Dynamics AX integration with Salesforce allows you to have enhanced insights for developing better customer relationships, streamline sales channels and manage inventory in an efficient and productive manner.
Real Time Synchronization & Update
Ensure timely synchronization of customer accounts, contacts, products and pricing between Salesforce and Dynamics AX. With two way data synchronization, any records created or updated in either system are automatically reflected in the corresponding system.
One Click Sales Orders & Quotes
Create sales orders and quotes in Dynamics AX from closed/won opportunities in Salesforce in real time with a single click, and have all the related account/customer, product and contact details automatically synced between the two systems.
Track the progress of any sales order as it moves through fulfillment and billing. Monitor related customer financial transactions like credits and refunds in real time or access the latest account financials. Get better insight into customer relationships with complete visibility into your AX back-office from Salesforce.
Hassle Free Management
The Folio3 Dynamics AX Salesforce Connector is deployed within your AX ERP, so you can manage the integration from within Dynamics AX, with complete visibility into all aspects of the integration including record and field-level mappings.
Key Features of Dynamics AX Salesforce Connector
Reduction in data entry errors
Real-time automation for streamlining lead to cash processes
Reduction in overhead expenses
Two-way integration between Dynamics AX and Salesforce