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Unify Sales & Operations: Seamless Dynamics AX and Salesforce Integration

Bridge the gap between your front-office CRM and back-office ERP for a complete customer view, automated workflows, and accelerated business processes with our AI-powered iPaaS.

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The Challenge

The Challenge: Disconnected Sales & ERP Systems

Operating with Dynamics AX and Salesforce in isolation creates significant operational inefficiencies, data discrepancies, and a fragmented view of your business. This disconnect hinders agility and impacts both customer experience and financial accuracy.

  • Data Silos: Critical customer, order, and product data reside in separate systems, preventing a holistic view.
  • Manual Data Entry & Errors: Sales teams re-enter order details into AX, leading to mistakes and delays.
  • Inaccurate Forecasting: Sales forecasts in Salesforce lack real-time inventory or financial context from AX.
  • Slow Order-to-Cash Cycle: Delays in order processing and invoicing due to manual handoffs between CRM and ERP.
  • Fragmented Customer Experience: Customer service teams lack visibility into order status, payment history, and inventory availability.
Integration Diagram
Solution Illustration
The Solution

The Solution: AI-Powered Dynamics AX & Salesforce Integration

Our advanced iPaaS provides a unified, intelligent platform to seamlessly connect Dynamics AX and Salesforce. This low-code solution automates complex workflows, ensures real-time data consistency, and leverages AI to accelerate development and enhance operational resilience.

  • Bi-directional Data Synchronization: Real-time sync of Accounts/Customers, Opportunities/Sales Orders, Products, and more.
  • Workflow Automation: Automate end-to-end processes from lead qualification to order fulfillment and financial reconciliation.
  • Unified Customer View: Create a 'golden record' for customers, accessible across sales, service, and finance.
  • Pre-built Connectors: Leverage robust, optimized connectors for both Dynamics AX (AIF) and Salesforce (APIs, Platform Events).
  • Scalable & Resilient Architecture: Designed for high-volume transactions and enterprise-grade reliability.
Implementation Timeline

Go live with Dynamics AX + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics AX and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics AX + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional Data Synchronization: Real-time sync of Accounts/Customers, Opportunities/Sales Orders, Products, and more.
  • Workflow Automation: Automate end-to-end processes from lead qualification to order fulfillment and financial reconciliation.
  • Unified Customer View: Create a 'golden record' for customers, accessible across sales, service, and finance.
  • Pre-built Connectors: Leverage robust, optimized connectors for both Dynamics AX (AIF) and Salesforce (APIs, Platform Events).
  • Scalable & Resilient Architecture: Designed for high-volume transactions and enterprise-grade reliability.

Comprehensive Integration Architecture & Data Flow

Our integration solution orchestrates a robust and intelligent data exchange between Dynamics AX and Salesforce. Leveraging an API-first, event-driven approach, we ensure that your critical business data is always accurate, consistent, and available where it's needed most.

Data Flow Steps

Secure Connectivity: Establish encrypted connections using OAuth 2.0 for Salesforce and secure service accounts/certificates for Dynamics AX AIF services.

Event-Driven Triggers: Utilize Salesforce Platform Events/CDC for real-time change detection, and implement custom triggers or scheduled polling for Dynamics AX.

Data Extraction: Extract relevant data from source systems using optimized API calls (Salesforce REST/Bulk API, AX AIF services).

AI-Powered Transformation: Transform source data to match target schemas using our visual data mapper, enhanced by AI for mapping suggestions and complex logic.

Validation & Business Rules: Apply pre-defined and AI-inferred business rules to validate data, ensuring quality and compliance before posting.

Data Delivery: Push transformed data to the target system via appropriate API endpoints (Salesforce REST/Bulk API, AX AIF services).

Error Handling & Monitoring: Implement comprehensive error handling, automatic retries, dead-letter queues, and real-time monitoring dashboards.

Data Touchpoints

Salesforce Accounts <-> Dynamics AX Customers
Salesforce Contacts <-> Dynamics AX Contact Persons
Salesforce Opportunities (Closed Won) -> Dynamics AX Sales Orders
Salesforce Orders <-> Dynamics AX Sales Orders (for fulfillment status)
Salesforce Product2/PricebookEntry <- Dynamics AX Product (Item)
Salesforce Payments (Custom) -> Dynamics AX General Ledger Journals / Payments
Dynamics AX Invoices -> Salesforce Custom Invoice Object

"A conceptual diagram shows Salesforce and Dynamics AX as two distinct systems, with a central iPaaS layer connecting them. Arrows indicate data flow: Salesforce (Account, Opportunity, Product2) -> iPaaS -> Dynamics AX (Customer, Sales Order, Product (Item)); and Dynamics AX (Invoice, Payment, Sales Order Status) -> iPaaS -> Salesforce (Custom Invoice/Payment, Opportunity/Order Status). Event triggers (CDC, Platform Events) originate from Salesforce, while AX interactions are often via AIF services or scheduled batch operations. AI capabilities are overlaid on the iPaaS layer for mapping, validation, and anomaly detection."

