1 / 1

Seamless Dynamics 365 F&O and Salesforce Integration - Case Study

Explore DemandDynamics' expertise in seamlessly integrating Dynamics 365 Finance & Operations with Salesforce through 18 integration points.

DemandDynamics
Download Presentation

Seamless Dynamics 365 F&O and Salesforce Integration - Case Study

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Customer Success Story Seamless integration of Dynamics 365 F&O and Salesforce with 18 Integration points About the Client Established in 1989, the client is North America’s largest family-operated disaster recovery services firm. It specializes in restoration, environmental remediation, and reconstruction services after natural and man-made disasters. With an unwavering commitment to customer service, they have 60+ ofces and a team of over 2000 dedicated employees. Use Case Scalability struggle: Current accounting and operations weren’t keeping pace with the business’s growth, necessitating a robust ERP system. Salesforce incompatibility: Integration challenges with Salesforce Order Management and Order Orchestration systems existed. Mergers and integration: Frequent mergers and acquisitions required a scalable system to absorb new entities seamlessly. ADP payroll complexity: Integration with ADP was vital for compensation, benefits, and payroll processing for a vast and diverse workforce. User access overload: With 400+ users, an integrated application for streamlined operations became critical. Solution D365FO scalability: Dynamics 365 Finance and Operations (D365FO) was chosen for its rich features, providing scalability to align with core business needs. Mergers integration proficiency: Over five months, six mergers and acquisitions were successfully integrated into the ERP system. Salesforce integration: Advanced Salesforce integrations, covering customer management, jobs, and work order management, were successfully harmonized with D365 using MuleSoft. Multifaceted integration points: Eighteen integration points were established over Salesforce, ADP, Leveset, and Comerica. Workflow refinement: Intricate workflows were implemented in purchase requisition and project modules for enhanced operational efciency. Benefits Scalability achieved: D365FO provided the scalability needed for business growth. Seamless M&A Integration: The ERP system efortlessly absorbed six new entities quickly. Synchronous data transfer: Complex Salesforce integrations ensured real-time data synchronization. Integrated module efciency: Multiple integrations significantly enhanced sales, finance, and project modules in D365. Workflow Optimization: Intricate workflows in purchase requisition and project modules streamlined operations. www.demanddynamics.com

More Related