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Salesforce.com - Microsoft Dynamics 365 Finance

  • Rapidi offers a standard solution for integrating Salesforce.com and Microsoft Dynamics 365 Finance.
  • The standard solution consists of a predefined setup of a number of Transfers in your Rapidi Service.
  • On a high level, the standard integration comprises Customer, Contact, Opportunity, Item, and Prices, Sales Orders, Posted Sales Invoices, Payments, and Attachments. 
  • In addition to this, you can choose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to populate Posted Invoices/Credit Memos and Customer Ledger Entries (visible on the Salesforce.com Account).
  • The standard solution supports multiple Finance Companies/legal entities and multiple currencies from the start. This can be removed if it is not applicable to your environment.
  • You can easily adapt the standard configuration to your needs by adding or removing specific fields (also custom fields), and you can choose to disable parts of the standard if they are not relevant to your environment.
  • In general, the standard solution has been designed to cause a minimal change in your Microsoft Dynamics 365 Finance instance.

Setup requirements in Microsoft Dynamics 365 Finance

No extra fields are required in Microsoft Dynamics 365 Finance. All corresponding SFDC IDs will be stored in Rapidi configuration via the Link Storage functionality. However, it is recommended to use a timestamp field when transferring data from Microsoft Dynamics 365 Finance. The timestamp field is natively available in Salesforce, but in Microsoft Dynamics 365 Finance, it will need to be published on the data entities, which will be used for integration purposes.  

Setup requirements in Salesforce.com

Add extra fields to the following objects in SFDC, whichever is applicable:

SFDC ObjectFieldnameData TypeApplicabilityRemarks
AccountLegal_Entity__cPicklistCustomer integrationField that contains a list of abbreviations for the Finance Company name. Used to specify which is the Finance Company that this Account belongs to. Only needed if you have more than one Company in Finance.
ContactLegal_Entity__cFormulaContact integrationAccount.Legal_Entity__c. Only needed if you have more than one Company in Finance.
OpportunityLegal_Entity__cFormulaOpportunity integrationAccount.Legal_Entity__c. Only needed if you have more than one Company in Finance.
OpportunityOrderNumber__cText20Opportunity integrationField to hold the Finance Sales Order number (automatically assigned in Finance and written back to the Opportunity in SFDC).

Install new objects in Salesforce.com


Sales history integration:
This applies to sales history integration.
Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics 365 Finance to Salesforce.com.

Below is the link to install the SalesHistory3 application in the Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Below is the link to install the SalesHistory3 application in the Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

Sales order integration:
This applies to sales order integration.
Install an add-on to the SalesHistory3 app in Salesforce.com to transfer a copy of open sales orders from Microsoft Dynamics 365 Finance to Salesforce.com.

Below is the link to install the add-on in the Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

Below is the link to install the add-on in the Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc