Would you like to have consistent and accurate customer data in Salesforce Sales Cloud and Dynamics 365 Business Central at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of Salesforce Sales Cloud and Dynamics 365 Business Central is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your Salesforce Sales Cloud Dynamics 365 Business Central interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Salesforce Sales Cloud with Dynamics 365 Business Central and many other systems is also possible.
Salesforce Sales Cloud is the leading cloud CRM platform for sales, with an extensive ecosystem, flow automation, and custom objects. Microsoft Dynamics 365 Business Central is a modern ERP system for small and medium-sized businesses, covering finance, supply chain, sales, and service.
The Salesforce Sales Cloud Microsoft Dynamics 365 Business Central Integration connects CRM and ERP in real time. Accounts, opportunities, products, and orders flow bidirectionally. Sales works with current prices, finance sees the pipeline, customers receive consistent information. No double entry, no outdated data.
The interface automates the entire quote-to-cash process and ensures a unified data foundation between sales and finance.
Opportunities become sales orders. Won opportunities in Salesforce are automatically created as sales orders in Business Central. Products, prices, discounts, and customer data are transferred. Sales and operations work seamlessly together, without media breaks.
Synchronize customer data. Accounts and contacts in Salesforce remain synchronized with customers in Business Central. Changes to addresses, contact details, or payment terms are reconciled bidirectionally. One customer view for all teams.
Products and prices from the ERP. Items, prices, and discounts from Business Central are made available in Salesforce. Sales creates quotes with real prices, inventory levels, and valid conditions. No follow-up questions, no corrections.
Display invoice and payment status. Open items, payment receipts, and invoice status from Business Central become visible in the Salesforce account. Sales can communicate proactively, customer success identifies risks early.
Align pipeline with revenue data. Forecast data from Salesforce is compared with actual sales orders and invoices from Business Central. Management receives reliable forecasts, finance plans based on realistic figures.
Inventory availability in real time. Inventory data from Business Central flows to Salesforce. Sales can see at a glance which products are available and can commit to delivery dates. Customers receive realistic expectations.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Country Lead Germany & Director Corporate DACH at HubSpot Inc.
MARINI serves as a crucial partner, perfectly extending HubSpot’s capabilities for companies with complex system landscapes. Through seamless integration of SAP, legacy systems, and diverse data sources, we collectively create a true single source of truth. Particularly valuable: Our mid-market customers can retain their established IT structures while still leveraging HubSpot’s full power – with clean data, automated processes, and a 360-degree customer view that delivers measurable business results.
European Lead Center of Excellence Manufacturing at Dun & Bradstreet
With MARINI, we have found a flexible and reliable partner for data integration with our customers. In today’s environment, we’re dealing with countless systems. At the same time, resources, especially in IT, are becoming increasingly scarce. Through MARINI, we conveniently deliver our data to any of our customers’ systems, whether CRM, ERP, or MDM – quickly and securely.
For: C-Level, Executive Management, Business Development
End-to-end quote-to-cash increases conversion. Opportunities become orders without manual transfer. Faster order processing means shorter time-to-revenue. Customers receive quotes and invoices from a single source.
One customer view reduces friction. Sales, finance, and operations work with the same data. Fewer alignment loops, fewer errors, fewer escalations. Teams focus on growth instead of data reconciliation.
Reliable forecasts enable better decisions. Pipeline data is compared with actual revenue. Management recognizes deviations early and can take corrective action. Investments are based on realistic assumptions.
For: Marketing, Sales, Customer Success, Operations
Sales works with real prices and availability. Previously, sales had to guess at pricing and delivery dates or make follow-up inquiries. Today, prices, discounts, and inventory levels from Business Central are directly available in Salesforce. Quotes are immediately binding.
Opportunities automatically become orders. Won deals were previously forwarded to operations via email. Today, the sales order is created automatically in Business Central as soon as the opportunity is set to “Closed Won”. Operations can begin processing immediately.
Customer success sees open items and payment status. Previously, customer success had to ask finance whether invoices were paid. Today, payment status and open items from Business Central are visible in the Salesforce account. Proactive communication becomes possible.
Operations plans based on the real pipeline. Previously, operations worked with Excel exports from the CRM. Today, forecast data flows to Business Central in real time. Resource and capacity planning are based on current close probabilities.
For: IT, Development, System Architects, Admins
APIs for Salesforce and Business Central are fully supported. Salesforce offers REST, SOAP, Bulk, and Platform Events. Business Central provides OData v4 and webhooks. MARINI uses both API landscapes for real-time synchronization and batch processing.
Mapping and transformations without code. Salesforce accounts become Business Central customers, opportunities become sales quotes or orders. Field rules, data type conversions, and conditional logic are configured in the no-code interface. Custom objects and custom fields are supported.
Conflicts are automatically detected. If the same account is changed in both systems simultaneously, MARINI detects the conflict. Logs show which field is affected. You determine which system takes precedence or resolve the conflict manually.
Monitoring and alerts in real time. Every sync is logged. You see which records were successfully transferred, which failed, and why. Alerts via email or webhook inform you immediately when thresholds are exceeded or errors occur.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
Typically, accounts, contacts, opportunities, products, quotes, orders, and invoices are synchronized. Custom objects from Salesforce and inventory data from Business Central can also be synchronized. The selection depends on your business processes.
Yes, the integration can be configured bidirectionally. You determine for each object and each field which system is the master. Changes in Salesforce flow to Business Central and vice versa. In case of conflicts, the defined resolution strategy applies.
Yes, MARINI can connect both Business Central Online and on-premises installations. For on-prem systems, a connector is installed in the local network that establishes a secure connection to the MARINI platform. All data is transmitted encrypted.
Synchronization can occur in real time as soon as a record is changed in one system. Alternatively, batch jobs can run at defined intervals. MARINI uses Salesforce Platform Events and Business Central webhooks for event-based synchronization.
MARINI logs every sync operation. In case of errors, you receive a notification via email or webhook. In the dashboard, you see which records are affected and why the sync failed. Failed syncs can be retried automatically or manually.
Yes, custom objects and custom fields from Salesforce are fully supported. You can map and synchronize them like standard objects. Custom modules and entities in Business Central can also be integrated if you use extensions there.
With MARINI’s integration solutions, we eliminate customer data silos and orchestrate marketing automation campaigns seamlessly across systems.
Data is only the gold of the digital age when it is integrated and consistently translated into decisions. That is exactly what MARINI stands for: we connect data sources, make data actionable, and enable purpose-driven, model-based analytics—fully aligned with the principles of Robotic Selling.
With MARNI, we were able to successfully optimize our digital sales processes. We were particularly impressed by the flexibility and scalability of the platform, which helped us to implement our projects quickly and efficiently.
We support you in integrating Salesforce Sales Cloud and Dynamics 365 Business Central. Personalized. Tailored to your goals.
