Salesforce-Microsoft Dynamics 365 Business Central Integration
Direct integration between Salesforce and Business Central, so your data never gets stuck between the two systems. Configured on screen, not written in code, and supported by the people who built it.
Automate the order to cash process
Connect Salesforce with Microsoft Dynamics 365 Business Central to move orders, keep customer accounts aligned, and send finance data back to the CRM. Accounts, products, credit limits and orders are in the standard template, running both ways, in real time or on the schedule you set.
Send orders to Business Central
A quote raised in Salesforce becomes an open sales order in Business Central, with no re-keying and no second licence for the sales team.
Keep customer accounts in step
Accounts and contacts sync in the direction your process needs, one way or both, so sales and finance stop arguing about who updates which system.
Return invoice and payment status
Booked invoices, credit memos and ledger entries come back to the Salesforce record, so the account shows payment patterns and overdue amounts.
What you can integrate
These objects are mapped in the standard template. Any table can be integrated in any direction.
Salesforce
Direction
Business Central
Accounts
Customers
Contacts
Contacts
Products
Items
Pricebook entries
Price lists
Opportunities and quotes
Sales orders
Orders
Sales orders
Invoice history
Posted sales invoices
Payments
Ledger entries
Any object, standard or custom
Any object, standard or custom
Get the template
You start from the template built for this pair rather than a blank canvas. Point Rapidi at your Salesforce org and your Business Central environment, then map the fields your business actually uses on screen. No scripting, and no developer on retainer, which is why the people who maintain the integration are usually the people who use it.
Integration features
Built for one pair of systems rather than assembled from a toolkit, and specified so a technical buyer can qualify it before the first call.
Pre-built pair template
A template built for Salesforce and Business Central specifically, not a generic connector you assemble yourself. Accounts, products, credit limits and orders are mapped before you start.
Per-object timing
Real time on record change, or on a schedule you set, chosen object by object. Orders can move the moment they are raised while the product catalogue syncs overnight.
Bidirectional over OData
Business Central supports reading and writing over OData, including insert, update and delete. Data moves both ways rather than one system dictating to the other.
Failed transfer reporting
Rapidi reports the transfer that did not land so it can be corrected and re-run, rather than failing quietly. You find out from the log, not from a customer.
Reaches systems inside your network
The RapidiConnector is attached to an OData connection by default, and can be removed if you want Rapidi to connect directly. On-premise Business Central is reachable without opening it to the internet.
Access you can withdraw
Salesforce access is granted through the Rapidi connected app using OAuth, with the refresh token held encrypted and revocable by you. No password of yours is stored anywhere.
Get the solution sheet
The full Salesforce and Business Central overview, 17 pages: how the integration is built, what the RapidiConnector secures, the pre-configured templates, and the eight transfers most customers start with.
One short form, the PDF on the next page. Want the field-level mapping for your own setup? Ask us.
The eight most common integrations
The transfers most Salesforce and Business Central customers start with, and why each one earns its place.
1. Account to Customer
An order has to be linked to a customer before it can be processed, and the account usually starts life as a lead in Salesforce. The default direction is Salesforce to Business Central, and it can run both ways so sales and finance both maintain the record.
2. Contact to Contact
Contacts are master data and the hardest to keep clean, because people change role, employer and name. The rule to work by: never transfer data you do not implicitly trust.
3. Product to Item
If quotes are built in Salesforce, product data has to be there. Products and Items are the same thing under different names, so the mapping needs someone who knows both systems.
4. Item price to product price
The two systems price and discount differently. Business Central pricing and discount models are converted into Salesforce price books, often including the currency dimension. Once the method is in place it is reusable.
5. Quote to Order
The quote becomes a sales order in Business Central automatically, instead of totals being keyed by hand and Salesforce updated afterwards. Sales then works only in Salesforce, so you do not licence them in both systems.
6. Sales order to sales order
The order syncs back so the account and opportunity show the full picture, and keeps syncing through order updates, part delivery, part invoicing and product substitutions.
7. Sales history
Booked invoices move from Business Central to Salesforce, with credit memos for the full picture. An invoice has a header and lines, so this is several tables. Sales history is what the Salesforce AI features use for predictive work.
8. Payments
Ledger entries complete the order to cash loop and surface payment patterns and overdue amounts on the account. Useful to sales, useful to cash collection, and useful as a negotiation parameter.
Quick facts about the solution
| Feature | Description |
|---|---|
| Data transfer | Data is SSL encrypted, packed and compressed by the RapidiConnector. |
| Salesforce API and access | Rapidi is Salesforce certified, which lets you integrate Salesforce Pro Suite without buying Salesforce API access. |
| Business Central API and access | Web Services for write, SQL Client for read, OData for read and write. |
| Security | Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. |
| IP address and firewall | No fixed IP addresses, and no inbound ports opened on your firewall. |
| LinkStorage | Stores the key pairing between records in the Rapidi configuration database, so you do not add reference fields to either system. |
| Timestamp mirror | Limits transfers to new and changed data, even though Business Central timestamps are not exposed through OData V4. |
| Transfer frequency | Daily, hourly, 10 minutes, 1 minute, or triggered, depending on subscription level. |
| Advanced data toolbox | Excel-syntax formulas to align formats and field structures. Ready-made formulas ship in the standard templates. |
| Log and notification | Rapidi records detailed information about every schedule and transfer, and no customer data. |
Get the fact sheet
The Salesforce and Microsoft Dynamics 365 Business Central integration on 6 pages: the key benefits, the object map with directions, the supported versions and the technical quick facts.
