CONVAYR - MS Dynamics 365 Integration

Your HR system already knows who's in, out,
and moving up - why doesn’t Salesforce?

HR Data Sync with Salesforce

Automate onboarding, offboarding, and role changes
Keep user access, permissions, and hierarchies up-to-date
Eliminate manual updates and reduce admin overhead

Powered by CONVAYR:

Maps HR data to Salesforce users
Auto-creates/deactivates users
Applies role hierarchy

Keeping user data in sync with HR data ensures
better security, reduces manual admin work, and
aligns Salesforce workflows and reporting with
the organisation’s actual structure.

Running multiple CRMs shouldn’t mean running in the dark.

Break CRM Silos. Connect Everything.

Unify data across CRM instances - fast
No-code setup, no expensive integration projects
Adapt instantly to changing custom fields, objects, and processes

Powered by CONVAYR:

Connect multiple CRM orgs in minutes
Map complex data relationships with point-and-click tools
Sync records selectively with transformations and rules
Update connections as your CRM evolves - no dev required

Give leadership a single source of truth - global data, local control.

Your data warehouse holds answers - why aren’t you using them?

Turn Your Data into a Decision Engine

Sync key data from lakes and warehouses to where it’s needed
Power forecasting, planning, and opportunity spotting
Give teams a complete view of operations, fast

Powered by CONVAYR:

Connects directly to your data warehouse or lake
Filters, transforms, and syncs high-value data
Uses bulk APIs for performance without hitting limits
Automate syncs and adjust logic in minutes—no coding required

Don’t let your best data sit idle - put it to work.

Unlock Self-Service Data Loads for Business Users

Tired of burdening your Salesforce admins with every small data update? Empower business users with self-service data loads.

With CONVAYR, non-technical users can easily manage controlled data imports. It ensures data integrity through smart safeguards like row limits, timeframes, and user authorisation.
File templates & email-triggered uploads
Real-time error logs & notifications
Full traceability with record IDs
Handle complex relationships and conditions in a single connection

Free up your technical teams, all while keeping control over data quality.

Why run five data jobs when one will do?

Consolidate. Automate. Simplify.

Combine record searches, updates, creates, and transformations
Replace scattered tools and manual steps with one repeatable job
Handle complex relationships and conditions in a single connection

Powered by CONVAYR:

Point-and-click setup for multi-step integrations
Maintains data relationships across objects
Built-in logic for conditional actions (e.g., update if exists, else create)
Robust error handling and execution tracking

Less chaos, more control—one job, many steps.

Your project data’s scattered - how do you expect to see the full picture?

Bring It All Together:

Consolidate timesheets, expenses, and project data
Pull from SFTP, Smartsheets, and other platforms
Get a full view of client projects

Powered by CONVAYR:

Map and transform inconsistent data formats
Schedule automated imports
Link records accurately (e.g., timesheets → projects → clients)
Smarter resource allocation
Better cost control and project forecasting

Unify your project data. Deliver better, faster, and smarter.

Your event leads are only valuable if they make it into your pipeline - fast.

Don’t Let Event Data Go to Waste:

Capture leads, booth scans, sessions, and notes
Enable fast, targeted follow-ups while the event’s still hot

Powered by CONVAYR:

Maps and transforms messy, partial data
Accepts files via email for quick uploads by field teams
Works around rigid target schemas—objects, fields, values
No bottlenecks between marketing and sales

Turn event buzz into pipeline - fast, clean, and fully connected.