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

Dynamics 365 BC
AIONDATAsync · MCP · rules
Salesforce
Customers / AccountsItems and Sales PricesInventory by LocationOpportunities → Sales OrdersPosted Sales InvoicesCustomer Ledger Entries
Illustrative integration flow

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

Data flows

What moves between Dynamics 365 BC and Salesforce

  1. 01Customers / AccountsDynamics 365 BC SalesforceSalesforce Accounts create Business Central Customers at closed-won; customer number, payment terms and posting groups sync back.
  2. 02Items and Sales PricesDynamics 365 BC SalesforceBusiness Central items, unit prices and customer or campaign price lists populate Salesforce Products and Price Books.
  3. 03Inventory by LocationDynamics 365 BC SalesforceAvailable inventory per location is surfaced on the Salesforce Product and in quote line editing.
  4. 04Opportunities → Sales OrdersSalesforce Dynamics 365 BCClosed-won opportunities create Business Central Sales Orders with lines, dimensions and requested delivery dates.
  5. 05Posted Sales InvoicesDynamics 365 BC SalesforcePosted invoices and credit memos attach to the Salesforce Account with amount, due date and remaining balance.
  6. 06Customer Ledger EntriesDynamics 365 BC SalesforceOpen balance and overdue amounts update Salesforce fields so reps and managers see collection risk.

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.

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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Pravin BansalSravan Modugula

Bay 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 founders

San 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.
Prefer email? info@aiondata.io

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