Pricing

Simple, transparent pricing for Dynamics AX + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics AX

Integrating Dynamics AX fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Field Mapping

Our iPaaS provides sophisticated mapping capabilities to connect the complex data structures of Dynamics AX and Salesforce. This ensures data integrity and consistency, enhanced by AI to accelerate mapping and reduce errors.

Customer (AX) / Account (Salesforce)

Central for customer master data synchronization. AX is typically the system of record for financial details; Salesforce for sales and service engagement.

Dynamics AX Fields

CustAccount (Key) Name PartyId Currency PaymentTerms CreditLimit CustGroup Addresses (BillTo, ShipTo)

Salesforce Fields

Id (Key) Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c (Custom Key for AX CustAccount)

Mapping Notes

Bi-directional sync. Salesforce `Account.ExternalID_c` (custom) stores `AX CustAccount`. `Account.Name` maps to `Customer.Name`. Address fields require careful sub-field mapping and standardization. AI can assist in deduplication and identifying best match for updates.

Next Steps

See Dynamics AX + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Lead-to-Order-to-Fulfillment Automation

Automate the complete sales lifecycle, from a 'Closed Won' Opportunity in Salesforce triggering the creation of a Sales Order in Dynamics AX, through to inventory allocation, shipment, and invoicing. Status updates from AX (e.g., 'Shipped', 'Invoiced') are then synchronized back to Salesforce.

Integration Steps:

  1. 0 Salesforce Opportunity status changes to 'Closed Won'.
  2. 1 iPaaS triggers a new Sales Order creation in Dynamics AX via AIF/SalesOrderService.
  3. 2 AX processes inventory, fulfills the order, and generates an invoice.
  4. 3 AX updates Sales Order status, which iPaaS pushes back to Salesforce Opportunity/Order.
  5. 4 Salesforce Opportunity/Order is updated with fulfillment and invoice details.

Business Outcome

Accelerated order processing, reduced manual errors, faster revenue recognition, improved customer delivery times.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Streamlined Sales & Operations
Automate processes from lead to order to fulfillment, eliminating manual handoffs and bottlenecks between sales, operations, and finance.
Unified Customer 360 View
Achieve a single, consistent view of customer data across Salesforce and Dynamics AX, empowering sales, service, and finance teams with complete information.
Enhanced Data Accuracy & Quality
Minimize manual data entry errors and leverage AI-driven validation to ensure data integrity across your CRM and ERP systems.
Accelerated Time-to-Value
Leverage low-code/no-code tools and AI-assisted mapping to build and deploy complex integrations significantly faster.
Improved Financial Visibility
Synchronize invoices, payments, and GL entries to ensure accurate revenue recognition and streamlined financial reconciliation in Dynamics AX.
Scalable & Resilient Architecture
Build integrations that grow with your business, handling high transaction volumes with robust error handling and fault tolerance.
✨

Streamlined Sales & Operations

25% Reduction in order processing time

📋 What You Get

Automate processes from lead to order to fulfillment, eliminating manual handoffs and bottlenecks between sales, operations, and finance.

💼 Business Impact

This benefit directly contributes to 25% improvement in Reduction in order processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics AX + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics AX and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics AX + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /AIF/SalesOrderService/create Creates new sales orders and lines in AX. Used when a Salesforce Opportunity reaches 'Closed Won'.
POST /AIF/CustomerService/create Creates new customer records in AX. Used when a new Salesforce Account is created.
POST /AIF/CustomerService/update Updates existing customer records in AX. Used for Account/Contact updates from Salesforce.
POST /AIF/InventItemService/read Retrieves product (item) master data from AX. Used for syncing product details to Salesforce.
POST /AIF/GeneralLedgerJournalService/create Posts financial journal entries in AX. Used for payment reconciliation or other financial postings from Salesforce.

