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The Coming Divide in Defense: Federation or Fallout Under DoDI 5000.97

Share: The defense industry is entering a pivotal phase of transformation. With the release of DoDI 5000.97, the U.S. Department of Defense (DoD) has made

Bi-directional, Data rich Microsoft Dynamics 365 with Salesforce integration

Bi-directional real-time sync with OpsHub Integration Manager

Integrating Microsoft Dynamics 365 with Salesforce provides real-time visibility to the support and sales teams regarding each other’s work and priorities. This cross–team visibility makes it easier for the teams to coordinate with each other,resolve customer issues faster and ensure seamless communication with customers.

Trusted by the world’s leading enterprises

How Microsoft Dynamics 365 and Salesforce integration is beneficial for an enterprise :

Real-time access to customer issues and priorities

Real-time updates when a customer issue is resolved

Streamlines sales and support processes, thereby accelerating go-to-market

With Microsoft Dynamics 365 and Salesforce integration, enterprises can:

How OpsHub Integration Manager integrates Microsoft Dynamics 365 and Salesforce

Sync your business-critical data in minutes with OpsHub’s Enterprise-Grade Integration

OpsHub Integration Manager integrates Microsoft Dynamics 365 and Salesforce bi-directionally. It ensures that all data is available to each user, in that user’s preferred system, with full context, in real-time. All supported entities between Microsoft Dynamics 365 and Salesforce synchronize with each other. Customer priorities, and other details available in Microsoft Dynamics 365 are also visible in the customer account in Salesforce.

5 Easy Steps to Integrate Microsoft Dynamics 365 and Salesforce

Step

Configure the Microsoft Dynamics 365 and Salesforce connectors with authentication details in OIM.

Step

Select the projects in Microsoft Dynamics 365 and Salesforce to be synchronized.

Step

Choose the entities to synchronize, such as requirements, tasks, and bugs.

Step

Define the sync direction (one-way or two-way) and map relevant fields for synchronization.

Step

Activate the sync and monitor integration performance through OIM’s dashboard.

Use Case: Microsoft Dynamics 365 integration with Salesforce

Problem statement:

The support team is unable to prioritize the tickets from different customers. As they don’t understand the priorities of the tickets, they end up taking up the least important tickets first and the most important tickets at the end.

Solution:

If Microsoft Dynamics 365 and Salesforce are integrated, the support team will have visibility into the order in which the customer tickets need to be prioritized.

Scenario:

The sales team creates an account for a new customer in Salesforce and flags the account to suggest that the customer is entitled for support.
The account gets synced to Microsoft Dynamics 365 and customers associated with this account are authorized to raise tickets on Salesforce.
The customer raises the ticket in MS Dynamics 365. OpsHub Integration Manager also synchronizes this ticket to Salesforce as a ‘case’ and links it to the corresponding account.
The sales team adds a comment to the ‘case’ in Salesforce suggesting the support team to consider this ticket as ‘critical’.
The comment gets synced to Microsoft Dynamics 365 as ‘notes’, which are hidden from the customer.
The support team, then, takes this ticket on priority, and changes the status of the ticket to ‘active. The status of the ‘case’ automatically gets updated as ‘in-progress’ in Salesforce.

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Bi-directional, Data rich Microsoft Dynamics 365 with Salesforce integration

Trusted by the world’s leading enterprises

How Microsoft Dynamics 365 and Salesforce integration is beneficial for an enterprise :

With Microsoft Dynamics 365 and Salesforce integration, enterprises can:

How OpsHub Integration Manager integrates Microsoft Dynamics 365 and Salesforce

Sync your business-critical data in minutes with OpsHub’s Enterprise-Grade Integration

5 Easy Steps to Integrate Microsoft Dynamics 365 and Salesforce

Step

Step

Step

Step

Step

Use Case: Microsoft Dynamics 365 integration with Salesforce

Problem statement:

Solution:

Scenario:

Benefits of integration for Microsoft Dynamics 365 and Salesforce users

Microsoft Dynamics 365 users

Salesforce users

Business value provided

Get started with Microsoft Dynamics 365 – Salesforce Integration today!

Integrate Microsoft Dynamics 365 with these connectors

Integrate Salesforce with these connectors