Fact-sheet

Integration:
SALESFORCE AND MICROSOFT DYNAMICS 365

RapidiOnline
Fact-sheet

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com

Integration: SALESFORCE AND MICROSOFT DYNAMICS 365
RAPIDIONLINE Fact-sheet Fact-sheet

TOP REASONS | WHY RAPIDIONLINE IS YOUR

GO-TO DATA INTEGRATION
SOLUTION
Install Configure Use

Fast & flexible

Robust & secure

WE OFFER:
1) A pre-configured integration platform that is simple, flexible & robust. Also easy to implement, use &
maintain, giving you a stress-free integration.
2) No programming or further development is required – even if you modify or extend your integration.
3) Free pre-configured templates with your RapidiOnline subscription, saving you time, money & stress.
4) A sales history extension for Salesforce helping you to utilize your ERP data in Salesforce.
5) An unrivalled level of committed, caring & personal customer support – whenever you need us, we
will be there.

KEY BENEFITS OF RAPIDIONLINE

• Keeps your Salesforce & Microsoft Dynamics 365 data in perfect sync
• Eliminates manual double data entries
• Gives you an accurate 360-degree customer view to enhance your customer service & grow revenue
• Allows you to choose from proven best practice pre-configured templates & select the integration
direction that best suits your business.

KEY FEATURES
• Salesforce certified
• The Sales History App extension for Salesforce is unmanaged, so you can customize it to fit your needs

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com 2

Integration: SALESFORCE AND MICROSOFT DYNAMICS 365
RAPIDIONLINE Fact-sheet Fact-sheet

• Flexible data toolbox with rich features so you can quickly deal with any additional integration
requirements in just a few easy steps.
• Low license cost as it eliminates double licensing (users may not need both Salesforce & Microsoft
Dynamics 365).
• A cloud service, so your systems are always up to date.
• Best practice transfers – any table can be integrated in any direction

Salesforce Microsoft Dynamics

Accounts Customers
Contacts Contacts
Products Products
Prices Prices
Opportunities Orders
Orders Orders
Payments Ledger Entries
Sales History Invoices & Credit Notes

CERTIFICATIONS SUPPORTED APPLICATIONS

• Salesforce certified • Dynamics 365 for Sales
• Lightning ready • Dynamics 365 for Customer Insights
• Certified AppExchange partner • Dynamics 365 for Customer Service
• Microsoft Development partner • Dynamics 365 for Marketing
• Dynamics 365 for Field Service
SUPPORTED SALESFORCE VERSIONS • Dynamics 365 for Project Service Automation
• Professional (API access is included) • Dynamics 365 for Finance and Operations
• Enterprise • Dynamics 365 for Retail
• Unlimited • Dynamics 365 for Talent
• Force.com • Dynamics 365 for Financials

SUPPORTED MICROSOFT DYNAMICS 365

VERSIONS
• Microsoft Dynamics 365 Business Edition
• Microsoft Dynamics 356 Enterprise Edition

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com 3

Integration: SALESFORCE AND MICROSOFT DYNAMICS 365
RAPIDIONLINE Fact-sheet Fact-sheet

QUICK FACTS ABOUT OUR RAPIDIONLINE SOLUTION

FEATURE DESCRIPTION

Data is SSL encrypted, packed & compressed by the Rapidi Connector,

Data transfer
ensuring secure data communication.

Salesforce API RapidiOnline is Salesforce certified. The certification enables you to integrate
& access Salesforce Professional edition without having to purchase Salesforce API access.

Microsoft Dynamics 365 Web Services (Write)

API & access SQL Client (Read)

Security Our encryption follows the latest TLS standards, currently TLS 1.1 and TLS 1.2.

SaaS solution Web 2.0 based setup and configuration.

Fast installation with no need for fixed IP addresses or need to open any inbound ports
IP address and Firewall
on your firewall

Connects Microsoft Dynamics 365 with your RapidiOnline service then

RapidiConnector
compresses, packs & SSL encrypts data.

Read design One-click database read

Data mapping Any tables or fields can be synchronized.

StoreNewID Simplifies the pairing of synchronized records in different databases.

Changes only: When running on databases with timestamps on the tables.

Transfer new or
Mirror: A Rapidi technology used to transfer only new or modified data if timestamps are
modified data only
not available in the database

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com 4

Integration: SALESFORCE AND MICROSOFT DYNAMICS 365
RAPIDIONLINE Fact-sheet Fact-sheet

FEATURE DESCRIPTION

Schedule transfer Transfers can be set according to your subscription level.

frequency The intervals are daily, hourly, 10 minutes, 1 minute, Triggered.

Advanced data toolbox offers a comprehensive Excel-syntax-like formula to align data

Advanced data
formats & field structures. Ready to use formulas are included in the pre-configured
toolbox
standard templates.

A schedule runs a group of transfers. On a schedule you can define the order
Schedules
in which transfers run, the frequency, the notification rules etc.

Log & RapidiOnline saves detailed information (no customer data) about the run of
notification schedules & transfers.

Salesforce – Microsoft Dynamics (365, AX, GP, NAV, CRM) – Microsoft SQL – My SQL –
Additional connectors
ORACLE – IBM DB 2 – Lotus Notes – eConomic – REST – SOAP – ODBC.

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com 5

Integration: SALESFORCE AND MICROSOFT DYNAMICS 365
RAPIDIONLINE Fact-sheet Fact-sheet

ABOUT RAPIDIONLINE
Data integration doesn’t have to be confusing or complicated. It can be simple and stress-free. At Rapidi,
we are your go-to data integration experts with over 20 years of experience. We apply it to ensure your
data integration project runs smoothly. Our product, RapidiOnline uses cutting-edge technology to provide
data integration solutions that are fast yet flexible, simple, robust and secure. We have perfected our
blend of human and technical skills to provide you with an unrivalled committed, caring and personal
customer service experience. We believe these things are just as important as the technology we use so
let us take the stress out of your data integration.

Learn more about RapidiOnline at www.rapidionline.com

CONTACT US
Rapidi A/S
Savsvinget 7
Hoersholm
Denmark
Phone: +45 73 84 85 50
E-Mail: info@rapidionline.com
Twitter: @RapidiOnline
www.rapidionline.com

RAPIDI A/S · info@rapidionline.com · www.rapidionline.com 6