---
title: 'Microsoft Dynamics 365 for Finance and Operations + Salesforce Service Cloud'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-salesforce-service-cloud/'
date: '2026-06-19T10:09:15-04:00'
modified: '2026-06-19T10:09:15-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Salesforce Service Cloud, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Salesforce Service Cloud. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Microsoft Dynamics 365 for Finance and Operations and Salesforce Service Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Service Cloud. Sales reps get a complete view of Microsoft Dynamics 365 for Finance and Operations account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync Microsoft Dynamics 365 for Finance and Operations Credit Notes to Salesforce Service Cloud
- Import Salesforce Service Cloud Contacts as Microsoft Dynamics 365 for Finance and Operations Customer Contacts
- Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Salesforce Service Cloud Opportunities
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Salesforce Service Cloud Accounts
- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices in Salesforce Service Cloud
- Access Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory from Salesforce Service Cloud

## Why Commercient

### Account health monitoring

Sync Microsoft Dynamics 365 for Finance and Operations payment status, open Sales Orders and credit data to Salesforce Service Cloud so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Salesforce Service Cloud new Accounts to Microsoft Dynamics 365 for Finance and Operations Customer Accounts so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Microsoft Dynamics 365 for Finance and Operations Trade Agreements to Salesforce Service Cloud so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Salesforce Service Cloud deal values and expected close dates with Microsoft Dynamics 365 for Finance and Operations order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Salesforce Service Cloud

Salesforce Service Cloud is a customer service platform for managing cases, tickets, knowledge bases, live chat, field service and service team operations.

## Frequently asked questions

### How is the Microsoft Dynamics 365 for Finance and Operations and Salesforce Service Cloud integration scoped and implemented?

Commercient scopes each integration project based on the customer's Microsoft Dynamics 365 for Finance and Operations and Salesforce Service Cloud configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Microsoft Dynamics 365 for Finance and Operations Sales Orders history sync to Salesforce Service Cloud account records?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Sales Orders history to Salesforce Service Cloud Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Microsoft Dynamics 365 for Finance and Operations and Salesforce Service Cloud?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Microsoft Dynamics 365 for Finance and Operations and Salesforce Service Cloud?

Commercient can synchronise key Microsoft Dynamics 365 for Finance and Operations ERP data with Salesforce Service Cloud, such as Customer Accounts, Customer Contacts, Released Products, On-hand Inventory, Sales Orders, Customer Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Microsoft Dynamics 365 for Finance and Operations Customer Accounts sync into Salesforce Service Cloud Accounts and Contacts?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts into Salesforce Service Cloud as Accounts and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.