Microsoft Dynamics 365 and Salesforce Commerce Cloud
Integration Agency & Consultants
Cogent2’s AI-powered delivery, guided by experienced operators, is built for complex enterprise integrations. We connect Salesforce Commerce Cloud to Microsoft Dynamics 365 to maintain the integrity of the order-to-cash cycle. This gives finance teams the accurate, synchronised data they need for a faster and more reliable month-end close.
Auditing data gaps across your ecosystem
We connect Microsoft Dynamics 365 and Salesforce Commerce Cloud with your ERP and Ecommerce platforms, ensuring your systems work together efficiently. Our consulting services are invaluable, offering a comprehensive system audit that uncovers inefficiencies and integration gaps across Microsoft Dynamics 365, Salesforce Commerce Cloud, ERP, and Ecommerce solutions. These audits empower both our consultants and your team to take decisive action, helping your technology ecosystem run smoothly and efficiently, so you can deliver an outstanding customer experience.
Solution Design
Our design for Microsoft Dynamics 365 and Salesforce Commerce Cloud treats the ERP as the definitive source of truth for financials, the product master, and fulfilment status. Salesforce Commerce Cloud acts as the transaction engine, capturing customer intent and pushing orders to Dynamics 365 for processing. We typically recommend batching financial postings to simplify reconciliation, even though this causes a slight lag in intra-day reporting compared to real-time syncs. High-frequency inventory updates are often prioritised to protect available-to-sell counts on the storefront. This structure ensures finance closes the month based on Dynamics 365 records while ecommerce teams trust Salesforce for front-end availability. The design plays back into an operating model where order-to-cash integrity is maintained through disciplined data sequencing rather than fragmented system ownership.
Synchronising inventory masters and order flows
Supercharge your ERP and Ecommerce stack by integrating Microsoft Dynamics 365 and Salesforce Commerce Cloud using best-in-class iPaaS technology. Our experts connect Microsoft Dynamics 365 with your ERP and Salesforce Commerce Cloud with your Ecommerce, accelerating your route to market. Experience rapid, reliable integration that lets you harness the full power of both platforms, driving efficiency and agility across your business. Get ready to unlock new possibilities with cutting-edge ERP and Ecommerce solutions.
Securing the underlying integration architecture
Leveraging IPaaS with ISO 27001 and SOC 2 and above security accreditations enables secure, efficient integration between Microsoft Dynamics 365, Salesforce Commerce Cloud, ERP, and Ecommerce platforms. Microsoft Dynamics 365 and Salesforce Commerce Cloud data flows are automated, reducing manual effort and risk. IPaaS simplifies ERP and Ecommerce connectivity, ensuring compliance and scalability. Security is prioritised, with ISO 27001 and SOC 2 and above as minimum requirements, supporting robust, reliable integrations.
Surfacing transaction exceptions before month end
Dashboards often hide the very issues they are meant to solve by aggregating data until it looks correct. True visibility comes from detecting exceptions at the transaction level, such as a Salesforce order that fails to reach Dynamics 365 due to a SKU mapping error. We use operational intelligence to surface these specific failures early, before they compound into month-end reconciliation gaps. This approach moves beyond green-light reporting to show exactly where the sync has stalled. By monitoring the integrity of the data as it moves between systems, teams can fix individual errors like tax code mismatches before they impact the wider financial close.
Handing over day to day operations
Our training equips your team to confidently manage your tech stack, supporting your brand’s growth ambitions by integrating Microsoft Dynamics 365 and Salesforce Commerce Cloud. Gain practical skills in ERP and Ecommerce, ensuring your systems work together efficiently. With expertise in Microsoft Dynamics 365 and Salesforce Commerce Cloud, your team will be prepared to handle ERP and Ecommerce challenges, driving operational success and supporting your business objectives.
Managing data integrity after go live
Support covers Microsoft Dynamics 365 and Salesforce Commerce Cloud, ensuring your ERP and Ecommerce platforms are always operational. With on-hand technical knowledge, you gain peace of mind and business continuity. Our expertise in Microsoft Dynamics 365 and Salesforce Commerce Cloud means your ERP and Ecommerce systems are maintained, updated, and issues resolved quickly, so your business remains resilient and supported by professionals who understand your technology inside out.
Common failures
Inventory latency and overselling
Operational impact: When SFCC's available stock level does not reflect the master inventory in Dynamics 365, overselling is inevitable. This creates negative customer experiences through cancelled orders and places a heavy burden on the CX team. It also complicates financial reporting, as revenue from failed Sales Orders must be reversed, and requires constant manual intervention from the operations team to adjust stock buffers.
