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

1
Customer Success Story
Seamless integration of Dynamics 365 FO and
Salesforce with 18 Integration points
About the Client Established in 1989, the client
is North Americas 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 offices and a
team of over 2000 dedicated employees. Use
Case Scalability struggle Current accounting and
operations werent keeping pace with the
businesss 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 efficiency. Benefits Scalab
ility achieved D365FO provided the scalability
needed for business growth. Seamless MA
Integration The ERP system effortlessly absorbed
six new entities quickly. Synchronous data
transfer Complex Salesforce integrations ensured
real-time data synchronization. Integrated
module efficiency Multiple integrations
significantly enhanced sales, finance, and
project modules in D365. Workflow Optimization
Intricate workflows in purchase requisition and
project modules streamlined operations.
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