WeDid: Microsoft Dynamics AX & Salesforce Integration

Challenges

With the introduction of Salesforce in the company, the customer would like to move the maintenance of customer and merchant records from Microsoft Dynamics AX to Salesforce. However, some of the users (e.g, accountant) will still be maintaining the customer records in Microsoft Dynamics AX. Besides, the customer would like to sync the Sales Order information to Salesforce so that they can utilise the powerful reporting engine to generate the Sales report.

 

Solution:

dynax_sf_merchant

Purpose To sync the customer and merchant information between Microsoft Dynamics AX and Salesforce
To Sync the sales order to Salesforce
Applications Salesforce
Microsoft Dynamics AX
Versions Salesforce Enterprise
Microsoft Dynamics AX 2012
Tool Boomi
Information Microsoft Dynamics AX Customer <-> Salesforce Account (Customer)
Microsoft Dynamics AX Merchant < Salesforce Account (Merchant)
Microsoft Dynamics AX Sales Order > Salesforce Order and Order Line
Data Formats XML/td>
Volumes ~100day
Process Bi-directional sync of Customer record between Microsoft Dynamics AX and Salesforce
Microsoft Dynamics AX Sales Order to create/update Salesforce Order and Order Line
Schedule Every 15 minutes
Complexity Low

 

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