Skip to content
ERP ⇄ CRM

Acumatica to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Acumatica and Microsoft Dynamics 365 Sales 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Acumatica and Microsoft Dynamics 365 Sales

Close the gap between front office and back office: Microsoft Dynamics 365 Sales and Acumatica share customers and status in real time, in both directions.

Pairing Acumatica with Microsoft Dynamics 365 Sales connects the CRM pipeline to ERP execution. Sellers manage Accounts, Leads, and Opportunities in Dynamics while Acumatica holds the Customers, Sales Orders, and Invoices that fulfill them, and the sync keeps both records of the relationship consistent.

Stacksync syncs Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 Sales with Customers, Vendors, Sales Orders, Invoices in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sales builds Quotes in Dynamics against current Acumatica Stock Items.
  • 02 Renewal owners review open Sales Orders and Invoice balances from the Dynamics Account before outreach.
  • 03 Operations trusts that every Dynamics Order has a corresponding Acumatica Sales Order.
  • 04 Run a two-way dual-run between Dynamics and another CRM during a migration.

Common sync patterns

Opportunity-to-order conversion

won Dynamics Opportunities and Quotes create Acumatica Customers and Sales Orders without rekeying.

Billing status for sellers

Acumatica Invoices sync to the Dynamics Account and Order records so reps see what has shipped and what is owed.

Account master sync

Dynamics Accounts and Contacts stay two-way matched with Acumatica Customers.

What you can sync between Acumatica and Microsoft Dynamics 365 Sales

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.

Acumatica objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Vendors Supplier records aligned with procurement and AP automation. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Vendors is specific to Acumatica and Leads to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. Sales Orders is specific to Acumatica and Opportunities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Quotes Pricing proposals; often synced with CPQ or ERP pricing data. Purchase Orders is specific to Acumatica and Quotes to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Stock Items Inventory master data with quantities shared with external sales channels. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Stock Items is specific to Acumatica and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Shipments is specific to Acumatica and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and Microsoft Dynamics 365 Sales

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Acumatica Microsoft Dynamics 365 Sales Sub-second propagation

DetectionAcumatica notifies Stacksync of record changes through webhook events. Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields.

DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Acumatica Sub-second propagation

DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.

DeliveryEach detected change is written to Acumatica through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Acumatica ⇄ Microsoft Dynamics 365 Sales

Connect Acumatica and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Microsoft Dynamics 365 Sales connection.

Real-time

Two-way sync

Changes in Acumatica or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Microsoft Dynamics 365 Sales 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 Acumatica or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Acumatica ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Microsoft Dynamics 365 Sales.

How the Acumatica and Microsoft Dynamics 365 Sales connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

How to connect Acumatica to Microsoft Dynamics 365 Sales — 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 Acumatica and Microsoft Dynamics 365 Sales 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
    Acumatica connected
    Microsoft Dynamics 365 Sales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Microsoft Dynamics 365 Sales 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 · Acumatica ⇄ Microsoft Dynamics 365 Sales
    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
    Acumatica Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Acumatica and Microsoft Dynamics 365 Sales integration FAQ

SECURITY

Security teams trust 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 441 integrations available for Acumatica and Microsoft Dynamics 365 Sales.

Popular · 6 of 441
All Acumatica integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own