Salesforce Integration with Business Central
Align Salesforce CRM with Microsoft Dynamics 365 Business Central to create a connected lead-to-cash process with accurate financial visibility.
Why Integrating Salesforce with Business Central Matters
Salesforce manages pipeline, opportunity tracking and customer relationships. Business Central governs financial posting, order processing and operational control.
When these systems operate independently:
Opportunities don’t translate cleanly into orders
Pricing structures become inconsistent
Revenue forecasts don’t align with invoiced data
Customer records are duplicated
Sales teams lack visibility into financial status
As sales complexity grows, manual rekeying and disconnected reporting create operational friction.
Integration ensures the transition from opportunity to invoice is structured and traceable.
What a Salesforce–Business Central Integration Enables
A properly designed integration can support:
Account and contact synchronisation
Opportunity-to-quote conversion
Quote creation in Salesforce with order creation in Business Central
Product and pricebook alignment
Real-time visibility of order and invoice status
Revenue reporting alignment
Payment and credit status visibility
The objective is a seamless lead-to-cash process.
What Can Be Synced
Salesforce → Business Central
Accounts
Contacts
Opportunities
Quotes
Orders
Business Central → Salesforce
Products
Pricing
Order status
Invoice status
Payment updates
Synchronisation can be:
Event-driven
Scheduled
Middleware-managed for enterprise-scale environments
Important Considerations for Salesforce Integrations
Customer Master Ownership
Defining whether Salesforce or Business Central owns customer record creation.
Opportunity to Order Flow
Ensuring structured transition from opportunity stages to financial posting.
Pricing & CPQ Alignment
Mapping Salesforce pricebooks and CPQ outputs to Business Central item and pricing logic.
Multi-Company Environments
Aligning Salesforce account structures with Business Central legal entities.
Data Governance & Security
Ensuring financial data is surfaced appropriately within Salesforce without compromising control.
Enterprise CRM integration requires clarity around data ownership and lifecycle management.
People Also Ask
Can Salesforce quotes automatically create sales orders in Business Central?
Yes — when pricing and workflow alignment are structured correctly.
How is CPQ handled?
CPQ outputs can be mapped to Business Central items and pricing during integration design.
Which system should own customer data?
This depends on operational structure — typically CRM owns relationship data while ERP governs financial records.
Can invoice and payment status be visible in Salesforce?
Yes — invoice and payment updates can be synchronised for sales visibility.
Is middleware required?
For enterprise or high-volume environments, middleware is often recommended for scalability and monitoring.
Planning a Salesforce Integration?
Whether you're aligning pipeline reporting with finance or designing a structured lead-to-cash process, we can architect a Salesforce integration aligned with your Business Central environment.