Prevention / Action: Designate Dynamics 365 as the definitive source of truth for all inventory records. The integration should only permit one-way synchronisation of stock levels, from D365 to SFCC, on a frequent, scheduled basis. Avoid bi-directional updates to prevent sync loops, and implement a robust queueing system to manage high-frequency updates to individual SKUs during peak sales periods.
Mismatched order totals and tax reconciliation
Operational impact: Discrepancies between the order total in SFCC and the resulting Sales Order in Dynamics 365 create significant reconciliation challenges. If discounts, shipping charges, and VAT are not identically represented, the finance team must manually investigate and adjust individual journal entries. At scale, this delays the month-end close and undermines trust in automated financial reporting.
Prevention / Action: Conduct a pre-emptive mapping exercise for every financial field on the order, including promotions, taxes, and payment methods. The integration logic must precisely translate SFCC's order structure into D365's financial schema, including explicit handling for rounding differences. Establish clear ownership for tax tables and logic to ensure consistency from cart to general ledger.
Orphaned orders and shipment status mismatches
Operational impact: If a shipment updated in Dynamics 365 fails to correctly update the corresponding order status in SFCC, the customer remains uninformed. This leads to preventable 'Where Is My Order?' contacts, increasing CX workload and eroding consumer trust. Operationally, it creates a split reality where an order appears fulfilled in the ERP but unfulfilled in the commerce platform, complicating reporting and returns processing.
Prevention / Action: The integration must include a closed-loop process for fulfilment updates. Define a clear state machine that maps D365 shipment statuses to the relevant SFCC order statuses and customer notifications. Use transactional, event-driven updates (e.g., from D365 'Shipped' status) to push tracking numbers back to SFCC, with exception handling and monitoring to catch and retry any failed updates.
Inconsistent product master data
Operational impact: When product data is managed in both systems, SKUs can quickly become disconnected. This results in pricing mismatches, new products failing to publish, and incorrect attributes appearing on the storefront. Merchandising teams may create duplicate product records in SFCC as a workaround, leading to a polluted product catalogue and inaccurate sales reporting against the wrong SKUs.
Prevention / Action: Enforce Dynamics 365 as the single source of truth for the core product master, including SKU, price, and core attributes. The integration should only synchronise product records from D365 to SFCC. While SFCC can own marketing-specific enrichment, the creation of net-new sellable items must be owned by the ERP. Implement scheduled syncs and validation reporting to identify any data mapping failures before they impact the live site.
Frequently asked questions
How do you prevent the integration from creating more manual reconciliation work for our finance team?
By establishing Microsoft Dynamics 365 as the single source of truth for all financial and inventory data. Sales orders from Salesforce Commerce Cloud are created as corresponding Sales Orders in Dynamics 365, ensuring the entire order-to-cash process resides within your ERP. This means the finance team avoids having to reconcile two separate systems, as all reporting is driven from the authoritative data in D365.
Our month-end close is consistently delayed by manual data entry. How does this integration address that?
Delayed closes often happen because staff manually key in sales totals, taxes, and refunds from Salesforce Commerce Cloud into Microsoft Dynamics 365. An integration automates the creation of a Sales Order in D365 for every order in SFCC, including all relevant financial data. This gives your finance team accurate, complete, and timely records, enabling a much faster month-end close.
How is inventory kept in sync, and what prevents us from overselling during busy periods?
To prevent overselling, Microsoft Dynamics 365 must act as the inventory master. The integration pushes stock level updates from Dynamics 365 to Salesforce Commerce Cloud on a frequent, scheduled basis. Using the correct Salesforce Commerce Cloud APIs for inventory updates ensures that the 'Available to Sell' quantity on your storefront accurately reflects the master record in your ERP.
We use promotional items in orders. Will zero-priced SKUs break the sync with Dynamics 365?
This is a common failure point that requires careful handling. While Salesforce Commerce Cloud allows zero-priced line items for promotions, a standard Microsoft Dynamics 365 setup can reject sales orders containing them. A robust integration maps these promotional SKUs correctly to prevent order synchronisation failures, ensuring every SFCC order is created in D365 without needing manual fixes.
How does the integration handle different tax calculation models between the two systems?
A tax mismatch creates significant reconciliation issues for the finance team. Salesforce Commerce Cloud often calculates tax at the line-item level, while Microsoft Dynamics 365 may be configured with its own tax groups. The integration must map the precise tax amount from the SFCC sales order to the correct tax fields in the D365 Sales Order to ensure VAT reporting is accurate.