Salesforce & Business Central Integration

Overview

Stop wasting time on disconnected sales and financial data. DBSync seamlessly connects Salesforce and Microsoft Dynamics 365 Business Central, automating critical data flows like leads, opportunities, and invoices. Designed for small to mid-sized businesses, DBSync empowers your team to close deals faster, invoice accurately, and make data-driven decisions with real-time clarity—all with a setup that takes hours, not weeks.

Key Benefits

• Close deals faster: Sync Salesforce leads and opportunities to Business Central orders in real time, slashing sales cycle times.

• Eliminate billing errors: Automatically transfer accurate invoice data, reducing costly mistakes and disputes.

• Drive smarter decisions: Unified customer and financial data gives you instant insights to optimize performance.

• Save hours daily: Automation cuts manual data entry, freeing your team for high-value tasks.

• Grow without limits: Scalable plans keep costs low as your business expands.

Key Features

• Lead-to-invoice automation: Sync Salesforce leads, accounts, opportunities, products, and invoices to Business Central orders and invoices, ensuring a seamless sales-to-cash process.

• Two-way data sync: Keep customer details, inventory levels, and payment statuses aligned in both systems.

• Real-time or scheduled syncs: Run updates every 5 minutes, hourly, or daily to match your workflow.

• Custom field mappings: Use prebuilt templates for accounts, products, or invoices, or tailor mappings for your unique needs.

• Enterprise-grade security: Encrypted data transfers comply with GDPR, CCPA, and Microsoft standards.