Would you like to have consistent and accurate customer data in SAP Sales Cloud V2 and Dynamics 365 Finance & Operations at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of SAP Sales Cloud V2 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 SAP Sales Cloud V2 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 SAP Sales Cloud V2 with Dynamics 365 Finance & Operations and many other systems is also possible.
SAP Sales Cloud V2 is the next generation of Sales Cloud with modern API architecture, AI integration, and flexible extensibility based on the SAP Business Technology Platform. Dynamics 365 Finance & Operations is a Microsoft enterprise ERP system for financial accounting, supply chain management, and global scalability.
The SAP Sales Cloud V2 Dynamics 365 Finance & Operations Integration connects your modern CRM with a powerful ERP system. Your sales team works with real-time data from Finance, and every won deal automatically becomes a Sales Order in D365 F&O. This means: A seamless quote-to-cash process where leads, opportunities, customers, and invoice statuses flow seamlessly between both systems. No more manual handoffs, no outdated information, no duplicates.
The connection between SAP Sales Cloud V2 and Dynamics 365 F&O automates core business processes across system and departmental boundaries.
Synchronize customer master data. Accounts and Contacts from Sales Cloud V2 are created as Customers in D365 F&O. Changes in one system automatically update the other. Your sales and finance departments work with the same customer view, without duplicates or manual reconciliation.
Convert opportunities into sales orders. When your sales team wins a deal in Sales Cloud V2, it’s created as a Sales Order in Dynamics 365 F&O. The order-to-cash process starts automatically, and your supply chain can plan immediately. No delays, no handoff errors.
Maintain products and prices centrally. Products, article numbers, and price lists from D365 F&O are available in Sales Cloud V2. Your sales team always works with current prices, and manual price reconciliation is eliminated. This reduces errors and accelerates quote creation.
Display invoice status in CRM. Outstanding items, payment receipts, and invoice status from Dynamics 365 F&O become visible in Sales Cloud V2. Your sales team sees which customers have overdue invoices and can act proactively. This improves customer relationships and cash management.
Provide inventory levels for sales. Inventory data from D365 F&O flows into Sales Cloud V2. Your sales team knows what’s available and can make realistic delivery commitments. This reduces disappointed expectations and increases customer satisfaction.
Synchronize activities and tasks. Activities, tasks, and appointments are synchronized between both systems. Teams in Finance and Sales see what’s happening and can collaborate seamlessly. This promotes transparency and reduces misunderstandings.
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
Seamless quote-to-cash without breaks. The integration connects your front-office and back-office systems seamlessly. Sales, Finance, and Operations work with a common data foundation, and business processes run end-to-end. This reduces cycle times, lowers error rates, and accelerates cash flow. You gain control over the entire sales cycle without manual handoffs.
Scalability for global growth. Both systems are designed for enterprise requirements and support multi-company structures. The integration grows with your business without requiring you to constantly build new interfaces. You can connect new markets, subsidiaries, or business units without overloading the architecture. This ensures long-term flexibility.
Data consistency as a decision-making foundation. When customer data, revenues, inventory levels, and invoice status flow in real-time between CRM and ERP, it creates a reliable basis for forecasting and planning. You see what’s actually happening, not what was in the system three days ago. This improves strategic decisions and reduces risks.
For: Marketing, Sales, Customer Success, Operations
Sales sees customer status in real-time. Your sales team opens an account in Sales Cloud V2 and immediately sees if invoices are outstanding, payments overdue, or deliveries pending. No more asking Finance, no embarrassing moments in customer conversations. You can proactively respond to payment delays or leverage cross-selling opportunities because you have the complete context.
Quotes based on real data. When you create a quote, you access product master data, prices, and availability from D365 F&O. You know what’s available and what it costs, without scrolling through Excel lists or calling colleagues. This makes quote creation faster and more accurate. Your customers get realistic delivery commitments, and your credibility increases.
Operations plans with real orders. As soon as a deal is won, the Sales Order is in Dynamics 365 F&O. Your supply chain department can immediately allocate, check inventory, and trigger production. No waiting times, no follow-up questions. The handoff from Sales to Operations becomes seamless, and your delivery capability improves noticeably.
Customer Success has all information at a glance. When a customer calls, you see not only the CRM history but also the current status from Finance and inventory. You know when the last delivery went out, if a payment is missing, or if a complaint is pending. This makes you more responsive and professional. Customers notice that you understand their situation, and this strengthens the relationship.
For: IT, Development, System Architects, Admins
Modern API architecture with OData v4. SAP Sales Cloud V2 and Dynamics 365 F&O both offer OData REST APIs. MARINI uses these APIs for bidirectional synchronization without requiring you to write custom code. Changes to Accounts, Opportunities, Sales Orders, or Invoices are transferred in real-time. You define in the no-code interface which objects and fields are synchronized, and MARINI handles the rest.
Flexible mapping for custom fields and data entities. Both systems allow custom objects and data entities. With MARINI, you can map standard fields and custom fields equally, define validation rules, and transform data types. If you use special financial dimensions in D365 F&O or custom entities in Sales Cloud V2, this can be configured. You retain control over your data model without being limited to standard scenarios.
Conflict handling and duplicate detection. When records are changed in both systems simultaneously, you detect conflicts early. MARINI offers configurable rules for merge strategies, master system definitions, and duplicate detection. You decide which system leads in conflicts and can manually review edge cases. This prevents data loss and inconsistencies.
On-premises capability and security. Dynamics 365 F&O is often operated on-premises or in private cloud. MARINI can also connect on-prem systems without requiring you to build VPN tunnels yourself. Authentication occurs via OAuth 2.0 and Azure AD. All data is transmitted encrypted and hosted in ISO 27001-certified data centers in the EU. You remain GDPR and revDSG compliant without additional compliance audits.
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.
Commonly synchronized objects include Accounts, Contacts, Leads, Opportunities, Products, and Activities from SAP Sales Cloud V2, as well as Customers, Sales Orders, Invoices, Inventory, and Purchase Orders from Dynamics 365 F&O. You can also include custom objects and data entities depending on your data model.
Yes, MARINI can also connect on-premises or private cloud deployments of Dynamics 365 Finance & Operations. You don’t need to set up your own VPN tunnel; the secure connection is established through the platform. Authentication occurs via OAuth 2.0 and Azure AD.
Integration occurs in real-time or near-real-time, depending on your requirements. Changes to Accounts, Opportunities, or Sales Orders are transferred immediately. You can also configure batch synchronization for large data volumes if that makes more sense for your processes.
MARINI detects conflicts and offers configurable merge strategies. You can define which system leads in conflicts or decide manually. Logs and alerts show you where discrepancies have occurred so you can take corrective action.
Yes, MARINI fully supports custom fields and custom objects in SAP Sales Cloud V2 as well as data entities in Dynamics 365 F&O. You can flexibly map fields, define validation rules, and transform data types. Your individual data model is preserved.
Yes, MARINI is GDPR and revDSG compliant. All data is transmitted encrypted and hosted in an ISO 27001-certified data center in the EU. You retain full control over your data and can perform deletions or anonymizations at any time.
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.
For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.
We support you in integrating SAP Sales Cloud V2 and Dynamics 365 Finance & Operations. Personalized. Tailored to your goals.