One short form, the PDF on the next page.
Security and deployment
Your systems are never exposed to the outside world.
- Cloud Business Central connects directly. On-premise or privately hosted Business Central goes through the RapidiConnector, which sits inside your network and compresses, packs and encrypts data before it leaves.
- Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. You can use your own SSL certificate.
- One outbound port. No fixed IP addresses, and no inbound ports opened on your firewall.
- Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, and configuration data is stored encrypted.
- Rapidi monitors your setup and contacts you when a server stops responding or invalid data is being exchanged.
- The connector protocol strips metadata and sends compressed binary, cutting data volume by up to a factor of 50: roughly 20 bytes per customer record instead of 1000.
What our customers say about Rapidi
What we support
Salesforce editions
Starter Suite, Pro Suite with API access included, Enterprise, Unlimited and Einstein 1. Rapidi is Salesforce certified and Lightning ready.
Business Central versions
All versions and releases, Essentials, Premium and Team Members, plus all earlier versions including Dynamics NAV and Navision.
Deployment types
Business Central Online in the cloud, and Business Central on premises or privately hosted.
Business Central data inside Salesforce
The Rapidi ERP Lightning components put financial data, sales history, order updates and payment history on the Salesforce record, so your sales people work with customer, product and financial insight without leaving the CRM.
They include a financial overview panel that sits on any Account, Opportunity or Case page and reads from the open ledger entries synchronised out of Business Central.
Rated by the people who run it
Scores from the review sites your own procurement team will check.
4.95
Salesforce AppExchange
out of 5, from 62 reviews
4.8
G2
out of 5, from 5 reviews
5.0
Capterra
out of 5, from 5 reviews
Customer success stories
See what our customers have to say
Companies running Salesforce alongside Microsoft Dynamics on the standard template, across one company or twenty.
Integration specialists since 1987
Rapidi is data integration and replication software for Microsoft Dynamics, Salesforce and HubSpot. Microsoft partner since 1987 and Salesforce partner since 2007, with 56 documented connectors and integration and replication in the same product. The company builds the templates, runs the support, and answers the phone.
Frequently asked questions
Which Salesforce editions and Business Central versions does the integration support?
Salesforce Starter Suite, Pro Suite, Enterprise, Unlimited and Einstein 1. On the Business Central side, all versions and releases, Essentials, Premium and Team Members, plus earlier versions including Dynamics NAV and Navision, whether Business Central runs online, on premises or privately hosted.
Do we have to buy Salesforce API access?
No. Rapidi is Salesforce certified, so a Pro Suite organisation can be integrated without buying Salesforce API access separately.
What data does the standard template move?
Accounts to customers, contacts, products to items, price book entries to price lists, opportunities and quotes to sales orders, orders, posted sales invoices back to Salesforce as invoice history, and ledger entries as payments. Any other object, standard or custom, can be added in any direction.
Does the data move both ways?
Yes. Business Central supports reading and writing over OData, including insert, update and delete, and the direction is chosen object by object. Accounts can run both ways while orders only go from Salesforce to Business Central, for example.
How often does the data sync?
In real time when a record changes, or on a schedule you set per object: daily, hourly, every 10 minutes, every minute or triggered, depending on the subscription plan. Orders can move the moment they are raised while the product catalogue syncs overnight.
Do we need to open our firewall for on-premise Business Central?
No. The RapidiConnector sits inside your network and uses one outbound port, with no fixed IP addresses and no inbound ports. Traffic is encrypted with TLS 1.2 or 1.3. Business Central online connects directly without the connector.
Is our data stored on Rapidi servers?
No. Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, configuration data is stored encrypted, and the logs record every schedule and transfer without holding customer data.
Do we have to add fields to Salesforce or Business Central to link records?
No. LinkStorage keeps the key pairing between records in the Rapidi configuration database, so neither system needs extra reference fields.
What happens when a transfer fails?
Rapidi reports the transfer that did not land so it can be corrected and re-run, rather than failing quietly. Rapidi also monitors your setup and contacts you when a server stops responding or invalid data is being exchanged.
Does the sales team need a Business Central licence?
No. A quote raised in Salesforce becomes a sales order in Business Central automatically, and the Rapidi ERP Lightning components show financial overview, sales history, order updates and payment history on the Account, Opportunity or Case page, so sales works only in Salesforce.
Ready to connect Salesforce and Business Central?
Tell us your Salesforce edition and your Business Central version, and we will tell you plainly what the template covers and what it costs.