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CRM ⇄ ERP

6sense to Dynamics 365 F&O integration — real-time data sync

Keep 6sense and Dynamics 365 F&O in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect 6sense and Dynamics 365 F&O

Flow 6sense data into Dynamics 365 F&O in real time — no exports, no schedulers, no custom scripts.

6sense is a read-only source: Stacksync reads its data in real time and delivers it into Dynamics 365 F&O, so Dynamics 365 F&O always reflects the current state of 6sense — without exports, scripts, or schedulers.

6sense holds the customer relationship; Dynamics 365 F&O runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Common use cases

  • Feed in-market account lists to sales engagement tools to start sequences automatically.
  • Sync 6sense buying stage and intent scores onto CRM accounts so sellers prioritize in-market targets.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • Distribute product and price master data from F&O to downstream channels through a synced database.

Where Dynamics 365 F&O is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 F&O shows on the account in 6sense, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Dynamics 365 F&O manages people and org data: keep 6sense aligned

Owners, territories, and org structure informed by Dynamics 365 F&O stay current in 6sense.

What you can sync between 6sense and Dynamics 365 F&O

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

6sense objects Dynamics 365 F&O objects
Accounts Company records enriched with firmographics and intent data, matched to CRM accounts. Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment.
Segments Dynamic account lists built from intent and fit criteria, read out to drive targeting. Purchase Orders Procurement transactions; extracted for spend and supply chain reporting.
Buying Stage Scores Model-predicted stage per account, synced onto CRM records for prioritization. Customer Invoices AR billing documents; status synced back to CRM and customer success tools.
Intent Signals Keyword-level research activity used to flag in-market accounts. Vendor Invoices AP documents; synced with invoice automation systems.
People / Contacts Persona and contact data surfaced for accounts, used to build outreach lists. General Journal Entries GL postings; read-only extracts for consolidated finance reporting.
Reach Scores Model scores reflecting the level and recency of outreach to an account or contact, used to prioritize follow-up. On-hand Inventory Stock positions; read out to storefronts and internal apps for availability.
What ships with 6sense ⇄ Dynamics 365 F&O

Connect 6sense and Dynamics 365 F&O for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every 6sense–Dynamics 365 F&O connection.

Real-time

Real-time sync

Changes in 6sense or Dynamics 365 F&O instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever 6sense or Dynamics 365 F&O data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single 6sense or Dynamics 365 F&O record.

Observability

Monitoring

Track your 6sense ⇄ Dynamics 365 F&O sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between 6sense and Dynamics 365 F&O.

How the 6sense and Dynamics 365 F&O connectors work

6sense

Integration surface
REST API
Authentication
API key (token passed in request headers)
Change detection
Polling; scores and segment membership are typically refreshed on the platform's model update cadence
Capabilities
read
Rate limits
Subject to the platform's API rate limits, which vary by contracted API package

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide
How it works

How to connect 6sense to Dynamics 365 F&O — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate 6sense and Dynamics 365 F&O with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    6sense connected
    Dynamics 365 F&O connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the 6sense and Dynamics 365 F&O objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · 6sense ⇄ Dynamics 365 F&O
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    6sense Dynamics 365 F&O
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

6sense and Dynamics 365 F&O integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for 6sense and Dynamics 365 F&O.

Popular · 8 of 386
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