Would you like to have consistent and accurate customer data in Salesforce Sales Cloud and Dynamics 365 Finance & Operations 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 Finance & Operations 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 Finance & Operations 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 Finance & Operations and many other systems is also possible.
Salesforce Sales Cloud is the leading CRM platform for sales and customer service, enabling teams to qualify leads, track opportunities, and close deals. Microsoft Dynamics 365 Finance & Operations is the ERP system for finance, supply chain, and production that processes orders, manages inventory, and generates invoices.
The Salesforce Sales Cloud Microsoft Dynamics 365 Finance & Operations Integration connects sales and finance in real time. Accounts, opportunities, products, orders, and invoice statuses flow bidirectionally, sales teams work with real prices and open items, finance receives structured orders without media breaks. Quote-to-cash runs end-to-end, and both sides see the same data.
The integration synchronizes sales and finance in real time.
Opportunities become sales orders. As soon as a deal is won in Salesforce, a sales order is automatically created in Dynamics 365 F&O, complete with products, prices, discounts, and delivery addresses. Finance takes over the order without queries, sales doesn’t have to transfer anything manually.
Accounts and customers bidirectionally synchronized. Customers in Salesforce (Accounts) and customer master data in Dynamics 365 F&O automatically align. Addresses, contact details, payment terms, and credit limits stay current on both sides.
Products and prices from the ERP. The product catalog and price books are populated from Dynamics 365 F&O. Sales works with prices that actually apply, not outdated lists from spreadsheets.
Invoice and payment status in the CRM. Open items, invoice statuses, and payment receipts from Dynamics 365 F&O are displayed in Salesforce. Sales knows who still needs to pay before writing the next quote.
Forecasting on real numbers. Opportunities with their pipeline values are reconciled with actual bookings in Dynamics 365 F&O. Finance sees what sales expects, sales sees what actually arrived.
Inventory levels visible to sales. Inventory data from Dynamics 365 F&O flows into Salesforce so sales doesn’t sell what’s not available. Delivery dates become more realistic, customer expectations become achievable.
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
Quote-to-cash without media breaks. From quote in Salesforce to invoice in Dynamics 365 F&O, the process runs seamlessly. No data loss, no queries, faster time-to-revenue. Sales and finance work with the same master data, and you can compare pipeline forecasts with actual bookings.
Forecasting becomes reliable. Opportunities and actual orders converge in one system. Finance sees what sales expects, sales sees what was actually booked. Discrepancies surface early, and quarterly targets are calculated more precisely.
Scalability for M&A. With acquisitions or new locations, you simply add more accounts and customers. The interface remains the same, new entities are automatically synchronized. No new integration project per acquisition, no custom code adjustments.
For: Marketing, Sales, Customer Success, Operations
Sales works with real prices. Products, price books, and discounts come directly from Dynamics 365 F&O. No copy-pasting from Excel, no outdated lists. Quotes are calculable from the first moment, and finance doesn’t have to correct.
Open items visible in CRM. Before you write the next quote, you see whether the customer still has open invoices. Invoice statuses and payment receipts from Dynamics 365 F&O are displayed directly in the Salesforce account. No surprises, no awkward conversations.
Opportunities become orders, automatically. Deal won? One click, and the order is in Dynamics 365 F&O. With all products, prices, discounts, and delivery addresses. No manual transfer, no phone calls between sales and finance. Error rate approaches zero, cycle time is halved.
Inventory levels for realistic commitments. Inventory data from Dynamics 365 F&O flows into Salesforce. You see what’s available before you commit to a delivery date. Customer expectations become achievable, and you reduce queries and disappointments.
For: IT, Development, System Architects, Admins
OData and REST, bidirectional. Dynamics 365 F&O provides OData REST APIs via Data Entities. Salesforce works with REST and SOAP APIs, Platform Events, and Change Data Capture. MARINI connects both sides bidirectionally and in real time. You define mapping, field rules, and transformations in the no-code interface.
Custom objects and data entities completely. Salesforce Custom Objects and Dynamics 365 F&O Data Entities are synchronized like standard objects. Individual fields, complex data models, and industry-specific entities are not the exception but the norm.
Conflict resolution configurable. What happens when the same invoice is changed in both systems? You define which system takes precedence, whether values are overwritten or merged. Logs show you every conflict, alerts warn you of duplicates or missing mappings.
On-prem Dynamics 365 F&O connectable. Dynamics 365 F&O often runs on-premises or in private cloud. MARINI can also connect these systems. OAuth 2.0, service-to-service authentication via Azure AD, secure encryption. Your IT policies are maintained, no compromises on compliance or network architecture.
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 (customers), Contacts, Opportunities, Products, Sales Orders, Invoices, Inventory, and payment information. Custom Objects from Salesforce and Data Entities from Dynamics 365 F&O can also be synchronized bidirectionally. You determine which objects and fields are relevant.
Yes. Dynamics 365 F&O is often operated on-premises or in private cloud. MARINI can also connect these systems via OData REST APIs and OAuth 2.0 via Azure AD. Secure encryption and compliance requirements are maintained.
You define conflict rules: which system takes precedence, should values be overwritten or merged? Logs show every conflict, alerts warn of duplicates or missing mappings. You maintain control, even in edge cases.
MuleSoft belongs to Salesforce and is an enterprise iPaaS platform with high complexity. MARINI focuses on concrete use cases, faster implementation, and easier handling. No months-long onboarding, no army of consultants. No-code instead of custom code.
Yes. Product catalog, price books, and discounts are synchronized from Dynamics 365 F&O into Salesforce. Sales works with prices that actually apply. Changes in the ERP are automatically transferred to the CRM, without manual updating.
It depends on the complexity of your mappings and custom entities. Typical projects start in a few days to weeks. MARINI offers full-service implementation or co-creation with your team. No months-long project design, but iterative deployment with immediate impact.
With MARINI’s integration solutions, we eliminate customer data silos and orchestrate marketing automation campaigns seamlessly across systems.
With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.
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.
We support you in integrating Salesforce Sales Cloud and Dynamics 365 Finance & Operations. Personalized. Tailored to your goals.
