Explore DemandDynamics' expertise in seamlessly integrating Dynamics 365 Finance & Operations with Salesforce through 18 integration points.

1. About the Client
Established in 1989, the client is North America’s largest family-operated disaster recovery
services firm. It specializes in restoration, environmental remediation, and reconstruction services
after natural and man-made disasters. With an unwavering commitment to customer service,
they have 60+ offices and a team of over 2000 dedicated employees.
Use Case
Customer Success Story
Seamless integration of Dynamics
365 F&O and Salesforce with 18
Integration points
Solution
Benefits
Scalability achieved: D365FO provided the scalability needed for business
growth.
Seamless M&A Integration: The ERP system effortlessly absorbed six new
entities quickly.
Synchronous data transfer: Complex Salesforce integrations ensured real-time
data synchronization.
Integrated module efficiency: Multiple integrations significantly enhanced
sales, finance, and project modules in D365.
Workflow Optimization: Intricate workflows in purchase requisition and project
modules streamlined operations.
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Scalability struggle: Current accounting and operations weren’t keeping pace with the
business’s growth, necessitating a robust ERP system.
Salesforce incompatibility: Integration challenges with Salesforce Order Management
and Order Orchestration systems existed.
Mergers and integration: Frequent mergers and acquisitions required a scalable system
to absorb new entities seamlessly.
ADP payroll complexity: Integration with ADP was vital for compensation, benefits, and
payroll processing for a vast and diverse workforce.
User access overload: With 400+ users, an integrated application for streamlined
operations became critical.
D365FO scalability: Dynamics 365 Finance and Operations (D365FO) was chosen for its
rich features, providing scalability to align with core business needs.
Mergers integration proficiency: Over five months, six mergers and acquisitions were
successfully integrated into the ERP system.
Salesforce integration: Advanced Salesforce integrations, covering customer
management, jobs, and work order management, were successfully harmonized with
D365 using MuleSoft.
Multifaceted integration points: Eighteen integration points were established over
Salesforce, ADP, Leveset, and Comerica.
Workflow refinement: Intricate workflows were implemented in purchase requisition and
project modules for enhanced operational efficiency.