Project Name
Microsoft Dynamics 365 Business Central to Salesforce Sales Cloud Migration for the US Dental Implant Company
Our client is the US subsidiary of a leading South Korean dental implant manufacturer specialising in the design, development, and manufacture of dental implant systems and related dental products. The company serves dental professionals across general dentistry, oral surgery, periodontics, and prosthodontics in the United States through a 50-person sales organisation structured across regional directors, department heads, and field sales representatives.
The product portfolio spans dental implants, abutments, prosthetic components, surgical equipment, CBCT imaging systems, intraoral scanners, and the Versah osseodensification bur system.
Ksolves was engaged to implement Salesforce Sales Cloud with full Microsoft Dynamics 365 Business Central integration, replacing fragmented manual data management and giving the US sales team real-time access to their complete customer transaction history for the first time.
270,000 invoice lines in an ERP system the sales team could not access from their CRM, and a daily manual CSV export as the only bridge between them.
- Disconnected ERP and CRM Data: Over 270,000 invoice lines and 50,000 invoices were stored in Business Central, but sales teams had no direct access to transaction history or purchasing insights within Salesforce.
- Manual Data Synchronization: Without a live Business Central API, daily CSV exports and imports were required to keep Salesforce updated, creating ongoing manual effort and data maintenance challenges.
- Limited Sales Performance Visibility: Sales reps and managers lacked real-time visibility into product-category performance, account spending trends, rankings, and progress against sales targets.
- Manual Customer Follow-Up Processes: Warranty renewals, product follow-ups, surgical kit reminders, and inactive account outreach depended entirely on manual tracking by sales representatives.
- Unstructured Lead & Event Management: Trade show leads, course attendees, and inquiries lacked automated routing, categorization, and follow-up workflows, while event scheduling remained disconnected from sales operations.
- No Proactive Account Insights: The business had no automated alerts for declining purchases, inactive customers, or emerging sales opportunities, limiting proactive account management.
Ksolves, an AI-first Salesforce consulting services company, delivered a two-phase Salesforce Sales Cloud implementation between February and September 2023, with go-live in October 2023. Phase 1 established the CRM foundation and migrated historical data, while Phase 2 introduced a live Business Central integration to replace manual processes.
- Phase 1 - Salesforce Foundation & Historical Data Migration: Implemented Salesforce Sales Cloud with a complete sales data model, including Accounts, Contacts, Leads, Opportunities, and a 5,600+ product catalog. Migrated 270,000+ invoice lines and historical transactions dating back to 2020, creating a unified sales history for reporting and customer analysis.
- Phase 2 - Live Business Central Integration: Replaced daily CSV imports with a REST API integration between Business Central and Salesforce. Sales orders, invoices, leads, opportunities, and product data now sync automatically through Platform Events, enabling near real-time visibility and eliminating manual data maintenance.
- Sales Intelligence & Performance Dashboards: Built role-based dashboards providing Day, MTD, QTD, and YTD sales rankings, category-level performance tracking, year-over-year comparisons, sales-by-region analysis, goal tracking, and detailed account-level reporting.
- Automated Customer Follow-Up Workflows: Implemented Salesforce Flow automation for warranty reminders, product follow-ups, surgical kit notifications, and inactive customer alerts, ensuring timely engagement without manual intervention.
- Lead Management, Events & Activity Automation: Configured automated lead assignment by event and product category, integrated event management for trade shows and training programs, enabled Einstein Activity Capture for email and calendar synchronization, and deployed territory mapping to support field sales planning.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Salesforce Sales Cloud |
| Integration | Dynamics 365 Business Central API |
| Architecture | Platform Events / Streaming API |
| Analytics | Sales Dashboards + Reporting |
| Automation | Einstein Activity Capture + Ticklers |
From 270,000 invoice lines in an ERP system the sales team could not see, to a live Salesforce CRM where every account's complete purchase history is one click away, and the data updates itself.
- 270,000+ Invoice Lines Unified in Salesforce: Complete customer purchase history from 2020 onward is now available directly within Salesforce, giving reps instant access to account insights.
- Manual CSV Imports Replaced With Live Integration: A Business Central REST API integration now syncs sales, customer, and product data in near real time, eliminating manual imports.
- Real-Time Sales Intelligence Enabled: Dashboards provide sales rankings, category performance, year-over-year comparisons, goal tracking, and account trend alerts.
- Follow-Up Workflows Fully Automated: Warranty reminders, product follow-ups, and inactivity alerts are automatically triggered from transaction data.
- Lead & Events Management Centralized: Automated lead routing, event workflows, calendar integration, and activity tracking have streamlined sales operations.
What began as 270,000+ invoice lines locked inside Business Central and maintained through daily CSV imports is now a fully connected Salesforce ecosystem. Ksolves migrated the complete transaction history, implemented a live Business Central integration, and automated key sales and follow-up processes. The result is a sales team with real-time access to customer history, actionable sales intelligence, and automated workflows, enabling faster decisions, better customer engagement, and a scalable foundation for future growth.
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