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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.
Outcomes
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.
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.
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.
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.
Other pairs involving Dynamics 365 BC or Salesforce.
Share your objects, volumes, and timing needs — we'll come back with a written scope.