Understanding the Challenges of Salesforce Dynamics 365 Finance Integration

In the current dynamic business environment, the integration of systems is essential for sustaining operational efficiency. As a Rapidi clients you may be aware that integrating Salesforce with Microsoft Dynamics 365 Finance can present specific challenges. A significant issue is data synchronization, primarily due to the lack of native timestamp functionalities in earlier Microsoft Dynamics versions such as MS Dynamics AX. This limitation complicates the tracking of data changes, making it challenging to identify and synchronize new or modified entries, potentially leading to inaccuracies that could impact decision-making processes.

Microsoft Dynamics 365 Business Central provides a robust API framework that allows seamless integration with other systems and applications. Reading data from API pages in Business Central is a common requirement for businesses looking to automate processes, consolidate data, or connect Business Central with third-party applications. This article provides an in-depth guide to understanding and working with API pages in Business Central.

We are excited to show our seamless integration solution that connects HubSpot CRM with Microsoft Dynamics 365 Business Central, enabling smooth data synchronisation between the two powerful platforms. The Rapidi team has been working intensively in the last couple of months to determine best practices and common data flows when needing to integrate those two systems. 

To learn more please watch the replay of our webinar on how to integrate HubSpot CRM with MS Dynamics 365 Business Central (or any other Dynamics ERP).