Microsoft Dynamics 365 Business Central + Salesforce integration
Plenty of mid-market companies run Dynamics 365 Business Central for finance and operations but have standardised on Salesforce for sales, often because of an acquisition or a sales leadership decision. The cost of leaving them disconnected shows up daily: reps cannot see item availability or customer ledger entries, finance re-creates every won opportunity as a Business Central sales order, and the two customer lists diverge within months. A Dynamics 365 Business Central Salesforce integration synchronises customers, items, prices, orders and posted invoices across the two so sales and finance work from one record. AIONDATA builds this using the Business Central API v2.0 or custom AL API pages together with the Salesforce REST API and Platform Events.
California-based leadership · Serving US and international teams
Your integration, scoped before we build
- Object and field mapping for your workflows
- Sync timing, error handling and reconciliation
- Written scope, timeline and support options
Outcomes
Why teams connect Dynamics 365 BC and Salesforce
- Salesforce quotes are priced from Business Central price lists and checked against actual inventory before the rep commits a date.
- Won opportunities become Business Central sales orders without re-keying, shortening the time from deal close to shipment.
- Reps see posted invoices and open balances in Salesforce, reducing the back-and-forth with finance over customer status.
- A shared customer number keeps the two systems aligned so reporting on revenue by account is consistent across sales and finance.
Dynamics 365 BC Salesforce Integration FAQs
Is the sync real-time or scheduled?
Opportunity-to-order and customer creation are event-driven, using Salesforce Platform Events or Flows, so Business Central receives the order within seconds. Business Central pushes item, price and inventory changes via webhooks where available, which we combine with a scheduled delta pull (typically every 10 to 15 minutes) for reliability. Posted invoices and ledger entries are synced on a schedule.
How do you handle field mapping, duplicates and errors?
We map Salesforce fields to Business Central fields and dimensions in a workshop and extend either side with custom fields or AL extensions where necessary. Duplicate customers are prevented by storing the Business Central customer number on the Salesforce Account and matching on it, with a secondary match on tax registration or email domain. Errors such as blocked customers or missing posting groups are logged with the Business Central message and queued for retry or review.
Can we give AI agents access to Business Central and Salesforce together?
Yes. We can build a custom MCP server that wraps both APIs as tools, letting an assistant answer questions like "what did this account order last quarter and what is outstanding" or prepare a sales order draft for approval. The MCP server can be delivered with or without the background sync.
How long does a Business Central Salesforce integration take?
A standard scope with customers, items, prices, inventory, order push and invoice visibility usually takes a few weeks to build and test in a Business Central sandbox. Multi-company Business Central environments, custom AL extensions or Salesforce CPQ add complexity and typically extend the timeline to two to three months.
Related integrations
Other pairs involving Dynamics 365 BC or Salesforce.
- Dynamics 365 BC + HubSpotCompanies / Customers · Deals → Sales Orders · Items and Prices
- Dynamics 365 BC + ShopifyItems → Products · Inventory by Location · Orders
- SAP B1 + SalesforceBusiness Partners / Accounts · Items and Price Lists · Stock Levels by Warehouse
- NetSuite + SalesforceAccounts / Customers · Items and Price Levels · Opportunities → Sales Orders
- Odoo + SalesforcePartners / Accounts · Products and Pricelists · Stock On Hand
- Tally + SalesforceAccounts / Ledgers · Opportunities → Sales Orders / Vouchers · Stock Items and Rates
- QuickBooks + SalesforceAccounts / Customers · Opportunities → Invoices / Estimates · Products / Services and Prices
- Salesforce + WorkdayWorkers → Salesforce users · Terminations and contract ends → deactivation · Supervisory organizations and managers → role hierarchy
- Salesforce + ZendeskAccounts & contacts → Zendesk organisations & users · Tickets → Salesforce · Ticket comments
- Salesforce + SlackOpportunity events → Slack · Deal rooms · Approvals
- Salesforce + SnowflakeStandard & custom objects · Field history & stage history · Deleted records
- Salesforce + DatabricksObjects → Delta tables · History & activity · Change Data Capture stream
Ready to connect Dynamics 365 BC and Salesforce?
Share your objects, volumes, and timing needs — we'll come back with a written scope.
Please share the systems and workflow—not credentials or customer records. We’ll confirm API access, scope and next steps.
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Part of NVIDIA’s program for startups building with AI and accelerated computing.
About the programBay Area roots. Enterprise experience.
Pravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.
Meet the foundersSan Francisco Bay Area, California
9110 Alcosta Blvd Ste H345, San Ramon, CA 94583
US-led delivery, with engineering in India. Supporting US and international organizations.