Nystrom
A building products manufacturer had Salesforce CRM and Microsoft D365 ERP completely disconnected — forcing reps to manually look up pricing, orders, and account data. Cloud Nerd built a custom bidirectional APEX REST API integration and 13 CRM Analytics dashboards.
Engagement at a glance
Salesforce Sales Cloud
Microsoft D365 ERPCRM AnalyticsD365 integration + CRM Analytics delivered
Sales volume, win rate, retention, and more
CRM Analytics KPI dashboards
With event log and manual push fallback
Automatic retry logic
Eliminating manual price lookups
Retrieved from D365 at quote time
Nystrom's sales organization ran on Salesforce, but every meaningful data point about a customer — purchase history, open orders, quotes, pricing — lived in Microsoft D365. Sales reps were logging out of Salesforce, into D365, looking up information, and manually updating their CRM. Quotes often went out with incorrect pricing. Leadership had no real-time analytics on pipeline or account growth.
Cloud Nerd worked alongside Nystrom's D365 partner (Ascendex Consulting) to design the integration architecture. The team built a custom bidirectional APEX REST API integration — POST services to send data to D365, GET services to retrieve D365 data on-demand, trigger-based firing logic for all scoped objects, a live pricing retrieval button on Quote Line Items, and an event log with automatic retry and manual push fallback. CRM Analytics was deployed with 13 KPI dashboards.
Sales reps now see account details, contact history, quote status, pricing, and order information without leaving Salesforce. Live pricing from D365's pricing engine is available on every quote. Thirteen CRM Analytics dashboards give leadership visibility into pipeline, win rates, and customer retention for the first time.
Every customer lookup — order history, open quotes, account details, pricing — required reps to leave Salesforce and log into D365 separately. Manual data entry between systems created errors and wasted time.
Sales reps were entering pricing from memory or outdated price lists — D365's pricing rules were not consulted at quote time, creating margin risk on every deal.
Pipeline, deal win rates, account growth, and customer retention were all tracked in spreadsheets — there was no real-time reporting on sales performance.
Cloud Nerd worked with Ascendex Consulting to design the integration architecture, configure OAuth 2.0 authentication in Salesforce, and establish the Custom Metadata framework for field-level mapping configuration.
Cloud Nerd built the full suite of APEX REST API integration components — POST services, GET services, trigger-based firing logic, a live pricing button, event log table with retry logic, and full APEX test coverage.
Salesforce CRM Analytics was deployed with 13 key sales performance dashboards — giving Nystrom leadership a real-time view of pipeline health, customer relationships, and sales team performance for the first time.
Salesforce shows account, order, pricing, and history in one place
D365 pricing rules applied at quote time — no manual lookups
Real-time CRM Analytics dashboards for sales leadership
Integration with event log, auto-retry, and manual push fallback
What's next
Nystrom is evaluating additional Salesforce CPQ capabilities to extend the quoting workflow and further streamline the path from D365 pricing to customer-facing proposals.
Technologies in this engagement
Salesforce Sales Cloud
Microsoft D365 ERPCRM AnalyticsReady to do this?
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