Salesforce CRM Connector

The problem

Your sales organisation lives in Salesforce and your finance and supply chain organisation lives in Dynamics 365 Finance & Operations. Between them sits a manual seam. A closed-won opportunity becomes a spreadsheet handed to order entry. A customer master record is created twice, with two different tax registration numbers and two different payment terms. Collections calls the customer about an invoice the account executive has never seen, because invoice status never travels back out of F&O.

The cost is not only re-keying. It is the credit hold nobody in sales knew about, the quote priced against a stale trade agreement, the order confirmed on stock that was already allocated elsewhere, and the month-end reconciliation where the CRM pipeline and the ledger disagree about what actually shipped.

Standard F&O gives you Dual-write and the Common Data Service path when the CRM is Dynamics 365 Sales. It gives you no first-class path to Salesforce. Point-to-point scripts written by whoever was available get you a demo, then fail silently the first time a batch job stalls or an API limit is hit at quarter end.

What ECOSIRE builds

We build a purpose-designed integration layer as X++ extensions inside your F&O environment, with no overlayering. Everything is extension-model code deployed through your own LCS pipeline, so it survives Microsoft's service updates rather than blocking them.

Master data alignment

Accounts and contacts are synchronised against CustTable, DirPartyTable and LogisticsPostalAddress through custom data entities built on the data management framework. Mapping is configuration, not code: you decide which Salesforce record types become which customer groups, which price groups, and which legal entities. Cross-company scenarios are handled explicitly — a single Salesforce account can resolve to distinct customer accounts in each legal entity, with the mapping stored and auditable rather than inferred at runtime.

Quote to order

Salesforce quotes and their line items are received and materialised as sales quotations or directly as sales orders (SalesTable and SalesLine), depending on the flow you choose during scoping. Pricing can be echoed from Salesforce or recalculated in F&O against your trade agreements, so you never ship an order priced on numbers finance does not recognise. Credit limit, customer hold status and item availability are checked before the order is created, and rejections are returned to Salesforce with a readable reason rather than a stack trace.

Order, shipment and invoice status back to sales

Confirmation, picking, packing slip and sales invoice events feed a status channel back to Salesforce. Account executives see order state, expected ship date, packing slip reference and invoice number and open balance on the opportunity or account record, without a licence to F&O. This is the piece most bespoke projects run out of budget before finishing, and it is the piece sales actually asks for.

Transport, scheduling and errors

Exposure is through OData and custom service endpoints on the F&O side, with polling or event-driven consumption depending on volume. Recurring work runs under the F&O batch framework with its own batch groups, so integration load can be isolated from MRP and financial period close. Every message is logged with correlation identifiers, payload snapshots and retry counts. Failures are queued, retried with backoff, and surfaced in a dedicated workspace with a re-submit action for a functional user — not buried in an event log only a developer can read.

Where your landscape already includes Power Platform, we can route the Salesforce side through custom connectors and flows instead of direct API calls, and we can align with Dual-write patterns so a later move to Dynamics 365 Sales does not mean starting again.

Who this is for

Organisations running F&O for finance, supply chain and manufacturing while keeping Salesforce as the system of record for sales. Typically that means a business with an established Salesforce estate — custom objects, validation rules, an installed reporting layer — where replacing the CRM is not on the table, and where sales volume makes manual order entry a staffing problem rather than an inconvenience.

It suits multi-legal-entity groups particularly well, because that is where naive integrations break: one CRM tenant, several F&O companies, different tax and currency treatment in each.

How delivery works

1. Scoping call. We walk your actual objects and flows — which Salesforce objects, which F&O legal entities, which direction each field travels, what happens on conflict, and what your API and licence constraints are on the Salesforce side.

2. Fixed quote. You receive a written scope with field-level mappings, the flows included, the environments covered and the support window. The price is fixed against that scope. Nothing starts before you approve it.

3. Build. We develop the extension model, entities, services, batch jobs and error workspace, plus the Salesforce-side configuration or connector work agreed in scope. Typical lead time is two to four weeks from approval, depending on how many flows and entities are in scope.

4. Install in test. We deploy the deployable package to your sandbox through LCS, run the flows against your data, and hand you a test script so your own users can sign off each flow rather than take our word for it.

5. Production. After your sign-off we deploy to production in your maintenance window, with a documented rollback, and monitor the first cycles of batch execution.

6. Support. A support window is included so the first month-end, the first quarter-end sales surge and the first Microsoft service update are covered.

Nothing here is downloaded from a shelf. Every deployment is built for the mapping and flows agreed in your scope.