar replay on Salesforce to Salesforce integration and migration, where we'll dive deep into the benefits and strategies for seamless integration.