OpsHub Integration Manager

No-code integration platform for rich bi-directional sync

OpsHub Migration Manager

Zero downtime migration to tool of your choice

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Keep Historical Data, Without Slowing Down Your Tools

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Migrate or restructure Azure DevOps Instances

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Real-time, context-rich data lake for AI or analytics

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No-code integration across teams & systems

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Enable collaboration between IT, support & business teams

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Connect PLM & engineering teams for smarter products

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Ensure regulatory compliance from start to release

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Evaluate before you buy

Blogs

Explore the latest in technology and best practices

Case Studies

Success stories from the field

White Papers

Actionable insights for your business challenges.

Videos

See solutions in action

EBooks

Learn, plan, and execute with confidence

Press Releases

Official announcements and updates

Webinars

Join discussions that drive results

News Letters

Stay ahead with curated insights

How to maintain data integrity during Jira Cloud migrations
Blog

How to maintain data integrity during Jira Cloud migrations

This guide explains how to maintain data integrity during Jira Cloud migrations, and Jira migration in general, using Jira Cloud Migration Assistant (JCMA) with OpsHub Migration Manager (OMM). It covers what moves, where integrity breaks, the checks that keep data accurate, and how the two tools work together.

Salesforce Dynamics 365 Integration : Real-Time, Two-Way Sync

Bi-directional real-time sync with OpsHub Integration Manager

OpsHub Integration Manager (OIM) connects Salesforce and Microsoft Dynamics 365 with a bi-directional, real-time sync. Sales teams working in Salesforce and support teams working in Dynamics 365 see the same accounts, cases, comments and statuses without manual updates or CSV exports. OIM acts as the middleware layer, so you don’t need custom API code to keep both systems aligned.

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Trusted by the world’s leading enterprises

How Microsoft Dynamics 365 and Salesforce integration is beneficial for an enterprise :

Real-time access to customer issues and priorities

Real-time updates when a customer issue is resolved

Streamlines sales and support processes, thereby accelerating go-to-market

With Microsoft Dynamics 365 and Salesforce integration, enterprises can:

Integrate Microsoft Dynamics 365 with Salesforce

How to integrate Microsoft Dynamics 365 and Salesforce using OpsHub Integration Manager?

Sync your business-critical data in minutes with OpsHub’s Enterprise-Grade Integration

OpsHub Integration Manager integrates Microsoft Dynamics 365 and Salesforce bi-directionally. It ensures that all data is available to each user, in that user’s preferred system, with full context, in real-time. All supported entities between Microsoft Dynamics 365 and Salesforce synchronize with each other. Customer priorities, and other details available in Microsoft Dynamics 365 are also visible in the customer account in Salesforce.

5 Easy Steps to Integrate Microsoft Dynamics 365 and Salesforce

01
Step

Configure the Microsoft Dynamics 365 and Salesforce connectors with authentication details in OIM.

02
Step

Select the projects in Microsoft Dynamics 365 and Salesforce to be synchronized.

03
Step

Choose the entities to synchronize, such as requirements, tasks, and bugs.

04
Step

Define the sync direction (one-way or two-way) and map relevant fields for synchronization.

05
Step

Activate the sync and monitor integration performance through OIM’s  dashboard.

Use Case: Microsoft Dynamics 365 integration with Salesforce

Problem statement:

The support team is unable to prioritize the tickets from different customers. As they don’t understand the priorities of the tickets, they end up taking up the least important tickets first and the most important tickets at the end.

Solution:

If Microsoft Dynamics 365 and Salesforce are integrated, the support team will have visibility into the order in which the customer tickets need to be prioritized.

Scenario:

Benefits of integration for Microsoft Dynamics 365 and Salesforce users

The support team is unable to prioritize the tickets from different customers. As they don’t understand the priorities of the tickets, they end up taking up the least important tickets first and the most important tickets at the end.

Microsoft Dynamics 365 users

Salesforce users

Business value provided

Better Resource
Utilization

0%

Increase in
Customer Satisfaction

0%

Growth in SLA
Turnaround Time

0%

Get started with Microsoft Dynamics 365 – Salesforce Integration today!