⚡ Transformation Logic

  • Product ID Mapping: Map `AX ItemId` to `Salesforce Product2.ProductCode` or `ExternalID_c`.
  • Customer Account Linkage: Map `AX CustAccount` to `Salesforce Account.ExternalID_c`.
  • Opportunity to Sales Order: Convert Salesforce `OpportunityLineItem`s into `AX Sales Order Lines`, including quantity and price conversions.
  • Address Standardization: Harmonize address formats (e.g., street, city, state, zip) from Salesforce to AX and vice-versa.
  • Date Format Conversion: Ensure consistent date and time formats (`YYYY-MM-DD` vs. `MM/DD/YYYY`).
  • Currency Conversion: Apply exchange rates if transactions occur in different currencies, ensuring financial accuracy.
  • Status Code Mapping: Translate `Salesforce StageName` to `AX SalesStatus` and `AX PaymentStatus` to `Salesforce custom Payment Status`.

🛡️ Error Handling

  • Data Validation Failure: Missing mandatory fields in AX or Salesforce.
  • Business Logic Conflict: Attempting to create a Sales Order in AX for a non-existent customer.
  • API Rate Limit Exceeded: Too many Salesforce API calls in a short period.
  • System Unavailable: Temporary outage of Dynamics AX AIF services or Salesforce API.
  • Data Type Mismatch: Sending a string to a numeric field.
  • Duplicate Record: Attempting to create a record that already exists without using upsert logic.
Pricing

Simple, transparent pricing for Dynamics AX + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What are the common challenges when integrating Dynamics AX and Salesforce?
Common challenges include the complexity of AX's data model, the need for robust data mapping and transformation, managing real-time vs. batch processing, handling API rate limits (especially for Salesforce), ensuring data consistency, and navigating security and compliance requirements. A modern iPaaS abstracts these complexities.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Dynamics AX and Salesforce integration compared to traditional methods?
iPaaS offers visual, low-code/no-code development, pre-built connectors for both systems, robust data mapping and transformation, centralized monitoring, and native support for API-first and event-driven patterns. This significantly reduces development time, maintenance costs, and improves the scalability and reliability of integrations compared to custom code or point-to-point solutions.

Technical Capabilities FAQs

▸ Is real-time integration possible between Dynamics AX and Salesforce?
Yes, absolutely. With a modern iPaaS, real-time integration is achievable. For Salesforce, we leverage Platform Events and Change Data Capture (CDC). For Dynamics AX, while native capabilities may lean towards batch, the iPaaS can use AIF services, custom web services, or database triggers combined with message queues to capture and push data in near real-time, enabling instant data flows.

AI Benefits FAQs

▸ What is the role of AI in Dynamics AX and Salesforce integrations?
AI significantly augments integrations by providing intelligent automation. This includes AI-driven data validation, suggesting optimal data mappings, detecting anomalies in data flows, intelligently routing exceptions for human review, and even automating resolutions for common integration errors. This reduces manual effort, improves data quality, and enhances operational resilience.

Low-Code FAQs

▸ How do low-code/no-code workflows benefit Dynamics AX and Salesforce users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with Dynamics AX and Salesforce using visual interfaces, rather than relying solely on developers. This accelerates project delivery, reduces IT backlog, and allows business teams to quickly adapt workflows to changing needs, fostering greater business agility.

Security FAQs

▸ What security considerations are crucial for Dynamics AX and Salesforce integrations?
Key security considerations include robust authentication (OAuth 2.0 for Salesforce, secure service accounts for AX) and fine-grained authorization for all integration endpoints, data encryption in transit (TLS/SSL) and at rest, secure storage of credentials (iPaaS vault), IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR). Comprehensive auditing of integration activities is also essential.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Salesforce?
An iPaaS with strong data mapping, transformation, and validation capabilities is key. Implement a canonical data model, define clear business rules for data synchronization, and use conflict resolution strategies (e.g., 'system of record' or 'last update wins'). AI can also assist in identifying and resolving data discrepancies proactively, ensuring a single source of truth.

Ecosystem Integration FAQs

▸ Can I integrate Dynamics AX with other Microsoft products like Dynamics 365 CRM or Power Platform?
Yes, an iPaaS can facilitate robust integrations between your legacy Dynamics AX system and newer Microsoft products like Dynamics 365 Finance & Operations, Dynamics 365 Sales (CRM), or the Power Platform (Power Apps, Power Automate). This allows for seamless data flow, leveraging the strengths of both your existing AX investment and modern Microsoft applications for unified business processes.
Implementation Timeline

Go live with Dynamics AX + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics AX and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics AX + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics AX + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics AX + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo