What data gets synchronised?

Customer accounts, contacts, products and items, item pricing and levels, opportunities, sales quotes, sales orders and related financial transactions are synchronised between Salesforce and Dynamics AX.

What does One Click Sales Orders & Quotes mean?

From a closed/won opportunity in Salesforce you can create the sales order or quote in Dynamics AX with a single click. The related account, product and contact details are synced automatically.

Can sales teams see back-office information?

Yes. Reps can track a sales order through fulfilment and billing and view credits, refunds and the latest account financials from inside Salesforce.

How does it reduce errors?

Automating the data flow removes re-keying between systems, which cuts data entry errors and the overhead of keeping two systems aligned.

How long does implementation take?

It depends on the number of objects, mappings and customisations. We agree a clear timeline up front and test everything before go-live.

Can field mappings be customised?

Yes. Record and field-level mappings, business rules and workflows can be tailored to your business.

Do you migrate or clean existing data?

Yes, if needed. We can align and de-duplicate accounts, contacts and items before the first sync.

Data moves over encrypted connections between your Salesforce org and Dynamics AX, with role-based access and a full audit trail of every transaction.

What happens if a sync fails?

Failed transactions are flagged on the connector dashboard with the reason, so they can be corrected and retried without losing data.

Can we monitor transactions?

Yes. The dashboard shows failed, pending and successful transactions, data packets, dataflows and connection status in one place.

Does it affect Salesforce or AX performance?

The connector is designed for efficient, incremental syncing so day-to-day use of both systems is not slowed down.

Is the integration compliant with our policies?

We follow your security, access and data governance requirements during design and deployment, and document the setup.

How is the connector priced?

Pricing depends on scope and customisation. Contact us for a quote based on your Salesforce and Dynamics AX setup.

Are there ongoing costs?

Support, updates and enhancements can be covered under an ongoing support plan. We will share the details with your quote.

What support do you offer after go-live?

Ongoing support covers monitoring, updates, enhancements and user help so your Salesforce and ERP data stay in sync.

Do you offer training?

Yes. We train your sales, finance and operations teams to use and monitor the integration with confidence.

Can we start small and expand later?

Yes. Many customers begin with accounts and contacts, then add products, pricing, quotes, orders and financial transactions.

Salesforce × Dynamics AX

Dynamics AX Salesforce Connector by Aarvexa

Reduce overhead, eliminate data entry errors and streamline lead to cash processes with automated, real-time, two way integration between Dynamics AX and Salesforce by Aarvexa.

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Salesforce CRMDynamics AX ERPTwo-way syncReal time

8,420Records synced today1.2Sync latency (s)0Manual entries

Account syncedSalesforce → Dynamics AX · Acme Corp → Customer C-1042

Capabilities

What The Salesforce Connector Does

Two-way, real-time sync between Salesforce and Dynamics AX.

Real Time Synchronization & Update

Ensure timely synchronization of customer accounts, contacts, products and pricing between Salesforce and Dynamics AX. With two way data synchronization, any records created or updated in either system are automatically reflected in the corresponding system.

One Click Sales Orders & Quotes

Create sales orders and quotes in Dynamics AX from closed/won opportunities in Salesforce in real time with a single click, and have all the related account/customer, product and contact details automatically synced between the two systems.

Back-Office Visibility

Track the progress of any sales order as it moves through fulfillment and billing. Monitor related customer financial transactions like credits and refunds in real time or access the latest account financials. Get better insight into customer relationships with complete visibility into your AX back-office from Salesforce.

Hassle Free Management

The Aarvexa Dynamics AX Salesforce Connector is deployed within your AX ERP, so you can manage the integration from within Dynamics AX, with complete visibility into all aspects of the integration, including record and field-level mappings.

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Key Features

Key Features of Dynamics AX Salesforce Connector by Aarvexa

Reduction in data entry errors
Real-time automation for streamlining lead to cash processes

Reduction in overhead expenses
Two-way integration between Dynamics AX and Salesforce

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Benefits

Benefits of Dynamics AX Salesforce Connector by Aarvexa

Allows creation of sales orders and quotes in Salesforce in real time with a single click.
Enhanced insight for better customer relationships.
Allows better visibility into AX back-office from Salesforce.

Complete visibility into all integration aspects.
Ensures real time synchronization of customer accounts, contacts, products and pricing between Salesforce and Dynamics AX.

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Dashboard

Overview of our Aarvexa Integration Solution

Aarvexa Connector

Welcome

Hello, welcome back

Aarvexa Connectors
Workspace 01 | AX36Enabled Dataflow

Aarvexa Connectors
Workspace 02 | AX36Enabled Dataflow

Let’s create a new workspace to add more dataflows+ Create New

Transactions

05Failure TransactionPending TransactionSuccessful Transaction

Data Packet IdentifierDataflowsCreated at

c89852deDataFlow 01 – Salesforce Accounts | Dynamics AXToday at 18:34

c89852deDataFlow 02 – Salesforce Accounts | Dynamics AXToday at 18:31

c89852deDataFlow 03 – Salesforce Accounts | Dynamics AXToday at 18:27

c89852deDataFlow 01 – Salesforce Accounts | Dynamics AXToday at 18:22

c89852deDataFlow 02 – Salesforce Accounts | Dynamics AXToday at 18:19

c89852deDataFlow 03 – Salesforce Accounts | Dynamics AXToday at 18:14

85%Excellent85% of transactions run successfully

Connections

Apps03Connections10

Salesforce App

Salesforce accounts to Dynamics…Online

Salesforce accounts to Dynamics…Offline

Transactions loggedFull audit trail

Native to DynamicsManage inside your ERP

Our Clients

Our Happy Clients

Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry

savecoA WAY OF LIFE

BastianSOLUTIONS

GrowersEXPRESS

gflSKIN CARE

HONDA

savecoA WAY OF LIFE

BastianSOLUTIONS

GrowersEXPRESS

gflSKIN CARE

HONDA

savecoA WAY OF LIFE

BastianSOLUTIONS

GrowersEXPRESS

gflSKIN CARE

HONDA

FAQ

Frequently Asked Questions

Straight answers on the Salesforce and Dynamics AX connector, sync, setup, security and pricing.

It is a connector that keeps Salesforce and Microsoft Dynamics AX in sync automatically with two-way, real-time integration. Accounts, contacts, products, pricing, quotes, sales orders and financial transactions flow between both systems without manual data entry.

The connector links Salesforce (CRM) with Microsoft Dynamics AX (ERP), giving sales teams and the back office one consistent view of the customer.

Sales, finance and operations teams that run Salesforce for CRM and Dynamics AX for ERP and want to streamline their lead-to-cash process.

Contact us for a discovery call. We review your Salesforce org, AX setup and workflows, recommend the scope, configure the connector and validate it in a test environment before go-live.

No. The connector is configured around your existing objects, fields and processes, so you keep the systems you already rely on.