Real-time
Two-way sync
Changes in Attio or Dynamics 365 F&O instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Attio to Dynamics 365 F&O integration — real-time, two-way sync
Keep Attio 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Attio and Dynamics 365 F&O
Close the gap between front office and back office: Attio and Dynamics 365 F&O share customers and status in real time, in both directions.
Attio and Dynamics 365 F&O connect the front-office pipeline to the ERP that fulfills it — the core of quote-to-cash alignment. Syncing Attio Deals and Companies with D365 Customers and Sales Orders keeps sales and finance operating on the same account and order state.
Stacksync syncs Users, Deals, Workspaces, Custom objects in Attio with Purchase Orders, Customer Invoices, Vendor Invoices, General Journal Entries in Dynamics 365 F&O 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 Give reps Sales Order status inside Attio during renewal conversations.
- 02 Track Released Products sold per Company for cross-sell targeting.
- 03 Surface Vendor and Purchase Order context on partner Companies managed in Attio.
- 04 Sync companies, people, and deals with Postgres so ops teams enrich and update CRM records with SQL.
Common sync patterns
Won-deal order creation
a closed Attio Deal produces the Customer and Sales Order records in Dynamics 365 F&O.
Invoice status for sellers
D365 Customer Invoices surface on the Attio Company so reps see billing state.
Account master sync
Attio Companies and D365 Customers stay matched to prevent duplicate account records.
What you can sync between Attio 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.
| Attio objects | Dynamics 365 F&O objects | How this pairing syncs | |
|---|---|---|---|
| Deals Pipeline records; read out for revenue reporting and written to from automation. | Vendors Supplier master records; synced with procurement and AP tools. | Deals is specific to Attio and Vendors to Dynamics 365 F&O — each maps to any object or custom field on the other side. | |
| Workspaces Synced with incremental and full sync per the Stacksync docs. | Released Products Sellable product master; read out to commerce channels and CRM catalogs. | Workspaces is specific to Attio and Released Products to Dynamics 365 F&O — each maps to any object or custom field on the other side. | |
| Custom objects Workspace-defined objects that behave like standard ones in the API. | Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. | Custom objects is specific to Attio and Sales Orders to Dynamics 365 F&O — each maps to any object or custom field on the other side. | |
| People Standard person object; synced with marketing tools and warehouse person tables. | Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. | People is specific to Attio and Purchase Orders to Dynamics 365 F&O — each maps to any object or custom field on the other side. | |
| Companies Standard company object; matched to billing and product accounts in two-way syncs. | Customer Invoices AR billing documents; status synced back to CRM and customer success tools. | Companies is specific to Attio and Customer Invoices to Dynamics 365 F&O — each maps to any object or custom field on the other side. | |
| Users Synced with incremental and full sync per the Stacksync docs. | Vendor Invoices AP documents; synced with invoice automation systems. | Users is specific to Attio and Vendor Invoices to Dynamics 365 F&O — each maps to any object or custom field on the other side. |
How changes propagate between Attio and Dynamics 365 F&O
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.
Attio Dynamics 365 F&O Sub-second propagation
DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.
DeliveryEach detected change is written to Dynamics 365 F&O through its API, with automatic retries and rate-limit backoff.
Dynamics 365 F&O Attio Sub-second propagation
DetectionDynamics 365 F&O pushes changes as they happen — webhook events backed by change data capture. Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity.
DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Attio: Subject to the platform's published API rate limits.
- Dynamics 365 F&O: OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
What ships with Attio ⇄ Dynamics 365 F&O
Connect Attio and Dynamics 365 F&O for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Dynamics 365 F&O connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Attio 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 Attio or Dynamics 365 F&O record.
Observability
Monitoring
Track your Attio ⇄ 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 Attio and Dynamics 365 F&O.
How the Attio and Dynamics 365 F&O connectors work
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits.
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.
How it works
How to connect Attio 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.
- 01
Connect your apps
Authenticate Attio 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.
Attio
connected
Dynamics 365 F&O
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Attio 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.
objects · Attio ⇄ Dynamics 365 F&OCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Attio Dynamics 365 F&OCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Attio and Dynamics 365 F&O integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Attio and Dynamics 365 F&O: authenticate both systems, choose the objects to sync (such as Attio's Deals and Workspaces), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Attio: Webhooks on record and list-entry events, with polling as a fallback. On Dynamics 365 F&O: Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Attio side: Users, Deals, Workspaces, Custom objects, plus custom fields where Attio exposes them. On the Dynamics 365 F&O side: Purchase Orders, Customer Invoices, Vendor Invoices, General Journal Entries. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Attio and Dynamics 365 F&O: Won-deal order creation; Invoice status for sellers; Account master sync. a closed Attio Deal produces the Customer and Sales Order records in Dynamics 365 F&O.
-
Attio: REST API. Authentication: Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key). Dynamics 365 F&O: 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"). Stacksync manages authentication, retries, and rate limits on both sides.
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.
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 438 integrations available for Attio and Dynamics 365 F&O.
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Attio ⇄ Sage 100 - Attio ⇄ Sage 300
- Attio ⇄ Sage Intacct
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Dynamics 365 F&O ⇄ Freshworks CRM -
Dynamics 365 F&O ⇄ Gorgias -
Dynamics 365 F&O ⇄ Infor CRM
No integrations match .
