connect2​SalesforceMarketing

Is your marketing team sending campaigns based on outdated customer data because keeping Business Central and Salesforce Marketing Cloud in sync is a manual effort? OmniConnect by Codeunit connects Dynamics 365 Business Central directly to Salesforce Marketing Cloud — synchronizing customer profiles, consent records, and order data automatically, the moment it changes.

Built for marketing operations teams and ERP administrators, the connector ensures that every campaign, journey, and audience in Salesforce Marketing Cloud is based on current, consented customer data from Business Central.

‍

What It Does

• Customer Profiles — When a customer record is updated in Business Central, the latest profile data — including name, address, email, phone number, language, and market — is pushed to your Salesforce Marketing Cloud Data Extension automatically. Phone numbers are normalized to international format before transmission.
• Consent Management — Each customer's email, SMS, and marketing consent flags are synchronized to a dedicated Data Extension, including opt-in and opt-out dates. Only customers whose profiles are being synchronized have their consent records sent, keeping both data sets consistent.
• Order Confirmations — When a sales order confirmation is created in Business Central, the full order header and all line items are sent to Salesforce Marketing Cloud, including customer details, billing address, payment method, shipping information, and order total excluding VAT.
• Shipment Tracking — When goods are shipped, updated order and shipment data is pushed to Marketing Cloud, including shipping date, delivery status, and tracking numbers — enabling post-purchase journeys to trigger on actual shipment events.
• Sales Invoices — Posted sales invoices are forwarded to Salesforce Marketing Cloud with shipping date and any associated tracking numbers, providing a reliable signal for invoice-based communications such as review requests or loyalty messaging.

‍

Key Benefits

• Consent-driven synchronization — Customer profiles and orders are only sent to Marketing Cloud for customers who have given consent, keeping your audiences compliant by design.
• Full order lifecycle coverage — Confirmations, shipments, and invoices are all synchronized, giving Marketing Cloud a complete view of each customer's purchasing journey.
• Automatic status writeback — When a customer's synchronization eligibility changes, the corresponding flag in Business Central is updated automatically, removing the need for manual record maintenance.
• Shipment and tracking data — Tracking numbers and delivery status are pushed to Marketing Cloud at the moment of shipment, enabling timely post-purchase communications.
• Normalized contact data — Phone numbers are standardized to international format and email addresses are hashed before transmission, ensuring data quality and privacy compliance.
• VAT-aware order totals — Order totals are automatically adjusted to exclude VAT regardless of how Business Central is configured, so your marketing data reflects accurate net amounts.
• Market segmentation support — Customer market is included with both profile and order data, making it straightforward to target campaigns by region within Salesforce Marketing Cloud.

‍

OmniConnect Portal — included with your integration

Every integration comes with access to the OmniConnect Portal — giving you full insight into everything flowing between your connected systems. Get notified when something requires your attention, and correct data or resubmit failed transactions on the fly — all from a single interface.

‍

Built for your business

Need something more? OmniConnect connectors are continuously developed and extended based on customer feedback. If your workflow requires an integration or feature that isn't listed here, get in touch — we tailor our connectors to fit your business.