Seamless Integration of Dynamics 365 F&O and Salesforce Optimizes Operations for Disaster Recovery Firm

The client is one of North America’s largest disaster recovery services firm, specializing in restoration, environmental remediation, and reconstruction services after natural and artificial disasters.

• Scalability struggle: Current accounting and operations weren’t keeping pace with the business’s growth, necessitating a robust ERP system.
• Salesforce incompatibility: Integration challenges existed with Salesforce Order Management and Order Orchestration systems.
• Mergers and integration: Frequent mergers and acquisitions require 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.

• D365 F&O scalability: Dynamics 365 Finance & Operations (D365 F&O) was chosen for its rich features, which provide scalability that aligns with core business needs.
• Mergers integration proficiency: Six mergers and acquisitions were successfully integrated into the ERP system over five months.
• 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.

• Scalability achieved: D365 F&O 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 Dynamics 365.
• Workflow optimization: Intricate workflows in purchase requisition and project modules streamlined operations.