Workflow Automation

Sync sales and finance workflows across Salesforce and Business Central

Connect Salesforce with Dynamics 365 Business Central to keep customer, order, and financial data consistent so reporting is accurate, manual work is reduced, and teams collaborate more effectively.

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Faster cycle times
0 %
Records synced daily
> 0 B
Lesser manual work
0 %
Avg Sync Duration
< 0 min

Start syncing in 4 simple steps

For workflow automation & process integration

1. Connect and authenticate your systems

Connect and authenticate your source and target systems

3. Schedule and automate syncs

Run automated syncs in real-time or scheduled batches

4. Monitor sync progress and logs

Setup notifications and alerts to monitor status and errors logs

Perfect for teams needing to automate data flows, update records, and trigger downstream processes.

Integrations and automation for every workflow

Automate operational processes across systems

Automatically trigger workflows when records change in one application to create, update, or transform data and push it into another system.

Reduce manual operations by 90%.

Maintain real-time data consistency between applications

Keep key entities like customers, accounts, orders, etc. consistent across apps with bi-directional or conditional sync logic.

Eliminate data mismatches and errors.

Enrich and transform data before it reaches its destination

Apply business rules, mapping logic, validations, and transformations before sending data downstream.

Standardize data across apps.

Everything you need to integrate your apps

Visual workflow builder

Set up integrations easily without coding or IT dependency.

Real-time & scheduled triggers

Automate approvals, syncs, and handoffs instantly.

Advanced monitoring & logs

Review sync logs & trigger alerts via email or webhooks

Responsive enterprise support

Get in touch with our dedicated team via phone, email, and chat support.

Simple and transparent pricing

Always know what you’re paying with fixed, simple pricing plans.

Enterprise-grade security

Top-grade security standards with SOC 2, HIPAA, GDPR compliance.

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What customers are saying about us

Sarah Perry Business Intelligence Engineer

"DBSync helped us resolve everything quickly. The ROI came out about even. I believe we paid about 10-12K and saved 10-12K worth of my time. We were able to stabilize our CRM Sync and I was able to use my time on other ETL projects.”

Jason Lewin CMO of American Paper Optics

From an ROI standpoint, it's something that I feel like it paid for itself the first year that we had it. It freed us up 50% of the time. It's worth six figures to us in a year, in terms of time. It was a no brainer for us

Jonathan Edwards Project Manager at Virginia City Public Schools

Performance has just been crazy great with DBSync and we don't have multiple terabytes of data, but we do get above a terabyte in data! It's really just ease of use, management and having help there when and when you need it so they're there when you call.

Donna Murray Director of Finance at The Loan Synchronizations and Trading Association

The customer experience has been excellent! I am very honest to almost a fault so if there was ever an issue or ever a time that somebody was non-responsive to me I would in a heartbeat bring it up! There has never been an issue in all these years.

Matthew Orisi President - EduTek

It enabled us to grow and increase our capacity without increasing our overhead… if we didn't have DBSync, [we’d] have to have dedicated staff moving that data and double-checking that data between our CRM and our in-house accounting platform.

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See DBSync in action

Integrate applications, automate workflows, and replicate data for improved efficiency and decision-making.

Effortless Integration
Automated Workflows
Reliable Data Replication
Continuous Sync


Frequently Asked Questions

1. How do I integrate Salesforce with Microsoft Dynamics 365 Business Central?
You can integrate Salesforce with Microsoft Dynamics 365 Business Central using an integration platform like DBSync that connects CRM and ERP data in real time. The integration syncs customers, accounts, orders, invoices, and financial records between Salesforce and Business Central, helping sales and finance teams work from the same data while reducing manual updates and reconciliation.
2. Can I sync customer and order data between Salesforce and Business Central?
Yes. Salesforce and Microsoft Dynamics 365 Business Central can be integrated to sync customer, account, order, and financial data between CRM and ERP systems. This keeps sales and finance teams working from the same information while reducing manual updates and improving visibility across the quote-to-cash process.
3. What is the best integration platform for Salesforce and Business Central?
The best integration platform for Salesforce and Microsoft Dynamics 365 Business Central supports automated data syncing, workflow automation, and flexible data mapping. Platforms like DBSync allow organizations to connect CRM and ERP systems without custom development while keeping customer and financial data aligned.
4. How does Salesforce Business Central integration improve financial reporting?
Integrating Salesforce with Microsoft Dynamics 365 Business Central improves financial reporting by automatically syncing sales, invoice, and customer data between systems. This reduces reconciliation work, improves data accuracy, and helps finance teams generate more reliable reports.
5. Is it possible to automate invoice syncing between Salesforce and Business Central?
Yes. Salesforce and Microsoft Dynamics 365 Business Central integrations can automate invoice syncing so billing data flows automatically between CRM and ERP systems. This reduces manual processing and helps finance teams maintain accurate billing records.

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